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Disclosery

IGSB ISHARES TR

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ETF (fund)

941 managers (948 13F filers) reported a position in IGSB shares at 2025-03-31, 311,503,558 shares in all. 67 filers opened a position and 71 filers sold out during the quarter.

Managers
941
13F filers
948
New
67
Added
350
Reduced
362
Sold out
71
Shares held by filers
311,503,558

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Main Management LLCin group Main Management ETF Advisors,…151,241$7.92M0.7%+5513F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\150,731$7.89M<0.01%+21,34913F-HRTimelineGroup
FLOW TRADERS U.S. LLC148,792$7.79M0.33%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT148,408$7.77M0.58%+15,79113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding147,718$7.73M-153,832Timeline
Meridian Wealth Management, LLC147,437$7.72M0.37%+8,04913F-HRTimeline
Secure Asset Management, LLC147,040$7.7M1.55%new13F-HRTimeline
JPL Wealth Management, LLC143,325$7.51M2.14%+7,24713F-HR/ATimeline
Kiker Wealth Management, LLC140,999$7.38M5.04%+22,32113F-HRTimeline
Heck Capital Advisors, LLC140,545$7.36M0.83%+58,62313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP139,435$7.3M0.01%-6,36713F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC139,163$7.29M1.29%-13,80113F-HRTimeline
DAVIS R M INC139,067$7.28M0.15%-9,35813F-HRTimeline
Total Wealth Planning, LLC138,616$7.26M1.11%-4,65013F-HRTimeline
Hilton Capital Management, LLC137,116$7.18M0.61%+3,34613F-HRTimeline
Wealthstar Advisors, LLC134,772$7.06M3.23%+4,51013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…134,090$7.02M0.37%-2,50013F-HRTimeline
MA Private Wealth133,862$7.01M1.32%-6,54313F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …133,781$7.01M0.92%-2,23613F-HRTimeline
Marmo Financial Group, LLC133,731$7M3.83%new13F-HRTimeline
EQUITABLE TRUST CO133,073$6.97M0.39%+1,50313F-HRTimeline
Integrated Advisors Network LLC130,755$6.85M0.35%+100,04413F-HRTimeline
DDFG, Inc130,131$6.81M1.89%-133,55113F-HRTimeline
Capital Investment Services of America,…129,132$6.76M0.69%-80013F-HRTimeline
Wharton Business Group, LLC128,780$6.74M0.31%+95513F-HRTimeline
DAVENPORT & Co LLC126,062$6.6M0.04%+8,63413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …125,510$6.57M1%-3,90513F-HRTimeline
Nalls Sherbakoff Group, LLC125,205$6.56M5.33%13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …124,580$6.54M0.49%+46,32113F-HRTimelineGroup
Sanctuary Advisors, LLC124,374$6.51M0.05%-70,05613F-HRTimeline
Integrated Wealth Concepts LLC119,062$6.24M0.07%+14,01613F-HRTimeline
Resonant Capital Advisors, LLC118,774$6.22M0.43%+3,76513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…113,000$5.91M0.02%-2,00013F-HRTimelineGroup
NewEdge Advisors, LLC112,805$5.91M0.04%+1,87113F-HRTimeline
Capital Investment Counsel, LLC112,475$5.89M0.97%-52313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP111,228$5.83M0.04%-7,04313F-HRTimelineGroup
Private Advisor Group, LLC111,116$5.82M0.04%-7,82513F-HRTimeline
Sabal Trust CO110,681$5.8M0.32%-20,45913F-HRTimeline
BEACON FINANCIAL GROUP109,981$5.76M0.63%+8,52513F-HRTimeline
Mutual Advisors, LLC109,171$5.72M0.16%+2,77313F-HRTimeline
CWA Asset Management Group, LLC108,622$5.69M0.27%+90,55313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC108,551$5.68M1.9%-41,38913F-HRTimeline
Catalyst Capital Advisors LLC106,764$5.59M0.11%013F-HRTimeline
UMB Bank, n.a.105,727$5.54M0.09%-7,07013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aspen Investment Management Inc105,612$5.53M2.55%+7,46913F-HRTimeline
Diversified Portfolios, Inc.104,552$5.48M0.58%-1,14613F-HRTimeline
Shore Point Advisors, LLC104,210$5.46M2.89%+39613F-HRTimeline
Outlook Wealth Advisors, LLC102,400$5.36M1.49%+9,54513F-HRTimeline
Mendota Financial Group, LLC100,846$5.28M5.73%-63,91513F-HRTimeline
Endurance Services Ltd100,582$5.27M0.98%013F-HRTimeline
SevenBridge Financial Group, LLC100,028$5.21M1.03%-47,94213F-HRTimeline
Roundview Capital LLC98,693$5.17M0.37%-24,25313F-HRTimeline
JT Stratford LLC95,921$5.02M0.89%+5,43513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.94,126$4.93M0.03%+19,57813F-HRTimeline
Providence Capital Advisors, LLC92,519$4.85M1.01%+26413F-HRTimeline
PINKERTON WEALTH, LLC91,698$4.8M0.62%+49113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp91,071$4.77M0.22%-5,41413F-HRTimelineGroup
RHS Financial, LLC90,995$4.77M2.67%-24113F-HRTimeline
Trinity Legacy Partners, LLC90,065$4.7M1.19%+1,90713F-HRTimeline
Pines Wealth Management, LLC90,216$4.68M2.16%-2,29613F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors89,226$4.67M2.7%-1,33413F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC89,005$4.66M0.39%+7,83713F-HRTimeline
BLAIR WILLIAM & CO/IL88,437$4.63M0.01%+10,04013F-HRTimeline
Crescent Grove Advisors, LLC88,381$4.63M0.48%+3,19013F-HRTimeline
INVESTMENT PARTNERS, LTD.88,294$4.62M1.92%+10,06613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…86,437$4.53M0.01%+68,38513F-HRTimelineGroup
YHB Investment Advisors, Inc.85,477$4.48M0.37%+7,76413F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.85,334$4.47M1.53%13F-HRTimeline
BURNS J W & CO INC/NY83,050$4.35M0.56%+10,46813F-HRTimeline
Bull Street Advisors, LLC82,530$4.32M2.07%-2,00013F-HRTimeline
Gradient Capital Advisors, LLC81,579$4.27M1.39%+3,92713F-HRTimeline
Grey Ledge Advisors, LLC81,572$4.27M1.12%-1613F-HRTimeline
Hennion & Walsh Asset Management, Inc.80,272$4.2M0.19%-22,97713F-HRTimeline
Vantage Financial Partners, LLC79,435$4.16M1.03%+26,10713F-HRTimeline
Boltwood Capital Management78,652$4.12M1.25%+10613F-HRTimeline
Agate Pass Investment Management, LLC78,140$4.09M1.75%+4,44313F-HRTimeline
TABLEAUX LLC77,361$4.05M2.92%+1,81913F-HRTimeline
HM PAYSON & CO76,676$4.02M0.07%013F-HRTimeline
Focus Financial Network, Inc.76,412$4M0.16%+2,32213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV75,430$3.95M0.3%-16113F-HRTimeline
UNITED BANK75,209$3.94M0.5%+2,87113F-HRTimeline
CoreCap Advisors, LLC75,203$3.94M0.17%+71,36713F-HRTimeline
Chesley Taft & Associates LLC74,694$3.91M0.19%-82713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC73,971$3.87M0.49%+1,75713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC72,328$3.79M0.13%-2,01713F-HRTimeline
COMERICA BANK72,013$3.77M0.02%-4,51813F-HRTimeline
CAPITAL CITY TRUST CO/FL72,002$3.77M1.03%013F-HRTimeline
Apella Capital, LLC72,195$3.76M0.13%-2213F-HRTimeline
MGO ONE SEVEN LLC71,207$3.73M0.14%+2,00213F-HRTimeline
Ally Invest Advisors Inc.69,903$3.66M0.31%+2,54913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC69,835$3.66M0.16%+15,57913F-HRTimelineGroup
AMARA FINANCIAL, LLC.69,778$3.65M3.38%-4,13013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC69,434$3.64M1.41%+92713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.69,174$3.62M0.09%+30,93713F-HRTimelineGroup
BOKF, NAin group BOKF, NA68,467$3.59M0.06%+88213F-HRTimelineGroup
NTV Asset Management LLC67,522$3.54M0.47%+6,33713F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC65,613$3.44M0.17%-1,71513F-HRTimeline
Wealthfront Advisers LLC64,994$3.4M0.01%+25,57513F-HRTimeline
Curbstone Financial Management Corp64,440$3.37M0.71%-7,25013F-HRTimeline
Welch & Forbes LLC63,826$3.34M0.04%-12,33813F-HRTimeline
LOWE BROCKENBROUGH & CO INC62,887$3.29M0.22%+10,16013F-HRTimeline
BG Investment Services, LLC62,373$3.27M3.52%-52,24713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP61,154$3.2M0.05%-39913F-HRTimeline
Geneos Wealth Management Inc.60,790$3.18M0.05%+39,27513F-HRTimeline
Gemmer Asset Management LLC60,677$3.18M0.32%-11413F-HRTimeline
NOVEM GROUP60,274$3.16M0.45%+2,00213F-HRTimeline
Rathbones Group PLC59,800$3.13M0.02%+2013F-HRTimeline
Robertson Stephens Wealth Management, L…59,587$3.12M0.12%-8,15813F-HRTimeline
Buffington Mohr McNeal59,239$3.1M0.61%-5,58813F-HRTimeline
WHITTIER TRUST CO59,209$3.1M0.04%-4,59213F-HRTimeline
FINANCIAL LIFE ADVISORS58,806$3.08M1.15%-74,80213F-HRTimeline
COURIER CAPITAL LLC58,778$3.08M0.2%-52,27113F-HRTimeline
CROBAN58,546$3.07M2.82%+2,79513F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC58,418$3.06M2.47%013F-HRTimeline
AlphaCore Capital LLC57,899$3.03M0.26%new13F-HRTimeline
Investment Advisory Group, LLC57,199$3M1%+3,40213F-HRTimeline
DMC Group, LLC56,819$2.98M2.42%+10,89813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT56,397$2.95M0.13%-2,86813F-HRTimeline
Martin Capital Partners, LLC56,263$2.95M3.52%-1,88613F-HRTimeline
Trajan Wealth LLC55,955$2.93M0.16%-23,76513F-HRTimeline
Bigelow Investment Advisors, LLC55,717$2.92M1.39%+8,14613F-HRTimeline
Northstar Advisory Group, LLC55,666$2.92M1.9%-42813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP55,143$2.89M<0.01%+40,26413F-HR/ATimelineGroup
Wealth Advisors of Tampa Bay, LLC54,626$2.86M1.16%-50013F-HRTimeline
Fiduciary Alliance LLC54,543$2.86M0.28%+80013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC54,147$2.84M0.03%+5,07413F-HRTimelineGroup
Edgestream Partners, L.P.54,070$2.83M0.1%+45,28513F-HRTimeline
One Day In July LLC53,713$2.81M0.28%+8913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC53,416$2.8M0.06%-79,42013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…52,953$2.77M0.09%+2013F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.52,432$2.75M1.61%+1,56813F-HRTimeline
Buska Wealth Management, LLC51,293$2.69M0.84%+12,87413F-HRTimeline
E&G Advisors, LLC51,245$2.68M0.76%013F-HRTimeline
AMG National Trust Bank50,710$2.66M0.07%-6113F-HRTimeline
IVC Wealth Advisors LLC50,582$2.65M1.42%+7,28413F-HRTimeline
Princeton Global Asset Management LLC50,487$2.64M0.52%+2,88813F-HRTimeline
Fire Capital Management LLC50,272$2.63M1.94%-1,76513F-HRTimeline
iA Global Asset Management Inc.50,000$2.62M0.05%new13F-HRTimeline
SIMA Wealth Partners, LLC49,967$2.62M2.17%-3,72513F-HRTimeline
Aries Wealth Management49,949$2.62M0.71%-2,32513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC49,210$2.58M0.02%-68,51213F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…48,719$2.55M<0.01%+2,94913F-HRTimelineGroup
Strategic Financial Services, Inc.47,990$2.51M0.15%-10,43913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/48,015$2.51M<0.01%+5,14013F-HRTimelineGroup
Running Point Capital Advisors, LLC47,462$2.49M0.79%+1,11813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/47,212$2.47M0.14%-2,99313F-HRTimeline
New World Advisors LLC47,143$2.47M0.56%-21,58013F-HRTimeline
DUNCKER STREETT & CO INC47,045$2.46M0.49%-82913F-HRTimeline
CW Advisors, LLC47,029$2.46M0.03%+26,59413F-HRTimeline
Advisory Services Network, LLC46,975$2.46M0.05%-36,00313F-HRTimeline
Algorithmic Investment Models, LLC46,597$2.44M1.8%-1,16913F-HRTimeline
Longview Financial Advisors LLC46,468$2.43M1.61%-27,97813F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…46,457$2.43M0.38%-2,22513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC46,170$2.42M0.44%-12,44413F-HRTimeline
EAGLE GLOBAL ADVISORS LLC46,025$2.41M0.1%-5,83713F-HRTimeline
Factor Wealth Management LTD45,862$2.4M0.74%+7,16213F-HRTimeline
Sound View Wealth Advisors Group, LLC45,517$2.38M0.2%-9713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.45,383$2.38M0.04%-17,75313F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.45,137$2.36M1.81%+4,60413F-HRTimeline
BECKER CAPITAL MANAGEMENT INC45,076$2.36M0.08%+2,26413F-HRTimeline
Checchi Capital Advisers, LLC44,829$2.35M0.17%-3,53513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …44,713$2.34M0.04%+7,35313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB44,368$2.32M0.04%+4,08813F-HRTimeline
JBGlobal.com LLC44,315$2.32M2.41%+1,08713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO44,163$2.31M0.56%013F-HRTimeline
SCS Capital Management LLC43,898$2.3M0.03%new13F-HR/ATimeline
CABOT WEALTH MANAGEMENT INC43,823$2.3M0.29%-1,16913F-HRTimeline
Israel Discount Bank of New York43,611$2.28M1.76%-14,33313F-HRTimeline
First International Bank & Trust43,460$2.28M0.72%+19413F-HRTimeline
Avidian Wealth Enterprises, LLC43,135$2.26M0.1%-1,94713F-HRTimeline
PAYDEN & RYGEL43,000$2.25M0.19%-196,93213F-HRTimeline
Mittelman Wealth Management42,850$2.24M2.02%+17,05413F-HRTimeline
Ifrah Financial Services, Inc.41,802$2.19M0.63%+1,72513F-HRTimeline
Unified Investment Management41,631$2.18M2.58%-2,23113F-HRTimeline
SAPIENT CAPITAL LLC41,630$2.18M0.04%013F-HRTimeline
World Investment Advisors40,884$2.14M0.06%-2,35013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC40,635$2.13M<0.01%+18,43213F-HRTimelineGroup
TILIA FIDUCIARY PARTNERS, INC.40,588$2.13M1.42%+2,84313F-HRTimeline
SOFI WEALTH, LLC40,446$2.12M0.16%+38,18513F-HRTimeline
Winthrop Capital Management, LLC40,320$2.11M0.58%+6,38013F-HRTimeline
SSA SWISS ADVISORS AG40,290$2.11M1.08%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP39,965$2.09M<0.01%+1,90313F-HRTimelineGroup
DOHJ, LLC39,825$2.09M0.48%+3,12513F-HRTimeline
My Legacy Advisors, LLC39,618$2.07M0.8%-4,98113F-HRTimeline
Aprio Wealth Management, LLC39,022$2.04M0.26%+1,25513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC38,928$2.04M0.03%-373,29513F-HRTimelineGroup
One Wealth Map LLC39,149$2.04M1.36%-63713F-HRTimeline
Sowell Financial Services LLC38,753$2.03M0.09%-32813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC38,634$2.02M0.06%+12,25313F-HRTimeline
Wescott Financial Advisory Group, LLC38,511$2.02M0.21%-63613F-HRTimeline
Glen Eagle Advisors, LLC38,056$1.99M0.33%-3,08713F-HRTimeline
SWEENEY & MICHEL, LLC37,977$1.97M0.86%13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/37,540$1.97M<0.01%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC37,414$1.96M0.12%-11,69513F-HRTimeline
GFG Capital, LLC37,297$1.95M0.6%013F-HRTimeline
Clearstead Advisors, LLC37,028$1.94M0.03%+10,21713F-HRTimeline
Sovereign Financial Group, Inc.36,382$1.91M0.44%+5,04313F-HRTimeline
NVWM, LLC36,301$1.9M0.5%+16,02313F-HRTimeline
Steele Capital Management, Inc.36,243$1.9M0.1%-1,65813F-HRTimeline
Physician Wealth Advisors, Inc.35,795$1.87M0.32%-6,00013F-HRTimeline