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Disclosery

IGSB ISHARES TR

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ETF (fund)

1,007 managers (1,017 13F filers) reported a position in IGSB shares at 2025-12-31, 301,165,219 shares in all. 77 filers opened a position and 64 filers sold out during the quarter.

Managers
1,007
13F filers
1,017
New
77
Added
420
Reduced
292
Sold out
64
Shares held by filers
301,165,219

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…170,700$9.03M0.05%new13F-HRTimelineGroup
SCOTIA CAPITAL INC.166,055$8.78M0.04%+27,75913F-HRTimeline
PFG Advisors165,753$8.77M0.43%-3,29513F-HRTimeline
Artesa Financial Group, LLC164,491$8.7M8.95%13F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC164,391$8.69M1.22%+45913F-HRTimeline
JPL Wealth Management, LLC161,527$8.54M2.08%+8,63813F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…160,853$8.51M0.61%+10,08613F-HRTimelineGroup
Crestwood Advisors Group, LLC160,109$8.47M0.14%-19,93813F-HRTimeline
TD Asset Management Inc157,149$8.31M0.01%+17413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC152,756$8.08M0.51%-3,02913F-HRTimeline
Dynamic Advisor Solutions LLC150,972$7.98M0.26%+17813F-HRTimeline
Global Retirement Partners, LLC150,664$7.97M0.14%+45,48613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…148,607$7.86M0.02%-3,43513F-HRTimelineGroup
BCS Private Wealth Management, Inc.146,706$7.76M2.65%-20,87513F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP145,225$7.69M0.01%+11,42213F-HRTimeline
Aspen Investment Management Inc144,548$7.64M2.31%+14,67913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC144,188$7.62M0.03%new13F-HRTimelineGroup
Marmo Financial Group, LLC142,550$7.54M3.57%+1,42513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC142,098$7.51M0.13%+18,23713F-HR/ATimeline
Galvin, Gaustad & Stein, LLC141,895$7.5M0.59%-5,73313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…140,185$7.41M<0.01%+74,42813F-HR/ATimelineGroup
SEMITAM BONAM LLC139,459$7.37M6.14%+8,62213F-HRTimeline
SeaBridge Investment Advisors LLC139,341$7.37M1.22%-8,81713F-HRTimeline
Mendota Financial Group, LLC138,833$7.34M5.34%+14,64613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC137,676$7.28M<0.01%new13F-HR/ATimelineGroup
Capital Investment Counsel, LLC135,936$7.19M1%+9,83913F-HRTimeline
Mittelman Wealth Management135,894$7.19M4.67%+16,49013F-HRTimeline
Clear Retirement Advice LLC132,830$7.02M5.46%13F-HRTimeline
JHP Wealth Management, LLC130,042$6.88M6.66%13F-HRTimeline
BURNS J W & CO INC/NY129,168$6.83M0.76%+31,85313F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …129,146$6.83M0.77%+1,41513F-HRTimeline
Sanctuary Advisors, LLC128,639$6.8M0.04%+6,46513F-HRTimeline
HANCOCK WHITNEY CORP127,374$6.74M0.12%-1,96213F-HRTimeline
DAVIS R M INC125,361$6.63M0.11%-7,49213F-HRTimeline
Capital Investment Services of America,…124,431$6.58M0.62%-1,80913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC123,761$6.54M0.1%+3,52413F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…121,732$6.44M0.33%-10,72513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …119,790$6.33M0.85%+7,95013F-HRTimeline
Aptus Capital Advisors, LLC118,243$6.25M0.05%-23,09013F-HRTimeline
Outlook Wealth Advisors, LLC116,970$6.19M1.4%-22413F-HRTimeline
Nalls Sherbakoff Group, LLC116,889$6.18M4.46%-13,79213F-HRTimeline
CROBAN115,236$6.09M2.94%+46,83213F-HRTimeline
PINKERTON WEALTH, LLC113,790$6.02M0.62%+2,96213F-HRTimeline
INVESTMENT PARTNERS, LTD.112,968$5.97M2.09%+9,70213F-HRTimeline
TICINO WEALTH111,015$5.87M2.18%13F-HRTimeline
Private Advisor Group, LLC110,769$5.86M0.03%-13,40913F-HRTimeline
Shore Point Advisors, LLC112,855$5.73M2.42%+1,37513F-HRTimeline
CWA Asset Management Group, LLC108,284$5.73M0.21%-7,23513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP107,895$5.71M<0.01%+25,25413F-HRTimelineGroup
Meridian Wealth Management, LLC106,744$5.64M0.2%-43,04113F-HRTimeline
True Freedom Investing, LLC106,704$5.64M0.38%new13F-HRTimeline
Union Bancaire Privee, UBP SA108,678$5.63M0.07%+80,74313F-HRTimeline
AMARA FINANCIAL, LLC.106,473$5.63M3.9%+15,61213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…105,000$5.55M0.02%-73,30013F-HRTimelineGroup
UNITED BANK104,305$5.52M0.73%+18,28213F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors103,884$5.49M3.19%-41,26013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL103,497$5.47M0.01%+19,23413F-HRTimeline
Diversified Portfolios, Inc.102,680$5.43M0.45%013F-HRTimeline
Providence Capital Advisors, LLC101,986$5.39M0.91%+4,08513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC101,516$5.37M0.38%+1,53213F-HRTimeline
Resonant Capital Advisors, LLC100,521$5.32M0.29%-6,49913F-HRTimeline
PAYDEN & RYGEL99,406$5.26M0.37%new13F-HRTimeline
Roundview Capital LLC98,539$5.21M0.32%+84113F-HRTimeline
Grey Ledge Advisors, LLC96,102$5.08M1.15%+13,87613F-HRTimeline
Trinity Legacy Partners, LLC95,674$5.06M1.16%+2,74313F-HRTimeline
CVS HEALTH Corp94,400$4.99M3.69%new13F-HRTimeline
Crescent Grove Advisors, LLC94,239$4.98M0.47%-1,29813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\93,850$4.96M<0.01%-56,92613F-HRTimelineGroup
NTV Asset Management LLC92,689$4.9M0.52%+3,75813F-HRTimeline
Martin Capital Partners, LLC91,634$4.85M1.82%+213F-HRTimeline
Regal Investment Advisors LLC90,479$4.78M0.29%-5,86313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP90,090$4.76M0.01%-8,79913F-HR/ATimelineGroup
BEACON FINANCIAL GROUP89,688$4.74M0.47%-6,23213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC88,897$4.7M0.47%+8,09313F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.88,308$4.67M1.38%+1,02713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC88,262$4.67M0.01%-567,92613F-HRTimeline
Pines Wealth Management, LLC88,082$4.66M1.51%+5,60313F-HRTimeline
COMERICA BANK86,621$4.58M0.02%+7,18713F-HRTimeline
Gradient Capital Advisors, LLC85,794$4.54M1.17%+2,93313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding85,512$4.53M-94,687Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …85,406$4.52M0.06%+10,73413F-HRTimelineGroup
OAK FAMILY ADVISORS, LLC83,800$4.43M1.36%+61,57413F-HRTimeline
Bull Street Advisors, LLC83,515$4.42M2.05%+1,02513F-HRTimeline
Ally Invest Advisors Inc.83,505$4.42M0.3%+6,76113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI83,409$4.41M0.24%+26,71113F-HRTimeline
Catalyst Capital Advisors LLC82,764$4.38M0.09%-11,00013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV82,372$4.36M0.23%+2,12313F-HRTimeline
Boltwood Capital Management82,365$4.36M1.13%+1,97613F-HRTimeline
Bigelow Investment Advisors, LLC82,156$4.34M1.7%+15,30313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp79,248$4.19M0.19%-9,43113F-HRTimelineGroup
Integrated Wealth Concepts LLC78,684$4.16M0.05%-63,02713F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC78,601$4.16M0.93%+20,28313F-HRTimeline
Agate Pass Investment Management, LLC77,901$4.12M1.53%+1,16313F-HRTimeline
&PARTNERS77,563$4.1M0.02%+25,32913F-HRTimeline
HM PAYSON & CO76,676$4.05M0.06%013F-HRTimeline
Chesley Taft & Associates LLC76,569$4.05M0.16%+1,79013F-HRTimeline
Smartleaf Asset Management LLC76,231$4.03M0.15%+74,02213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.75,966$4.02M0.03%new13F-HRTimelineGroup
DMC Group, LLC75,226$3.98M2.65%+1,78413F-HRTimeline
Wealthfront Advisers LLC74,325$3.93M0.01%+2,90313F-HRTimeline
Focus Financial Network, Inc.74,135$3.92M0.14%-8,48513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC73,796$3.9M0.13%-5,02313F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC73,415$3.88M1.28%+1,93713F-HRTimeline
SEVEN MILE ADVISORY72,296$3.82M0.66%-29,16613F-HRTimeline
Aventus Investment Advisors, Inc.71,722$3.79M3.07%+87713F-HRTimeline
TABLEAUX LLC68,546$3.76M2.66%-51,23813F-HR/ATimeline
BOKF, NAin group BOKF, NA70,369$3.72M0.06%013F-HRTimelineGroup
Investment Advisory Group, LLC69,175$3.66M0.94%+71713F-HRTimeline
L. Roy Papp & Associates, LLP67,605$3.57M0.4%new13F-HRTimeline
Apella Capital, LLC67,287$3.56M0.07%-1,94613F-HRTimeline
SevenBridge Financial Group, LLC66,724$3.54M0.57%-2,67213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC66,430$3.51M0.13%+18,17513F-HRTimeline
UMB Bank, n.a.64,981$3.44M0.05%-4,63213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC64,463$3.41M0.03%+89713F-HRTimelineGroup
NOVEM GROUP63,598$3.36M0.39%+1,98813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,578$3.36M<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC62,879$3.33M0.15%+48,22113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC62,788$3.32M<0.01%-131,95613F-HRTimelineGroup
Rathbones Group PLC62,582$3.31M0.01%+2,10413F-HR/ATimeline
NAPLES GLOBAL ADVISORS, LLC62,306$3.29M0.25%+17,38013F-HRTimeline
Curbstone Financial Management Corp62,190$3.29M0.63%-1,70013F-HRTimeline
Advisory Services Network, LLC62,016$3.28M0.05%-3,58313F-HRTimeline
IVC Wealth Advisors LLC61,032$3.23M1.4%-23613F-HRTimeline
CORNERSTONE ENTERPRISES, LLC61,004$3.23M1.54%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC60,866$3.22M0.16%-13,63013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC60,651$3.21M0.07%+6,56113F-HRTimeline
Johnson Bixby & Associates, LLC60,424$3.2M0.4%+44,08213F-HRTimeline
YHB Investment Advisors, Inc.59,471$3.14M0.22%+6,24113F-HRTimeline
Fire Capital Management LLC59,377$3.14M1.57%+5,85913F-HRTimeline
Buska Wealth Management, LLC59,311$3.14M1.16%-11,17713F-HRTimeline
Robertson Stephens Wealth Management, L…59,195$3.13M0.09%+88013F-HRTimeline
Welch & Forbes LLC58,983$3.12M0.04%+5013F-HRTimeline
Vantage Financial Partners, LLC58,057$3.07M0.62%+4,54913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC57,642$3.05M0.09%+7,28313F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC57,225$3.03M0.14%013F-HRTimeline
Princeton Global Asset Management LLC56,449$2.99M0.48%+79013F-HRTimeline
WHITTIER TRUST CO56,353$2.98M0.03%-39913F-HRTimeline
Factor Wealth Management LTD56,104$2.97M0.64%-1,60213F-HRTimeline
One Day In July LLC55,750$2.95M0.24%+23413F-HRTimeline
CoreCap Advisors, LLC55,485$2.93M0.1%-38,64113F-HRTimeline
Integrated Advisors Network LLC55,340$2.93M0.13%-3,21413F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT54,903$2.9M1.36%+6,68113F-HRTimeline
MASECO LLP54,906$2.9M0.13%new13F-HRTimeline
BG Investment Services, LLC54,026$2.86M2.55%-3,24613F-HRTimeline
Hudson Portfolio Management LLC53,876$2.85M2.45%+10,37013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/53,126$2.81M<0.01%new13F-HRTimelineGroup
Wealth Advisors of Tampa Bay, LLC52,686$2.79M0.96%-94013F-HRTimeline
DUNCKER STREETT & CO INC52,391$2.77M0.49%+5,32013F-HRTimeline
CABOT WEALTH MANAGEMENT INC52,320$2.77M0.31%+2,53413F-HRTimeline
Clearstead Advisors, LLC52,137$2.76M0.03%-96113F-HRTimeline
Gemmer Asset Management LLC52,035$2.75M0.21%+65413F-HRTimeline
Enclave Advisors LLC51,533$2.73M0.39%+15,59913F-HRTimeline
Mesirow Financial Investment Management…51,490$2.72M0.06%-9,95313F-HRTimeline
AlphaCore Capital LLC51,489$2.72M0.06%-2,60213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.51,160$2.71M0.06%013F-HRTimelineGroup
E&G Advisors, LLC50,825$2.69M0.6%-25013F-HRTimeline
SAX WEALTH ADVISORS, LLC50,722$2.68M0.13%-15,68613F-HRTimeline
Aries Wealth Management49,894$2.64M0.58%+3213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.49,379$2.61M0.16%+11,02213F-HRTimelineGroup
LaFleur & Godfrey LLC48,985$2.59M0.31%-4,23513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.48,313$2.55M1.7%-2113F-HRTimeline
Hennion & Walsh Asset Management, Inc.47,494$2.51M0.09%+49813F-HRTimeline
Claro Advisors Inc.47,345$2.5M0.34%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC47,317$2.5M1.02%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP46,752$2.47M0.03%-3,17513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …45,938$2.43M0.05%+14,51713F-HRTimelineGroup
Unified Investment Management45,801$2.42M2.45%+11513F-HRTimeline
Sound View Wealth Advisors Group, LLC45,612$2.41M0.16%-1513F-HRTimeline
RHS Financial, LLC45,603$2.41M1.18%-14,77013F-HRTimeline
Prospera Financial Services Inc45,211$2.39M0.04%+22,53713F-HRTimeline
M Holdings Securities, Inc.44,509$2.35M0.17%new13F-HRTimeline
Sowell Financial Services LLC44,048$2.33M0.09%+5,69413F-HRTimeline
SCS Capital Management LLC43,905$2.32M0.02%+313F-HRTimeline
AMG National Trust Bank43,776$2.31M0.05%+25813F-HRTimeline
Maia Wealth LLC42,977$2.28M0.39%+19,86913F-HRTimeline
Ifrah Financial Services, Inc.42,651$2.26M0.58%+1,37313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,377$2.24M0.03%+5,30813F-HRTimelineGroup
Running Point Capital Advisors, LLC42,255$2.23M0.61%-6,68213F-HRTimeline
World Investment Advisors42,244$2.23M0.04%+3,85113F-HR/ATimeline
United Financial Planning Group LLC42,168$2.23M1.35%+3,74313F-HRTimeline
SAPIENT CAPITAL LLC41,630$2.2M0.03%013F-HRTimeline
CIBC Asset Management Inc41,002$2.17M0.01%+22,02013F-HRTimeline
Vise Technologies, Inc.40,678$2.15M0.04%+87413F-HRTimeline
Checchi Capital Advisers, LLC40,328$2.13M0.15%-25613F-HRTimeline
One Wealth Map LLC40,341$2.13M1.09%+49413F-HRTimeline
Winthrop Capital Management, LLC40,320$2.13M0.5%013F-HRTimeline
SWEENEY & MICHEL, LLC40,063$2.12M0.63%+2,63913F-HRTimeline
Trajan Wealth LLC39,596$2.09M0.09%-1,58013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.39,562$2.09M0.18%+13,13013F-HRTimeline
MGO ONE SEVEN LLC39,242$2.08M0.04%+12,93413F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.38,972$2.06M1.14%-3,82913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/38,814$2.05M<0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC38,696$2.05M0.07%-80113F-HRTimeline
GODSEY & GIBB, INC38,696$2.05M0.18%+5,50413F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD38,133$2.02M1.32%+1,58713F-HRTimeline
TWO SIGMA SECURITIES, LLC37,416$1.98M0.27%+24,06813F-HRTimeline
Permanens Capital L.P.37,203$1.97M0.26%+2,06013F-HRTimeline
ADVISORY RESEARCH INC36,890$1.95M0.25%013F-HRTimeline
MidAtlantic Capital Management, Inc.36,808$1.95M1.25%+2,06813F-HRTimeline
Sage Advisory Services, Ltd.Co.36,616$1.94M1.05%-6,13713F-HRTimeline