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Disclosery

IGSB ISHARES TR

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ETF (fund)

1,004 managers (1,014 13F filers) reported a position in IGSB shares at 2026-06-30, 307,032,246 shares in all. 74 filers opened a position and 77 filers sold out during the quarter.

Managers
1,004
13F filers
1,014
New
74
Added
427
Reduced
333
Sold out
77
Shares held by filers
307,032,246

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Strategic Financial Services, Inc.35,388$1.85M0.08%-3,20013F-HRTimeline
Rose Capital Advisors LLC35,045$1.84M0.98%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …35,004$1.83M0.03%-33,11713F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.34,955$1.83M0.02%new13F-HRTimelineGroup
MidAtlantic Capital Management, Inc.34,920$1.83M1.14%-1,87113F-HRTimeline
Arkadios Wealth Advisors34,524$1.81M0.03%-1,72413F-HRTimeline
Wescott Financial Advisory Group, LLC34,427$1.8M0.14%+4213F-HRTimeline
Clearstead Advisors, LLC34,319$1.8M0.02%-5,57713F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC34,185$1.79M0.61%+17013F-HRTimeline
Allianz SEin group Allianz SE33,144$1.74M0.02%013F-HRTimelineGroup
Wealthspire Advisors, LLC32,983$1.73M0.01%new13F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…32,465$1.7M0.04%new13F-HRTimelineGroup
Checchi Capital Advisers, LLC32,396$1.7M0.11%+73613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC32,273$1.69M0.26%+1,88113F-HRTimeline
SONA ASSET MANAGEMENT (US) LLCin group SONA ASSET MANAGEMENT (US) LLC32,114$1.68M0.06%-1,222,34013F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT32,042$1.68M0.17%+11513F-HRTimeline
Kovack Advisors, Inc.31,974$1.67M0.08%+5,27713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,613$1.66M0.02%-23613F-HRTimelineGroup
Ridge Creek Global, Inc31,589$1.66M1.29%-68013F-HRTimeline
A. D. Beadell Investment Counsel, Inc.30,975$1.62M1.04%+87513F-HRTimeline
Sage Advisory Services, Ltd.Co.30,916$1.62M0.8%+54413F-HRTimeline
United Community Bankin group United Community Bank30,808$1.61M0.5%-94013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\30,634$1.61M<0.01%-63,26913F-HRTimelineGroup
BINGHAM PRIVATE WEALTH, LLC30,337$1.59M1.09%+4,06713F-HRTimeline
GWN SECURITIES INC.30,207$1.58M0.26%+1,92813F-HRTimeline
Johnson Bixby & Associates, LLC30,167$1.58M0.18%-17,39013F-HRTimeline
COURIER CAPITAL LLC30,073$1.58M0.08%-2,77413F-HRTimeline
IMA Advisory Services, Inc.29,711$1.56M0.1%new13F-HRTimeline
Premier Path Wealth Partners, LLC29,684$1.56M0.18%+2,40413F-HRTimeline
Kingsview Wealth Management, LLC29,421$1.54M0.02%-1,86413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP29,185$1.53M<0.01%+1,60613F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC28,982$1.52M0.1%-4,62713F-HRTimeline
Aprio Wealth Management, LLC28,955$1.52M0.07%-1,91213F-HRTimeline
Compass Ion Advisors, LLC28,782$1.51M0.13%-12013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd28,627$1.5M0.1%+1,65013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD28,610$1.5M0.02%+62513F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…28,404$1.49M0.17%-20013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.28,330$1.48M0.05%+75913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.27,594$1.45M0.01%-32,97113F-HRTimeline
PEOPLES BANK /OH27,168$1.42M0.73%+4,25013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC26,940$1.41M0.59%+9,99613F-HRTimeline
Bulwark Capital Corp26,567$1.39M0.78%new13F-HRTimeline
NVWM, LLC26,540$1.39M0.28%-2,55013F-HRTimeline
INGALLS & SNYDER LLC26,455$1.39M0.04%-1,56613F-HRTimeline
Factor Wealth Management LTD26,375$1.38M0.21%-7,68613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd26,346$1.38M0.04%+68513F-HRTimelineGroup
JGP Wealth Management, LLC25,895$1.36M0.12%+10,41513F-HRTimeline
American National Bank of Texas25,678$1.35M1.23%+89913F-HRTimeline
Focus Financial Network, Inc.25,609$1.34M0.04%-15813F-HRTimeline
NWAM LLC25,501$1.34M0.07%+3,65013F-HRTimeline
Plancorp, LLC25,550$1.33M0.03%+23013F-HRTimeline
Woodside Wealth Management LLC25,364$1.33M0.93%-1,12813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25,310$1.32M0.02%-13013F-HRTimeline
Rehmann Capital Advisory Group25,297$1.32M0.06%+77913F-HRTimeline
Triad Wealth Partners, LLC25,182$1.31M0.08%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC24,790$1.3M<0.01%+7,66813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC24,595$1.29M<0.01%-4,82613F-HRTimelineGroup
Longview Financial Advisors LLC24,518$1.28M0.64%-4,09513F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.24,375$1.28M0.31%new13F-HRTimeline
Pacific Point Advisors, LLC24,231$1.27M0.58%013F-HRTimeline
BBR PARTNERS, LLC24,091$1.26M0.06%new13F-HRTimeline
Savvy Advisors, Inc.23,974$1.26M0.03%-4,27513F-HRTimeline
FORTE ASSET MANAGEMENT LLC23,942$1.25M0.51%013F-HRTimeline
Guidance Point Advisors, LLC23,841$1.25M0.26%+12,16513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC23,786$1.25M0.08%+1,28513F-HRTimeline
Madson Wealth Advisors Inc23,768$1.25M0.85%+10,98513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC23,765$1.25M0.05%+4513F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD23,684$1.24M0.52%-5,60413F-HRTimeline
SAX WEALTH ADVISORS, LLC23,603$1.24M0.05%-27,11913F-HRTimeline
Peregrine Asset Advisers, Inc.23,629$1.24M0.27%-2013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …23,538$1.23M0.02%-55,12513F-HRTimelineGroup
Apex Wealth Management, LLC23,516$1.23M0.75%+26913F-HRTimeline
McCartney Wealth Management LLC23,158$1.21M0.92%+41413F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC22,989$1.2M0.43%+1,45813F-HRTimeline
JHP Wealth Management, LLC22,952$1.2M0.99%-42,82413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC22,846$1.2M0.08%-15313F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC22,820$1.2M0.23%new13F-HR/ATimeline
ALONGSIDE, LLC22,820$1.2M0.23%13F-HRTimeline
WHITE PINE CAPITAL LLC22,344$1.17M0.28%-5,44513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT22,206$1.16M0.01%+3,33213F-HRTimeline
GC Wealth Management RIA, LLC22,177$1.16M0.07%+1,46913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC22,034$1.15M0.04%+9,77513F-HRTimeline
Weaver Consulting Group21,981$1.15M0.24%-3,50113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC21,718$1.14M0.34%-74213F-HRTimelineGroup
Peak Planning Group, LLC21,641$1.13M0.26%-23113F-HRTimeline
AMERICAN CAPITAL MANAGEMENT INC21,496$1.13M0.05%new13F-HRTimeline
Wilshire Advisors LLC21,439$1.12M10.87%-10,36513F-HRTimeline
MassMutual Private Wealth & Trust, FSB21,356$1.12M0.03%+813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,136$1.11M0.02%+1,58413F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding21,025$1.1M+56Timeline
First International Bank of Israel Ltd.in group First International Bank of I…20,951$1.1M0.3%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management20,838$1.09M0.03%-1,96113F-HRTimelineGroup
CIBC Asset Management Inc20,772$1.09M<0.01%-21,19513F-HRTimeline
Garde Capital, Inc.20,743$1.09M0.05%013F-HRTimeline
Modern Wealth Management, LLC20,743$1.09M0.01%+3,23713F-HRTimeline
Traub Capital Management LLC20,385$1.07M0.95%-21913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO20,380$1.07M0.26%+1,15613F-HRTimeline
American Institute for Advanced Investm…20,362$1.07M0.62%+85513F-HRTimeline
Orion Porfolio Solutions, LLC20,337$1.07M0.01%-2,09113F-HRTimeline
IHT Wealth Management, LLC20,250$1.06M0.02%+14,58513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,236$1.06M0.01%-22,20113F-HRTimelineGroup
SWP FINANCIAL LLC20,050$1.05M0.49%-3,98813F-HRTimeline
Strive Financial Group ,LLC19,941$1.05M0.45%-3,54913F-HR/ATimeline
SIMA Wealth Partners, LLC19,854$1.04M0.74%-3,58513F-HRTimeline
Westview Management dba Westview Invest…19,731$1.03M0.51%-3,47013F-HRTimeline
Bear Mountain Capital, Inc.19,752$1.03M0.3%-14913F-HRTimeline
Powerhouse Assets LLC19,629$1.03M0.84%+64513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers19,532$1.02M<0.01%+7,17813F-HRTimelineGroup
Midwest Trust Co19,492$1.02M0.01%-56613F-HRTimeline
PFG Investments, LLC19,440$1.02M0.04%+2,34313F-HRTimeline
Exchange Bank19,274$1.01M0.63%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP19,210$1.01M0.01%-14,79213F-HRTimeline
Cogent Private Wealth, Inc.19,182$1.01M0.63%013F-HRTimeline
Quantinno Capital Management LP19,126$1M<0.01%-2713F-HRTimeline
TAGStone Capital, Inc.18,860$988K0.31%+6,10313F-HRTimeline
Quotient Wealth Partners, LLC18,825$987K0.02%-9,35613F-HRTimeline
Western Wealth Management, LLC18,712$981K0.03%+2,12513F-HRTimeline
Saiph Capital, LLC18,643$977K0.29%-23713F-HRTimeline
Maridea Wealth Management LLC18,582$974K0.11%+5,08613F-HRTimeline
Atria Investments, Inc18,442$967K0.01%-14,22513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC18,425$966K0.01%+18013F-HRTimeline
Dynasty Wealth Management, LLC18,411$965K0.01%-10,40113F-HRTimeline
Koshinski Asset Management, Inc.18,213$955K0.05%-1,60013F-HRTimeline
Keel Point, LLC18,086$948K0.06%+48613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,071$947K0.02%-5,69513F-HRTimeline
Allie Family Office LLC18,065$947K0.35%+1,42513F-HR/ATimeline
Calamos Advisors LLCgroup of 2 filers holding18,051$946K-51,501Timeline
Stelac Advisory Services LLC17,960$941K0.18%013F-HRTimeline
BLALOCK WILLIAMS, LLC17,882$937K0.61%-1613F-HRTimeline
IFG Advisory, LLC17,840$935K0.03%new13F-HRTimeline
White Lighthouse Investment Management …17,825$934K0.12%+7513F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC17,784$932K0.51%-22,80613F-HRTimeline
Tuttle Capital Management, LLC17,710$928K0.63%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,704$928K0.01%-10,31713F-HRTimelineGroup
Capital Investment Advisors, LLC17,662$926K0.01%-73613F-HRTimeline
STRATEGY ASSET MANAGERS LLC17,554$920K0.14%+25313F-HRTimeline
Mount Lucas Management LP17,529$919K0.33%+37213F-HRTimeline
Schuylkill Financial LLC17,501$917K0.85%13F-HRTimeline
Wilmington Savings Fund Society, FSB17,438$914K0.02%-35013F-HRTimeline
Independent Solutions Wealth Management…17,354$910K0.12%-5,06813F-HRTimeline
Elevation Capital Advisory, LLC17,303$907K0.35%new13F-HRTimeline
Fiduciary Alliance LLC17,279$906K0.06%+4,12913F-HRTimeline
Rockbridge Investment Management, LCC17,138$898K0.07%-11913F-HRTimeline
PALLADIEM, LLC17,047$893K0.87%013F-HRTimeline
Equita Financial Network, Inc.16,911$886K0.25%+313F-HRTimeline
Stonekeep Investments, LLC16,853$883K0.51%013F-HRTimeline
Geneos Wealth Management Inc.16,799$880K0.02%-32413F-HRTimeline
UNION SAVINGS BANK16,673$874K0.35%013F-HRTimeline
Belpointe Asset Management LLC16,658$873K0.03%+2,20613F-HRTimeline
Unify Financial Advisors16,636$872K0.81%+31113F-HRTimeline
Rockwood Wealth Management, LLC16,617$871K0.06%+8,28813F-HRTimeline
Perigon Wealth Management, LLC16,458$863K0.01%+7013F-HRTimeline
WESBANCO BANK INC16,371$858K0.02%+4,00013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.16,308$855K0.01%+71013F-HRTimelineGroup
SkyOak Wealth, LLC16,033$840K0.14%+12413F-HRTimeline
Westshore Wealth, LLC15,896$833K0.26%new13F-HRTimeline
Great Diamond Partners, LLC15,890$833K0.14%+23213F-HRTimeline
Cloud Capital Management, LLC15,776$826K0.3%+18013F-HRTimeline
KDT Advisors, LLC15,725$824K1.14%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,647$820K0.05%-80013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15,455$810K<0.01%+6,28613F-HRTimelineGroup
Pekin Hardy Strauss, Inc.15,290$801K0.07%+30013F-HRTimeline
Enclave Advisors LLC15,250$799K0.1%-35,23713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding15,236$799K+11,860Timeline
WATERS PARKERSON & CO., LLC15,195$796K0.04%+5013F-HRTimeline
McKinley Carter Wealth Services, Inc.14,905$781K0.04%-85613F-HRTimeline
Balefire, LLC14,895$781K0.13%+3313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,865$779K0.01%-68913F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…14,846$778K<0.01%-68413F-HRTimeline
Rossmore Private Capital14,689$770K0.06%013F-HRTimeline
CALTON & ASSOCIATES, INC.14,615$766K0.11%-1,38513F-HRTimeline
RFG Advisory, LLC14,598$765K0.01%+1,26013F-HRTimeline
Forum Private Client Group LLC14,555$763K0.23%+1,04313F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC14,550$763K0.05%+1,44913F-HRTimelineGroup
Lifeworks Advisors, LLC14,511$761K0.08%+9,40413F-HRTimeline
CIBC WORLD MARKET INC.14,426$756K<0.01%+4,35313F-HRTimeline
Beaumont Financial Advisors, LLC14,347$752K0.05%-4,10513F-HRTimeline
Pacific Park Financial, Inc.14,319$750K0.44%-1,49513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD14,230$746K0.01%new13F-HRTimelineGroup
WULFF, HANSEN & CO.14,195$744K0.57%-1,06013F-HRTimeline
Sunburst Financial Group, LLC14,057$737K0.12%013F-HRTimeline
FIL Ltdin group FIL Ltd14,050$736K<0.01%-1,90013F-HRTimelineGroup
GTS SECURITIES LLC14,046$736K0.02%+6,54213F-HRTimeline
Fonville Wealth Management LLC13,895$728K0.12%+213F-HRTimeline
Strategic Advocates LLC13,895$728K2.82%-9113F-HRTimeline
Severin Investments, LLC13,884$728K0.55%+60613F-HRTimeline
Cardinal Capital Management13,826$725K0.09%-94413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group13,805$724K0.07%+36513F-HRTimelineGroup
LYNX CAPITAL GROUP LTD /ADV13,716$719K0.29%+16613F-HRTimeline
SAGE FINANCIAL GROUP INC13,679$717K0.04%013F-HRTimeline
Clearstead Trust, LLC13,579$712K0.09%013F-HRTimeline
Compagnie Lombard Odier SCmA13,466$706K0.01%-4,67013F-HRTimeline
Peloton Wealth Strategists13,453$705K0.26%+12513F-HRTimeline
Good Harbor Advisors, Inc.13,363$700K0.69%+2513F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.13,282$696K0.21%-4113F-HRTimeline
BOSTON FAMILY OFFICE LLC13,270$695K0.04%013F-HRTimeline
Strategic Wealth Partners, Ltd.13,109$687K0.04%-2,79713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,069$685K0.01%-270,07213F-HRTimelineGroup
Avant Financial Advisors LLC12,959$679K0.42%+59813F-HRTimeline
Wynn Capital, LLC12,900$676K0.3%013F-HRTimeline