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Disclosery

IGSB ISHARES TR

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ETF (fund)

951 managers (958 13F filers) reported a position in IGSB shares at 2024-12-31, 308,378,725 shares in all. 62 filers opened a position and 51 filers sold out during the quarter.

Managers
951
13F filers
958
New
62
Added
378
Reduced
301
Sold out
51
Shares held by filers
308,378,725

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
DOHJ, LLC36,700$1.9M0.44%+20,58713F-HRTimeline
Global Retirement Partners, LLC34,736$1.8M0.05%-7,18713F-HRTimeline
M Holdings Securities, Inc.34,550$1.79M0.29%new13F-HR/ATimeline
Winthrop Capital Management, LLC33,940$1.75M0.47%new13F-HRTimeline
MidAtlantic Capital Management, Inc.33,913$1.75M1.28%+2,00413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,809$1.75M0.03%-40513F-HRTimelineGroup
Compass Ion Advisors, LLC33,418$1.73M0.2%-67913F-HRTimeline
HANCOCK WHITNEY CORP33,222$1.72M0.05%-1,00013F-HRTimeline
PINNACLE ASSOCIATES LTD31,887$1.65M0.02%+49413F-HRTimeline
&PARTNERS31,868$1.65M0.02%+1,15513F-HRTimeline
Cooksen Wealth, LLC31,687$1.64M1.51%+19713F-HRTimeline
Sequoia Financial Advisors, LLC31,669$1.64M0.02%+25,03113F-HR/ATimeline
Armor Investment Advisors, LLC31,595$1.63M0.67%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC31,428$1.62M0.4%+2,23813F-HRTimelineGroup
First Washington CORP31,420$1.62M0.57%013F-HRTimeline
Enclave Advisors LLC31,341$1.62M0.27%-3,55713F-HRTimeline
Sovereign Financial Group, Inc.31,339$1.62M0.37%-1,08613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC30,739$1.59M0.2%-17313F-HRTimeline
Simplicity Wealth,LLC30,718$1.59M0.33%+10,07613F-HRTimeline
Integrated Advisors Network LLC30,711$1.59M0.08%-14813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC30,496$1.58M0.14%-88613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC30,450$1.57M0.1%+22913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC30,365$1.57M0.27%-17613F-HRTimeline
Weaver Consulting Group30,259$1.56M0.48%+1,78713F-HRTimeline
Werba Rubin Papier Wealth Management30,217$1.56M0.37%-46513F-HRTimeline
Trivium Point Advisory, LLC29,922$1.55M0.2%+56013F-HRTimeline
A. D. Beadell Investment Counsel, Inc.29,900$1.54M1.25%+25013F-HRTimeline
Kingsview Wealth Management, LLC29,569$1.53M0.03%+8,28913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT29,560$1.53M0.19%-413F-HRTimeline
INGALLS & SNYDER LLC29,506$1.52M0.06%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD29,204$1.51M1.38%13F-HRTimeline
Kovack Advisors, Inc.28,990$1.5M0.15%+84013F-HRTimeline
Brown Financial Advisors28,724$1.49M0.6%+3,79413F-HRTimeline
Arkadios Wealth Advisors27,896$1.44M0.08%+813F-HRTimeline
FSA Investment Group, LLC27,921$1.44M1.25%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…27,588$1.43M0.03%-10,62213F-HRTimelineGroup
Financial Engines Advisors L.L.C.27,504$1.42M<0.01%+21,90713F-HRTimeline
F/m Investments LLC27,211$1.41M0.05%new13F-HRTimeline
FORTE ASSET MANAGEMENT LLC26,902$1.39M0.74%-64013F-HRTimeline
Clearstead Advisors, LLC26,811$1.39M0.02%-72313F-HRTimeline
Ballentine Partners, LLC26,720$1.38M0.02%013F-HRTimeline
Mesirow Financial Investment Management…26,551$1.37M0.03%-72613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC26,381$1.36M0.03%+37713F-HRTimeline
Quantitative Strategies, Inc.25,796$1.33M0.71%+5,22613F-HRTimeline
Mittelman Wealth Management25,796$1.33M1.24%-22,84813F-HRTimeline
Prospera Financial Services Inc25,737$1.33M0.03%+2,59913F-HRTimeline
Gilbert & Cook, Inc.25,739$1.33M0.19%-24,33813F-HRTimeline
GODSEY & GIBB, INC25,692$1.33M0.13%+2,83113F-HRTimeline
Rehmann Capital Advisory Group25,567$1.32M0.08%+6,79913F-HRTimeline
Peregrine Asset Advisers, Inc.25,489$1.32M0.49%-95013F-HRTimeline
Coordinated Financial Services, Inc.25,473$1.32M1.03%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd25,130$1.3M0.12%+34513F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC25,082$1.3M0.15%+2,39913F-HRTimelineGroup
FineMark National Bank & Trust24,928$1.29M0.04%-1,44813F-HRTimeline
Vise Technologies, Inc.24,869$1.29M0.11%+28713F-HRTimeline
GEN Financial Management, INC.24,234$1.25M0.81%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC23,860$1.23M0.04%-6,69713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management23,804$1.23M0.04%-89613F-HRTimelineGroup
XY Planning Network, Inc.23,661$1.22M0.92%13F-HRTimeline
GC Wealth Management RIA, LLC23,660$1.22M0.21%-3,86513F-HRTimeline
Pacific Point Advisors, LLC23,476$1.22M0.74%13F-HRTimeline
PEOPLES BANK /OH23,516$1.22M0.72%+42113F-HRTimeline
National Philanthropic Trust23,344$1.21M0.02%-60313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,326$1.21M0.11%+5,35013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC23,022$1.19M1.27%13F-HRTimeline
Strategic Wealth Partners, Ltd.22,787$1.18M0.1%-1,67813F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC22,373$1.16M0.06%013F-HRTimelineGroup
Rinkey Investments22,277$1.15M0.37%-13,64013F-HRTimeline
JMAC ENTERPRISES LLC22,252$1.15M0.18%+44613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC22,203$1.15M<0.01%-26,43613F-HRTimelineGroup
Exchange Bank22,163$1.15M0.92%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC22,136$1.14M0.88%13F-HRTimeline
DecisionMap Wealth Management, LLC22,079$1.14M0.9%13F-HRTimeline
Apex Wealth Management, LLC22,067$1.14M0.98%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI22,065$1.14M0.06%+1,73313F-HRTimeline
Orange Investment Advisors, Inc.21,581$1.12M0.13%-2,00513F-HRTimeline
Geneos Wealth Management Inc.21,515$1.11M0.04%-5,20713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,467$1.11M0.03%+4,99413F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…21,422$1.11M0.42%+2113F-HRTimelineGroup
Perigon Wealth Management, LLC21,349$1.11M0.03%-4,94013F-HRTimeline
Equita Financial Network, Inc.20,883$1.08M0.39%+1,14613F-HRTimeline
WHITE PINE CAPITAL LLC20,699$1.07M0.36%+22213F-HRTimeline
SYNOVUS FINANCIAL CORP20,555$1.06M0.01%+20513F-HRTimeline
BANQUE PICTET & CIE SA20,486$1.06M0.01%+5,18613F-HRTimeline
CW Advisors, LLC20,435$1.06M0.01%+4,71313F-HRTimeline
Capital Investment Advisors, LLC20,313$1.05M0.02%-13013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC20,294$1.05M0.08%+13,97113F-HRTimeline
NVWM, LLC20,278$1.05M0.26%new13F-HRTimeline
WULFF, HANSEN & CO.20,210$1.04M0.99%-1,34013F-HRTimeline
Stelac Advisory Services LLC19,949$1.03M0.4%013F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC19,907$1.03M0.13%013F-HRTimeline
Plancorp, LLC19,881$1.03M0.04%+3213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC19,770$1.02M0.08%+29513F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC19,761$1.02M0.57%013F-HRTimeline
Roger Wittlin Investment Advisory, LLC19,559$1.01M0.57%-12,30213F-HRTimeline
Keel Point, LLC19,517$1.01M0.08%+70913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC19,516$1.01M0.08%new13F-HRTimeline
Rockbridge Investment Management, LCC19,484$1.01M0.13%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT19,452$1.01M0.01%+47413F-HRTimeline
Independent Advisor Alliance19,339$1000K0.01%new13F-HRTimeline
Cresset Asset Management, LLC19,283$997K<0.01%+2,87213F-HRTimeline
NWAM LLC19,247$995K0.06%-29,28813F-HRTimeline
HRT FINANCIAL LP19,227$994K0.01%-44,12913F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC19,215$993K0.38%013F-HR/ATimeline
CIBC Asset Management Inc19,042$984K<0.01%-4013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich17,217$982K<0.01%-1,34113F-HRTimeline
White Lighthouse Investment Management …18,820$973K0.17%+80013F-HRTimeline
Koshinski Asset Management, Inc.18,804$972K0.09%-56713F-HRTimeline
Lewis Asset Management, LLC18,631$963K0.74%+15713F-HRTimeline
Bear Mountain Capital, Inc.18,451$956K0.37%-4,80913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC18,419$953K<0.01%-10,36013F-HRTimelineGroup
Savvy Advisors, Inc.18,283$945K0.11%+2,43913F-HRTimeline
Wambolt & Associates, LLC18,108$936K0.3%-50013F-HRTimeline
CWA Asset Management Group, LLC18,069$934K0.05%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,052$933K<0.01%-2,33713F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.18,032$932K0.1%+1,39013F-HRTimeline
ADVISORY RESEARCH INC17,830$922K0.15%013F-HRTimeline
SimpliFi, Inc.17,819$921K0.42%new13F-HRTimeline
BLALOCK WILLIAMS, LLC17,726$916K1.07%13F-HRTimeline
Fonville Wealth Management LLC17,135$886K0.29%-2613F-HRTimeline
GTS SECURITIES LLC17,000$879K0.04%+9,30113F-HRTimeline
IFG Advisory, LLC16,871$872K0.05%+12113F-HRTimeline
Stonekeep Investments, LLC16,853$871K0.65%013F-HRTimeline
American Institute for Advanced Investm…16,798$868K0.65%-26113F-HRTimeline
UNION SAVINGS BANK16,792$868K0.43%+8,16713F-HRTimeline
SkyOak Wealth, LLC16,707$864K0.18%+48313F-HRTimeline
LaFleur & Godfrey LLC16,609$859K0.12%+3,41413F-HR/ATimeline
AdvisorNet Financial, Inc16,100$832K0.07%-32213F-HRTimeline
Forum Private Client Group LLC16,026$829K0.37%+49013F-HRTimeline
Hudson Portfolio Management LLC15,978$826K0.81%+4,41013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC15,950$825K0.32%new13F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC15,757$815K0.09%-8,09913F-HRTimelineGroup
Visionary Wealth Advisors15,496$801K0.05%-3,29413F-HRTimeline
Cardinal Capital Management15,340$793K0.12%013F-HRTimeline
Beaumont Financial Advisors, LLC15,223$787K0.06%+1513F-HRTimeline
SWP FINANCIAL LLC15,204$786K0.47%-205,03813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,194$786K0.02%+5,77713F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC15,101$781K0.21%-14713F-HRTimeline
First Horizon Advisors, Inc.15,060$779K0.02%+1,92313F-HRTimeline
MassMutual Private Wealth & Trust, FSB14,919$771K0.02%-29113F-HRTimeline
TFB Advisors LLC14,897$770K0.22%+7213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,879$769K<0.01%+6,69013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.14,870$769K0.02%-56313F-HRTimeline
Mount Lucas Management LP14,803$765K0.27%+60613F-HRTimeline
Pekin Hardy Strauss, Inc.14,740$762K0.1%+20013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.14,652$758K0.3%+5,78713F-HRTimeline
Schechter Investment Advisors, LLC14,594$754K0.06%-1,42013F-HRTimeline
Saiph Capital, LLC14,594$754K0.34%-1,02413F-HRTimeline
Waterloo Capital, L.P.14,577$754K0.08%+6,95213F-HRTimeline
SlateStone Wealth, LLC14,545$752K0.07%+40013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…14,460$748K0.32%13F-HRTimeline
Verdence Capital Advisors LLC14,390$744K0.06%+10013F-HRTimeline
Northland Capital Management LLC14,342$741K0.55%new13F-HRTimeline
Acorn Wealth Advisors, LLC14,312$740K0.31%-10213F-HRTimeline
Compagnie Lombard Odier SCmA14,290$739K0.01%+12,80013F-HRTimeline
Engineers Gate Manager LP14,247$737K0.01%-25,51513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…14,141$731K<0.01%-40013F-HRTimeline
RWA WEALTH PARTNERS, LLC14,125$730K0.01%-8,21513F-HRTimeline
Sunburst Financial Group, LLC14,057$727K0.18%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…13,848$716K0.02%013F-HRTimelineGroup
Councilor Wealth, LLC13,775$712K0.34%+16813F-HRTimeline
BNP PARIBASin group BNP PARIBAS13,757$711K<0.01%013F-HRTimelineGroup
American Trust13,657$706K0.05%new13F-HRTimeline
ARK & TLK INVESTMENTS, LLC13,629$705K0.24%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department13,406$693K0.23%13F-HRTimelineGroup
Octavia Wealth Advisors, LLC13,299$688K0.08%+713F-HRTimeline
PFG Investments, LLC13,179$681K0.04%+4,01513F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd13,070$676K0.05%+2,10513F-HRTimelineGroup
Farther Finance Advisors, LLC12,972$671K0.02%+1,64513F-HRTimeline
Wynn Capital, LLC12,900$667K0.42%013F-HRTimeline
FourThought Financial Partners, LLC12,738$659K0.07%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.12,698$656K0.01%-7,05813F-HRTimelineGroup
American Financial Advisors, LLC12,665$655K0.09%-9513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC12,642$654K0.02%-7013F-HRTimeline
Kingstone Capital Partners Texas, LLC12,264$634K0.52%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,243$633K0.04%-8,05213F-HRTimelineGroup
Beacon Pointe Advisors, LLC12,239$633K0.01%-8,16013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC12,229$632K0.05%+313F-HRTimeline
Avant Financial Advisors LLC12,195$630K0.58%13F-HRTimeline
Peloton Wealth Strategists12,167$629K0.25%+81013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV12,099$626K0.36%+113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…11,965$619K0.25%new13F-HRTimeline
Dodds Wealth, LLC11,866$615K0.2%+413F-HRTimeline
Curtis Advisory Group, LLC11,889$615K0.16%+5,33113F-HRTimeline
1834 INVESTMENT ADVISORS CO11,818$611K0.08%+37113F-HRTimeline
Genesis Wealth Advisors, LLC11,629$601K0.52%13F-HRTimeline
Freedom Investment Management, Inc.11,606$600K0.05%-72213F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…11,469$593K0.06%new13F-HRTimeline
SWMG, LLC11,403$591K0.24%-1,76913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK11,256$582K<0.01%-10413F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC11,222$580K0.02%-5,46913F-HR/ATimeline
CLIENT 1ST ADVISORY GROUP, LLC11,077$573K0.22%013F-HRTimeline
Paladin Wealth, LLC11,026$570K0.49%+3,67513F-HRTimeline
CARDIFF PARK ADVISORS, LLC10,976$567K0.05%+2513F-HRTimeline
Peninsula Wealth, LLC10,976$567K0.1%-12,00413F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC11,070$567K0.36%013F-HRTimeline
FINANCIAL COUNSELORS INC10,902$564K0.01%-2,30613F-HRTimeline
WATERS PARKERSON & CO., LLC10,895$563K0.03%+3,32513F-HRTimeline
Wealth Advisory Solutions, LLC10,866$562K0.16%-31013F-HRTimeline
Legacy Bridge, LLC10,656$551K0.29%+113F-HRTimeline