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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
Arkadios Wealth Advisors35,571$1.86M0.07%+7,67513F-HRTimeline
Garde Capital, Inc.35,457$1.86M0.11%new13F-HRTimeline
OLD MISSION CAPITAL LLC35,334$1.85M0.04%new13F-HRTimeline
M Holdings Securities, Inc.35,012$1.83M0.31%+46213F-HRTimeline
FDx Advisors, Inc.34,873$1.83M0.59%-2,26513F-HRTimeline
MidAtlantic Capital Management, Inc.34,464$1.8M1.42%+55113F-HRTimeline
United Community Bankin group United Community Bank34,133$1.79M0.67%-11,87013F-HRTimelineGroup
GWN SECURITIES INC.33,892$1.77M0.1%+27,04813F-HRTimeline
HANCOCK WHITNEY CORP33,634$1.76M0.06%+41213F-HRTimeline
ROTHSCHILD INVESTMENT LLC33,190$1.74M0.12%+2,74013F-HRTimeline
Sequoia Financial Advisors, LLC33,113$1.73M0.01%+1,44413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,112$1.73M0.02%-69713F-HRTimelineGroup
Allianz Investment Management U.S. LLCin group Allianz SE33,144$1.73M0.1%-15,00013F-HRTimelineGroup
Snowden Capital Advisors LLC32,766$1.72M0.05%-21,52013F-HRTimeline
McKinley Carter Wealth Services, Inc.32,303$1.69M0.1%-4,78013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT32,264$1.69M0.21%+2,70413F-HRTimeline
Cooksen Wealth, LLC32,815$1.68M1.71%+1,12813F-HRTimeline
Weaver Consulting Group31,975$1.67M0.5%+1,71613F-HRTimeline
Kingsview Wealth Management, LLC31,772$1.66M0.03%+2,20313F-HRTimeline
First Washington CORP31,420$1.65M0.58%013F-HRTimeline
Compass Ion Advisors, LLC30,633$1.6M0.19%-2,78513F-HRTimeline
Hudson Portfolio Management LLC30,631$1.6M1.54%+14,65313F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC30,558$1.6M0.28%+19313F-HRTimeline
Werba Rubin Papier Wealth Management30,498$1.6M0.35%+28113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC30,374$1.59M0.15%-12213F-HRTimelineGroup
Brown Financial Advisors30,319$1.59M0.65%+1,59513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,036$1.57M0.01%-19,50813F-HRTimelineGroup
SAGE FINANCIAL GROUP INC29,996$1.57M0.13%-9,59313F-HRTimeline
FineMark National Bank & Trust29,845$1.56M0.06%+4,91713F-HRTimeline
Trivium Point Advisory, LLC29,803$1.56M0.19%-11913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC29,792$1.56M0.4%-1,63613F-HRTimelineGroup
Simplicity Wealth,LLC29,490$1.54M0.12%-1,22813F-HRTimeline
INGALLS & SNYDER LLC29,316$1.53M0.05%-19013F-HRTimeline
PINNACLE ASSOCIATES LTD29,233$1.53M0.02%-2,65413F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC29,069$1.52M0.49%new13F-HRTimeline
SYNOVUS FINANCIAL CORP28,864$1.51M0.02%+8,30913F-HRTimeline
Engineers Gate Manager LP28,794$1.51M0.03%+14,54713F-HRTimeline
Argent Advisors, Inc.28,417$1.49M0.5%-24,40413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC28,366$1.49M0.14%+5,04013F-HRTimeline
F/m Investments LLC28,272$1.48M0.06%+1,06113F-HRTimeline
Kovack Advisors, Inc.28,218$1.48M0.16%-77213F-HRTimeline
GODSEY & GIBB, INC28,102$1.47M0.14%+2,41013F-HRTimeline
A. D. Beadell Investment Counsel, Inc.28,000$1.47M1.22%-1,90013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD27,976$1.47M1.32%-1,22813F-HRTimeline
FSA Investment Group, LLC27,921$1.46M1.24%013F-HRTimeline
Belpointe Asset Management LLC27,859$1.46M0.08%new13F-HRTimeline
Seed Wealth Management, Inc.27,775$1.45M1.18%new13F-HRTimeline
&PARTNERS27,782$1.45M0.02%-4,08613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …27,526$1.44M0.04%+12,33213F-HRTimelineGroup
Financial Engines Advisors L.L.C.27,354$1.43M<0.01%-15013F-HRTimeline
Woodside Wealth Management LLC27,293$1.43M1.33%13F-HRTimeline
FORTE ASSET MANAGEMENT LLC26,902$1.41M0.71%013F-HRTimeline
Ballentine Partners, LLC26,720$1.4M0.02%013F-HRTimeline
Coordinated Financial Services, Inc./CO26,654$1.4M1.07%13F-HRTimeline
TAGStone Capital, Inc.26,625$1.39M0.69%+21,77513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…26,221$1.37M0.03%-1,36713F-HRTimelineGroup
Mesirow Financial Investment Management…26,212$1.37M0.03%-33913F-HRTimeline
Paladin Wealth, LLC26,107$1.37M1.23%+15,08113F-HRTimeline
Rehmann Capital Advisory Group25,670$1.34M0.08%+10313F-HRTimeline
Peregrine Asset Advisers, Inc.25,310$1.33M0.5%-17913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd25,130$1.32M0.12%013F-HRTimelineGroup
IHT Wealth Management, LLC25,042$1.31M0.04%+16,17913F-HRTimeline
Prospera Financial Services Inc24,921$1.31M0.03%-81613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC24,894$1.3M0.18%-5,84513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC24,665$1.29M0.15%-41713F-HRTimelineGroup
Leo Wealth, LLC24,268$1.27M0.18%new13F-HRTimeline
Atria Investments, Inc24,114$1.26M0.02%-19,11613F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc24,022$1.26M<0.01%-790,01813F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC23,860$1.25M0.04%013F-HRTimeline
LaFleur & Godfrey LLC23,695$1.24M0.17%+7,08613F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC23,665$1.24M1.28%+64313F-HRTimeline
PEOPLES BANK /OH23,455$1.23M0.81%-6113F-HRTimeline
Pacific Point Advisors, LLC23,380$1.22M0.68%-9613F-HRTimeline
Cresset Asset Management, LLC23,355$1.22M0.01%+4,07213F-HRTimeline
National Philanthropic Trust23,118$1.21M0.02%-22613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,010$1.21M0.03%+1,54313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management22,927$1.2M0.04%-87713F-HRTimelineGroup
GC Wealth Management RIA, LLC22,705$1.19M0.22%-95513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI22,596$1.18M0.06%+53113F-HRTimeline
Apex Wealth Management, LLC22,226$1.16M1.05%+15913F-HRTimeline
Exchange Bank22,163$1.16M0.94%013F-HRTimeline
DecisionMap Wealth Management, LLC22,115$1.16M0.88%+3613F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC21,406$1.12M0.06%-96713F-HRTimelineGroup
XY Planning Network, Inc.21,024$1.1M0.73%-2,63713F-HRTimeline
Enclave Advisors LLC20,941$1.1M0.19%-10,40013F-HRTimeline
Fisher Asset Management, LLC20,898$1.09M<0.01%+15,15213F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC20,845$1.09M0.44%+1,63013F-HRTimeline
Koshinski Asset Management, Inc.20,839$1.09M0.09%+2,03513F-HRTimeline
WHITE PINE CAPITAL LLC20,759$1.09M0.38%+6013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC20,434$1.07M0.1%+14013F-HR/ATimeline
Equita Financial Network, Inc.20,346$1.07M0.37%-53713F-HRTimeline
Stelac Advisory Services LLC19,949$1.04M0.43%013F-HRTimeline
Keel Point, LLC19,943$1.04M0.08%+42613F-HRTimeline
Plancorp, LLC19,929$1.04M0.04%+4813F-HRTimeline
Perigon Wealth Management, LLC19,910$1.04M0.03%-1,43913F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC19,907$1.04M0.14%013F-HRTimeline
Compton Financial Group, LLC19,836$1.04M0.3%-268,58013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC19,761$1.03M0.57%013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…19,686$1.03M0.38%-1,73613F-HRTimelineGroup
Capital Investment Advisors, LLC19,592$1.03M0.02%-72113F-HRTimeline
Rockbridge Investment Management, LCC19,470$1.02M0.12%-1413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT19,451$1.02M0.01%-113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.19,332$1.01M0.11%+1,30013F-HRTimeline
WULFF, HANSEN & CO.19,230$1.01M0.92%-98013F-HRTimeline
Gilbert & Cook, Inc.19,096$1M0.15%-6,64313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC19,064$998K0.08%-70613F-HRTimeline
SlateStone Wealth, LLC18,995$995K0.1%+4,45013F-HRTimeline
CIBC Asset Management Inc18,987$994K<0.01%-5513F-HRTimeline
White Lighthouse Investment Management …18,820$986K0.18%013F-HRTimeline
Bear Mountain Capital, Inc.18,284$960K0.37%-16713F-HRTimeline
American Institute for Advanced Investm…18,098$948K0.72%+1,30013F-HRTimeline
Alexis Investment Partners, LLC17,850$935K0.45%+8,60013F-HRTimeline
ADVISORY RESEARCH INC17,830$934K0.16%013F-HRTimeline
BLALOCK WILLIAMS, LLC17,726$928K1.04%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC17,545$919K<0.01%-87413F-HRTimelineGroup
NWAM LLC17,481$915K0.08%-1,76613F-HRTimeline
SimpliFi, Inc.17,330$908K0.42%-48913F-HRTimeline
Armor Investment Advisors, LLC17,223$902K0.37%-14,37213F-HRTimeline
Roger Wittlin Investment Advisory, LLC17,108$896K0.52%-2,45113F-HRTimeline
IFG Advisory, LLC16,989$890K0.05%+11813F-HRTimeline
Stonekeep Investments, LLC16,853$883K0.65%013F-HRTimeline
UNION SAVINGS BANK16,792$879K0.43%013F-HRTimeline
Wambolt & Associates, LLC16,820$878K0.3%-1,28813F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…16,569$868K0.09%+5,10013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…16,539$866K0.32%+4,57413F-HRTimeline
HB Wealth Management, LLC16,335$855K0.01%+9,73313F-HRTimeline
Proficio Capital Partners LLC16,090$843K0.07%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,015$839K0.01%+7,82013F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC15,733$824K0.17%+8,64813F-HRTimeline
Beacon Pointe Advisors, LLC15,669$821K0.01%+3,43013F-HRTimeline
Forum Private Client Group LLC15,665$820K0.36%-36113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,626$818K0.02%+9,63813F-HRTimelineGroup
AdvisorNet Financial, Inc15,563$815K0.06%-53713F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd15,490$811K0.06%+2,42013F-HRTimelineGroup
Savvy Advisors, Inc.15,480$811K0.08%-2,80313F-HRTimeline
MassMutual Private Wealth & Trust, FSB15,422$808K0.02%+50313F-HRTimeline
Cardinal Capital Management15,340$803K0.12%013F-HRTimeline
Grey Fox Wealth Advisors, LLC15,106$791K0.21%+513F-HRTimeline
Beaumont Financial Advisors, LLC15,100$791K0.06%-12313F-HRTimeline
SkyOak Wealth, LLC15,086$790K0.17%-1,62113F-HRTimeline
Fonville Wealth Management LLC14,998$787K0.23%-2,13713F-HRTimeline
First Horizon Advisors, Inc.14,873$779K0.02%-18713F-HRTimeline
Pekin Hardy Strauss, Inc.14,790$775K0.09%+5013F-HRTimeline
Vectors Research Management, LLC14,628$766K0.27%-48,16413F-HRTimeline
Saiph Capital, LLC14,594$764K0.36%013F-HRTimeline
Schechter Investment Advisors, LLC14,537$761K0.06%-5713F-HRTimeline
Mount Lucas Management LP14,523$761K0.36%-28013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich14,500$759K<0.01%-2,71713F-HR/ATimeline
Compagnie Lombard Odier SCmA14,490$759K0.01%+20013F-HRTimeline
WATERS PARKERSON & CO., LLC14,470$758K0.04%+3,57513F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…14,460$757K0.32%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.14,384$753K0.31%-26813F-HRTimeline
Acorn Wealth Advisors, LLC14,240$746K0.31%-7213F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department14,184$743K0.25%+77813F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…14,141$741K<0.01%013F-HRTimeline
Sunburst Financial Group, LLC14,057$736K0.18%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC13,787$722K0.03%+1,14513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC13,750$722K0.28%-2,20013F-HRTimeline
J.W. COLE ADVISORS, INC.13,737$719K0.02%-29,57413F-HRTimeline
SWP FINANCIAL LLC13,729$719K0.44%-1,47513F-HRTimeline
ARK & TLK INVESTMENTS, LLC13,629$714K0.25%013F-HRTimeline
Octavia Wealth Advisors, LLC13,292$696K0.08%-713F-HRTimeline
Curtis Advisory Group, LLC13,086$685K0.2%+1,19713F-HRTimeline
Mattson Financial Services, LLC12,945$678K0.2%-23,13513F-HRTimeline
Wynn Capital, LLC12,900$676K0.4%013F-HRTimeline
Rossmore Private Capital12,814$671K0.08%new13F-HRTimeline
Sovran Advisors, LLC12,845$669K0.09%+5,91713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,723$666K0.04%+48013F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.12,698$665K0.01%013F-HRTimelineGroup
Councilor Wealth, LLC12,653$663K0.33%-1,12213F-HRTimeline
PFG Investments, LLC12,497$654K0.04%-68213F-HRTimeline
American Financial Advisors, LLC12,472$653K0.09%-19313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC12,230$641K0.05%+113F-HRTimeline
Verdence Capital Advisors LLC12,199$639K0.05%-2,19113F-HRTimeline
Avant Financial Advisors LLC12,195$639K0.58%013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV12,003$629K0.32%-9613F-HRTimeline
Lewis Asset Management, LLC11,871$622K0.51%-6,76013F-HRTimeline
Peloton Wealth Strategists11,860$621K0.26%-30713F-HRTimeline
Berger Financial Group, Inc11,717$614K0.04%new13F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC11,568$605K0.07%-4,18913F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC11,463$600K0.04%+2,43513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…11,343$594K0.02%-2,50513F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC11,233$588K0.03%+1113F-HR/ATimeline
RFG Advisory, LLC11,142$584K0.02%+1,02813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC11,134$583K0.53%-11,00213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC11,077$580K0.23%013F-HRTimeline
Genesis Wealth Advisors, LLC11,017$577K0.47%-61213F-HRTimeline
CARDIFF PARK ADVISORS, LLC10,989$576K0.06%+1313F-HRTimeline
B. Riley Wealth Advisors, Inc.10,989$575K0.02%+1,11013F-HRTimeline
FINANCIAL COUNSELORS INC10,897$571K0.01%-513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,803$566K0.06%+2,62813F-HRTimeline
Dodds Wealth, LLC10,798$565K0.18%-1,06813F-HRTimeline
Kingstone Capital Partners Texas, LLC10,786$565K0.45%-1,47813F-HRTimeline
Wingate Wealth Advisors, Inc.10,393$544K0.63%+7413F-HRTimeline
Wealth Advisory Solutions, LLC10,385$544K0.14%-48113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,262$537K0.02%013F-HRTimelineGroup
Legacy Bridge, LLC10,256$537K0.3%-40013F-HRTimeline
Good Steward Wealth Advisors,LLC10,176$533K0.49%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,152$532K0.04%013F-HRTimelineGroup
Merit Financial Group, LLC10,141$531K0.01%new13F-HRTimeline