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Disclosery

IGSB ISHARES TR

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ETF (fund)

939 managers (948 13F filers) reported a position in IGSB shares at 2025-06-30, 311,373,051 shares in all. 64 filers opened a position and 65 filers sold out during the quarter.

Managers
939
13F filers
948
New
64
Added
361
Reduced
351
Sold out
65
Shares held by filers
311,373,051

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Snowden Capital Advisors LLC32,766$1.73M0.05%013F-HRTimeline
United Community Bankin group United Community Bank32,115$1.69M0.58%-2,01813F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT31,964$1.69M0.2%-30013F-HRTimeline
Weaver Consulting Group31,596$1.67M0.46%-37913F-HRTimeline
Cooksen Wealth, LLC31,512$1.66M1.34%-1,30313F-HRTimeline
First Washington CORP31,420$1.66M0.53%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC31,103$1.64M0.09%-6,31113F-HRTimeline
Elevation Capital Advisory, LLC30,925$1.63M0.65%+22,50313F-HRTimeline
GODSEY & GIBB, INC30,726$1.62M0.15%+2,62413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC30,466$1.61M0.15%+9213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC30,463$1.61M0.01%+42713F-HRTimelineGroup
Wescott Financial Advisory Group, LLC30,371$1.6M0.15%-8,14013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC30,264$1.6M0.28%-29413F-HRTimeline
A. D. Beadell Investment Counsel, Inc.30,150$1.59M1.21%+2,15013F-HRTimeline
Brown Financial Advisors30,007$1.58M0.62%-31213F-HRTimeline
McKinley Carter Wealth Services, Inc.29,753$1.57M0.09%-2,55013F-HRTimeline
Compass Ion Advisors, LLC29,584$1.56M0.17%-1,04913F-HRTimeline
FineMark National Bank & Trust29,445$1.55M0.05%-40013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,326$1.55M0.01%+13,31113F-HRTimelineGroup
PINNACLE ASSOCIATES LTD29,233$1.54M0.02%013F-HRTimeline
INGALLS & SNYDER LLC29,116$1.54M0.05%-20013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC29,004$1.53M0.59%-6513F-HRTimeline
Nordwand Advisors, LLC28,781$1.52M0.24%new13F-HRTimeline
My Legacy Advisors, LLC28,731$1.51M0.54%-10,88713F-HRTimeline
Kovack Advisors, Inc.28,558$1.51M0.15%+34013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…28,507$1.5M0.03%+2,28613F-HRTimelineGroup
Trivium Point Advisory, LLC28,282$1.49M0.16%-1,52113F-HRTimeline
F/m Investments LLC28,272$1.49M0.05%013F-HRTimeline
Mesirow Financial Investment Management…27,575$1.45M0.03%+1,36313F-HRTimeline
Sequoia Financial Advisors, LLC27,554$1.45M0.01%-5,55913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…27,477$1.45M0.03%+4,46713F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc27,433$1.45M<0.01%+3,41113F-HRTimelineGroup
GWN SECURITIES INC.27,224$1.44M0.27%-6,66813F-HRTimeline
Union Bancaire Privee, UBP SA27,935$1.43M0.02%+26,23313F-HRTimeline
Seed Wealth Management, Inc.27,060$1.43M1.06%-71513F-HRTimeline
Leo Wealth, LLC27,011$1.43M0.11%+2,74313F-HRTimeline
Coordinated Financial Services, Inc.27,000$1.42M0.99%13F-HRTimeline
FORTE ASSET MANAGEMENT LLC26,902$1.42M0.72%013F-HRTimeline
Argent Advisors, Inc.26,817$1.41M0.44%-1,60013F-HRTimeline
Financial Engines Advisors L.L.C.26,746$1.41M<0.01%-60813F-HRTimeline
Ballentine Partners, LLC26,720$1.41M0.02%013F-HRTimeline
Armor Investment Advisors, LLC26,649$1.41M0.53%+9,42613F-HRTimeline
LaFleur & Godfrey LLC26,645$1.41M0.18%+2,95013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …26,031$1.37M0.03%-1,49513F-HRTimelineGroup
Cumberland Partners Ltdin group Cumberland Partners Ltd25,855$1.36M0.09%+10,36513F-HRTimelineGroup
Smartleaf Asset Management LLC25,567$1.35M0.12%+25,33213F-HRTimeline
Rehmann Capital Advisory Group25,530$1.35M0.08%-14013F-HRTimeline
SAGE FINANCIAL GROUP INC25,178$1.33M0.1%-4,81813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd25,130$1.33M0.09%013F-HRTimelineGroup
Woodside Wealth Management LLC24,963$1.32M1.13%-2,33013F-HRTimeline
XY Planning Network, Inc.24,794$1.31M0.45%+3,77013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC24,515$1.29M0.16%-37913F-HRTimeline
Belpointe Asset Management LLC24,484$1.29M0.05%-3,37513F-HRTimeline
Peregrine Asset Advisers, Inc.24,273$1.28M0.4%-1,03713F-HRTimeline
Paladin Wealth, LLC24,271$1.28M1%-1,83613F-HRTimeline
PEOPLES BANK /OH23,984$1.27M0.78%+52913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI23,912$1.26M0.08%+1,31613F-HRTimeline
Garde Capital, Inc.23,885$1.26M0.07%-11,57213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC23,860$1.26M0.04%013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC23,762$1.25M1.19%+9713F-HRTimeline
Sovran Advisors, LLC23,863$1.25M0.13%+11,01813F-HRTimeline
MassMutual Private Wealth & Trust, FSB23,531$1.24M0.03%+8,10913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,473$1.24M0.01%-25,73713F-HR/ATimelineGroup
Pacific Point Advisors, LLC23,380$1.23M0.67%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,366$1.23M0.03%+7,74013F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC22,992$1.21M0.12%-1,67313F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC22,903$1.21M0.33%-6,88913F-HRTimelineGroup
National Philanthropic Trust22,881$1.21M0.02%-23713F-HRTimeline
Enclave Advisors LLC22,836$1.2M0.19%+1,89513F-HRTimeline
Prospera Financial Services Inc22,809$1.2M0.02%-2,11213F-HRTimeline
Engineers Gate Manager LP22,724$1.2M0.01%-6,07013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.22,582$1.19M0.12%+3,25013F-HRTimeline
DecisionMap Wealth Management, LLC22,501$1.19M0.81%+38613F-HRTimeline
Apex Wealth Management, LLC22,474$1.19M0.95%+24813F-HRTimeline
WHITE PINE CAPITAL LLC22,254$1.17M0.37%+1,49513F-HRTimeline
Exchange Bank22,163$1.17M0.93%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC21,785$1.15M0.09%+1,35113F-HRTimeline
Keel Point, LLC21,767$1.15M0.08%+1,82413F-HRTimeline
Alpha Financial Partners LLC21,685$1.14M0.82%new13F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC21,433$1.13M0.42%+58813F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC21,406$1.13M0.05%013F-HRTimelineGroup
Traub Capital Management LLC21,211$1.12M1.04%13F-HRTimeline
Midwest Trust Co20,682$1.09M0.02%13F-HRTimeline
TWO SIGMA SECURITIES, LLC20,581$1.09M0.13%new13F-HRTimeline
Atria Investments, Inc20,351$1.07M0.01%-3,76313F-HRTimeline
Strategic Wealth Partners, Ltd.20,262$1.07M0.08%13F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC19,907$1.05M0.13%013F-HRTimeline
SlateStone Wealth, LLC19,895$1.05M0.1%+90013F-HRTimeline
Plancorp, LLC19,739$1.04M0.04%-19013F-HRTimeline
Equita Financial Network, Inc.19,712$1.04M0.41%-63413F-HRTimeline
Capital Investment Advisors, LLC19,530$1.03M0.02%-6213F-HR/ATimeline
Rockbridge Investment Management, LCC19,289$1.02M0.11%-18113F-HRTimeline
Koshinski Asset Management, Inc.19,209$1.01M0.08%-1,63013F-HRTimeline
FDx Advisors, Inc.19,081$1.01M0.31%-15,79213F-HRTimeline
CIBC Asset Management Inc18,987$1M<0.01%013F-HRTimeline
White Lighthouse Investment Management …18,820$993K0.16%013F-HRTimeline
Perigon Wealth Management, LLC18,795$992K0.02%-1,11513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC18,730$988K0.07%-33413F-HRTimeline
Geneos Wealth Management Inc.18,576$980K0.02%-42,21413F-HRTimeline
SWP FINANCIAL LLC18,482$975K0.54%+4,75313F-HRTimeline
NWAM LLC18,451$973K0.06%+97013F-HR/ATimeline
Jaffetilchin Investment Partners, LLC18,255$963K0.06%+9,76813F-HRTimeline
Stelac Advisory Services LLC18,168$959K0.36%-1,78113F-HRTimeline
Bear Mountain Capital, Inc.18,232$958K0.34%-5213F-HRTimeline
ADVISORY RESEARCH INC17,830$941K0.14%013F-HRTimeline
MA Private Wealth17,826$940K0.17%-116,03613F-HRTimeline
BLALOCK WILLIAMS, LLC17,790$939K0.94%+6413F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…17,766$937K0.3%-1,92013F-HRTimelineGroup
Saiph Capital, LLC17,748$936K0.36%+3,15413F-HRTimeline
GC Wealth Management RIA, LLC17,660$932K0.08%-5,04513F-HRTimeline
Great Diamond Partners, LLC17,571$927K0.2%new13F-HRTimeline
American Institute for Advanced Investm…17,563$927K0.66%-53513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC17,419$919K<0.01%-12613F-HRTimelineGroup
SimpliFi, Inc.17,389$917K0.4%+5913F-HRTimeline
Alexis Investment Partners, LLC17,350$915K0.39%-50013F-HRTimeline
Roger Wittlin Investment Advisory, LLC17,292$912K0.51%+18413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT17,290$912K0.01%-2,16113F-HRTimeline
WULFF, HANSEN & CO.17,190$907K0.78%-2,04013F-HRTimeline
AdvisorNet Financial, Inc17,028$898K0.06%+1,46513F-HRTimeline
RMR Wealth Builders16,946$894K0.08%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC16,946$894K0.46%-2,81513F-HRTimeline
Stonekeep Investments, LLC16,853$889K0.6%013F-HRTimeline
IFG Advisory, LLC16,819$887K0.04%-17013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…16,545$873K0.29%+613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp16,380$864K<0.01%+10,02313F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC16,227$856K0.08%+7,83013F-HRTimeline
PFG Investments, LLC16,123$851K0.05%+3,62613F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC16,041$846K0.1%+6,51413F-HRTimeline
Quaker Capital Investments, LLC16,000$844K0.26%new13F-HRTimeline
UNION SAVINGS BANK16,032$844K0.39%-76013F-HRTimeline
Wambolt & Associates, LLC15,949$837K0.28%-87113F-HRTimeline
STRATEGY ASSET MANAGERS LLC15,862$837K0.16%+12913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC15,843$836K0.21%new13F-HRTimeline
Allie Family Office LLC15,460$816K0.4%+5,88813F-HRTimeline
Cardinal Capital Management15,340$809K0.12%013F-HRTimeline
Savvy Advisors, Inc.15,287$807K0.05%-19313F-HRTimeline
Forum Private Client Group LLC15,251$805K0.31%-41413F-HRTimeline
SkyOak Wealth, LLC15,086$796K0.16%013F-HRTimeline
Fonville Wealth Management LLC14,851$784K0.2%-14713F-HRTimeline
First Horizon Advisors, Inc.14,816$782K0.02%-5713F-HRTimeline
Pekin Hardy Strauss, Inc.14,790$780K0.09%013F-HRTimeline
Rossmore Private Capital14,729$777K0.09%+1,91513F-HRTimeline
Compagnie Lombard Odier SCmA14,630$772K0.01%+14013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,615$771K0.03%-8,31213F-HRTimelineGroup
Beaumont Financial Advisors, LLC14,596$770K0.06%-50413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich14,500$765K<0.01%013F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,488$764K<0.01%-33,52713F-HR/ATimelineGroup
WATERS PARKERSON & CO., LLC14,370$758K0.04%-10013F-HRTimeline
Mount Lucas Management LP14,291$754K0.36%-23213F-HRTimeline
Sunburst Financial Group, LLC14,057$742K0.17%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.14,050$741K0.28%-33413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC13,928$735K<0.01%-26,70713F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC13,924$735K0.18%-1,18213F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department13,914$734K0.22%-27013F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…13,577$716K0.07%-2,99213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…13,564$716K<0.01%-57713F-HRTimeline
American Trust13,559$715K0.07%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,328$703K0.02%new13F-HRTimelineGroup
Vectors Research Management, LLC13,301$702K0.24%-1,32713F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.13,138$693K0.01%+44013F-HRTimelineGroup
Modern Wealth Management, LLC12,917$682K0.02%new13F-HR/ATimeline
ARK & TLK INVESTMENTS, LLC12,905$681K0.22%-72413F-HRTimeline
Wynn Capital, LLC12,900$681K0.36%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,873$679K0.04%+15013F-HRTimelineGroup
Berger Financial Group, Inc12,786$675K0.04%+1,06913F-HRTimeline
Councilor Wealth, LLC12,776$674K0.31%+12313F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…12,670$668K0.39%13F-HRTimelineGroup
Acorn Wealth Advisors, LLC12,655$668K0.25%-1,58513F-HRTimeline
American Financial Advisors, LLC12,599$665K0.09%+12713F-HRTimeline
Fiduciary Alliance LLC12,547$662K0.05%-41,99613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC12,470$658K0.05%+24013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding12,467$658K-135,251Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC12,300$649K0.22%-1,45013F-HRTimeline
Avant Financial Advisors LLC12,249$646K0.53%+5413F-HRTimeline
Mattson Financial Services, LLC12,179$643K0.17%-76613F-HRTimeline
Verdence Capital Advisors LLC12,051$636K0.04%-14813F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV12,004$633K0.31%+113F-HRTimeline
Curtis Advisory Group, LLC11,846$625K0.16%-1,24013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,844$625K0.03%+4,31013F-HRTimelineGroup
RFG Advisory, LLC11,785$622K0.01%+64313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,652$615K0.05%+84913F-HRTimeline
Lewis Asset Management, LLC11,470$605K0.28%-40113F-HRTimeline
Peloton Wealth Strategists11,368$600K0.24%-49213F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC11,347$599K0.07%new13F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…11,343$598K0.02%013F-HRTimelineGroup
SYM FINANCIAL Corp11,241$593K0.07%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC11,237$593K0.48%+10313F-HRTimeline
Ridgewood Investments LLC11,136$588K0.25%+2,91713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.11,075$584K0.08%+5,37513F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,009$581K0.05%+2013F-HRTimeline
Genesis Wealth Advisors, LLC11,009$581K0.44%-813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,992$580K+3,429Timeline
CLIENT 1ST ADVISORY GROUP, LLC10,732$566K0.21%-34513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding10,698$564K+5,954Timeline
TAGStone Capital, Inc.10,712$564K0.23%-15,91313F-HRTimeline
HB Wealth Management, LLC10,614$560K<0.01%-5,72113F-HRTimeline
BRIGHTON JONES LLC10,613$560K0.02%+68413F-HRTimeline
Dodds Wealth, LLC10,590$559K0.15%-20813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …10,584$558K0.01%-34,12913F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC10,566$557K0.04%-89713F-HRTimeline