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Disclosery

IGSB ISHARES TR

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ETF (fund)

941 managers (951 13F filers) reported a position in IGSB shares at 2025-09-30, 288,574,293 shares in all. 73 filers opened a position and 62 filers sold out during the quarter.

Managers
941
13F filers
951
New
73
Added
400
Reduced
296
Sold out
62
Shares held by filers
288,574,293

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
TRANSATLANTIQUE PRIVATE WEALTH LLC33,515$1.78M0.58%+12,08213F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC33,407$1.77M0.64%+4,40313F-HRTimeline
First International Bank & Trust33,249$1.76M0.61%-10,21113F-HRTimeline
GODSEY & GIBB, INC33,192$1.76M0.16%+2,46613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,167$1.76M0.02%+22813F-HRTimelineGroup
Allianz Investment Management U.S. LLCin group Allianz SE33,144$1.76M0.07%013F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC33,118$1.76M0.29%-11,26613F-HRTimeline
Cooksen Wealth, LLC32,631$1.73M1.29%+1,11913F-HRTimeline
United Community Bankin group United Community Bank32,535$1.73M0.53%+42013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …31,421$1.67M0.03%+5,39013F-HRTimelineGroup
First Washington CORP31,420$1.67M0.45%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC31,265$1.66M0.14%+79913F-HRTimelineGroup
Wescott Financial Advisory Group, LLC31,163$1.65M0.15%+79213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,930$1.64M0.01%+46713F-HRTimelineGroup
Compass Ion Advisors, LLC30,523$1.62M0.16%+93913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,376$1.61M0.01%+1,05013F-HRTimelineGroup
Kingsview Wealth Management, LLC30,238$1.6M0.02%-5,19413F-HRTimeline
A. D. Beadell Investment Counsel, Inc.30,150$1.6M1.09%013F-HRTimeline
Quaker Capital Investments, LLC30,000$1.59M0.43%+14,00013F-HRTimeline
Belpointe Asset Management LLC29,536$1.57M0.06%+5,05213F-HRTimeline
INGALLS & SNYDER LLC29,116$1.54M0.05%013F-HRTimeline
PINNACLE ASSOCIATES LTD28,833$1.53M0.02%-40013F-HRTimeline
Trivium Point Advisory, LLC28,736$1.52M0.16%+45413F-HRTimeline
Atria Investments, Inc28,304$1.5M0.02%+7,95313F-HRTimeline
McKinley Carter Wealth Services, Inc.28,255$1.5M0.08%-1,49813F-HRTimeline
FineMark National Bank & Trust28,163$1.49M0.05%-1,28213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP28,070$1.49M<0.01%-12,07713F-HRTimelineGroup
Leo Wealth, LLC27,744$1.47M0.19%+73313F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd27,689$1.47M0.1%+1,83413F-HRTimelineGroup
Nordwand Advisors, LLC27,581$1.46M0.23%-1,20013F-HRTimeline
TD Waterhouse Canada Inc.27,415$1.45M0.01%-110,17113F-HRTimeline
Coordinated Financial Services, Inc.27,216$1.44M0.93%+21613F-HRTimeline
Alpha Financial Partners LLC27,203$1.44M0.94%+5,51813F-HRTimeline
Weaver Consulting Group27,190$1.44M0.37%-4,40613F-HRTimeline
Union Bancaire Privee, UBP SA27,935$1.44M0.02%013F-HRTimeline
Seed Wealth Management, Inc.27,130$1.44M0.99%+7013F-HRTimeline
Sequoia Financial Advisors, LLC26,978$1.43M0.01%-57613F-HRTimeline
FORTE ASSET MANAGEMENT LLC26,902$1.43M0.69%013F-HRTimeline
Farther Finance Advisors, LLC26,782$1.42M0.02%+16,27913F-HRTimeline
Ballentine Partners, LLC26,720$1.42M0.02%013F-HRTimeline
GWN SECURITIES INC.26,655$1.41M0.33%-56913F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC26,531$1.41M0.17%+10,49013F-HRTimeline
Armor Investment Advisors, LLC26,525$1.41M0.45%-12413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.26,432$1.4M0.12%+3,85013F-HRTimeline
MGO ONE SEVEN LLC26,308$1.4M0.03%+20,53813F-HRTimeline
Rehmann Capital Advisory Group26,255$1.39M0.08%+72513F-HRTimeline
Kovack Advisors, Inc.25,783$1.37M0.13%-2,77513F-HRTimeline
Autumn Glory Partners, LLC25,447$1.35M0.55%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd25,130$1.33M0.08%013F-HRTimelineGroup
Woodside Wealth Management LLC25,035$1.33M1.05%+7213F-HRTimeline
Bryn Mawr Trust Advisors, LLC24,837$1.32M0.07%-6,26613F-HRTimeline
Ridgewood Investments LLC24,799$1.32M0.55%+13,66313F-HRTimeline
XY Planning Network, Inc.24,794$1.31M0.45%013F-HRTimeline
SAGE FINANCIAL GROUP INC24,417$1.29M0.09%-76113F-HRTimeline
Pacific Point Advisors, LLC24,231$1.28M0.75%+85113F-HRTimeline
Plancorp, LLC24,037$1.27M0.04%+4,29813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC23,860$1.27M0.03%013F-HRTimeline
Peregrine Asset Advisers, Inc.23,849$1.26M0.38%-42413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC23,729$1.26M0.15%-78613F-HRTimeline
PEOPLES BANK /OH23,590$1.25M0.77%-39413F-HRTimeline
DecisionMap Wealth Management, LLC23,584$1.25M0.8%+1,08313F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…23,427$1.24M0.09%+9,85013F-HRTimeline
MassMutual Private Wealth & Trust, FSB23,322$1.24M0.03%-20913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,252$1.23M0.38%+34913F-HRTimelineGroup
F/m Investments LLC23,064$1.22M0.05%-5,20813F-HRTimeline
Maia Wealth LLC23,108$1.22M0.21%+17,77413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC22,834$1.21M0.1%-15813F-HRTimelineGroup
Apex Wealth Management, LLC22,728$1.21M0.86%+25413F-HRTimeline
Prospera Financial Services Inc22,674$1.2M0.02%-13513F-HRTimeline
Garde Capital, Inc.22,372$1.19M0.06%-1,51313F-HRTimeline
OAK FAMILY ADVISORS, LLC22,226$1.18M0.38%new13F-HRTimeline
Exchange Bank22,163$1.18M0.82%013F-HRTimeline
FINANCIAL LIFE ADVISORS22,160$1.18M0.38%-13,63513F-HRTimeline
SlateStone Wealth, LLC21,895$1.16M0.1%+2,00013F-HRTimeline
Keel Point, LLC21,818$1.16M0.07%+5113F-HRTimeline
JGP Wealth Management, LLC21,657$1.15M0.13%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC21,502$1.14M0.07%-28313F-HRTimeline
WHITE PINE CAPITAL LLC21,409$1.14M0.33%-84513F-HRTimeline
Strategic Wealth Partners, Ltd.21,345$1.13M0.08%+1,08313F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC21,261$1.13M0.19%-9,00313F-HRTimeline
Traub Capital Management LLC21,225$1.13M1.11%+1413F-HRTimeline
Jaffetilchin Investment Partners, LLC20,960$1.11M0.07%+2,70513F-HRTimeline
American National Bank of Texas20,941$1.11M1.05%13F-HRTimeline
NWAM LLC20,852$1.11M0.06%+2,40113F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC20,590$1.09M0.01%-2,88313F-HR/ATimelineGroup
Berger Financial Group, Inc20,432$1.08M0.06%+7,64613F-HRTimeline
Stelac Advisory Services LLC19,949$1.06M0.37%+1,78113F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC19,907$1.06M0.12%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,883$1.05M0.03%-3,48313F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC19,759$1.05M<0.01%+2,34013F-HRTimelineGroup
Capital Investment Advisors, LLC19,189$1.02M0.02%-34113F-HRTimeline
SHUTTLEWORTH & Co19,124$1.01M0.92%13F-HRTimeline
Midwest Trust Co19,036$1.01M0.01%-1,64613F-HRTimeline
Saiph Capital, LLC19,020$1.01M0.36%+1,27213F-HRTimeline
CIBC Asset Management Inc18,982$1.01M<0.01%-513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT18,791$996K0.01%+1,50113F-HRTimeline
EASTERN BANK18,707$992K0.02%-17,48313F-HRTimeline
Koshinski Asset Management, Inc.18,697$992K0.07%-51213F-HRTimeline
American Institute for Advanced Investm…18,578$985K0.65%+1,01513F-HRTimeline
Perigon Wealth Management, LLC18,572$985K0.02%-22313F-HRTimeline
Equita Financial Network, Inc.18,553$984K0.33%-1,15913F-HRTimeline
Wilmington Savings Fund Society, FSB18,390$975K0.02%-24,57713F-HR/ATimeline
FDx Advisors, Inc.18,399$975K0.29%-68213F-HRTimeline
HRT FINANCIAL LP18,303$970K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,094$960K0.03%+4,76613F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC18,090$959K0.07%-64013F-HRTimeline
Rockbridge Investment Management, LCC17,806$944K0.09%-1,48313F-HRTimeline
BLALOCK WILLIAMS, LLC17,790$943K0.83%013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…17,478$927K0.23%-28813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,433$924K0.02%-11,07413F-HRTimelineGroup
White Lighthouse Investment Management …17,320$918K0.14%-1,50013F-HRTimeline
AdvisorNet Financial, Inc17,288$917K0.05%+26013F-HRTimeline
Bear Mountain Capital, Inc.17,211$915K0.31%-1,02113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…17,240$914K0.04%+10,30713F-HRTimelineGroup
Roger Wittlin Investment Advisory, LLC17,193$912K0.51%-9913F-HRTimeline
SWP FINANCIAL LLC17,081$906K0.46%-1,40113F-HRTimeline
Savvy Advisors, Inc.16,997$901K0.04%+1,71013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC16,946$899K0.43%013F-HRTimeline
Stonekeep Investments, LLC16,853$894K0.57%013F-HRTimeline
WULFF, HANSEN & CO.16,835$893K0.77%-35513F-HRTimeline
STRATEGY ASSET MANAGERS LLC16,423$871K0.16%+56113F-HRTimeline
Great Diamond Partners, LLC16,371$868K0.17%-1,20013F-HRTimeline
Johnson Bixby & Associates, LLC16,342$867K0.11%+11,54013F-HRTimeline
MFA WEALTH ADVISORS, LLC16,288$864K0.19%-31,84913F-HRTimeline
Alexis Investment Partners, LLC16,050$851K0.34%-1,30013F-HRTimeline
Modern Wealth Management, LLC15,953$846K0.02%+3,03613F-HRTimeline
Geneos Wealth Management Inc.15,902$843K0.02%-2,67413F-HRTimeline
KDT Advisors, LLC15,725$834K1.22%new13F-HR/ATimeline
Allie Family Office LLC15,640$829K0.39%+18013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…15,531$824K0.26%-1,01413F-HRTimeline
Forum Private Client Group LLC15,489$821K0.29%+23813F-HRTimeline
Cardinal Capital Management15,340$813K0.11%013F-HRTimeline
WATERS PARKERSON & CO., LLC15,320$812K0.04%+95013F-HRTimeline
GC Wealth Management RIA, LLC15,150$803K0.03%-2,51013F-HRTimeline
PFG Investments, LLC15,144$803K0.04%-97913F-HRTimeline
IFG Advisory, LLC15,006$796K0.04%-1,81313F-HRTimeline
Mount Lucas Management LP14,994$795K0.36%+70313F-HRTimeline
SkyOak Wealth, LLC14,943$792K0.15%-14313F-HRTimeline
Verdence Capital Advisors LLC14,862$790K0.05%+2,81113F-HRTimeline
Pekin Hardy Strauss, Inc.14,790$784K0.08%013F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…14,760$783K0.44%+2,09013F-HRTimelineGroup
Beaumont Financial Advisors, LLC14,731$781K0.05%+13513F-HRTimeline
Rossmore Private Capital14,729$781K0.08%013F-HRTimeline
Fonville Wealth Management LLC14,723$781K0.18%-12813F-HRTimeline
Western Wealth Management, LLC14,658$777K0.04%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp14,640$776K<0.01%-1,74013F-HRTimelineGroup
Compagnie Lombard Odier SCmA14,630$776K0.01%013F-HRTimeline
American Trust14,599$774K0.07%+1,04013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich14,500$769K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,334$760K0.03%-28113F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.14,173$752K0.09%+4,07513F-HRTimeline
Paladin Wealth, LLC14,140$750K0.54%-10,13113F-HRTimeline
Sunburst Financial Group, LLC14,057$745K0.16%013F-HRTimeline
Grey Fox Wealth Advisors, LLC13,735$728K0.15%-18913F-HRTimeline
MA Private Wealth13,623$722K0.12%-4,20313F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.13,579$720K0.24%-47113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…13,564$719K<0.01%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.13,378$709K0.01%+24013F-HR/ATimelineGroup
TWO SIGMA SECURITIES, LLC13,348$708K0.1%-7,23313F-HRTimeline
Acorn Wealth Advisors, LLC13,337$707K0.22%+68213F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department13,325$707K0.19%-58913F-HRTimelineGroup
HB Wealth Management, LLC13,004$690K<0.01%+2,39013F-HRTimeline
Wynn Capital, LLC12,900$684K0.33%013F-HRTimeline
WESBANCO BANK INC12,854$682K0.02%+7,38413F-HRTimeline
Councilor Wealth, LLC12,826$680K0.32%+5013F-HRTimeline
ARK & TLK INVESTMENTS, LLC12,685$673K0.21%-22013F-HRTimeline
GreatBanc Trust CO12,480$662K0.45%13F-HRTimeline
Avant Financial Advisors LLC12,338$654K0.49%+8913F-HRTimeline
RFG Advisory, LLC12,240$649K0.01%+45513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC12,235$649K0.04%-23513F-HRTimeline
Octavia Wealth Advisors, LLC12,216$648K0.06%+2,03413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,977$635K0.04%+32513F-HRTimeline
Curtis Advisory Group, LLC11,946$633K0.14%+10013F-HRTimeline
Fiduciary Alliance LLC11,864$629K0.04%-68313F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,698$620K0.05%+68913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC11,675$619K0.19%-62513F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV11,575$614K0.28%-42913F-HRTimeline
Peak Planning Group, LLC11,355$602K0.31%new13F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC11,347$602K0.06%013F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…11,343$602K0.02%013F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC11,342$601K0.43%+10513F-HRTimeline
Peloton Wealth Strategists11,283$598K0.24%-8513F-HRTimeline
Lewis Asset Management, LLC11,089$588K0.24%-38113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.11,075$587K0.07%013F-HRTimeline
Vectors Research Management, LLC11,038$585K0.18%-2,26313F-HRTimeline
Genesis Wealth Advisors, LLC10,979$582K0.41%-3013F-HRTimeline
NewEdge Wealth, LLC11,012$581K0.01%new13F-HRTimeline
Wingate Wealth Advisors, Inc.10,786$572K0.4%+27713F-HRTimeline
BRIGHTON JONES LLC10,706$568K0.01%+9313F-HRTimeline
Dodds Wealth, LLC10,594$562K0.14%+413F-HRTimeline
Wealth Advisory Solutions, LLC10,450$554K0.13%+6513F-HRTimeline
Creekmur Asset Management LLC10,444$554K0.09%-11213F-HRTimeline
American Financial Advisors, LLC10,443$554K0.07%-2,15613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,257$544K0.02%+36913F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,152$538K0.03%013F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.10,062$534K<0.01%+1,66013F-HRTimeline
Cascade Wealth Advisors, Inc10,000$528K0.26%013F-HRTimeline
CIBC WORLD MARKET INC.9,933$527K<0.01%+2,29313F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,916$526K0.01%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC9,707$515K0.15%+84213F-HR/ATimeline