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Disclosery

IGSB ISHARES TR

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ETF (fund)

1,007 managers (1,017 13F filers) reported a position in IGSB shares at 2025-12-31, 301,165,219 shares in all. 77 filers opened a position and 64 filers sold out during the quarter.

Managers
1,007
13F filers
1,017
New
77
Added
420
Reduced
292
Sold out
64
Shares held by filers
301,165,219

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Steele Capital Management, Inc.36,534$1.93M0.08%-1,38013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.36,524$1.93M0.23%+22,35113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT36,432$1.93M0.07%-2,65713F-HRTimeline
Arkadios Wealth Advisors36,206$1.91M0.04%-38613F-HRTimeline
AdvisorNet Financial, Inc35,735$1.89M0.1%+18,44713F-HRTimeline
Snowden Capital Advisors LLC35,691$1.89M0.05%-31813F-HRTimeline
Wealth Enhancement Trust Services, Inc.35,680$1.89M0.24%13F-HRTimeline
SOFI WEALTH, LLC35,669$1.89M0.09%+16613F-HRTimeline
Strategic Financial Services, Inc.35,388$1.87M0.09%-24013F-HRTimeline
Sovereign Financial Group, Inc.35,039$1.85M0.33%-91913F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC35,005$1.85M0.58%+1,49013F-HRTimeline
Aprio Wealth Management, LLC33,810$1.81M0.1%-3,01413F-HRTimeline
Cooksen Wealth, LLC34,122$1.8M1.32%+1,49113F-HRTimeline
Wilshire Advisors LLC34,075$1.8M15.52%+9413F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC33,888$1.79M0.64%+48113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,756$1.79M0.02%+58913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC33,743$1.78M0.03%-1,21413F-HRTimelineGroup
Allianz SEin group Allianz SE33,144$1.75M0.02%new13F-HRTimelineGroup
Solstein Capital, LLC33,135$1.75M0.7%+30,66313F-HRTimeline
Ridge Creek Global, Inc32,964$1.74M1.46%13F-HRTimeline
Berger Financial Group, Inc32,889$1.74M0.1%+12,45713F-HRTimeline
Farther Finance Advisors, LLC32,456$1.72M0.02%+5,67413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…32,397$1.71M0.03%+14,96413F-HRTimelineGroup
COURIER CAPITAL LLC32,337$1.71M0.1%-15,78113F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC32,201$1.7M0.06%-14,70313F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…31,604$1.67M0.22%-9,07013F-HRTimeline
Glen Eagle Advisors, LLC31,637$1.67M0.23%-3,03413F-HRTimeline
Kingsview Wealth Management, LLC31,559$1.67M0.02%+1,32113F-HRTimeline
First Washington CORP31,420$1.66M0.43%013F-HRTimeline
SIMA Wealth Partners, LLC31,369$1.66M1.26%-3,85613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT31,227$1.65M0.18%-2,30013F-HRTimeline
Wescott Financial Advisory Group, LLC31,049$1.64M0.14%-11413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,863$1.63M0.01%-6713F-HRTimelineGroup
Compass Ion Advisors, LLC30,153$1.59M0.15%-37013F-HRTimeline
A. D. Beadell Investment Counsel, Inc.30,100$1.59M1.03%-5013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP30,016$1.59M<0.01%+1,94613F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC29,772$1.57M0.26%-3,34613F-HRTimeline
Leo Wealth, LLC29,740$1.57M0.11%+1,99613F-HRTimeline
WHITE PINE CAPITAL LLC29,319$1.55M0.43%+7,91013F-HRTimeline
NVWM, LLC29,120$1.54M0.34%-18,69413F-HRTimeline
TD Waterhouse Canada Inc.29,129$1.54M0.01%+1,71413F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC28,945$1.53M0.18%+2,41413F-HRTimeline
Longview Financial Advisors LLC28,613$1.51M0.83%-4,96513F-HRTimeline
PINNACLE ASSOCIATES LTD28,603$1.51M0.02%-23013F-HRTimeline
Trivium Point Advisory, LLC28,536$1.51M0.15%-20013F-HRTimeline
MONEYWISE, INC.28,477$1.51M0.63%new13F-HRTimeline
Kovack Advisors, Inc.28,217$1.49M0.07%+2,43413F-HR/ATimeline
FineMark National Bank & Trust28,163$1.49M0.05%013F-HRTimeline
Coordinated Financial Services, Inc.28,051$1.48M0.85%+83513F-HRTimeline
INGALLS & SNYDER LLC28,041$1.48M0.05%-1,07513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,014$1.48M0.01%-2,36213F-HRTimelineGroup
GWN SECURITIES INC.27,962$1.48M0.3%+1,30713F-HRTimeline
Nordwand Advisors, LLC27,821$1.47M0.26%+24013F-HRTimeline
Atria Investments, Inc27,809$1.47M0.02%-49513F-HRTimeline
SlateStone Wealth, LLC27,195$1.44M0.12%+5,30013F-HRTimeline
Quaker Capital Investments, LLC27,000$1.43M0.37%-3,00013F-HRTimeline
Ballentine Partners, LLC26,720$1.41M0.02%013F-HRTimeline
Weaver Consulting Group26,615$1.41M0.34%-57513F-HRTimeline
Israel Discount Bank of New York26,605$1.41M3.83%-11,44513F-HRTimeline
Edgestream Partners, L.P.25,629$1.36M0.04%-28,18113F-HRTimeline
F/m Investments LLC25,575$1.35M0.05%+2,51113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25,445$1.35M0.03%+18,32013F-HRTimeline
Autumn Glory Partners, LLC25,447$1.35M0.47%013F-HRTimeline
Woodside Wealth Management LLC25,433$1.34M1%+39813F-HRTimeline
Rehmann Capital Advisory Group25,408$1.34M0.07%-84713F-HRTimeline
D.A. DAVIDSON & CO.25,296$1.34M0.01%+15,60913F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd25,232$1.33M0.08%-2,45713F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC25,192$1.33M0.6%-1,71013F-HRTimeline
SAGE FINANCIAL GROUP INC25,187$1.33M0.09%+77013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd25,130$1.33M0.06%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC24,851$1.31M0.01%+4,26113F-HRTimelineGroup
Sequoia Financial Advisors, LLC24,827$1.31M0.01%-2,15113F-HRTimeline
SHUTTLEWORTH & Co24,755$1.31M1.2%+5,63113F-HRTimeline
Plancorp, LLC24,347$1.29M0.04%+31013F-HRTimeline
Pacific Point Advisors, LLC24,231$1.28M0.69%013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC24,018$1.27M1.1%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC23,860$1.26M0.03%013F-HRTimeline
Peregrine Asset Advisers, Inc.23,723$1.25M0.35%-12613F-HRTimeline
Strive Financial Group ,LLC23,570$1.25M0.66%13F-HR/ATimeline
American National Bank of Texas23,480$1.24M1.19%+2,53913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,480$1.24M0.42%+22813F-HRTimelineGroup
PW Nova Financial Services LLC23,261$1.23M0.47%13F-HRTimeline
Westview Management dba Westview Invest…23,201$1.23M0.58%13F-HRTimeline
GTS SECURITIES LLC23,120$1.22M0.04%-71,85113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC22,963$1.21M0.1%+12913F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC22,825$1.21M0.13%-90413F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding22,738$1.2M-8,527Timeline
PEOPLES BANK /OH22,719$1.2M0.75%-87113F-HRTimeline
Exchange Bank22,163$1.17M0.81%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC22,146$1.17M0.06%+64413F-HRTimeline
McCartney Wealth Management LLC22,079$1.17M1.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB22,000$1.16M0.03%-1,32213F-HRTimeline
NWAM LLC21,937$1.16M0.06%+1,08513F-HRTimeline
EASTERN BANK21,778$1.15M0.02%+3,07113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management21,777$1.15M0.04%+7,44313F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC21,724$1.15M0.07%+76413F-HRTimeline
New World Advisors LLC21,660$1.15M0.2%-12,53313F-HRTimeline
Strategic Wealth Partners, Ltd.21,345$1.13M0.08%013F-HRTimeline
Peak Planning Group, LLC21,124$1.12M0.31%+9,76913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC20,635$1.09M0.23%-62613F-HRTimeline
Traub Capital Management LLC20,595$1.09M1.05%-63013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,533$1.09M0.03%+65013F-HRTimelineGroup
Bear Mountain Capital, Inc.20,236$1.07M0.35%+3,02513F-HRTimeline
JGP Wealth Management, LLC20,004$1.06M0.11%-1,65313F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC19,907$1.05M0.11%013F-HRTimeline
McKinley Carter Wealth Services, Inc.19,652$1.04M0.06%-8,60313F-HRTimeline
Koshinski Asset Management, Inc.19,515$1.03M0.07%+81813F-HRTimeline
Cogent Private Wealth, Inc.19,419$1.03M0.78%13F-HRTimeline
DecisionMap Wealth Management, LLC19,251$1.02M0.63%-4,33313F-HRTimeline
Saiph Capital, LLC19,211$1.02M0.36%+19113F-HRTimeline
Engineers Gate Manager LP19,197$1.02M0.01%new13F-HRTimeline
Capital Investment Advisors, LLC19,189$1.01M0.02%013F-HRTimeline
Perigon Wealth Management, LLC19,012$1.01M0.02%+44013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding18,914$1M+5,589Timeline
BURKE & HERBERT BANK & TRUST CO18,874$998K0.28%-24,60613F-HRTimeline
Midwest Trust Co18,854$997K0.01%-18213F-HRTimeline
PW ADVISORS, LLC \ FL18,834$996K0.8%13F-HRTimeline
Keel Point, LLC18,749$991K0.06%-3,06913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT18,716$990K0.01%-7513F-HRTimeline
XY Planning Network, Inc.18,711$989K0.17%-6,08313F-HRTimeline
American Institute for Advanced Investm…18,578$982K0.63%013F-HRTimeline
FDx Advisors, Inc.18,326$969K0.49%-7313F-HRTimeline
BLALOCK WILLIAMS, LLC18,244$965K0.77%+45413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC18,090$957K0.07%013F-HRTimeline
Wilmington Savings Fund Society, FSB17,934$948K0.02%-45613F-HRTimeline
SWP FINANCIAL LLC17,770$940K0.47%+68913F-HRTimeline
White Lighthouse Investment Management …17,590$930K0.13%+27013F-HRTimeline
Savvy Advisors, Inc.17,518$926K0.03%+52113F-HRTimeline
Rockbridge Investment Management, LCC17,398$920K0.09%-40813F-HRTimeline
STRATEGY ASSET MANAGERS LLC17,203$910K0.15%+78013F-HRTimeline
Equita Financial Network, Inc.17,175$908K0.27%-1,37813F-HRTimeline
PFG Investments, LLC17,076$903K0.04%+1,93213F-HRTimeline
PALLADIEM, LLC17,055$902K0.86%13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC16,944$896K0.41%-213F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…16,942$896K0.22%-53613F-HRTimelineGroup
Stonekeep Investments, LLC16,853$891K0.57%013F-HR/ATimeline
GC Wealth Management RIA, LLC16,736$885K0.03%+1,58613F-HRTimeline
Bryn Mawr Trust Advisors, LLC16,677$882K0.04%-8,16013F-HRTimeline
Powerhouse Assets LLC16,655$881K0.77%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,591$877K0.07%+7,94113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,383$866K0.03%-85713F-HRTimelineGroup
Unify Financial Advisors16,165$855K0.89%13F-HRTimeline
J.W. COLE ADVISORS, INC.77,257$853K0.02%+6,67813F-HRTimeline
Geneos Wealth Management Inc.16,115$852K0.02%+21313F-HRTimeline
UNION SAVINGS BANK16,032$848K0.37%13F-HRTimeline
FIL Ltdin group FIL Ltd15,950$843K<0.01%new13F-HRTimelineGroup
Great Diamond Partners, LLC15,800$836K0.16%-57113F-HRTimeline
WULFF, HANSEN & CO.15,795$835K0.7%-1,04013F-HRTimeline
KDT Advisors, LLC15,725$832K1.17%013F-HRTimeline
Allie Family Office LLC15,640$827K0.39%013F-HRTimeline
Mount Lucas Management LP15,613$826K0.37%+61913F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…15,497$819K0.39%+73713F-HRTimelineGroup
EJMK Ventures LLC15,492$819K0.5%13F-HRTimeline
WATERS PARKERSON & CO., LLC15,310$810K0.04%-1013F-HRTimeline
IFG Advisory, LLC15,149$801K0.03%+14313F-HRTimeline
Modern Wealth Management, LLC15,115$799K0.01%-83813F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.14,998$793K0.01%+1,62013F-HRTimelineGroup
Pekin Hardy Strauss, Inc.14,790$782K0.07%013F-HRTimeline
Cardinal Capital Management14,770$781K0.1%-57013F-HRTimeline
Rossmore Private Capital14,735$779K0.07%+613F-HRTimeline
SkyOak Wealth, LLC14,735$779K0.14%-20813F-HRTimeline
Fonville Wealth Management LLC14,700$777K0.16%-2313F-HRTimeline
Compagnie Lombard Odier SCmA14,630$774K0.01%013F-HRTimeline
Beaumont Financial Advisors, LLC14,592$772K0.05%-13913F-HRTimeline
MFA WEALTH ADVISORS, LLC14,569$770K0.16%-1,71913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding14,456$764K-27,989Timeline
ALONGSIDE, LLC14,228$752K0.25%13F-HRTimeline
CALTON & ASSOCIATES, INC.14,193$751K0.11%new13F-HRTimeline
Sunburst Financial Group, LLC14,057$743K0.15%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…14,036$742K<0.01%+47213F-HRTimeline
Forum Private Client Group LLC14,004$741K0.25%-1,48513F-HRTimeline
Alexis Investment Partners, LLC14,000$740K0.28%-2,05013F-HRTimeline
Spectrum Planning & Advisory Services I…13,896$735K0.38%+9,63713F-HRTimeline
Paladin Wealth, LLC13,832$731K0.5%-30813F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.13,579$718K0.24%013F-HR/ATimeline
BOSTON FAMILY OFFICE LLC13,478$713K0.05%+4,02813F-HRTimeline
FINANCIAL LIFE ADVISORS13,410$709K0.22%-8,75013F-HRTimeline
Cloud Capital Management, LLC13,402$708K0.33%new13F-HRTimeline
Councilor Wealth, LLC13,287$703K0.33%+46113F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…13,211$699K0.59%13F-HRTimeline
RFG Advisory, LLC13,155$696K0.01%+91513F-HRTimeline
HB Wealth Management, LLC13,004$688K<0.01%013F-HRTimeline
Acorn Wealth Advisors, LLC12,962$685K0.2%-37513F-HRTimeline
Wynn Capital, LLC12,900$682K0.33%013F-HRTimeline
Fiduciary Alliance LLC12,840$679K0.04%+97613F-HRTimeline
ARK & TLK INVESTMENTS, LLC12,685$671K0.18%013F-HRTimeline
GreatBanc Trust CO12,480$660K0.47%013F-HRTimeline
Avant Financial Advisors LLC12,361$654K0.47%+2313F-HRTimeline
Good Harbor Advisors, Inc.12,322$652K0.76%13F-HRTimeline
Maridea Wealth Management LLC12,320$651K0.1%+3,60913F-HRTimeline
Curtis Advisory Group, LLC12,241$647K0.14%+29513F-HRTimeline
Octavia Wealth Advisors, LLC12,225$646K0.06%+913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC12,133$642K0.04%-10213F-HRTimeline
HARBOUR INVESTMENTS, INC.12,130$641K0.01%+2,95713F-HRTimeline
Alpha Financial Partners LLC11,958$632K0.39%-15,24513F-HRTimeline
Verdence Capital Advisors LLC11,933$631K0.04%-2,92913F-HRTimeline
Peloton Wealth Strategists11,872$628K0.24%+58913F-HRTimeline
WESBANCO BANK INC11,845$626K0.02%-1,00913F-HRTimeline
Strategic Blueprint, LLC11,819$625K0.04%+4,24813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC11,766$622K<0.01%new13F-HRTimelineGroup