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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
D.A. DAVIDSON & CO.10,646$550K<0.01%+22913F-HRTimeline
Golden State Wealth Management, LLC10,452$540K0.08%13F-HRTimeline
BRIGHTON JONES LLC10,419$539K0.02%new13F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC10,408$538K0.07%-1,00213F-HRTimeline
Wingate Wealth Advisors, Inc.10,319$533K0.52%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,262$531K0.02%013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,152$525K0.04%-73013F-HRTimelineGroup
RFG Advisory, LLC10,114$523K0.01%+23613F-HRTimeline
VISION FINANCIAL MARKETS LLC10,000$517K0.56%13F-HRTimeline
Cascade Wealth Advisors, Inc10,000$517K0.35%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK9,930$513K0.02%+8313F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC9,916$513K0.02%013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,879$511K0.02%-65313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,782$506K<0.01%-87,44713F-HRTimelineGroup
1492 Capital Management LLC9,654$499K0.24%+4,74113F-HRTimeline
Allie Family Office LLC9,572$496K0.28%+4,53213F-HRTimeline
Rockwood Wealth Management, LLC9,585$496K0.05%-25,33013F-HRTimeline
AllSquare Wealth Management LLC9,568$495K0.28%013F-HRTimeline
Cherry Tree Wealth Management, LLC9,484$490K0.12%-14413F-HRTimeline
Keeley-Teton Advisors, LLC9,382$485K0.06%-4,16013F-HRTimeline
Rede Wealth, LLC9,271$479K0.18%-2113F-HRTimeline
BOSTON FAMILY OFFICE LLC9,260$479K0.03%-7413F-HRTimeline
Alexis Investment Partners, LLC9,250$478K0.23%13F-HRTimeline
WMS Partners, LLC9,224$477K0.03%013F-HRTimeline
Sachetta, LLC9,200$476K0.19%013F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC9,138$472K0.23%+53613F-HRTimeline
Mayflower Financial Advisors, LLC9,083$470K0.07%-38213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,028$467K0.03%-39213F-HRTimeline
Aveo Capital Partners, LLC9,022$466K0.05%+11913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC8,998$465K0.09%+313F-HRTimeline
IHT Wealth Management, LLC8,863$458K0.01%-11,80713F-HRTimeline
Edgestream Partners, L.P.8,785$454K0.02%-12,70313F-HRTimeline
Cyndeo Wealth Partners, LLC8,742$452K0.03%013F-HRTimeline
Cornerstone Wealth Group, LLC8,649$447K0.04%-18813F-HRTimeline
Verum Partners LLC8,576$443K0.13%+11913F-HRTimeline
Relyea Zuckerberg Hanson LLC8,546$442K0.06%+8813F-HRTimeline
Marathon Strategic Advisors, LLC8,528$441K0.48%-67313F-HRTimeline
Brucke Financial, Inc.8,469$441K0.38%13F-HRTimeline
Successful Portfolios LLC8,492$439K0.29%-30213F-HRTimeline
Ameliora Wealth Management Ltd.8,488$439K0.16%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,468$438K0.02%-86013F-HRTimelineGroup
MESIROW FINANCIAL INVESTMENT MANAGEMENT…8,404$434K0.44%013F-HRTimeline
Janney Capital Management LLC8,381$433K0.03%-33813F-HRTimeline
WealthBridge Capital Management, LLC8,354$432K0.12%+35013F-HRTimeline
FIRST UNITED BANK & TRUST8,236$426K0.15%-1,32013F-HRTimeline
Creekmur Asset Management LLC8,202$424K0.1%-513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,195$424K<0.01%-1,98013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC8,182$423K0.04%+1013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,175$423K0.04%+2,98713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC8,174$423K0.28%-47513F-HRTimeline
Signal Advisors Wealth, LLC8,041$416K0.05%+2,88113F-HRTimeline
Arete Wealth Advisors, LLC8,024$415K0.03%+1,18113F-HRTimeline
Ceeto Capital Group, LLC8,000$414K0.15%013F-HRTimeline
PCG Wealth Advisors, LLC8,000$414K0.15%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd8,000$414K0.01%013F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC7,940$410K0.19%+17013F-HRTimeline
Elyxium Wealth, LLC7,914$409K0.25%013F-HRTimeline
Rialto Wealth Management, LLC7,878$407K0.13%13F-HRTimeline
TRUEFG, LLC7,851$406K0.13%+16313F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA7,660$397K0.22%+50013F-HRTimeline
D.B. Root & Company, LLC7,590$392K0.12%+60013F-HRTimeline
PRIVATE TRUST CO NA7,572$391K0.04%-9613F-HRTimeline
Stonebridge Capital Advisors LLC7,572$391K0.03%-56013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…7,533$389K0.01%+4013F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.7,502$388K<0.01%+46013F-HRTimeline
Sunbelt Securities, Inc.7,460$386K0.03%+94713F-HRTimeline
INNEALTA CAPITAL, LLC7,457$386K0.19%-1,46013F-HRTimeline
Acropolis Investment Management, LLC7,450$385K0.02%-10,92013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,435$384K0.01%-1,21013F-HRTimeline
CGN Advisors LLC7,407$383K0.04%+1813F-HRTimeline
CIBC WORLD MARKET INC.7,349$380K<0.01%+11113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,331$379K0.01%-4,90613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,317$378K<0.01%013F-HRTimelineGroup
Panoramic Capital Partners, LLC7,295$377K0.33%13F-HRTimeline
WEDBUSH SECURITIES INC7,156$370K0.01%-6,97713F-HRTimeline
CALTON & ASSOCIATES, INC.7,086$366K0.16%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC7,085$366K0.07%-1,18513F-HRTimeline
Hexagon Capital Partners LLC7,051$365K0.07%-4913F-HRTimeline
CFM WEALTH PARTNERS LLC7,042$364K0.06%013F-HRTimeline
Two West Capital Advisors LLC6,953$359K0.31%+2,98713F-HRTimeline
Sovran Advisors, LLC6,928$357K0.05%13F-HRTimeline
Capital Asset Advisory Services LLC6,877$356K0.02%-18213F-HRTimeline
Atlantic Edge Private Wealth Management…6,868$355K0.11%-21013F-HRTimeline
GWN SECURITIES INC.6,844$354K0.09%13F-HRTimeline
Value Partners Investments Inc.6,833$353K0.2%-1,25013F-HR/ATimeline
Cottage Street Advisors LLC6,670$345K0.18%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …6,407$344K0.04%013F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp6,607$342K0.03%-1,33213F-HRTimelineGroup
Autumn Glory Partners, LLC6,605$341K0.17%+1,43713F-HRTimeline
HB Wealth Management, LLC6,602$341K<0.01%013F-HRTimeline
Seascape Capital Management6,600$341K0.12%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group6,584$340K0.04%-54513F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC6,530$338K0.1%+15913F-HRTimeline
Ninety One UK Ltd6,520$337K<0.01%013F-HRTimeline
Obermeyer Wealth Partners6,507$336K0.02%-63513F-HRTimeline
Disciplined Investments, LLC6,487$335K0.17%-2,73613F-HRTimeline
BRADY FAMILY WEALTH, LLC6,473$335K0.1%-1,22013F-HRTimeline
CENTAURUS FINANCIAL, INC.6,446$333K0.02%-28013F-HRTimeline
Argent Trust Co6,430$332K0.01%-10013F-HRTimeline
Capital Advisors Wealth Management, LLC6,333$327K0.06%-1,98113F-HRTimeline
Keystone Financial Group, Inc.6,291$325K0.26%13F-HRTimeline
Vermillion & White Wealth Management Gr…6,284$325K0.24%013F-HRTimeline
Patten Group, Inc.6,243$323K0.07%+17213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding6,228$322K-43Timeline
Townsend & Associates, Inc6,152$319K0.03%-18213F-HRTimeline
Lifeworks Advisors, LLC6,079$314K0.06%-10213F-HRTimeline
Strive Asset Management, LLC6,053$313K0.23%13F-HRTimeline
Park Place Capital Corp6,052$313K0.09%+2,42513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC6,047$313K0.12%+12713F-HRTimeline
L.M. KOHN & COMPANY6,021$311K0.08%-11,09813F-HRTimeline
Seelaus Asset Management LLC6,013$311K0.28%-4113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,988$310K0.01%+42313F-HRTimelineGroup
4J Wealth Management LLC5,954$308K0.25%-49513F-HRTimeline
TD Capital Management LLC5,950$308K0.03%013F-HRTimeline
Dorsey & Whitney Trust CO LLC5,884$304K0.02%+113F-HRTimeline
Hoxton Planning & Management, LLC5,815$301K0.11%-8113F-HRTimeline
NewEdge Wealth, LLC5,780$299K0.01%+1,69413F-HRTimeline
IEQ CAPITAL, LLC5,780$299K<0.01%new13F-HRTimeline
McAdam, LLC5,765$298K0.02%-57213F-HRTimeline
J. L. Bainbridge & Co., Inc.5,752$297K0.03%+10713F-HRTimeline
Fisher Asset Management, LLC5,746$297K<0.01%-1,67713F-HRTimeline
Integrated Investment Consultants, LLC5,719$296K0.06%013F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.5,700$295K0.04%013F-HR/ATimeline
K2 Financial Inc.5,705$294K0.29%13F-HRTimeline
WESBANCO BANK INC5,633$291K0.01%+9713F-HRTimeline
Family Capital Trust Co5,612$290K0.1%-6,22813F-HRTimeline
SteelPeak Wealth, LLC5,495$284K0.01%+1,18213F-HRTimeline
Ridgewood Investments LLC5,492$284K0.14%+1,60813F-HRTimeline
PKS Advisory Services, LLC5,475$283K0.07%13F-HRTimeline
Glass Jacobson Investment Advisors llc5,462$282K0.09%+1113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASPIRIANT, LLC5,432$281K0.01%013F-HRTimeline
Peak Planning Group, LLC5,416$280K0.12%+2013F-HRTimeline
Intergy Private Wealth, LLC5,411$280K0.1%+53413F-HRTimeline
Edgemoor Investment Advisors, Inc.5,410$280K0.02%013F-HRTimeline
Cascade Financial Partners, LLC5,378$278K0.04%new13F-HRTimeline
Kraft, Davis & Associates, LLC5,366$278K0.08%+2713F-HRTimeline
MBL Wealth, LLC5,360$277K0.03%-80513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,274$273K0.01%new13F-HR/ATimelineGroup
Independent Solutions Wealth Management…5,262$272K0.06%-1,13513F-HRTimeline
Ignite Planners, LLC5,251$271K0.06%013F-HRTimeline
Evanson Asset Management, LLC5,214$270K0.02%+8813F-HRTimeline
Ausdal Financial Partners, Inc.5,210$269K0.02%-2,38713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,197$269K0.01%-8913F-HRTimelineGroup
C2C Wealth Management, LLC5,202$269K0.25%+45013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,192$268K0.03%+38913F-HRTimeline
Clarendon Private LLC5,176$268K0.28%13F-HRTimeline
BlueChip Wealth Advisors LLC5,170$267K0.15%-6,29113F-HRTimeline
Centurion Wealth Management LLC5,148$266K0.08%013F-HRTimeline
Grove Bank & Trust5,137$266K0.04%013F-HRTimeline
PLIMOTH TRUST CO LLC5,127$265K0.07%013F-HRTimeline
Foundations Investment Advisors, LLC5,118$265K0.01%+34913F-HRTimeline
Americana Partners, LLC5,105$264K0.01%013F-HRTimeline
Mascoma Wealth Management LLC5,045$261K0.07%-4,09713F-HRTimeline
Insight Wealth Partners, LLC5,036$260K0.16%new13F-HRTimeline
First Affirmative Financial Network5,023$260K0.15%+8513F-HRTimeline
Black Maple Capital Management LP5,000$258K0.2%013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS4,955$256K0.01%013F-HRTimeline
Private Wealth Group, LLC4,910$254K0.12%013F-HRTimeline
TAGStone Capital, Inc.4,850$251K0.12%+6713F-HRTimeline
Guardian Wealth Advisors, LLC4,838$250K0.16%-25013F-HRTimeline
Dana Investment Advisors, Inc.4,795$248K0.01%+94713F-HRTimeline
Aviance Capital Partners, LLC4,772$247K0.03%013F-HRTimeline
WEBSTER BANK, N. A.4,746$245K0.03%+24213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC4,746$245K0.17%-3513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,719$244K0.08%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners4,712$244K0.04%+9213F-HRTimelineGroup
Horan Securities, Inc.4,688$242K0.09%+6513F-HRTimeline
Accurate Wealth Management, LLC4,597$237K0.05%-4013F-HRTimeline
Headlands Technologies LLC4,520$234K0.02%new13F-HRTimeline
Foguth Wealth Management, LLC.4,504$234K0.06%new13F-HRTimeline
MIDDLETON & CO INC/MA4,511$233K0.03%013F-HRTimeline
Laird Norton Wetherby Wealth Management…4,508$233K0.01%013F-HRTimeline
BLB&B Advisors, LLC4,485$232K0.01%013F-HRTimeline
Strategic Financial Concepts, LLC4,479$232K0.04%new13F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC4,439$229K0.05%+88913F-HRTimeline
OLD NATIONAL BANCORP /IN/4,420$229K0.01%-16413F-HRTimeline
Financial Perspectives, Inc4,379$226K0.08%+1113F-HRTimeline
Csenge Advisory Group4,372$226K0.01%-22313F-HRTimeline
Able Wealth Management LLC4,360$225K0.15%-52713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,322$223K0.04%-94,06913F-HRTimelineGroup
AMERIFLEX GROUP, INC.4,274$222K0.1%13F-HRTimeline
Tandem Investment Partners LLC4,297$222K0.21%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,280$221K0.01%013F-HRTimeline
Allworth Financial LP4,253$220K<0.01%+2,81113F-HRTimeline
Valmark Advisers, Inc.4,233$219K<0.01%-1,86013F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,219$218K0.02%-2,06913F-HRTimeline
Sand Hill Global Advisors, LLC4,202$217K0.01%-1913F-HRTimeline
Portland Financial Advisors Inc4,190$217K0.58%13F-HRTimeline
Oxinas Partners, LLC4,186$216K0.13%-88813F-HRTimeline
Matthew Goff Investment Advisor, LLC4,109$212K0.04%-713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,076$211K0.02%new13F-HRTimeline
Horizon Investment Services, LLC4,072$211K0.09%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,027$209K0.01%+66713F-HRTimelineGroup
Elevated Capital Advisors, LLC4,020$208K0.06%new13F-HRTimeline
Ipswich Investment Management Co., Inc.4,000$207K0.05%013F-HRTimeline
Resurgent Financial Advisors LLC3,966$205K0.12%new13F-HRTimeline
Martin Capital Advisors, LLP3,960$205K0.13%013F-HRTimeline
Legacy Capital Group California, Inc.3,960$205K0.06%-10013F-HRTimeline
RENASANT BANK3,938$204K0.13%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC3,911$202K0.02%new13F-HRTimeline