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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
RWA WEALTH PARTNERS, LLC10,025$525K0.01%-4,10013F-HRTimeline
1834 INVESTMENT ADVISORS CO9,973$522K0.07%-1,84513F-HRTimeline
Freedom Investment Management, Inc.9,964$522K0.04%-1,64213F-HRTimeline
BRIGHTON JONES LLC9,929$520K0.02%-49013F-HRTimeline
Cascade Wealth Advisors, Inc10,000$520K0.36%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,916$519K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,872$517K0.01%-4,99813F-HRTimeline
Golden State Wealth Management, LLC9,781$512K0.08%-67113F-HR/ATimeline
D.A. DAVIDSON & CO.9,647$505K<0.01%-99913F-HRTimeline
Allie Family Office LLC9,572$501K0.27%013F-HRTimeline
AllSquare Wealth Management LLC9,568$501K0.3%013F-HRTimeline
Farther Finance Advisors, LLC9,563$499K0.01%-3,40913F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC9,527$499K0.06%new13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC9,499$497K0.1%+50113F-HRTimeline
BlueChip Wealth Advisors LLC9,482$497K0.24%+4,31213F-HRTimeline
BOSTON FAMILY OFFICE LLC9,450$495K0.04%+19013F-HRTimeline
1492 Capital Management LLC9,350$490K0.26%-30413F-HRTimeline
Cherry Tree Wealth Management, LLC9,349$490K0.12%-13513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,211$482K0.07%-1,19713F-HRTimeline
Sachetta, LLC9,200$482K0.2%013F-HRTimeline
Caprock Group, LLC9,176$481K0.01%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,176$481K<0.01%-2,08013F-HRTimelineGroup
Asset Allocation & Management Company, …9,139$479K0.24%new13F-HRTimeline
Rede Wealth, LLC9,091$476K0.17%-18013F-HRTimeline
Mayflower Financial Advisors, LLC9,023$473K0.07%-6013F-HRTimeline
Clarendon Private LLC9,006$472K0.5%+3,83013F-HRTimeline
VISION FINANCIAL MARKETS LLC9,000$471K0.51%-1,00013F-HRTimeline
LANARK FINANCIAL, INC.8,911$466K0.04%+8,90213F-HRTimeline
Keeley-Teton Advisors, LLC8,882$465K0.06%-50013F-HRTimeline
Relyea Zuckerberg Hanson LLC8,592$450K0.06%+4613F-HRTimeline
Creekmur Asset Management LLC8,568$449K0.09%+36613F-HRTimeline
TFB Advisors LLC8,536$447K0.13%-6,36113F-HRTimeline
Jaffetilchin Investment Partners, LLC8,487$444K0.03%new13F-HRTimeline
Successful Portfolios LLC8,486$444K0.3%-613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,467$443K0.02%-113F-HRTimelineGroup
Retireful, LLC52$442K0.42%new13F-HRTimeline
Elevation Capital Advisory, LLC8,422$441K0.19%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…8,404$440K<0.01%new13F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC8,397$440K<0.01%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC8,383$439K0.15%+2,33613F-HR/ATimeline
Rockwood Wealth Management, LLC8,380$439K0.04%-1,20513F-HRTimeline
Marathon Strategic Advisors, LLC8,374$439K0.47%-15413F-HRTimeline
WealthBridge Capital Management, LLC8,354$437K0.12%013F-HRTimeline
Brucke Financial, Inc.8,304$436K0.38%-16513F-HRTimeline
Ridgewood Investments LLC8,219$430K0.2%+2,72713F-HRTimeline
CALTON & ASSOCIATES, INC.8,210$430K0.1%+1,12413F-HR/ATimeline
Beaird Harris Wealth Management, LLC8,187$429K0.04%+513F-HRTimeline
KPP Advisory Services LLC8,146$427K0.08%new13F-HRTimeline
Ceeto Capital Group, LLC8,000$419K0.16%013F-HRTimeline
Ameliora Wealth Management Ltd.8,000$419K0.16%-48813F-HRTimeline
GARRISON POINT ADVISORS, LLC7,940$416K0.2%013F-HRTimeline
Verum Partners LLC7,915$414K0.11%-66113F-HRTimeline
Elyxium Wealth, LLC7,914$414K0.18%013F-HRTimeline
Janney Capital Management LLC7,880$413K0.03%-50113F-HRTimeline
Rialto Wealth Management, LLC7,876$412K0.13%-213F-HRTimeline
Strive Asset Management, LLC7,870$412K0.29%+1,81713F-HR/ATimeline
Arete Wealth Advisors, LLC7,816$409K0.03%-20813F-HRTimeline
Cyndeo Wealth Partners, LLC7,772$407K0.03%-97013F-HRTimeline
ASPIRIANT, LLC7,764$407K0.01%+2,33213F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA7,660$401K0.24%013F-HRTimeline
FIRST MANHATTAN CO. LLC.7,645$400K<0.01%+14313F-HRTimeline
D.B. Root & Company, LLC7,590$397K0.13%013F-HRTimeline
FIRST UNITED BANK & TRUST7,572$397K0.15%-66413F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…7,563$396K0.01%+3013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd7,534$395K0.02%new13F-HRTimelineGroup
TRUEFG, LLC7,456$390K0.13%-39513F-HRTimeline
Sunbelt Securities, Inc.7,411$388K0.03%-4913F-HRTimeline
CGN Advisors LLC7,407$388K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,368$386K0.01%-34,64813F-HRTimelineGroup
CIBC WORLD MARKET INC.7,341$384K<0.01%-813F-HRTimeline
Patten Group, Inc.7,301$382K0.09%+1,05813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,293$382K0.26%-88113F-HRTimeline
Panoramic Capital Partners, LLC7,295$378K0.39%013F-HRTimeline
Waterloo Capital, L.P.7,176$376K0.03%-7,40113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,125$373K0.01%-31013F-HRTimeline
Hexagon Capital Partners LLC7,113$373K0.07%+6213F-HRTimeline
SteelPeak Wealth, LLC7,044$369K0.02%+1,54913F-HRTimeline
CFM WEALTH PARTNERS LLC7,042$369K0.07%013F-HRTimeline
Two West Capital Advisors LLC7,110$367K0.31%+15713F-HRTimeline
GEN Financial Management, INC.6,949$364K0.25%-17,28513F-HRTimeline
Cornerstone Wealth Group, LLC6,902$361K0.03%-1,74713F-HRTimeline
Value Partners Investments Inc.6,833$358K0.03%013F-HRTimeline
INNEALTA CAPITAL, LLC6,823$357K0.19%-63413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group6,734$353K0.05%+15013F-HRTimelineGroup
FWG Holdings, LLC6,608$347K0.17%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp6,607$346K0.04%013F-HRTimelineGroup
Seascape Capital Management6,600$346K0.12%013F-HRTimeline
Autumn Glory Partners, LLC6,605$346K0.17%013F-HRTimeline
Seelaus Asset Management LLC6,538$342K0.33%+52513F-HRTimeline
Ninety One UK Ltd6,520$341K<0.01%013F-HRTimeline
Obermeyer Wealth Partners6,509$341K0.02%+213F-HRTimeline
Stonebridge Capital Advisors LLC6,500$340K0.03%-1,07213F-HRTimeline
BRADY FAMILY WEALTH, LLC6,492$340K0.11%+1913F-HRTimeline
Disciplined Investments, LLC6,487$340K0.16%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,482$339K0.01%-84913F-HRTimeline
Keystone Financial Group, Inc.6,489$339K0.24%+19813F-HRTimeline
Argent Trust Co6,430$337K0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …6,407$336K0.04%013F-HRTimelineGroup
WEDBUSH SECURITIES INC6,366$333K0.01%-79013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,357$333K<0.01%-96013F-HRTimelineGroup
Lifeworks Advisors, LLC6,295$330K0.05%+21613F-HRTimeline
Invst, LLC6,288$329K0.04%new13F-HRTimeline
K2 Financial Inc.6,316$329K0.32%+61113F-HRTimeline
SAX WEALTH ADVISORS, LLC6,263$328K0.02%+2,35213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,228$326K0.11%-30213F-HRTimeline
Heartwood Wealth Advisors LLC6,216$326K0.04%new13F-HRTimeline
Townsend & Associates, Inc6,152$320K0.03%013F-HRTimeline
Atlantic Edge Private Wealth Management…6,100$319K0.1%-76813F-HRTimeline
CENTAURUS FINANCIAL, INC.6,084$319K0.02%-36213F-HRTimeline
FourThought Financial Partners, LLC6,076$318K0.03%-6,66213F-HRTimeline
Capital Advisors Wealth Management, LLC6,076$318K0.06%-25713F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.6,059$317K0.1%+1,34013F-HRTimeline
L.M. KOHN & COMPANY6,022$315K0.08%+113F-HRTimeline
Peak Planning Group, LLC5,987$314K0.13%+57113F-HRTimeline
Winthrop Advisory Group LLC5,959$312K0.04%new13F-HRTimeline
4J Wealth Management LLC5,954$312K0.25%013F-HRTimeline
Trek Financial, LLC5,945$311K0.02%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC5,884$308K0.02%013F-HRTimeline
TD Capital Management LLC5,850$306K0.03%-10013F-HRTimeline
NewEdge Wealth, LLC5,845$306K0.01%+6513F-HRTimeline
Vermillion & White Wealth Management Gr…5,839$306K0.22%-44513F-HRTimeline
Acropolis Investment Management, LLC5,827$305K0.02%-1,62313F-HRTimeline
Hoxton Planning & Management, LLC5,815$305K0.12%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,802$304K-426Timeline
IEQ CAPITAL, LLC5,780$303K<0.01%013F-HRTimeline
Signal Advisors Wealth, LLC5,768$302K0.03%-2,27313F-HRTimeline
Integrated Investment Consultants, LLC5,747$301K0.06%+2813F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.5,700$299K0.04%013F-HRTimeline
J. L. Bainbridge & Co., Inc.5,694$298K0.03%-5813F-HRTimeline
Bulltick Wealth Management, LLC5,665$297K0.08%-36,59013F-HRTimeline
Caliber Wealth Management, LLC / KS5,653$296K0.04%13F-HRTimeline
McAdam, LLC5,642$295K0.02%-12313F-HRTimeline
CENTRAL TRUST Co5,611$294K0.01%+2,98513F-HRTimeline
WESBANCO BANK INC5,470$286K0.01%-16313F-HRTimeline
Dana Investment Advisors, Inc.5,439$285K0.01%+64413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC5,418$284K0.01%new13F-HRTimelineGroup
West Wealth Group, LLC5,430$284K0.08%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.5,410$283K0.03%013F-HRTimeline
PKS Advisory Services, LLC5,401$283K0.08%-7413F-HRTimeline
Glass Jacobson Investment Advisors llc5,462$282K0.09%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC5,391$282K0.07%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC5,347$280K0.01%+15013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…5,280$276K0.01%+1,00013F-HRTimeline
Intergy Private Wealth, LLC5,269$276K0.1%-14213F-HRTimeline
Independent Solutions Wealth Management…5,262$276K0.06%013F-HRTimeline
Evanson Asset Management, LLC5,251$275K0.02%+3713F-HRTimeline
Ignite Planners, LLC5,251$274K0.05%013F-HRTimeline
C2C Wealth Management, LLC5,202$272K0.26%013F-HRTimeline
Grove Bank & Trust5,137$269K0.04%013F-HRTimeline
PLIMOTH TRUST CO LLC5,127$269K0.07%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,118$268K0.03%-7413F-HRTimeline
Americana Partners, LLC5,105$267K0.01%013F-HRTimeline
WEBSTER BANK, N. A.5,104$267K0.03%+35813F-HRTimeline
Centurion Wealth Management LLC5,148$266K0.08%013F-HRTimeline
Horan Securities, Inc.5,080$266K0.1%+39213F-HRTimeline
PRIVATE TRUST CO NA5,045$264K0.03%-2,52713F-HRTimeline
Black Maple Capital Management LP5,000$262K0.21%013F-HRTimeline
Florida Trust Wealth Management Co5,000$262K0.01%new13F-HRTimeline
Insight Wealth Partners, LLC4,991$261K0.16%-4513F-HRTimeline
DAVIDSON INVESTMENT ADVISORS4,955$259K0.01%013F-HRTimeline
MBL Wealth, LLC4,920$258K0.03%-44013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC4,831$253K0.17%+8513F-HRTimeline
eCIO, Inc.4,810$252K0.08%13F-HRTimeline
Park Place Capital Corp4,802$251K0.07%-1,25013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners4,744$248K0.04%+3213F-HRTimelineGroup
Visionary Horizons, LLC4,719$247K0.17%new13F-HRTimeline
Independent Advisor Alliance4,584$240K0.01%-14,75513F-HRTimeline
MIDDLETON & CO INC/MA4,511$236K0.03%013F-HRTimeline
Oxinas Partners, LLC4,501$236K0.14%+31513F-HRTimeline
BLB&B Advisors, LLC4,485$235K0.01%013F-HRTimeline
Foguth Wealth Management, LLC.4,473$234K0.06%-3113F-HRTimeline
Accurate Wealth Management, LLC4,520$234K0.04%-7713F-HRTimeline
Guardian Wealth Advisors, LLC4,459$234K0.15%-37913F-HRTimeline
Maridea Wealth Management LLC4,428$232K0.08%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,354$228K0.05%-8513F-HRTimeline
Premier Path Wealth Partners, LLC4,340$227K0.04%new13F-HRTimeline
Financial Perspectives, Inc4,293$225K0.08%-8613F-HRTimeline
AMERIFLEX GROUP, INC.4,288$225K0.09%+1413F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP4,286$224K0.01%new13F-HRTimeline
Portland Financial Advisors Inc4,190$219K0.56%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,179$219K0.01%new13F-HRTimeline
Tandem Investment Partners LLC4,143$217K0.21%-15413F-HRTimeline
Sand Hill Global Advisors, LLC4,140$217K0.01%-6213F-HRTimeline
Foundations Investment Advisors, LLC4,134$216K<0.01%-98413F-HRTimeline
First Affirmative Financial Network4,114$215K0.13%-90913F-HRTimeline
MATHER GROUP, LLC.4,084$214K<0.01%+42013F-HRTimeline
Mascoma Wealth Management LLC4,052$212K0.05%-99313F-HRTimeline
Legacy Capital Group California, Inc.4,049$212K0.07%+8913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,044$212K0.01%new13F-HRTimelineGroup
Ipswich Investment Management Co., Inc.4,000$209K0.05%013F-HRTimeline
PCG Wealth Advisors, LLC4,000$209K0.07%-4,00013F-HRTimeline
Martin Capital Advisors, LLP3,960$207K0.15%013F-HRTimeline
Patriot Financial Group Insurance Agenc…3,951$207K0.03%new13F-HRTimeline
RENASANT BANK3,938$206K0.14%013F-HRTimeline
Hemington Wealth Management3,938$206K0.03%+1713F-HRTimeline
Capital Asset Advisory Services LLC3,937$206K0.01%-2,94013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.3,916$205K0.03%new13F-HRTimeline
Navigoe, LLC3,919$205K0.18%+713F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC3,908$205K0.14%new13F-HRTimeline
Horizon Investment Services, LLC3,872$203K0.1%-20013F-HRTimeline