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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
Creekmur Asset Management LLC10,556$557K0.1%+1,98813F-HRTimeline
Wingate Wealth Advisors, Inc.10,509$554K0.49%+11613F-HRTimeline
Farther Finance Advisors, LLC10,503$554K0.01%+94013F-HRTimeline
Wealth Advisory Solutions, LLC10,385$548K0.14%013F-HRTimeline
Octavia Wealth Advisors, LLC10,182$537K0.06%-3,11013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,152$536K0.04%013F-HRTimelineGroup
Freedom Investment Management, Inc.10,139$535K0.04%+17513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.10,098$533K0.07%+6,18213F-HRTimeline
Cascade Wealth Advisors, Inc10,000$527K0.3%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,916$523K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.9,926$523K0.04%+1,01513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,888$522K0.02%-37413F-HRTimelineGroup
D.A. DAVIDSON & CO.9,775$516K<0.01%+12813F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC9,589$506K0.09%+9013F-HRTimeline
AllSquare Wealth Management LLC9,568$505K0.28%013F-HRTimeline
BlueChip Wealth Advisors LLC9,482$500K0.22%013F-HRTimeline
BOSTON FAMILY OFFICE LLC9,450$499K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,389$495K0.01%-48313F-HRTimeline
Cherry Tree Wealth Management, LLC9,297$490K0.11%-5213F-HRTimeline
Sachetta, LLC9,200$485K0.19%013F-HRTimeline
1492 Capital Management LLC9,148$483K0.22%-20213F-HRTimeline
Asset Allocation & Management Company, …9,139$482K0.22%013F-HRTimeline
IHT Wealth Management, LLC9,076$479K0.01%-15,96613F-HRTimeline
VISION FINANCIAL MARKETS LLC9,000$475K0.45%013F-HRTimeline
Mayflower Financial Advisors, LLC8,993$474K0.07%-3013F-HRTimeline
Rede Wealth, LLC8,984$474K0.17%-10713F-HRTimeline
Cresset Asset Management, LLC8,932$471K<0.01%-14,42313F-HR/ATimeline
Clarendon Private LLC8,889$469K0.45%-11713F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH8,874$468K0.15%-196,52513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC8,865$468K0.14%+48213F-HR/ATimeline
Capital Advisors Wealth Management, LLC8,763$462K0.07%+2,68713F-HRTimeline
Legacy Bridge, LLC8,657$457K0.22%-1,59913F-HRTimeline
Brucke Financial, Inc.8,628$455K0.32%+32413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…8,610$452K0.18%-5,85013F-HRTimeline
Successful Portfolios LLC8,486$448K0.28%013F-HRTimeline
WealthBridge Capital Management, LLC8,436$445K0.11%+8213F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…8,404$443K<0.01%013F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.8,402$443K<0.01%+75713F-HRTimeline
Rockwood Wealth Management, LLC8,380$442K0.04%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,332$440K0.02%-2,90113F-HRTimeline
CW Advisors, LLC8,269$436K<0.01%-38,76013F-HRTimeline
Golden State Wealth Management, LLC8,211$433K0.05%-1,57013F-HRTimeline
Beaird Harris Wealth Management, LLC8,195$432K0.03%+813F-HRTimeline
Marathon Strategic Advisors, LLC8,135$429K0.4%-23913F-HRTimeline
Relyea Zuckerberg Hanson LLC8,084$427K0.05%-50813F-HRTimeline
TFB Advisors LLC8,043$424K0.11%-49313F-HRTimeline
Verum Partners LLC8,003$422K0.1%+8813F-HRTimeline
Ceeto Capital Group, LLC8,000$422K0.15%013F-HRTimeline
Strategic Financial Concepts, LLC7,998$422K0.06%new13F-HRTimeline
1834 INVESTMENT ADVISORS CO7,975$421K0.05%-1,99813F-HRTimeline
KPP Advisory Services LLC7,946$419K0.07%-20013F-HR/ATimeline
D.B. Root & Company, LLC7,940$419K0.12%+35013F-HRTimeline
GARRISON POINT ADVISORS, LLC7,920$418K0.19%-2013F-HRTimeline
Elyxium Wealth, LLC7,914$418K0.16%013F-HRTimeline
Rialto Wealth Management, LLC7,876$416K0.12%013F-HRTimeline
Gilbert & Cook, Inc.7,822$413K0.06%-11,27413F-HRTimeline
Arete Wealth Advisors, LLC7,810$412K0.03%-613F-HRTimeline
Cyndeo Wealth Partners, LLC7,772$410K0.02%013F-HRTimeline
ASPIRIANT, LLC7,764$410K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST7,719$407K0.14%+14713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,711$407K0.01%-6,07613F-HRTimeline
Patten Group, Inc.7,683$405K0.09%+38213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,676$405K<0.01%-1,50013F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA7,660$404K0.21%013F-HRTimeline
RWA WEALTH PARTNERS, LLC7,650$404K0.01%-2,37513F-HRTimeline
CIBC WORLD MARKET INC.7,640$403K<0.01%+29913F-HRTimeline
Janney Capital Management LLC7,636$403K0.03%-24413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,577$400K0.01%+20913F-HRTimelineGroup
Merit Financial Group, LLC7,559$399K<0.01%-2,58213F-HRTimeline
Compton Financial Group, LLC7,481$395K0.1%-12,35513F-HRTimeline
TRUEFG, LLC7,469$394K0.12%+1313F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)7,450$393K<0.01%new13F-HRTimelineGroup
CGN Advisors LLC7,407$391K0.03%013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC7,327$386K0.04%-4,24113F-HRTimelineGroup
Sunbelt Securities, Inc.7,460$386K0.03%+4913F-HRTimeline
Panoramic Capital Partners, LLC7,295$383K0.27%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,125$376K0.01%013F-HRTimeline
Two West Capital Advisors LLC7,129$375K0.25%+1913F-HRTimeline
CFM WEALTH PARTNERS LLC7,042$372K0.06%013F-HRTimeline
Choate Investment Advisors7,015$370K0.01%new13F-HRTimeline
waypoint wealth counsel7,000$369K0.18%new13F-HRTimeline
Winthrop Advisory Group LLC6,953$367K0.04%+99413F-HRTimeline
GEN Financial Management, INC.6,949$367K0.3%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,933$366K0.02%-1,53413F-HRTimelineGroup
Columbia Bank6,954$364K0.11%new13F-HRTimeline
FWG Holdings, LLC6,867$362K0.17%+25913F-HRTimeline
Value Partners Investments Inc.6,833$360K0.03%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group6,752$356K0.04%+1813F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC6,750$356K0.01%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC6,748$356K0.22%-54513F-HRTimeline
Fisher Asset Management, LLC6,710$354K<0.01%-14,18813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp6,625$350K0.04%+1813F-HRTimelineGroup
Seascape Capital Management6,600$348K0.11%013F-HRTimeline
Seelaus Asset Management LLC6,551$346K0.31%+1313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,536$345K0.01%+1,11813F-HRTimelineGroup
Ninety One UK Ltd6,520$344K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.6,538$344K0.22%+4913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,461$341K0.01%-2113F-HRTimeline
SVB WEALTH LLC6,410$338K0.02%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …6,407$338K0.05%013F-HRTimelineGroup
WOODWARD DIVERSIFIED CAPITAL, LLC6,344$335K0.17%+2,43613F-HRTimeline
Cornerstone Wealth Group, LLC6,324$334K0.03%-57813F-HRTimeline
Invst, LLC6,309$333K0.04%+2113F-HRTimeline
Lifeworks Advisors, LLC6,295$332K0.05%013F-HRTimeline
BRADY FAMILY WEALTH, LLC6,294$332K0.1%-19813F-HRTimeline
Obermeyer Wealth Partners6,263$330K0.02%-24613F-HRTimeline
Heartwood Wealth Advisors LLC6,216$328K0.03%013F-HRTimeline
FourThought Financial Partners, LLC6,100$322K0.03%+2413F-HRTimeline
Atlantic Edge Private Wealth Management…6,100$322K0.09%013F-HRTimeline
Bulltick Wealth Management, LLC6,087$321K0.08%+42213F-HRTimeline
CENTAURUS FINANCIAL, INC.6,084$321K0.02%013F-HRTimeline
Stonebridge Capital Advisors LLC6,070$320K0.02%-43013F-HRTimeline
McAdam, LLC6,037$319K0.02%+39513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,025$318K0.09%-20313F-HRTimeline
4J Wealth Management LLC5,954$314K0.21%013F-HRTimeline
Dorsey & Whitney Trust CO LLC5,884$310K0.02%013F-HRTimeline
Dana Investment Advisors, Inc.5,851$309K0.01%+41213F-HRTimeline
WEDBUSH SECURITIES INC5,816$307K0.01%-55013F-HRTimeline
PKS Advisory Services, LLC5,817$307K0.08%+41613F-HRTimeline
Hoxton Planning & Management, LLC5,815$307K0.11%013F-HRTimeline
Vermillion & White Wealth Management Gr…5,794$306K0.2%-4513F-HRTimeline
IEQ CAPITAL, LLC5,780$305K<0.01%013F-HRTimeline
MGO ONE SEVEN LLC5,770$304K0.01%-65,43713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,748$303K0.06%+1,39413F-HRTimeline
Parkside Financial Bank & Trust5,706$301K0.03%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.5,694$300K0.03%013F-HRTimeline
Acropolis Investment Management, LLC5,662$299K0.02%-16513F-HRTimeline
Edgemoor Investment Advisors, Inc.5,660$299K0.03%+25013F-HRTimeline
Caliber Wealth Management, LLC / KS5,653$298K0.03%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,652$298K-150Timeline
Disciplined Investments, LLC5,631$297K0.13%-85613F-HRTimeline
CENTRAL TRUST Co5,611$296K0.01%013F-HRTimeline
Intergy Private Wealth, LLC5,562$293K0.1%+29313F-HRTimeline
Integrated Investment Consultants, LLC5,554$293K0.06%-19313F-HRTimeline
Townsend & Associates, Inc5,552$292K0.03%-60013F-HRTimeline
Trek Financial, LLC5,502$290K0.02%-44313F-HRTimeline
WESBANCO BANK INC5,470$289K0.01%013F-HRTimeline
TD Capital Management LLC5,450$288K0.03%-40013F-HRTimeline
West Wealth Group, LLC5,370$283K0.07%-6013F-HRTimeline
Americana Partners, LLC5,355$283K0.01%+25013F-HRTimeline
Maia Wealth LLC5,334$281K0.05%new13F-HRTimeline
WEBSTER BANK, N. A.5,329$281K0.03%+22513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,322$281K0.01%-2513F-HRTimelineGroup
Independent Solutions Wealth Management…5,309$280K0.05%+4713F-HRTimeline
Evanson Asset Management, LLC5,298$279K0.02%+4713F-HRTimeline
Glass Jacobson Investment Advisors llc5,234$276K0.11%-22813F-HRTimeline
Ignite Planners, LLC5,251$276K0.05%013F-HR/ATimeline
C2C Wealth Management, LLC5,202$274K0.25%013F-HRTimeline
Maridea Wealth Management LLC5,150$272K0.07%+72213F-HRTimeline
Centurion Wealth Management LLC5,148$272K0.08%013F-HRTimeline
Grove Bank & Trust5,137$271K0.03%013F-HRTimeline
PLIMOTH TRUST CO LLC5,127$271K0.06%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,118$270K0.02%013F-HRTimeline
Valmark Advisers, Inc.5,031$265K<0.01%new13F-HRTimeline
Insight Wealth Partners, LLC5,013$264K0.15%+2213F-HRTimeline
Black Maple Capital Management LP5,000$264K0.18%013F-HRTimeline
Florida Trust Wealth Management Co5,000$264K0.01%013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS4,965$262K0.01%+1013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC4,861$256K0.07%-53013F-HRTimelineGroup
Clearstead Trust, LLC4,850$256K0.05%+4,50913F-HRTimeline
Johnson Bixby & Associates, LLC4,802$253K0.03%new13F-HRTimeline
MBL Wealth, LLC4,720$249K0.02%-20013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,719$249K0.07%-1,34013F-HRTimeline
Visionary Horizons, LLC4,681$247K0.16%-3813F-HRTimeline
Premier Path Wealth Partners, LLC4,659$246K0.03%+31913F-HRTimeline
Park Place Capital Corp4,634$243K0.06%-16813F-HRTimeline
MIDDLETON & CO INC/MA4,511$238K0.03%013F-HRTimeline
Independent Advisor Alliance4,511$238K0.01%-7313F-HRTimeline
Laird Norton Wetherby Wealth Management…4,508$238K0.01%13F-HRTimeline
Foundations Investment Advisors, LLC4,431$234K<0.01%+29713F-HRTimeline
Argent Trust Co4,430$234K0.01%-2,00013F-HRTimeline
eCIO, Inc.4,404$232K0.1%-40613F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC4,361$230K0.12%-47013F-HRTimeline
Financial Perspectives, Inc4,326$228K0.07%+3313F-HRTimeline
Portland Financial Advisors Inc4,190$221K0.53%013F-HRTimeline
Precision Wealth Strategies, LLC4,176$220K0.07%new13F-HRTimeline
Bensler, LLC4,175$220K0.02%new13F-HRTimeline
First Affirmative Financial Network4,140$218K0.11%+2613F-HRTimeline
Guardian Wealth Advisors, LLC4,139$218K0.13%-32013F-HRTimeline
Tandem Investment Partners LLC4,123$218K0.19%-2013F-HRTimeline
Patriot Financial Group Insurance Agenc…4,108$217K0.02%+15713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,076$215K0.01%-10313F-HRTimeline
FOSTER & MOTLEY INC4,032$213K0.01%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,031$213K<0.01%-1,24913F-HRTimeline
Ipswich Investment Management Co., Inc.4,000$211K0.05%013F-HRTimeline
PCG Wealth Advisors, LLC4,000$211K0.11%013F-HRTimeline
Accurate Wealth Management, LLC4,013$211K0.03%-50713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,967$209K<0.01%new13F-HRTimelineGroup
Hemington Wealth Management3,965$209K0.03%+2713F-HRTimeline
Martin Capital Advisors, LLP3,960$209K0.14%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,954$209K<0.01%new13F-HRTimeline
Horan Securities, Inc.3,954$209K0.07%-1,12613F-HRTimeline
Navigoe, LLC3,929$207K0.16%+1013F-HRTimeline
Proactive Wealth Strategies LLC3,901$206K0.1%+4313F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP3,886$205K0.01%-40013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,884$205K0.01%-16013F-HRTimelineGroup
SteelPeak Wealth, LLC3,870$204K0.01%-3,17413F-HRTimeline
Fox Hill Wealth Management3,862$204K0.1%+413F-HRTimeline
WBH ADVISORY INC3,856$203K0.02%new13F-HRTimeline
Good Steward Wealth Advisors,LLC3,852$203K0.16%-6,32413F-HRTimeline