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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
D.A. DAVIDSON & CO.9,687$514K<0.01%-8813F-HRTimeline
LANARK FINANCIAL, INC.9,591$509K0.04%-33513F-HRTimeline
AllSquare Wealth Management LLC9,568$507K0.27%013F-HRTimeline
Caprock Group, LLC9,556$506K0.01%13F-HRTimeline
Marathon Strategic Advisors, LLC9,491$503K0.4%+1,35613F-HRTimeline
BOSTON FAMILY OFFICE LLC9,450$501K0.03%013F-HRTimeline
Sachetta, LLC9,200$488K0.18%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,173$486K0.01%-21613F-HRTimeline
1492 Capital Management LLC9,148$485K0.2%013F-HRTimeline
Asset Allocation & Management Company, …9,139$485K0.2%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,091$482K0.02%+5,01513F-HRTimeline
Cherry Tree Wealth Management, LLC9,001$477K0.1%-29613F-HRTimeline
VISION FINANCIAL MARKETS LLC9,000$477K0.41%013F-HRTimeline
National Philanthropic Trust8,961$475K0.01%-13,92013F-HRTimeline
Cresset Asset Management, LLC8,932$474K<0.01%013F-HR/ATimeline
WealthBridge Capital Management, LLC8,886$471K0.11%+45013F-HRTimeline
Clarendon Private LLC8,884$471K0.43%-513F-HRTimeline
TAGStone Capital, Inc.8,778$466K0.18%-1,93413F-HRTimeline
Maridea Wealth Management LLC8,711$463K0.07%+3,56113F-HRTimeline
D.B. Root & Company, LLC8,705$462K0.12%+76513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,650$459K0.03%-1,91613F-HRTimeline
Mayflower Financial Advisors, LLC8,593$456K0.06%-40013F-HRTimeline
Brucke Financial, Inc.8,517$451K0.26%-11113F-HRTimeline
Successful Portfolios LLC8,486$450K0.26%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,424$447K0.02%+9213F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…8,404$446K<0.01%013F-HRTimelineGroup
Legacy Bridge, LLC8,382$444K0.18%-27513F-HRTimeline
AMERIFLEX GROUP, INC.8,352$443K0.17%+6,58813F-HRTimeline
Rockwood Wealth Management, LLC8,329$442K0.04%-5113F-HRTimeline
CFM WEALTH PARTNERS LLC8,285$439K0.06%+1,24313F-HRTimeline
Beaird Harris Wealth Management, LLC8,211$435K0.03%+1613F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH8,204$435K0.13%-67013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC8,151$432K0.04%+82413F-HRTimelineGroup
Patton Albertson Miller Group, LLC8,125$431K0.05%new13F-HRTimeline
Verum Partners LLC8,088$429K0.09%+8513F-HRTimeline
Ceeto Capital Group, LLC8,000$424K0.12%013F-HRTimeline
Arete Wealth Advisors, LLC7,963$422K0.03%+15313F-HRTimeline
GARRISON POINT ADVISORS, LLC7,920$420K0.18%013F-HRTimeline
Elyxium Wealth, LLC7,914$420K0.15%013F-HRTimeline
Capital Advisors Wealth Management, LLC7,853$416K0.06%-91013F-HRTimeline
Strategic Financial Concepts, LLC7,816$414K0.06%-18213F-HRTimeline
FIRST UNITED BANK & TRUST7,804$414K0.13%+8513F-HRTimeline
Cyndeo Wealth Partners, LLC7,773$412K0.02%+113F-HRTimeline
FIRST HORIZON CORP7,755$411K0.02%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,712$409K0.01%+113F-HRTimeline
KPP Advisory Services LLC7,692$408K0.06%-25413F-HRTimeline
Invst, LLC7,673$407K0.05%+1,36413F-HRTimeline
RMR Wealth Builders7,651$406K0.03%-9,29513F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC7,597$403K0.06%-1,99213F-HRTimeline
Strategic Blueprint, LLC7,571$401K0.02%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,536$400K0.01%-4113F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC7,478$397K0.02%+1,59413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC7,426$394K0.11%-117,53413F-HRTimeline
Compton Financial Group, LLC7,422$394K0.09%-5913F-HRTimeline
CGN Advisors LLC7,407$393K0.03%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC7,370$391K0.03%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,356$390K0.01%+3,32513F-HRTimeline
Golden State Wealth Management, LLC7,325$388K0.04%-88613F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC7,316$388K0.15%new13F-HR/ATimelineGroup
Panoramic Capital Partners, LLC7,295$387K0.25%013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…7,244$384K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.7,240$384K0.39%new13F-HR/ATimeline
Two West Capital Advisors LLC7,191$382K0.23%+6213F-HRTimeline
Merit Financial Group, LLC7,153$379K<0.01%-40613F-HR/ATimeline
Janney Capital Management LLC7,136$378K0.02%-50013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,125$377K0.01%013F-HRTimeline
Patten Group, Inc.7,066$375K0.07%-61713F-HRTimeline
McAdam, LLC7,059$374K0.02%+1,02213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,046$374K<0.01%-63013F-HRTimelineGroup
Choate Investment Advisors7,015$372K0.01%013F-HRTimeline
Winthrop Advisory Group LLC6,992$371K0.03%+3913F-HRTimeline
TRUEFG, LLC6,968$369K0.1%-50113F-HRTimeline
TFB Advisors LLC6,955$369K0.11%-1,08813F-HRTimeline
Edgemoor Investment Advisors, Inc.6,910$366K0.03%+1,25013F-HRTimeline
Brookwood Investment Group LLC6,888$365K0.05%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,854$363K0.01%+10413F-HRTimeline
Value Partners Investments Inc.6,833$362K0.03%013F-HRTimeline
Sunbelt Securities, Inc.6,822$362K0.02%-63813F-HRTimeline
GEN Financial Management, INC.6,751$358K0.31%-19813F-HRTimeline
ASPIRIANT, LLC6,604$350K0.01%-1,16013F-HRTimeline
Seascape Capital Management6,600$350K0.1%013F-HRTimeline
Seelaus Asset Management LLC6,551$347K0.28%013F-HR/ATimeline
WEDBUSH SECURITIES INC6,540$347K0.01%+72413F-HRTimeline
Ninety One UK Ltd6,520$346K<0.01%013F-HR/ATimeline
ONE Advisory Partners, LLC6,511$345K0.11%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,461$343K0.01%-7513F-HRTimelineGroup
SteelPeak Wealth, LLC6,459$343K0.01%+2,58913F-HRTimeline
Obermeyer Wealth Partners6,430$341K0.02%+16713F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …6,407$338K0.04%013F-HRTimelineGroup
West Wealth Group, LLC6,345$337K0.08%+97513F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC6,330$336K0.16%-1413F-HRTimeline
RWA WEALTH PARTNERS, LLC6,322$335K<0.01%-1,32813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,296$334K0.01%+2,32913F-HRTimelineGroup
Heartwood Wealth Advisors LLC6,216$330K0.03%013F-HRTimeline
Dana Investment Advisors, Inc.6,195$329K0.01%+34413F-HRTimeline
Keystone Financial Group, Inc.6,189$328K0.18%-34913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,186$328K0.08%+16113F-HRTimeline
Acropolis Investment Management, LLC6,203$327K0.02%+54113F-HRTimeline
Financial Engines Advisors L.L.C.6,166$327K<0.01%-20,58013F-HRTimeline
Destiny Capital Corp/CO6,157$327K0.18%new13F-HRTimeline
IHT Wealth Management, LLC6,114$324K0.01%-2,96213F-HRTimeline
PKS Advisory Services, LLC6,109$324K0.07%+29213F-HRTimeline
Quantinno Capital Management LP6,107$324K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…6,100$323K0.08%013F-HRTimeline
Stonebridge Capital Advisors LLC6,070$322K0.02%013F-HRTimeline
Cornerstone Wealth Group, LLC5,964$316K0.02%-36013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,905$313K0.04%-84713F-HRTimelineGroup
4J Wealth Management LLC5,889$312K0.18%-6513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,878$312K-5,114Timeline
Hoxton Planning & Management, LLC5,815$308K0.1%013F-HRTimeline
Lifeworks Advisors, LLC5,799$308K0.04%-49613F-HRTimeline
IEQ CAPITAL, LLC5,780$307K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC5,776$306K0.08%-2,10013F-HRTimeline
Parkside Financial Bank & Trust5,706$303K0.02%013F-HRTimeline
Intergy Private Wealth, LLC5,622$298K0.09%+6013F-HRTimeline
Cheviot Value Management, LLC5,603$298K0.03%+1,95013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,613$298K0.01%-84813F-HRTimeline
Sovran Advisors, LLC5,588$296K0.03%-18,27513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC5,585$296K0.17%-1,16313F-HRTimeline
J. L. Bainbridge & Co., Inc.5,567$295K0.02%-12713F-HRTimeline
Townsend & Associates, Inc5,552$295K0.03%013F-HRTimeline
Integrated Investment Consultants, LLC5,554$295K0.05%013F-HRTimeline
CENTRAL TRUST Co5,486$291K0.01%-12513F-HRTimeline
waypoint wealth counsel5,485$291K0.11%-1,51513F-HRTimeline
Goldstone Financial Group, LLC5,480$291K0.03%new13F-HRTimeline
TD Capital Management LLC5,450$289K0.03%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,450$289K-202Timeline
Capital Analysts, LLCin group Capital Analysts, LLC5,409$287K0.01%+8713F-HRTimelineGroup
Mattson Financial Services, LLC5,408$287K0.07%-6,77113F-HRTimeline
Red Door Wealth Management, LLC5,373$285K0.03%new13F-HRTimeline
Abacus Planning Group, Inc.5,360$284K0.04%new13F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA5,360$284K0.18%-2,30013F-HRTimeline
Americana Partners, LLC5,355$284K0.01%013F-HRTimeline
Evanson Asset Management, LLC5,353$284K0.02%+5513F-HRTimeline
Glass Jacobson Investment Advisors llc5,331$283K0.1%+9713F-HRTimeline
WEBSTER BANK, N. A.5,329$283K0.03%013F-HRTimeline
Independent Solutions Wealth Management…5,262$279K0.05%-4713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding5,260$279K-5,438Timeline
Ignite Planners, LLC5,251$278K0.05%013F-HRTimeline
Caliber Wealth Management, LLC / KS5,250$278K0.03%-40313F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …5,233$278K0.05%new13F-HRTimeline
C2C Wealth Management, LLC5,202$276K0.24%013F-HRTimeline
BlueChip Wealth Advisors LLC5,170$274K0.12%-4,31213F-HRTimeline
Centurion Wealth Management LLC5,148$273K0.06%013F-HRTimeline
Fortis Capital Advisors, LLC5,147$273K0.04%new13F-HRTimeline
Premier Path Wealth Partners, LLC5,143$273K0.04%+48413F-HRTimeline
Grove Bank & Trust5,137$272K0.03%013F-HRTimeline
PLIMOTH TRUST CO LLC5,127$272K0.06%013F-HRTimeline
Disciplined Investments, LLC5,120$272K0.11%-51113F-HRTimeline
eCIO, Inc.5,064$269K0.1%+66013F-HRTimeline
Gilbert & Cook, Inc.5,036$267K0.03%-2,78613F-HRTimeline
Insight Wealth Partners, LLC5,022$266K0.12%+913F-HRTimeline
Independent Advisor Alliance5,012$266K0.01%+50113F-HRTimeline
Black Maple Capital Management LP5,000$265K0.19%013F-HRTimeline
Florida Trust Wealth Management Co5,000$265K0.01%013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS4,975$264K0.01%+1013F-HRTimeline
Richardson Capital Management LLC4,902$260K0.12%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC4,855$257K0.07%-613F-HRTimelineGroup
Visionary Horizons, LLC4,854$257K0.14%+17313F-HRTimeline
Vermillion & White Wealth Management Gr…4,852$257K0.15%-94213F-HRTimeline
Clearstead Trust, LLC4,850$257K0.04%013F-HRTimeline
Patriot Financial Group Insurance Agenc…4,846$257K0.03%+73813F-HRTimeline
MBL Wealth, LLC4,720$250K0.02%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,718$250K0.02%-40013F-HRTimeline
Valmark Advisers, Inc.4,694$249K<0.01%-33713F-HRTimeline
Cerro Pacific Wealth Advisors LLC4,688$249K0.07%new13F-HRTimeline
Premier Financial Group4,675$248K0.07%new13F-HRTimeline
Accurate Wealth Management, LLC4,674$248K0.03%+66113F-HRTimeline
CENTAURUS FINANCIAL, INC.4,664$247K0.01%-1,42013F-HRTimeline
Foundations Investment Advisors, LLC4,642$246K<0.01%+21113F-HRTimeline
Park Place Capital Corp4,634$246K0.05%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC4,611$245K0.12%+25013F-HRTimeline
Clear Creek Financial Management, LLC4,544$241K0.02%new13F-HRTimeline
MIDDLETON & CO INC/MA4,511$239K0.03%013F-HRTimeline
Laird Norton Wetherby Wealth Management…4,508$239K0.01%013F-HRTimeline
Trek Financial, LLC4,457$236K0.01%-1,04513F-HRTimeline
Tandem Investment Partners LLC4,425$235K0.19%+30213F-HRTimeline
FourThought Financial Partners, LLC4,417$234K0.02%-1,68313F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)4,415$234K<0.01%-3,03513F-HRTimelineGroup
Advyzon Investment Management, LLC4,374$232K0.04%new13F-HRTimeline
NovaPoint Capital, LLC4,362$231K0.06%new13F-HRTimeline
WBH ADVISORY INC4,332$230K0.02%+47613F-HRTimeline
Brown Financial Advisors4,330$230K0.08%-25,67713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,263$226K0.01%new13F-HRTimelineGroup
Spectrum Planning & Advisory Services I…4,259$226K0.13%new13F-HRTimeline
Portland Financial Advisors Inc4,190$222K0.47%013F-HRTimeline
Front Row Advisors LLC4,188$222K0.07%+1,50113F-HRTimeline
Relyea Zuckerberg Hanson LLC4,168$221K0.02%-3,91613F-HRTimeline
First Affirmative Financial Network4,132$219K0.1%-813F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP4,126$219K0.01%+24013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,123$219K0.01%+23913F-HRTimelineGroup
SimpliFi, Inc.4,096$217K0.09%-13,29313F-HRTimeline
Csenge Advisory Group4,080$216K0.01%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC4,049$215K0.07%-6,68313F-HRTimeline
Navigoe, LLC4,041$214K0.14%+11213F-HRTimeline
FOSTER & MOTLEY INC4,032$214K0.01%013F-HRTimeline
AA Financial Advisors, LLC4,013$213K0.04%new13F-HRTimeline
Ipswich Investment Management Co., Inc.4,000$212K0.05%013F-HRTimeline
PCG Wealth Advisors, LLC4,000$212K0.06%013F-HRTimeline
HORAN Wealth, LLC3,997$212K0.03%new13F-HRTimeline