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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
LVW Advisors, LLC11,764$622K0.06%new13F-HRTimeline
Rothschild Wealth LLC11,710$619K0.06%new13F-HR/ATimeline
Premier Path Wealth Partners, LLC11,653$616K0.08%+6,51013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV11,576$612K0.28%+113F-HRTimeline
Roger Wittlin Investment Advisory, LLC11,482$607K0.42%-5,71113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,379$602K0.04%-59813F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC11,347$600K0.07%013F-HRTimelineGroup
WEDBUSH SECURITIES INC11,355$600K0.02%+4,81513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…11,343$600K0.02%013F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC11,316$598K0.4%-2613F-HRTimeline
NewEdge Wealth, LLC11,235$594K0.01%+22313F-HRTimeline
Lewis Asset Management, LLC11,011$582K0.24%-7813F-HRTimeline
SAGE ADVISORS, LLC10,953$579K0.38%new13F-HRTimeline
Wingate Wealth Advisors, Inc.10,948$579K0.32%+16213F-HRTimeline
Golden State Wealth Management, LLC10,736$568K0.06%+3,41113F-HRTimeline
Quantinno Capital Management LP10,684$565K<0.01%+4,57713F-HRTimeline
Rialto Wealth Management, LLC10,664$564K0.13%+4,88813F-HRTimeline
Dodds Wealth, LLC10,599$560K0.14%+513F-HRTimeline
Headlands Technologies LLC10,556$558K0.05%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC10,485$554K0.09%13F-HRTimeline
OLD MISSION CAPITAL LLC10,408$550K0.02%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…10,395$550K0.16%-5,13613F-HRTimeline
Value Investment Professionals, LLC10,343$547K0.57%13F-HRTimeline
Aegis Wealth Management, Inc.10,323$546K0.43%13F-HRTimeline
Laurel Wealth Advisors LLC10,263$543K0.07%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,257$542K0.02%013F-HRTimelineGroup
Total Wealth Planning, LLC10,248$542K1.16%-113,94613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,152$537K0.03%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…10,108$535K0.01%+2,75213F-HRTimeline
Abacus Planning Group, Inc.10,078$533K0.07%+4,71813F-HRTimeline
CIBC WORLD MARKET INC.10,071$533K<0.01%+13813F-HRTimeline
MA Private Wealth10,000$529K0.09%-3,62313F-HRTimeline
Wealth Advisory Solutions, LLC9,917$524K0.12%-53313F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,916$524K0.01%013F-HRTimeline
American Financial Advisors, LLC9,891$523K0.07%-55213F-HRTimeline
B. Riley Wealth Advisors, Inc.9,695$513K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.9,596$507K0.04%+513F-HRTimeline
Caprock Group, LLC9,589$507K0.01%+3313F-HRTimeline
Ninety One UK Ltd9,570$506K<0.01%+3,05013F-HRTimeline
Dana Investment Advisors, Inc.9,522$504K0.01%+3,32713F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…9,297$492K<0.01%+2,05313F-HRTimelineGroup
Beaird Harris Wealth Management, LLC9,235$488K0.03%+1,02413F-HRTimeline
FIRST MANHATTAN CO. LLC.9,222$488K<0.01%-84013F-HRTimeline
Kiker Wealth Management, LLC9,218$487K16.17%-152,12513F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC9,200$486K0.41%13F-HRTimeline
1492 Capital Management LLC9,148$484K0.19%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.9,139$483K0.91%13F-HRTimeline
Asset Allocation & Management Company, …9,139$483K0.19%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,111$482K0.02%+2013F-HRTimeline
Genesis Wealth Advisors, LLC9,109$482K0.33%-1,87013F-HRTimeline
Merit Financial Group, LLC9,088$481K<0.01%+1,93513F-HRTimeline
Clarendon Private LLC9,019$477K0.4%+13513F-HRTimeline
Cherry Tree Wealth Management, LLC9,001$476K0.1%013F-HRTimeline
VISION FINANCIAL MARKETS LLC9,000$476K0.49%013F-HRTimeline
Pacific Park Financial, Inc.8,993$476K0.3%13F-HRTimeline
Cresset Asset Management, LLC8,979$475K<0.01%+4713F-HRTimeline
TAGStone Capital, Inc.8,912$471K0.18%+13413F-HRTimeline
VestGen Advisors, LLC8,897$470K0.02%new13F-HRTimeline
WealthBridge Capital Management, LLC8,886$470K0.11%013F-HRTimeline
Peak Retirement Planning, Inc.8,695$460K0.11%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC8,692$460K0.01%+2,37013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC8,661$458K0.01%+1,80713F-HRTimeline
Marathon Strategic Advisors, LLC8,656$458K0.35%-83513F-HRTimeline
GARRISON POINT ADVISORS, LLC8,600$455K0.2%+68013F-HRTimeline
Mayflower Financial Advisors, LLC8,583$454K0.05%-1013F-HRTimeline
McAdam, LLC8,489$449K0.02%+1,43013F-HRTimeline
Successful Portfolios LLC8,478$449K0.23%-813F-HRTimeline
BURLING WEALTH PARTNERS, LLC8,475$448K0.07%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,421$445K0.01%+2,12513F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…8,404$444K<0.01%013F-HRTimelineGroup
Legacy Bridge, LLC8,382$443K0.18%013F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.8,370$443K0.44%13F-HRTimeline
Brucke Financial, Inc.8,338$441K0.24%-17913F-HRTimeline
PACIFIC FINANCIAL GROUP INC8,333$441K0.24%+4,52413F-HRTimeline
Rockwood Wealth Management, LLC8,329$440K0.03%013F-HRTimeline
CFM WEALTH PARTNERS LLC8,285$438K0.06%013F-HRTimeline
Verum Partners LLC8,211$434K0.09%+12313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,152$431K0.01%+2,74313F-HR/ATimelineGroup
Patton Albertson Miller Group, LLC8,125$430K0.05%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH8,074$427K0.12%-13013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC8,040$426K0.04%-11113F-HRTimelineGroup
Two West Capital Advisors LLC8,021$424K0.25%+83013F-HRTimeline
Ceeto Capital Group, LLC8,000$423K0.12%013F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…7,927$419K0.03%-15,50013F-HRTimeline
Elyxium Wealth, LLC7,914$418K0.12%013F-HRTimeline
Capital Advisors Wealth Management, LLC7,904$418K0.06%+5113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.7,846$415K0.34%+60613F-HRTimeline
Cyndeo Wealth Partners, LLC7,773$411K0.02%013F-HRTimeline
Walleye Partners, LLC7,761$410K0.46%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,713$408K0.01%+113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,697$407K<0.01%+65113F-HRTimelineGroup
KPP Advisory Services LLC7,657$405K0.06%-3513F-HRTimeline
RMR Wealth Builders7,629$403K0.03%-2213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,627$403K0.01%+9113F-HRTimelineGroup
FIRST UNITED BANK & TRUST7,599$402K0.13%-20513F-HRTimeline
ONE Advisory Partners, LLC7,583$401K0.12%+1,07213F-HRTimeline
Dorsey & Whitney Trust CO LLC7,529$398K0.02%+5113F-HRTimeline
Invst, LLC7,516$397K0.04%-15713F-HRTimeline
CGN Advisors LLC7,407$392K0.03%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC7,389$391K0.15%+7313F-HRTimelineGroup
TFB Advisors LLC7,321$387K0.11%+36613F-HRTimeline
National Philanthropic Trust7,314$387K<0.01%-1,64713F-HRTimeline
American Trust7,255$384K0.03%-7,34413F-HRTimeline
Panoramic Capital Partners, LLC7,181$380K0.23%-11413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC7,149$378K0.05%-44813F-HRTimeline
PKS Advisory Services, LLC7,110$376K0.09%+1,00113F-HRTimeline
Winthrop Advisory Group LLC7,045$373K0.03%+5313F-HR/ATimeline
HEADINVEST, LLC7,021$371K0.07%new13F-HRTimeline
Choate Investment Advisors7,015$371K0.01%013F-HRTimeline
TRUEFG, LLC7,014$371K0.1%+4613F-HRTimeline
Patten Group, Inc.7,010$371K0.07%-5613F-HRTimeline
Oath Planning, LLC6,963$368K0.36%13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC6,945$367K0.1%-48113F-HRTimeline
Brookwood Investment Group LLC6,945$367K0.04%+5713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group6,890$364K0.04%+98513F-HRTimelineGroup
Sunbelt Securities, Inc.6,856$363K0.02%+3413F-HRTimeline
Value Partners Investments Inc.6,833$362K0.03%013F-HRTimeline
Janney Capital Management LLC6,832$361K0.02%-30413F-HRTimeline
Downshift Financial, LLC6,791$360K0.22%13F-HRTimeline
ASPIRIANT, LLC6,754$357K0.01%+15013F-HRTimeline
GEN Financial Management, INC.6,751$357K0.22%013F-HRTimeline
Highview Capital Management LLC/DE/6,750$357K0.13%new13F-HRTimeline
Mattson Financial Services, LLC6,661$352K0.08%+1,25313F-HRTimeline
Wagner Wealth Management, Corp6,653$352K0.35%13F-HRTimeline
Seascape Capital Management6,560$347K0.1%-4013F-HRTimeline
Seelaus Asset Management LLC6,551$346K0.27%013F-HRTimeline
West Wealth Group, LLC6,407$339K0.07%+6213F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …6,407$338K0.04%013F-HRTimelineGroup
SteelPeak Wealth, LLC6,299$333K0.01%-16013F-HRTimeline
Keystone Financial Group, Inc.6,284$332K0.17%+9513F-HRTimeline
Obermeyer Wealth Partners6,270$332K0.02%-16013F-HRTimeline
Heartwood Wealth Advisors LLC6,216$329K0.03%013F-HRTimeline
Guidance Point Advisors, LLC6,185$327K0.08%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC6,170$326K0.02%-1,20013F-HRTimeline
Destiny Capital Corp/CO6,128$324K0.17%-2913F-HRTimeline
Atlantic Edge Private Wealth Management…6,065$321K0.08%-3513F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC6,052$320K0.15%-27813F-HRTimeline
Edgemoor Investment Advisors, Inc.5,940$314K0.02%-97013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,934$314K0.01%+32113F-HRTimeline
Florida Trust Wealth Management Co5,926$313K0.01%+92613F-HRTimeline
55 North Private Wealth, LLC5,879$311K0.08%13F-HRTimeline
WEBSTER BANK, N. A.5,876$311K0.03%+54713F-HRTimeline
Lifeworks Advisors, LLC5,823$308K0.04%+2413F-HRTimeline
Hoxton Planning & Management, LLC5,815$307K0.09%013F-HRTimeline
IEQ CAPITAL, LLC5,780$306K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC5,739$303K0.06%-7,99613F-HRTimeline
Americana Partners, LLC5,729$303K0.01%+37413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,699$302K<0.01%-14,06013F-HRTimelineGroup
Parkside Financial Bank & Trust5,706$302K0.02%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,704$302K0.07%-48213F-HRTimeline
Foundations Investment Advisors, LLC5,683$300K<0.01%+1,04113F-HRTimeline
Westshore Wealth, LLC5,674$300K0.1%new13F-HRTimeline
Tanager Wealth Management LLP5,651$299K0.03%new13F-HRTimeline
Belpointe Asset Management LLC5,634$298K0.01%-23,90213F-HRTimeline
Fortis Capital Advisors, LLC5,634$298K0.04%+48713F-HRTimeline
Intergy Private Wealth, LLC5,621$297K0.09%-113F-HRTimeline
Cheviot Value Management, LLC5,603$297K0.03%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.5,575$295K0.03%-5,50013F-HRTimeline
J. L. Bainbridge & Co., Inc.5,567$294K0.02%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA5,560$294K0.18%+20013F-HRTimeline
Clearwave Capital, LLC5,557$294K0.22%13F-HRTimeline
waypoint wealth counsel5,485$290K0.11%013F-HRTimeline
Goldstone Financial Group, LLC5,480$290K0.03%013F-HRTimeline
Townsend & Associates, Inc5,458$289K0.03%-9413F-HRTimeline
Integrated Investment Consultants, LLC5,464$289K0.06%-9013F-HR/ATimeline
TD Capital Management LLC5,450$288K0.03%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC5,444$288K0.16%-14113F-HRTimeline
Evanson Asset Management, LLC5,435$287K0.02%+8213F-HRTimeline
Rede Wealth, LLC5,424$287K0.1%new13F-HRTimeline
IHT Wealth Management, LLC5,408$286K0.01%-70613F-HRTimeline
Sovran Advisors, LLC5,377$285K0.02%-21113F-HRTimeline
Bayshore Capital Advisors, LLC5,361$283K0.14%13F-HRTimeline
Compton Financial Group, LLC5,295$280K0.06%-2,12713F-HRTimeline
Ignite Planners, LLC5,251$279K0.04%013F-HRTimeline
Trek Financial, LLC5,255$278K0.02%+79813F-HRTimeline
Tuttle Capital Management, LLC5,250$278K0.61%new13F-HRTimeline
Independent Solutions Wealth Management…5,223$276K0.05%-3913F-HRTimeline
Caliber Wealth Management, LLC / KS5,218$276K0.03%-3213F-HRTimeline
C2C Wealth Management, LLC5,202$275K0.23%013F-HRTimeline
Glass Jacobson Investment Advisors llc5,198$275K0.1%-13313F-HRTimeline
D.B. Root & Company, LLC5,180$274K0.07%-3,52513F-HRTimeline
BlueChip Wealth Advisors LLC5,170$273K0.11%013F-HRTimeline
Centurion Wealth Management LLC5,148$272K0.06%013F-HRTimeline
Grove Bank & Trust5,137$272K0.03%013F-HRTimeline
PLIMOTH TRUST CO LLC5,127$271K0.06%013F-HRTimeline
Tandem Investment Partners LLC5,124$271K0.23%+69913F-HRTimeline
Disciplined Investments, LLC5,086$269K0.1%-3413F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC5,086$269K0.12%+47513F-HRTimeline
Patriot Financial Group Insurance Agenc…5,080$269K0.03%+23413F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC5,055$267K0.13%13F-HRTimeline
Insight Wealth Partners, LLC5,016$265K0.11%-613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,009$265K0.01%new13F-HRTimelineGroup
Black Maple Capital Management LP5,000$264K0.2%013F-HRTimeline
Signature Equity Partners, LLC4,967$263K0.15%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners4,966$263K0.03%-29413F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,964$262K0.01%-1,49713F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC4,952$262K0.06%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,933$261K0.01%-3,49113F-HRTimeline
Clear Creek Financial Management, LLC4,906$259K0.02%+36213F-HRTimeline
Richardson Capital Management LLC4,902$259K0.13%013F-HRTimeline