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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
Hemington Wealth Management3,921$202K0.05%+2613F-HRTimeline
Navigoe, LLC3,912$202K0.2%13F-HRTimeline
Fox Hill Wealth Management3,869$200K0.11%-5013F-HRTimeline
Pinnacle Bancorp, Inc.3,849$199K0.06%013F-HRTimeline
CoreCap Advisors, LLC3,836$198K0.01%+1,70613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC3,755$194K0.06%+2713F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…3,750$194K0.02%013F-HRTimelineGroup
MATHER GROUP, LLC.3,664$189K<0.01%-21213F-HRTimeline
Archer Investment Corp3,349$173K0.05%+113F-HRTimeline
Continuum Advisory, LLC3,316$171K0.02%-8113F-HRTimeline
NorthRock Partners, LLC3,315$171K0.01%-14613F-HR/ATimeline
TWIN CITY PRIVATE WEALTH, LLC3,177$164K0.15%-62613F-HRTimeline
WASHINGTON TRUST Co3,164$164K0.01%-35,31013F-HRTimeline
Zions Bancorporation, N.A.3,000$155K0.01%013F-HRTimeline
Crews Bank & Trust2,870$148K0.03%13F-HRTimeline
CVA Family Office, LLC2,832$146K0.02%+57513F-HRTimeline
WR Wealth Planners, LLC2,791$144K0.05%-27013F-HRTimeline
Front Row Advisors LLC2,685$139K0.05%+213F-HRTimeline
GeoWealth Management, LLC2,649$137K<0.01%-41,63013F-HRTimeline
CENTRAL TRUST Co2,626$136K<0.01%+1,38713F-HRTimeline
Cassady Schiller Wealth Management, LLC2,537$131K0.05%+83713F-HRTimeline
EPG Wealth Management LLC2,461$127K0.03%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC2,350$121K0.03%013F-HRTimeline
SOFI WEALTH, LLC2,261$117K0.01%new13F-HRTimeline
Spectrum Wealth Counsel, LLC2,217$115K0.01%+2013F-HRTimeline
First PREMIER Bank2,139$111K0.03%+813F-HRTimeline
ORG Partners LLC2,061$107K0.01%-13213F-HRTimeline
AlphaCentric Advisors LLC2,057$106K0.11%+14813F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC2,016$104K<0.01%+84613F-HRTimeline
LEE DANNER & BASS INC2,000$103K0.01%new13F-HRTimeline
Main Street Group, LTD2,000$103K0.04%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,980$102K0.05%-1,30013F-HRTimeline
Future Financial Wealth Managment LLC1,974$102K0.07%013F-HRTimeline
Community Bank, N.A.1,900$98.2K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC1,763$91.1K0.01%013F-HRTimeline
NFSG Corp1,700$87.9K0.02%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,700$87.9K<0.01%-2913F-HRTimeline
Lindbrook Capital, LLC1,675$86.6K0.01%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,660$85.8K0.07%13F-HRTimeline
Founders Financial Alliance, LLC1,537$79.5K0.02%+413F-HRTimeline
Union Bancaire Privee, UBP SA1,702$79.2K<0.01%13F-HR/ATimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,505$77.8K0.03%+8213F-HRTimeline
WEST PACES ADVISORS INC.1,505$77.8K0.02%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,477$76.4K0.02%-5613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,345$69.5K0.03%013F-HRTimeline
Painted Porch Advisors LLC1,298$67.1K0.03%new13F-HRTimeline
Providence First Trust Co1,295$67K0.03%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,271$66.1K<0.01%-36513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,254$64.8K0.05%013F-HRTimeline
Security National Bank1,245$64.4K0.01%013F-HRTimeline
Bogart Wealth, LLC1,239$64.1K<0.01%+1,11813F-HRTimeline
Lavaca Capital LLC1,171$60.5K0.03%new13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.1,148$59.4K0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.1,145$59.2K0.01%+17513F-HRTimeline
Horizon Investments, LLC1,146$59K<0.01%013F-HRTimeline
Sandy Spring Bank1,130$58.4K<0.01%013F-HRTimeline
Founders Capital Management1,040$53.8K0.03%013F-HRTimeline
TSFG, LLC996$51K0.01%-24413F-HRTimeline
Copia Wealth Management971$50.2K0.05%13F-HRTimeline
Blue Trust, Inc.965$49.9K<0.01%+39613F-HR/ATimeline
Tidemark, LLC948$49K0.02%013F-HRTimeline
Independence Bank of Kentucky864$44.7K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.848$43.8K0.02%+15213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.831$43K0.01%+39013F-HRTimeline
Fortitude Family Office, LLC827$42.8K0.02%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …821$42K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC807$41.8K0.01%-14913F-HR/ATimeline
Kennebec Savings Bank809$41.7K0.04%013F-HRTimeline
BARRETT & COMPANY, INC.800$41.4K0.02%013F-HRTimeline
Castleview Partners, LLC783$40.5K0.02%013F-HR/ATimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.751$38.8K<0.01%013F-HRTimelineGroup
Bell Investment Advisors, Inc712$36.8K0.01%013F-HRTimeline
SBI Securities Co., Ltd.696$36K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC657$34K<0.01%-26713F-HRTimeline
SYNTAX RESEARCH, INC.655$33.9K0.02%013F-HRTimeline
Aventura Private Wealth, LLC649$33.6K0.02%13F-HRTimeline
WPG Advisers, LLC638$33K0.03%13F-HRTimeline
Parkworth Wealth Management, Inc.633$32.7K0.03%13F-HRTimeline
Bellwether Advisors, LLC631$32.6K0.01%new13F-HRTimeline
McIlrath & Eck, LLC604$31.2K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC580$30K<0.01%+9913F-HRTimeline
Transce3nd, LLC567$29.3K0.01%13F-HRTimeline
Rise Advisors, LLC562$29K0.01%+813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…500$25.9K0.01%new13F-HRTimeline
CITY HOLDING CO490$25.3K<0.01%013F-HRTimeline
New Millennium Group LLC489$25.3K0.01%new13F-HRTimeline
COUNTRY TRUST BANK483$25K<0.01%013F-HRTimeline
PSI Advisors, LLC481$24.9K0.01%+20613F-HRTimeline
Granite Investment Partners, LLC476$24.6K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.450$23.3K0.01%013F-HRTimeline
Financial Life Planners421$21.8K0.02%13F-HRTimeline
Westside Investment Management, Inc.400$20.7K<0.01%013F-HRTimeline
Key Financial Inc397$20.5K<0.01%+36513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC350$18.1K<0.01%013F-HRTimeline
Ransom Advisory, Ltd348$18K0.01%013F-HRTimeline
Sound Income Strategies, LLC342$17.7K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC330$17.1K0.01%13F-HRTimeline
CKW FINANCIAL GROUP333$17K<0.01%new13F-HRTimeline
Financial Freedom, LLC329$17K0.01%+513F-HRTimeline
JCIC Asset Management Inc.320$16.5K0.01%013F-HRTimeline
SRH ADVISORS, LLC300$15.5K<0.01%013F-HRTimeline
2UniFi Bank298$15.4K0.01%13F-HRTimeline
Decker Retirement Planning Inc.283$14.6K0.01%13F-HRTimeline
Sanctuary Wealth Management, L.L.C.266$13.8K0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC261$13.5K<0.01%new13F-HRTimeline
WealthShield Partners, LLC253$13.1K<0.01%-1,26413F-HRTimeline
Centerpoint Advisors, LLC250$13K<0.01%013F-HRTimeline
Park Square Financial Group, LLC245$12.7K0.01%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.244$12.6K0.01%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.229$11.8K0.01%-22813F-HRTimeline
Noble Wealth Management PBC220$11.4K0.01%13F-HRTimeline
Van Hulzen Asset Management, LLC202$10.5K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC200$10.3K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC197$10.2K0.01%013F-HRTimeline
FLP Wealth Management, LLC186$9.62K0.02%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC157$8.12K<0.01%013F-HRTimeline
Register Financial Advisors LLC151$7.82K<0.01%+213F-HRTimeline
MONTAG A & ASSOCIATES INC140$7.24K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC130$6.72K<0.01%13F-HRTimeline
Bristlecone Advisors, LLC128$6.62K<0.01%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.126$6.53K<0.01%013F-HRTimeline
JNBA Financial Advisors114$5.89K<0.01%new13F-HRTimeline
MeadowBrook Investment Advisors LLC110$5.67K0.01%-25413F-HRTimeline
Trivant Custom Portfolio Group, LLC100$5.17K<0.01%013F-HRTimeline
FSA Wealth Management LLC94$4.88K<0.01%013F-HRTimeline
Northwest Capital Management Inc89$4.6K<0.01%013F-HRTimeline
Signature Resources Capital Management,…81$4.19K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…79$4.09K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC80$4K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC72$3.72K<0.01%013F-HRTimeline
CNB Bank69$3.57K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC68$3.52K<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.66$3.4K<0.01%13F-HRTimeline
CBIZ Investment Advisory Services, LLC60$3.12K<0.01%+113F-HRTimeline
Realta Investment Advisors57$2.93K<0.01%-39013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV56$2.9K<0.01%new13F-HRTimeline
LRI Investments, LLC49$2.53K<0.01%013F-HRTimeline
GAMMA Investing LLC48$2.48K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC42$2.17K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC40$2.09K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC38$1.96K<0.01%+113F-HRTimeline
Beacon Capital Management, LLC36$1.86K<0.01%013F-HRTimeline
High Note Wealth, LLC34$1.78K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC16$827<0.01%13F-HRTimeline
Centricity Wealth Management, LLC15$776<0.01%13F-HRTimeline
Rakuten Securities, Inc.11$569<0.01%+1013F-HRTimeline
LANARK FINANCIAL, INC.9$4980.05%-12,37013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1$52<0.01%new13F-HR/ATimelineGroup
Cubist Systematic Strategies, LLC1$52<0.01%013F-HRTimeline
BFSG, LLC1$52<0.01%013F-HRTimeline
Members Trust Co1,249,809$64.6B-43,44913F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.