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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
Matthew Goff Investment Advisor, LLC3,858$202K0.04%-25113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,858$202K0.01%-46413F-HRTimelineGroup
Fox Hill Wealth Management3,858$202K0.12%-1113F-HRTimeline
Proactive Wealth Strategies LLC3,858$202K0.11%new13F-HRTimeline
Pinnacle Bancorp, Inc.3,849$202K0.07%013F-HRTimeline
Sunflower Bank, N.A.3,830$201K0.06%new13F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…3,750$196K0.02%013F-HRTimelineGroup
Wilshire Advisors LLC37,299$195K0.62%-1,53913F-HR/ATimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,462$181K0.01%-56513F-HRTimelineGroup
Archer Investment Corp3,349$175K0.05%013F-HRTimeline
CVA Family Office, LLC3,209$168K0.03%+37713F-HRTimeline
WASHINGTON TRUST Co3,164$166K0.01%013F-HRTimeline
NorthRock Partners, LLC3,123$164K0.01%-19213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,000$157K0.01%13F-HRTimeline
Allworth Financial LP2,966$155K<0.01%-1,28713F-HRTimeline
Crews Bank & Trust2,870$150K0.03%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,690$141K0.05%-1,06513F-HRTimeline
Front Row Advisors LLC2,685$141K0.05%013F-HRTimeline
Continuum Advisory, LLC2,407$126K0.02%-90913F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC2,350$123K0.03%013F-HRTimeline
GeoWealth Management, LLC2,349$123K<0.01%-30013F-HRTimeline
EPG Wealth Management LLC2,332$122K0.03%-12913F-HRTimeline
Spectrum Wealth Counsel, LLC2,217$116K0.01%013F-HRTimeline
ORG Partners LLC2,135$111K0.03%+7413F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC2,074$109K<0.01%+5813F-HRTimeline
Main Street Group, LTD2,000$105K0.04%013F-HRTimeline
Future Financial Wealth Managment LLC1,974$103K0.08%013F-HRTimeline
Laurel Wealth Advisors LLC1,763$92.3K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,720$90.1K0.01%13F-HRTimelineGroup
First PREMIER Bank1,709$90K0.02%-43013F-HRTimeline
NFSG Corp1,700$89K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,700$89K<0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,660$86.9K0.07%013F-HRTimeline
Wayfinding Financial, LLC1,617$84K0.04%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,534$80.3K0.06%+28013F-HRTimeline
Community Bank, N.A.1,520$79.6K0.01%-38013F-HRTimeline
Union Bancaire Privee, UBP SA1,702$78.4K<0.01%013F-HRTimeline
Peoples Bank/KS1,479$77.4K0.05%new13F-HRTimeline
McClarren Financial Advisors, Inc.157$76K0.05%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,423$73K0.03%-8213F-HRTimeline
Olde Wealth Management, LLC1,313$68K0.02%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,271$66.2K<0.01%013F-HRTimeline
Security National Bank1,245$65.2K0.01%013F-HRTimeline
Bogart Wealth, LLC1,239$64.9K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,236$64.7K<0.01%+48513F-HRTimelineGroup
Founders Financial Alliance, LLC1,183$62K0.02%-35413F-HRTimeline
Horizon Investments, LLC1,146$59.6K<0.01%013F-HRTimeline
Sandy Spring Bank1,130$59.2K<0.01%013F-HRTimeline
Founders Capital Management1,040$54.5K0.04%013F-HRTimeline
N.E.W. Advisory Services LLC997$52.2K<0.01%new13F-HRTimeline
Family Manage LLC986$51.7K0.01%-341,15713F-HRTimeline
Copia Wealth Management971$50.9K0.05%013F-HRTimeline
Tidemark, LLC948$49.6K0.02%013F-HRTimeline
Asset Dedication, LLC886$46.4K<0.01%new13F-HRTimeline
Independence Bank of Kentucky864$45.2K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC853$44.7K<0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.831$43.5K0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …821$43K<0.01%013F-HRTimelineGroup
Kennebec Savings Bank809$42.4K0.04%013F-HRTimeline
BARRETT & COMPANY, INC.800$41.9K0.02%013F-HRTimeline
Darwin Wealth Management, LLC807$41.8K0.01%013F-HRTimeline
Headlands Technologies LLC779$40.8K<0.01%-3,74113F-HRTimeline
HOWE & RUSLING INC731$38.3K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc712$37.3K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.696$36.5K0.01%-15213F-HRTimeline
Bank of New Hampshire690$36.1K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.687$36K<0.01%-913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.682$35.7K0.02%-66313F-HRTimeline
Aventura Private Wealth, LLC649$34K0.02%013F-HRTimeline
Bellwether Advisors, LLC631$33K0.01%013F-HRTimeline
McIlrath & Eck, LLC604$31.6K<0.01%013F-HRTimeline
WealthShield Partners, LLC589$30.8K<0.01%+33613F-HRTimeline
Rise Advisors, LLC566$29.6K0.01%+413F-HRTimeline
CITY HOLDING CO560$29.3K<0.01%+7013F-HRTimeline
TSFG, LLC532$28K0.01%-46413F-HRTimeline
Dunhill Financial, LLC831$27.6K0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…500$26.2K0.01%013F-HRTimeline
WPG Advisers, LLC485$25.4K0.02%-15313F-HRTimeline
COUNTRY TRUST BANK483$25.3K<0.01%013F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.450$23.6K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS400$20.9K0.01%-1,58013F-HRTimeline
Lindbrook Capital, LLC400$20.9K<0.01%-1,27513F-HRTimeline
Key Financial Inc397$20.8K<0.01%013F-HRTimeline
Transce3nd, LLC361$18.9K0.01%-20613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC350$18.3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC342$17.9K<0.01%013F-HRTimeline
Clearstead Trust, LLC341$17.9K<0.01%new13F-HRTimeline
Financial Freedom, LLC331$17.3K0.01%+213F-HRTimeline
PSI Advisors, LLC330$17.3K0.01%-15113F-HRTimeline
Whipplewood Advisors, LLC338$17.1K0.01%+813F-HRTimeline
CKW FINANCIAL GROUP333$17K<0.01%013F-HRTimeline
JCIC Asset Management Inc.320$16.8K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…319$16.7K<0.01%+24013F-HRTimeline
SRH ADVISORS, LLC300$15.7K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.283$14.8K0.01%013F-HRTimeline
Costello Asset Management, INC282$14.8K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC235$12.3K<0.01%-42213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC230$12K<0.01%+3013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.228$11.9K0.01%-113F-HRTimeline
Noble Wealth Management PBC220$11.5K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC217$11.4K<0.01%-19,29913F-HRTimeline
Frazier Financial Advisors, LLC197$10.3K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC184$9.64K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC171$8.96K0.01%-7413F-HRTimeline
Register Financial Advisors LLC152$7.98K<0.01%+113F-HRTimeline
Blue Trust, Inc.145$7.59K<0.01%-82013F-HRTimeline
MONTAG A & ASSOCIATES INC140$7.33K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC130$6.79K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC128$6.7K<0.01%013F-HRTimeline
Integrity Financial Corp /WA120$6.28K<0.01%new13F-HRTimeline
JNBA Financial Advisors114$5.97K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC110$5.78K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC109$5.71K<0.01%+4113F-HR/ATimeline
Trivant Custom Portfolio Group, LLC100$5.24K<0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.99$5.18K<0.01%-55613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…97$5K<0.01%new13F-HRTimelineGroup
FSA Wealth Management LLC94$4.94K<0.01%013F-HRTimeline
New Millennium Group LLC91$4.77K<0.01%-39813F-HRTimeline
Northwest Capital Management Inc89$4.66K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…84$4.4K<0.01%13F-HRTimeline
Signature Resources Capital Management,…81$4.24K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC80$4K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC72$3.77K<0.01%013F-HRTimeline
CNB Bank69$3.61K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.66$3.45K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC61$3.19K<0.01%+113F-HR/ATimeline
Olistico Wealth, LLC57$2.98K<0.01%new13F-HRTimeline
LRI Investments, LLC49$2.57K<0.01%013F-HRTimeline
GAMMA Investing LLC48$2.51K<0.01%013F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC40$2.13K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC38$1.98K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton37$1.94K<0.01%new13F-HRTimeline
Rossby Financial, LCC25$1.31K<0.01%new13F-HRTimeline
Centricity Wealth Management, LLC24$1.26K<0.01%+913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC16$838<0.01%013F-HRTimeline
Cheviot Value Management, LLC3$156<0.01%new13F-HRTimeline
BFSG, LLC1$53<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1$52<0.01%013F-HR/ATimelineGroup
Cubist Systematic Strategies, LLC1$52<0.01%013F-HRTimeline
High Note Wealth, LLC0$25<0.01%-3413F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-67,31313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.