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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
Pinnacle Bancorp, Inc.3,849$203K0.06%013F-HRTimeline
Horizon Investment Services, LLC3,847$203K0.09%-2513F-HRTimeline
Gryphon Financial Partners LLC3,837$202K0.03%new13F-HRTimeline
Sunflower Bank, N.A.3,830$202K0.05%013F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…3,750$198K0.02%013F-HRTimelineGroup
Allworth Financial LP3,660$193K<0.01%+69413F-HRTimeline
Cheviot Value Management, LLC3,653$192K0.02%+3,65013F-HRTimeline
Archer Investment Corp3,350$177K0.04%+113F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC3,320$175K0.14%new13F-HRTimeline
CVA Family Office, LLC3,209$169K0.02%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,000$158K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,962$156K0.01%-50013F-HRTimelineGroup
Crews Bank & Trust2,915$154K0.02%+4513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,746$145K0.04%+5613F-HRTimeline
Mascoma Wealth Management LLC2,688$142K0.03%-1,36413F-HRTimeline
Front Row Advisors LLC2,687$142K0.05%+213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,634$139K0.07%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC2,343$124K0.01%+26913F-HRTimeline
GeoWealth Management, LLC2,334$123K<0.01%-1513F-HRTimeline
EPG Wealth Management LLC2,333$123K0.04%+113F-HRTimeline
ORG Partners LLC2,136$112K0.02%+113F-HRTimeline
Main Street Group, LTD2,000$106K0.03%013F-HRTimeline
NFSG Corp1,995$105K0.02%+29513F-HRTimeline
Future Financial Wealth Managment LLC1,974$104K0.07%013F-HRTimeline
First PREMIER Bank1,895$100K0.02%+18613F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,831$96.6K0.01%+11113F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,764$93K0.05%-2,52413F-HRTimeline
Federation des caisses Desjardins du Qu…1,700$89.7K<0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,660$87.6K0.06%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,534$80.9K0.06%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,505$79.4K0.03%+8213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,473$77.7K0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA1,402$74K0.01%-3,64313F-HRTimeline
Reyes Financial Architecture, Inc.1,399$73.8K0.06%new13F-HRTimeline
Silicon Valley Capital Partners1,392$73.4K0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,271$67.1K<0.01%013F-HRTimeline
Security National Bank1,245$65.7K0.01%013F-HRTimeline
Bogart Wealth, LLC1,239$65.4K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,187$62.6K0.01%+413F-HRTimeline
Horizon Investments, LLC1,146$60K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,130$59.6K<0.01%new13F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…1,115$59K0.02%new13F-HRTimeline
Abound Wealth Management1,056$55.7K0.02%new13F-HRTimeline
Founders Capital Management1,040$54.9K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.1,037$54.7K0.02%+34113F-HRTimeline
N.E.W. Advisory Services LLC997$52.6K0.01%013F-HRTimeline
Family Manage LLC986$52K0.01%013F-HRTimeline
Tidemark, LLC948$50K0.02%013F-HRTimeline
Headlands Technologies LLC891$47K0.01%+11213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…868$45.8K0.01%new13F-HRTimeline
Independence Bank of Kentucky864$45.6K0.01%013F-HRTimeline
Brooklyn Investment Group833$44K0.01%new13F-HR/ATimeline
THOMPSON INVESTMENT MANAGEMENT, INC.831$43.8K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.830$43.8K<0.01%-40613F-HRTimelineGroup
Darwin Wealth Management, LLC822$43.4K0.02%+1513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …821$43K<0.01%013F-HR/ATimelineGroup
Kennebec Savings Bank809$42.7K0.04%013F-HRTimeline
SBI Securities Co., Ltd.805$42.5K<0.01%+11813F-HRTimeline
BARRETT & COMPANY, INC.800$42.2K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED765$40.3K<0.01%new13F-HRTimeline
Copia Wealth Management743$39.2K0.03%-22813F-HRTimeline
Bank of New Hampshire690$36.4K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.682$36K0.02%013F-HRTimeline
Aventura Private Wealth, LLC649$34.2K0.01%013F-HRTimeline
Bellwether Advisors, LLC631$33.3K0.01%013F-HRTimeline
McIlrath & Eck, LLC604$31.9K<0.01%013F-HRTimeline
Rise Advisors, LLC596$31.4K0.01%+3013F-HRTimeline
WealthShield Partners, LLC589$31.1K<0.01%013F-HRTimeline
CITY HOLDING CO560$29.5K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC557$29.4K<0.01%new13F-HRTimeline
TSFG, LLC532$28K0.01%013F-HRTimeline
Boreal Capital Management LLC501$26.4K0.02%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…500$26.4K0.01%013F-HRTimeline
Granite Investment Partners, LLC476$25.1K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co461$24.3K0.01%new13F-HRTimeline
Key Financial Inc459$24.2K<0.01%+6213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.450$23.7K0.01%013F-HRTimeline
Salomon & Ludwin, LLC390$20.5K<0.01%new13F-HRTimeline
Community Bank, N.A.380$20K<0.01%-1,14013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.371$19.6K0.01%+14313F-HRTimeline
Sound Income Strategies, LLC359$18.9K<0.01%+1713F-HRTimeline
TRUST CO OF TOLEDO NA /OH/350$18.5K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC350$18.5K<0.01%013F-HRTimeline
Transce3nd, LLC335$17.7K0.01%-2613F-HRTimeline
Financial Freedom, LLC335$17.7K0.01%+413F-HRTimeline
CKW FINANCIAL GROUP333$17K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…315$16.6K0.01%new13F-HRTimeline
SRH ADVISORS, LLC300$15.8K<0.01%013F-HRTimeline
MTM Investment Management, LLC300$15.8K0.01%new13F-HRTimeline
Capital A Wealth Management, LLC301$15.4K0.17%new13F-HRTimeline
Decker Retirement Planning Inc.283$14.9K0.01%013F-HRTimeline
Costello Asset Management, INC282$14.9K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC230$12.1K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC217$11.5K<0.01%013F-HRTimeline
Glassman Wealth Services202$10.7K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC197$10.4K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC184$9.71K<0.01%013F-HRTimeline
Park Square Financial Group, LLC181$9.55K0.01%+1013F-HRTimeline
ALERUS FINANCIAL NA156$8.23K<0.01%new13F-HRTimeline
Register Financial Advisors LLC154$8.13K<0.01%+213F-HRTimeline
Harbor Asset Planning, Inc.151$7.98K0.01%13F-HRTimeline
Capital Investment Advisory Services, L…150$7.93K<0.01%-16913F-HRTimeline
Blue Trust, Inc.145$7.65K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC140$7.39K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC130$6.83K<0.01%013F-HRTimeline
Integrity Financial Corp /WA120$6.33K<0.01%013F-HRTimeline
JNBA Financial Advisors114$6.01K<0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.99$5.22K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…99$5.22K<0.01%new13F-HRTimeline
Rossby Financial, LCC96$5.07K<0.01%+7113F-HRTimeline
FSA Wealth Management LLC94$4.98K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…84$4.43K0.01%013F-HR/ATimeline
Nova Wealth Management, Inc.77$4.06K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC80$4K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.74$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
High Note Wealth, LLC75$3.98K<0.01%+7513F-HRTimeline
WOLFF WIESE MAGANA LLC72$3.8K<0.01%013F-HRTimeline
CNB Bank69$3.64K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.66$3.47K<0.01%013F-HRTimeline
Signature Resources Capital Management,…65$3.43K<0.01%-1613F-HRTimeline
Bell Investment Advisors, Inc62$3.27K<0.01%-65013F-HRTimeline
CBIZ Investment Advisory Services, LLC61$3.25K<0.01%013F-HRTimeline
New Millennium Group LLC60$3.17K<0.01%-3113F-HRTimeline
Olistico Wealth, LLC57$3.01K<0.01%013F-HRTimeline
LRI Investments, LLC49$2.58K<0.01%013F-HRTimeline
Northwest Capital Management Inc43$2.27K<0.01%-4613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC41$2.17K<0.01%+113F-HRTimeline
Riggs Asset Managment Co. Inc.39$2.06K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC38$2.03K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton37$1.95K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC33$1.74K<0.01%+913F-HRTimeline
Dogwood Wealth Management LLC25$1.31K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC22$1.16K<0.01%new13F-HRTimeline
GAMMA Investing LLC16$844<0.01%-3213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC16$844<0.01%013F-HRTimeline
Investors Research Corp12$633<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1$53<0.01%013F-HR/ATimelineGroup
BFSG, LLC1$53<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.