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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
Hemington Wealth Management3,984$211K0.03%+1913F-HRTimeline
Allworth Financial LP3,968$210K<0.01%+30813F-HRTimeline
Martin Capital Advisors, LLP3,960$210K0.13%013F-HRTimeline
Proactive Wealth Strategies LLC3,913$208K0.09%+1213F-HRTimeline
Precision Wealth Strategies, LLC3,863$205K0.07%-31313F-HRTimeline
Gryphon Financial Partners LLC3,837$203K0.02%013F-HRTimeline
Sunflower Bank, N.A.3,830$203K0.05%013F-HRTimeline
Horizon Investment Services, LLC3,810$202K0.08%-3713F-HRTimeline
PACIFIC FINANCIAL GROUP INC3,809$202K0.15%new13F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…3,750$199K0.01%013F-HRTimelineGroup
Financial Perspectives, Inc3,447$183K0.05%-87913F-HRTimeline
Archer Investment Corp3,350$178K0.04%013F-HRTimeline
CVA Family Office, LLC3,209$170K0.02%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,202$170K0.01%new13F-HRTimelineGroup
Crews Bank & Trust2,915$155K0.02%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC2,905$154K0.12%-41513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,862$152K0.01%-10013F-HRTimelineGroup
Mascoma Wealth Management LLC2,694$143K0.03%+613F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,634$140K0.06%013F-HRTimeline
Solstein Capital, LLC2,472$131K0.06%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC2,396$127K0.01%+5313F-HRTimeline
EPG Wealth Management LLC2,334$124K0.03%+113F-HRTimeline
Smartleaf Asset Management LLC2,209$117K0.01%-23,35813F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,077$110K0.01%new13F-HRTimeline
ORG Partners LLC2,087$110K0.02%-4913F-HRTimeline
Rice Partnership, LLC2,067$110K0.02%new13F-HRTimeline
Main Street Group, LTD2,000$106K0.03%013F-HRTimeline
MATHER GROUP, LLC.1,977$105K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,974$105K0.03%-1,87513F-HRTimeline
Future Financial Wealth Managment LLC1,974$105K0.07%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,831$97.1K0.01%013F-HRTimelineGroup
High Note Wealth, LLC1,706$90.5K0.02%+1,63113F-HRTimeline
NFSG Corp1,700$90.2K0.01%-29513F-HRTimeline
Federation des caisses Desjardins du Qu…1,700$90.2K<0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,660$88K0.05%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,534$81.3K0.06%013F-HRTimeline
Westfuller Advisors, LLC1,525$80.9K0.04%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,505$79.8K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,473$78.1K0.01%013F-HRTimelineGroup
Key Financial Inc1,338$70.8K0.01%+87913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,271$67.5K<0.01%013F-HRTimeline
Security National Bank1,245$66K0.01%013F-HRTimeline
Bogart Wealth, LLC1,239$65.7K<0.01%013F-HRTimeline
Tidemark, LLC1,192$63.2K0.02%+24413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,143$60.6K<0.01%+1313F-HRTimelineGroup
Founders Financial Alliance, LLC1,123$59.6K0.01%-6413F-HRTimeline
Abound Wealth Management1,068$56.6K0.01%+1213F-HRTimeline
Founders Capital Management1,040$55.2K0.03%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,007$53.4K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC997$52.9K<0.01%013F-HRTimeline
Family Manage LLC986$52.3K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.964$51.1K<0.01%+13413F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS960$50.9K0.01%new13F-HRTimeline
First PREMIER Bank903$48K0.01%-99213F-HRTimeline
SBI Securities Co., Ltd.878$46.6K<0.01%+7313F-HRTimeline
GPS Wealth Strategies Group, LLC874$46.3K<0.01%new13F-HRTimeline
Independence Bank of Kentucky864$45.8K0.01%013F-HRTimeline
PRIVATE TRUST CO NA835$44.3K<0.01%-56713F-HRTimeline
Darwin Wealth Management, LLC832$44.1K0.01%+1013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.831$44.1K0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …821$44K<0.01%013F-HRTimelineGroup
Kennebec Savings Bank809$42.9K0.04%013F-HRTimeline
BARRETT & COMPANY, INC.800$42.4K0.01%013F-HRTimeline
Copia Wealth Management743$39.4K0.03%013F-HRTimeline
Root Financial Partners, LLC733$38.9K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.713$37.8K0.04%-32413F-HRTimeline
Bank of New Hampshire690$36.6K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.682$36.2K0.02%013F-HRTimeline
Aventura Private Wealth, LLC649$34.4K0.01%013F-HRTimeline
McIlrath & Eck, LLC604$32K<0.01%013F-HRTimeline
Rise Advisors, LLC578$30.7K0.01%-1813F-HRTimeline
CITY HOLDING CO560$29.7K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC557$29.5K<0.01%013F-HRTimeline
PFS Partners, LLC513$27.2K0.01%new13F-HRTimeline
Boreal Capital Management LLC501$26.6K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…500$26.5K<0.01%013F-HRTimeline
Granite Investment Partners, LLC476$25.2K<0.01%013F-HRTimeline
Guerra Advisors Inc469$24.9K0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co461$24.4K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.450$23.9K0.01%013F-HRTimeline
Coston, McIsaac & Partners434$23K0.01%new13F-HRTimeline
CX Institutional388$21K<0.01%new13F-HRTimeline
Community Bank, N.A.380$20.1K<0.01%013F-HRTimeline
Asset Dedication, LLC371$19.7K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC369$19.5K<0.01%+1013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/350$18.6K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC350$18.6K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP333$18K<0.01%013F-HRTimeline
Financial Freedom, LLC338$17.9K0.01%+313F-HRTimeline
JCIC Asset Management Inc.320$17K0.01%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…315$16.7K<0.01%013F-HRTimeline
SRH ADVISORS, LLC300$15.9K<0.01%013F-HRTimeline
MTM Investment Management, LLC300$15.9K0.01%013F-HRTimeline
Decker Retirement Planning Inc.283$15K0.01%013F-HRTimeline
Costello Asset Management, INC282$15K0.01%013F-HRTimeline
Silicon Valley Capital Partners231$12.2K<0.01%-1,16113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC230$12.2K<0.01%013F-HRTimeline
Noble Wealth Management PBC220$11.7K0.01%13F-HRTimeline
WealthShield Partners, LLC216$11.5K<0.01%-37313F-HRTimeline
Physician Wealth Advisors, Inc.212$11.2K<0.01%-33,40213F-HRTimeline
TSFG, LLC198$11K<0.01%-33413F-HRTimeline
Frazier Financial Advisors, LLC197$10.4K0.01%013F-HRTimeline
Park Square Financial Group, LLC170$9.02K0.04%-1113F-HRTimeline
ALERUS FINANCIAL NA156$8.27K<0.01%013F-HRTimeline
Register Financial Advisors LLC156$8.26K<0.01%+213F-HRTimeline
Harbor Asset Planning, Inc.152$8.08K0.01%+113F-HRTimeline
Capital Investment Advisory Services, L…149$7.92K<0.01%-113F-HRTimeline
Blue Trust, Inc.145$7.71K<0.01%013F-HRTimeline
Horizon Investments, LLC144$7.58K<0.01%-1,00213F-HRTimeline
MONTAG A & ASSOCIATES INC140$7.42K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC130$6.89K<0.01%013F-HRTimeline
Rossby Financial, LCC122$6.46K<0.01%+2613F-HRTimeline
JNBA Financial Advisors115$6.11K<0.01%+113F-HRTimeline
Viewpoint Capital Management LLC113$5.99K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC110$5.83K<0.01%new13F-HRTimeline
SYNTAX RESEARCH, INC.99$5.25K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC80$4K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…73$3.87K<0.01%-1113F-HRTimeline
WOLFF WIESE MAGANA LLC72$3.82K<0.01%013F-HRTimeline
CNB Bank69$3.66K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.66$3.49K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC60$3.18K<0.01%new13F-HRTimeline
New Millennium Group LLC60$3.18K<0.01%013F-HRTimeline
LRI Investments, LLC49$2.6K<0.01%013F-HRTimeline
TRUST CO OF VERMONT42$2.23K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC41$2.2K<0.01%013F-HRTimeline
FSA Wealth Management LLC40$2.14K<0.01%-5413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.36$2K<0.01%-3813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rosenberg Matthew Hamilton37$1.96K<0.01%013F-HRTimeline
Northwest Capital Management Inc30$1.59K<0.01%-1313F-HRTimeline
Dogwood Wealth Management LLC25$1.33K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC22$1.17K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.20$1.06K<0.01%-35113F-HRTimeline
Avion Wealth22$1K<0.01%new13F-HRTimeline
GAMMA Investing LLC16$848<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC16$848<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC13$689<0.01%new13F-HRTimeline
Investors Research Corp12$636<0.01%013F-HRTimeline
BFSG, LLC1$54<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1$53<0.01%013F-HR/ATimelineGroup
Strategic Investment Advisors / MI68$13.7M-267,02013F-HR/ATimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.