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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
Independent Advisor Alliance4,898$259K0.01%-11413F-HRTimeline
Advyzon Investment Management, LLC4,871$258K0.03%+49713F-HRTimeline
Visionary Horizons, LLC4,858$257K0.13%+413F-HRTimeline
Vermillion & White Wealth Management Gr…4,852$257K0.14%013F-HRTimeline
Clearstead Trust, LLC4,850$256K0.04%013F-HRTimeline
Cascade Wealth Advisors, Inc4,768$253K0.12%-5,23213F-HRTimeline
4J Wealth Management LLC4,709$249K0.14%-1,18013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,700$249K<0.01%-2,802,50013F-HRTimelineGroup
Valmark Advisers, Inc.4,694$248K<0.01%013F-HRTimeline
Cerro Pacific Wealth Advisors LLC4,688$248K0.07%013F-HRTimeline
CENTAURUS FINANCIAL, INC.4,664$247K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4,670$247K0.05%+4,35513F-HRTimeline
WBH ADVISORY INC4,645$246K0.02%+31313F-HRTimeline
Park Place Capital Corp4,627$245K0.05%-713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,600$243K-850Timeline
Accurate Wealth Management, LLC4,584$243K0.03%-9013F-HRTimeline
FourThought Financial Partners, LLC4,531$240K0.02%+11413F-HRTimeline
MIDDLETON & CO INC/MA4,511$239K0.03%013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD4,474$237K0.03%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,456$236K0.02%-7,24213F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP4,432$234K0.01%+30613F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)4,415$233K<0.01%013F-HRTimelineGroup
eCIO, Inc.4,292$227K0.11%-77213F-HRTimeline
Gilbert & Cook, Inc.4,277$226K0.03%-75913F-HRTimeline
Relyea Zuckerberg Hanson LLC4,217$223K0.02%+4913F-HRTimeline
Portland Financial Advisors Inc4,190$222K0.47%013F-HRTimeline
Front Row Advisors LLC4,190$222K0.07%+213F-HRTimeline
EFG International AGin group EFG International AG4,184$221K<0.01%13F-HRTimelineGroup
BUFFALO BUSINESS & ESTATE SERVICES LTD4,164$220K0.03%13F-HRTimeline
MBL Wealth, LLC4,130$218K0.02%-59013F-HRTimeline
SimpliFi, Inc.4,121$218K0.09%+2513F-HRTimeline
Fisher Asset Management, LLC4,118$218K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,081$216K0.03%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.4,080$216K0.11%-4,27213F-HRTimeline
AA Financial Advisors, LLC4,074$215K0.04%+6113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,068$215K<0.01%new13F-HRTimeline
Navigoe, LLC4,065$214K0.13%+2413F-HRTimeline
Ipswich Investment Management Co., Inc.4,000$212K0.05%013F-HRTimeline
PCG Wealth Advisors, LLC4,000$212K0.06%013F-HRTimeline
Avise Financial Cooperative, Inc.3,999$211K0.19%13F-HRTimeline
CIM, LLC3,987$211K0.03%new13F-HRTimeline
Proactive Wealth Strategies LLC3,984$211K0.08%+7113F-HRTimeline
Adirondack Capital Advisors, LLC3,968$210K0.14%13F-HRTimeline
Martin Capital Advisors, LLP3,960$209K0.12%013F-HRTimeline
Red Door Wealth Management, LLC3,953$209K0.02%-1,42013F-HRTimeline
Vestmark Advisory Solutions, Inc.3,884$205K<0.01%new13F-HRTimeline
Gryphon Financial Partners LLC3,837$203K0.02%013F-HRTimeline
Sunflower Bank, N.A.3,830$203K0.05%013F-HRTimeline
Clarion Wealth Managment Partners, LLC3,812$202K0.19%new13F-HRTimeline
Valpey Financial Services, LLC3,788$200K0.13%new13F-HR/ATimeline
Horizon Investment Services, LLC3,785$200K0.07%-2513F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…3,750$198K0.02%013F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC3,670$194K0.01%new13F-HRTimeline
Financial Perspectives, Inc3,493$185K0.05%+4613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,395$180K-2,483Timeline
Archer Investment Corp3,351$177K0.04%+113F-HRTimeline
FIRST HORIZON CORP3,314$175K0.01%-4,44113F-HRTimeline
Allworth Financial LP3,309$175K<0.01%-65913F-HRTimeline
CVA Family Office, LLC3,209$170K0.02%013F-HRTimeline
SageView Advisory Group, LLC3,164$167K0.01%new13F-HRTimeline
Crews Bank & Trust2,915$154K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,862$151K0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,656$140K0.01%-54613F-HRTimelineGroup
CENTRAL TRUST Co2,619$138K<0.01%-2,86713F-HRTimeline
Elevated Capital Advisors, LLC2,508$133K0.03%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.2,404$127K0.09%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,316$122K0.01%new13F-HRTimeline
EPG Wealth Management LLC2,240$118K0.03%-9413F-HRTimeline
AlphaCentric Advisors LLC2,216$117K0.12%13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,080$110K0.07%+42013F-HRTimeline
Mascoma Wealth Management LLC2,049$108K0.02%-64513F-HRTimeline
Armor Investment Advisors, LLC2,020$107K0.04%-24,50513F-HRTimeline
Pinnacle Bancorp, Inc.1,974$104K0.03%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,952$103K0.01%-12513F-HRTimeline
ORG Partners LLC1,929$102K0.02%-15813F-HRTimeline
SHP Wealth Management1,910$101K0.01%13F-HRTimeline
High Note Wealth, LLC1,706$90.2K0.02%013F-HRTimeline
NFSG Corp1,700$89.9K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,695$89.6K0.03%+98213F-HRTimeline
Federation des caisses Desjardins du Qu…1,694$89.6K<0.01%-613F-HRTimeline
Westfuller Advisors, LLC1,549$81.9K0.03%+2413F-HRTimeline
PRIVATE TRUST CO NA1,540$81.4K0.01%+70513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,534$81.1K0.06%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,505$79.6K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,473$77.9K0.01%013F-HRTimelineGroup
Rossby Financial, LCC1,430$75.6K0.02%+1,30813F-HRTimeline
Hyposwiss Advisors SA1,378$72.9K0.07%13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,271$67.4K<0.01%013F-HRTimeline
Merited Wealth, LLC1,260$66.6K0.06%13F-HRTimeline
Security National Bank1,245$65.8K0.01%013F-HRTimeline
Bogart Wealth, LLC1,239$65.5K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,231$65.1K<0.01%new13F-HRTimelineGroup
BARD ASSOCIATES INC1,187$62.8K0.02%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,160$61.4K<0.01%+1713F-HRTimelineGroup
Founders Financial Alliance, LLC1,128$59.6K0.01%+513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,111$58.8K0.01%+28013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,105$58.4K<0.01%+14113F-HRTimelineGroup
Ares Financial Consulting, LLC1,096$58K0.06%13F-HRTimeline
Abound Wealth Management1,084$57.3K0.01%+1613F-HRTimeline
Founders Capital Management1,040$55K0.03%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,016$53.7K0.03%+1,00013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,007$53.2K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC997$52.7K<0.01%013F-HRTimeline
Rice Partnership, LLC979$51.8K0.01%-1,08813F-HRTimeline
Key Financial Inc979$51.8K0.01%-35913F-HRTimeline
KELLEHER FINANCIAL ADVISORS960$50.8K0.01%013F-HRTimeline
BankChampaign, National Association2,302$50.3K0.05%13F-HRTimeline
Tidemark, LLC948$50.1K0.01%-24413F-HRTimeline
SBI Securities Co., Ltd.920$48.6K<0.01%+4213F-HRTimeline
First PREMIER Bank903$48K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC888$47K<0.01%new13F-HRTimeline
Independence Bank of Kentucky864$45.7K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC850$44.9K<0.01%+50013F-HRTimeline
Birchwood Financial Partners, Inc.850$44.9K0.04%13F-HRTimeline
Darwin Wealth Management, LLC844$44.7K0.01%+1213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …821$43K<0.01%013F-HRTimelineGroup
Kennebec Savings Bank809$42.8K0.04%013F-HRTimeline
BARRETT & COMPANY, INC.800$42.3K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC743$39.3K<0.01%new13F-HRTimeline
Copia Wealth Management743$39.3K0.03%013F-HRTimeline
Bank of New Hampshire690$36.5K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.682$36.1K0.02%013F-HRTimeline
Aventura Private Wealth, LLC649$34.3K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.645$34.1K0.03%13F-HRTimeline
McIlrath & Eck, LLC604$31.9K<0.01%013F-HRTimeline
Root Financial Partners, LLC583$30.8K<0.01%-15013F-HRTimeline
CITY HOLDING CO560$29.6K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC557$29.5K<0.01%013F-HRTimeline
PFS Partners, LLC513$27.1K0.01%013F-HRTimeline
Boreal Capital Management LLC501$26.5K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…500$26.4K<0.01%013F-HRTimeline
Reflection Asset Management496$26.2K0.02%13F-HRTimeline
Granite Investment Partners, LLC476$25.2K<0.01%013F-HRTimeline
Manchester Capital Management LLC467$24.7K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co461$24.4K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.450$23.8K0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.440$23.4K0.02%13F-HRTimeline
CX Institutional394$21K<0.01%+613F-HRTimeline
Cornerstone Planning Group LLC370$19.6K<0.01%new13F-HRTimeline
Asset Dedication, LLC371$19.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC369$19.5K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/350$18.5K<0.01%013F-HRTimeline
Ransom Advisory, Ltd348$18.4K0.01%new13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC344$18.2K<0.01%new13F-HRTimeline
Financial Freedom, LLC344$18.2K0.01%+613F-HRTimeline
CKW FINANCIAL GROUP333$18K<0.01%013F-HRTimeline
Triumph Capital Management338$17.9K<0.01%new13F-HRTimeline
JCIC Asset Management Inc.320$16.9K0.01%013F-HRTimeline
SRH ADVISORS, LLC300$15.9K<0.01%013F-HRTimeline
MTM Investment Management, LLC300$15.9K0.01%013F-HRTimeline
Piscataqua Savings Bank283$15K0.01%new13F-HRTimeline
Decker Retirement Planning Inc.283$15K0.01%013F-HRTimeline
Costello Asset Management, INC282$14.9K<0.01%013F-HRTimeline
Quarry LP270$14.3K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS240$12.7K<0.01%-340,54413F-HRTimelineGroup
Fortitude Family Office, LLC237$12.5K<0.01%new13F-HRTimeline
Silicon Valley Capital Partners234$12.4K<0.01%+313F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC230$12.2K<0.01%013F-HRTimeline
Cresta Advisors, Ltd.221$11.7K<0.01%new13F-HRTimeline
WealthShield Partners, LLC216$11.4K<0.01%013F-HRTimeline
Motiv8 Investments LLC200$11K0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC197$10.4K0.01%013F-HRTimeline
TSFG, LLC198$10K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC178$9.41K0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.178$9.39K<0.01%-3413F-HRTimeline
FIRST COMMUNITY TRUST NA176$9.31K0.01%new13F-HRTimeline
Register Financial Advisors LLC158$8.37K<0.01%+213F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC157$8.3K0.01%13F-HRTimeline
ALERUS FINANCIAL NA156$8.25K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.155$8.18K0.01%+313F-HRTimeline
Blue Trust, Inc.145$7.69K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC140$7.4K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …139$7.35K0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…137$7.25K0.01%13F-HRTimeline
Key Capital Management, INC131$6.93K0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC130$6.87K<0.01%013F-HRTimeline
Align Financial, LLC6,610$6.61K<0.01%13F-HRTimeline
JNBA Financial Advisors117$6.19K<0.01%+213F-HRTimeline
Vision Retirement, LLC100$5.29K<0.01%13F-HRTimeline
SYNTAX RESEARCH, INC.99$5.24K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.104$5K<0.01%13F-HRTimeline
Premier Financial Group84$4.44K<0.01%-4,59113F-HRTimeline
Capital Advisors, Ltd. LLC80$4K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…74$3.91K<0.01%-7513F-HRTimeline
Comprehensive Financial Planning, Inc./…73$3.86K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC72$3.81K<0.01%013F-HRTimeline
CNB Bank69$3.65K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.63$3.32K<0.01%-313F-HRTimeline
Dogwood Wealth Management LLC62$3.28K<0.01%+3713F-HRTimeline
IAG Wealth Partners, LLC60$3.17K<0.01%013F-HRTimeline
Park Square Financial Group, LLC61$3.15K0.02%-10913F-HRTimeline
Olistico Wealth, LLC57$3.01K<0.01%new13F-HRTimeline
Lummis Asset Management, LP55$2.91K<0.01%new13F-HRTimeline
LRI Investments, LLC49$2.59K<0.01%013F-HRTimeline
Horizon Investments, LLC44$2.33K<0.01%-10013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC42$2.23K<0.01%+113F-HRTimeline
Cornerstone Financial Management LLC41$2.17K<0.01%13F-HR/ATimeline
Portfolio Resources Advisor Group, Inc.38$2.01K<0.01%13F-HRTimeline
Rosenberg Matthew Hamilton37$1.96K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC23$1.22K<0.01%13F-HRTimeline