Skip to content
Disclosery

IGSB ISHARES TR

Follow

ETF (fund)

1,006 managers (1,019 13F filers) reported a position in IGSB shares at 2026-03-31, 298,873,129 shares in all. 73 filers opened a position and 73 filers sold out during the quarter.

Managers
1,006
13F filers
1,019
New
73
Added
471
Reduced
298
Sold out
73
Shares held by filers
298,873,129

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HERITAGE INVESTORS MANAGEMENT CORP4,942$260K0.01%+51013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,938$260K0.01%+513F-HRTimeline
Tanager Wealth Management LLP4,928$259K0.03%-72313F-HRTimeline
Richardson Capital Management LLC4,902$258K0.12%013F-HRTimeline
Accurate Wealth Management, LLC4,873$256K0.03%+28913F-HRTimeline
Atlantic Edge Private Wealth Management…4,865$256K0.06%-1,20013F-HRTimeline
Vermillion & White Wealth Management Gr…4,852$255K0.15%013F-HR/ATimeline
Cascade Wealth Advisors, Inc4,841$254K0.11%+7313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners4,794$252K0.03%-17213F-HRTimelineGroup
SteelPeak Wealth, LLC4,740$249K0.01%-1,55913F-HRTimeline
Brick & Kyle, Associates4,702$247K0.08%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,700$247K<0.01%013F-HRTimelineGroup
J. L. Bainbridge & Co., Inc.4,691$247K0.02%-87613F-HRTimeline
Cerro Pacific Wealth Advisors LLC4,688$246K0.06%013F-HRTimeline
Glass Jacobson Investment Advisors llc4,602$242K0.08%-59613F-HRTimeline
FourThought Financial Partners, LLC4,531$238K0.02%013F-HRTimeline
MIDDLETON & CO INC/MA4,511$237K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,470$235K0.02%+1413F-HRTimeline
Hexagon Capital Partners LLC4,469$235K0.03%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC4,408$232K0.05%-1,29613F-HRTimeline
eCIO, Inc.4,394$231K0.1%+10213F-HRTimeline
Valmark Advisers, Inc.4,391$231K<0.01%-30313F-HRTimeline
Compton Financial Group, LLC4,387$231K0.05%-90813F-HRTimeline
Sovran Advisors, LLC4,366$230K0.02%-1,01113F-HRTimeline
Navigoe, LLC4,254$223K0.13%+18913F-HRTimeline
Relyea Zuckerberg Hanson LLC4,241$223K0.02%+2413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,200$221K0.02%new13F-HRTimeline
Front Row Advisors LLC4,191$220K0.07%+113F-HRTimeline
Portland Financial Advisors Inc4,190$220K0.46%013F-HRTimeline
Allworth Financial LP4,182$220K<0.01%+87313F-HRTimeline
SimpliFi, Inc.4,152$218K0.09%+3113F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD4,147$218K0.03%-1713F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)4,115$216K<0.01%-30013F-HRTimelineGroup
Legacy Capital Group California, Inc.4,092$215K0.08%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,068$214K<0.01%new13F-HR/ATimelineGroup
Csenge Advisory Group4,034$212K0.01%new13F-HRTimeline
Avise Financial Cooperative, Inc.4,028$212K0.18%+2913F-HRTimeline
Ipswich Investment Management Co., Inc.4,000$210K0.05%013F-HRTimeline
PCG Wealth Advisors, LLC4,000$210K0.05%013F-HRTimeline
AA Financial Advisors, LLC3,992$210K0.03%-8213F-HRTimeline
SIMON QUICK ADVISORS, LLC3,991$210K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,967$209K<0.01%new13F-HRTimelineGroup
FIRST HORIZON CORP3,963$208K0.01%+64913F-HRTimeline
Martin Capital Advisors, LLP3,960$208K0.13%013F-HRTimeline
Red Door Wealth Management, LLC3,953$208K0.02%013F-HRTimeline
Fisher Asset Management, LLC3,944$207K<0.01%-17413F-HRTimeline
55 North Private Wealth, LLC3,943$207K0.05%-1,93613F-HRTimeline
MBL Wealth, LLC3,930$207K0.02%-20013F-HRTimeline
New World Advisors LLC3,902$205K0.04%-17,75813F-HR/ATimeline
CENTAURUS FINANCIAL, INC.3,877$204K0.01%-78713F-HRTimeline
Gryphon Financial Partners LLC3,837$202K0.02%013F-HRTimeline
Sunflower Bank, N.A.3,830$201K0.05%013F-HRTimeline
Valpey Financial Services, LLC3,816$201K0.13%+2813F-HRTimeline
Clarion Wealth Managment Partners, LLC3,813$200K0.18%+113F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…3,750$197K0.01%013F-HRTimelineGroup
Financial Perspectives, Inc3,516$185K0.05%+2313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3,463$182K0.05%+2,45613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,376$177K0.01%-1913F-HRTimelineGroup
Archer Investment Corp3,351$176K0.04%013F-HRTimeline
CVA Family Office, LLC3,259$171K0.02%+5013F-HRTimeline
Bogart Wealth, LLC3,239$170K0.01%+2,00013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,137$165K0.01%+48113F-HRTimelineGroup
Forum Finance Group S.A.3,912$164K0.09%13F-HRTimeline
Signature Equity Partners, LLC2,949$155K0.08%-2,01813F-HRTimeline
Crews Bank & Trust2,915$153K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,862$150K0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.2,704$142K<0.01%new13F-HRTimeline
AlphaCentric Advisors LLC2,513$132K0.13%+29713F-HRTimeline
AMERIFLEX GROUP, INC.2,347$123K0.06%-1,73313F-HRTimeline
Rossby Financial, LCC2,301$121K0.03%+87113F-HRTimeline
EPG Wealth Management LLC2,241$118K0.03%+113F-HRTimeline
SBI Securities Co., Ltd.2,160$114K<0.01%+1,24013F-HRTimeline
AdvisorNet Financial, Inc2,093$110K0.01%-33,64213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,080$109K0.06%013F-HRTimeline
Armor Investment Advisors, LLC2,020$106K0.04%013F-HRTimeline
CENTRAL TRUST Co2,010$106K<0.01%-60913F-HRTimeline
Main Street Group, LTD2,000$105K0.03%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,974$104K0.03%013F-HRTimeline
Acropolis Investment Management, LLC1,965$103K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,952$103K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,800$94.6K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC1,788$94K0.02%-26113F-HRTimeline
High Note Wealth, LLC1,706$89.7K0.02%013F-HRTimeline
NFSG Corp1,700$89.4K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,618$85K0.06%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,534$80.6K0.05%013F-HRTimeline
Godfrey Financial Associates, Inc.1,504$79K0.07%+85913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,473$77.4K0.01%013F-HRTimelineGroup
Community Financial Services Group, LLC1,400$73.4K0.01%new13F-HRTimeline
Park Place Capital Corp1,280$67.3K0.01%-3,34713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,271$66.8K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC1,271$66.5K0.01%+90113F-HRTimeline
Security National Bank1,245$65.4K0.01%013F-HRTimeline
BankChampaign, National Association1,234$64.9K0.06%-1,06813F-HRTimeline
Hyposwiss Advisors SA1,198$63K0.06%-18013F-HRTimeline
Merkkuri Wealth Advisors LLC1,174$61.7K0.04%new13F-HRTimeline
BARD ASSOCIATES INC1,174$61.7K0.02%-1313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,169$61.4K<0.01%+913F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,145$60.2K<0.01%+4013F-HRTimelineGroup
Founders Financial Alliance, LLC1,130$59.4K0.01%+213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,111$58.4K0.01%013F-HRTimeline
Abound Wealth Management1,092$57.4K0.01%+813F-HRTimeline
Federation des caisses Desjardins du Qu…1,089$57.2K<0.01%-60513F-HRTimeline
Founders Capital Management1,040$54.7K0.03%013F-HRTimeline
Destiny Wealth Partners, LLC1,039$54.6K0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,016$53.4K0.03%013F-HRTimeline
N.E.W. Advisory Services LLC997$52.4K<0.01%013F-HRTimeline
Key Financial Inc993$52.2K0.01%+1413F-HRTimeline
Rice Partnership, LLC979$51.5K0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.975$51.2K<0.01%new13F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS960$50.5K0.01%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC959$50.4K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…956$50.1K<0.01%-1,36013F-HRTimeline
Tidemark, LLC948$49.8K0.01%013F-HRTimeline
Sunrise Financial Services, LLC935$49.1K0.03%+91213F-HRTimeline
PlanVest Financial, Inc923$48.5K0.04%13F-HRTimeline
SHP Wealth Management900$47.3K<0.01%-1,01013F-HRTimeline
First PREMIER Bank903$47K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC888$46.7K<0.01%013F-HRTimeline
Independence Bank of Kentucky864$45.4K0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC860$45.2K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC851$44.7K0.01%+713F-HRTimeline
Birchwood Financial Partners, Inc.850$44.7K0.04%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …821$43.2K<0.01%013F-HRTimelineGroup
Kennebec Savings Bank809$42.5K0.04%013F-HRTimeline
BARRETT & COMPANY, INC.800$42K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.800$42K<0.01%new13F-HRTimeline
Bank of New Hampshire753$39.6K0.01%+6313F-HRTimeline
Copia Wealth Management740$38.9K0.03%-313F-HRTimeline
Westfuller Advisors, LLC734$38.6K0.02%-81513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC729$38.3K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.682$35.8K0.01%013F-HRTimeline
Aventura Private Wealth, LLC649$34.1K0.01%013F-HRTimeline
McIlrath & Eck, LLC604$31.7K<0.01%013F-HRTimeline
Financial Freedom, LLC596$31.3K0.02%+25213F-HRTimeline
Root Financial Partners, LLC580$30.5K<0.01%-313F-HRTimeline
Physician Wealth Advisors, Inc.546$28.7K<0.01%+36813F-HRTimeline
PFS Partners, LLC513$27K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…500$26.3K<0.01%013F-HRTimeline
CITY HOLDING CO490$25.8K<0.01%-7013F-HRTimeline
Granite Investment Partners, LLC476$25K<0.01%013F-HRTimeline
Triumph Capital Management470$24.7K0.01%+13213F-HRTimeline
Indiana Trust & Investment Management Co461$24.2K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.450$23.7K0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.440$23.1K0.02%013F-HRTimeline
Sound Income Strategies, LLC380$19.9K<0.01%+1113F-HRTimeline
Scarborough Advisors, LLC375$19.7K<0.01%new13F-HRTimeline
Asset Dedication, LLC371$19.5K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/350$18.4K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC350$18.4K<0.01%-50013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC344$18.1K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC336$17.7K0.01%+20613F-HRTimeline
CKW FINANCIAL GROUP333$17K<0.01%013F-HRTimeline
JCIC Asset Management Inc.320$16.8K0.01%013F-HRTimeline
Axiom Investment Management LLC320$16.8K0.01%13F-HRTimeline
SRH ADVISORS, LLC300$15.8K<0.01%013F-HRTimeline
MTM Investment Management, LLC300$15.8K<0.01%013F-HRTimeline
Piscataqua Savings Bank283$14.9K0.01%013F-HRTimeline
Decker Retirement Planning Inc.283$14.9K0.01%013F-HRTimeline
Costello Asset Management, INC282$14.8K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC260$13.7K<0.01%+3013F-HRTimeline
Nvest Wealth Strategies, Inc.255$13.4K0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.249$13.1K0.01%-413F-HRTimeline
Dogwood Wealth Management LLC242$12.7K0.01%+18013F-HRTimeline
Silicon Valley Capital Partners236$12.4K<0.01%+213F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST200$10.5K<0.01%13F-HRTimeline
Frazier Financial Advisors, LLC197$10.4K0.01%013F-HRTimeline
TSFG, LLC198$10K<0.01%013F-HRTimeline
SOFI WEALTH, LLC184$9.66K<0.01%-35,48513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC178$9.36K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC172$9.04K<0.01%13F-HRTimelineGroup
Register Financial Advisors LLC159$8.38K<0.01%+113F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC157$8.25K0.01%013F-HRTimeline
ALERUS FINANCIAL NA156$8.2K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.156$8.19K0.01%+113F-HRTimeline
Blue Trust, Inc.145$7.64K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC140$7.36K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…137$7.2K0.01%013F-HRTimeline
JNBA Financial Advisors118$6.2K<0.01%+113F-HRTimeline
Vision Retirement, LLC100$5.26K<0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.99$5.2K<0.01%013F-HRTimeline
GAMMA Investing LLC98$5.15K<0.01%+8213F-HRTimeline
Capital Advisors, Ltd. LLC80$4K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…74$3.89K<0.01%013F-HRTimeline
CNB Bank69$3.63K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST65$3.42K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.61$3.2K<0.01%-213F-HRTimeline
Olistico Wealth, LLC57$3K<0.01%013F-HRTimeline
GGM Financial LLC56$2.94K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS55$2.89K<0.01%-18513F-HRTimelineGroup
Lummis Asset Management, LP55$2.89K<0.01%013F-HRTimeline
LRI Investments, LLC49$2.58K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC42$2.23K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC41$2.15K<0.01%013F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.35$2K<0.01%new13F-HRTimeline
Portfolio Resources Advisor Group, Inc.38$2K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton37$1.95K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC22$1.16K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.26$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avion Wealth22$1K<0.01%013F-HRTimeline