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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
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,321,734$1.17B0.17%+483,24913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co21,310,617$1.12B0.21%+132,78313F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.20,273,362$1.06B0.02%+7,607,06613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,777,629$729M0.2%+511,06413F-HRTimelineGroup
Matson Money. Inc.13,306,333$697M25.36%-147,18013F-HRTimeline
Japan Science & Technology Agency10,400,000$545M8.38%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,245,280$432M0.08%-266,33413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,075,041$423M0.04%+1,114,48013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,653,710$401M0.03%+111,71713F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC6,840,027$358M8.94%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,338,579$332M+1,192,294Timeline
EP Wealth Advisors, LLC5,712,698$299M2.39%+554,63013F-HRTimeline
NYL Investors LLC4,923,053$258M16.54%-4,786,00013F-HRTimeline
Pure Financial Advisors, LLC4,560,582$239M4.99%+456,63213F-HRTimeline
UBS Group AGin group UBS Group AG4,530,166$237M0.05%-325,76113F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP4,149,335$217M6.39%+33,27913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,975,661$208M0.52%+1,043,63013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,693,586$193M0.1%-325,74113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,444,187$180M0.04%-561,57913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,088,570$162M0.23%+88,97013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,034,770$159M0.06%+321,45213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,894,885$152M0.16%-400,41813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,811,691$147M0.01%-350,87513F-HRTimelineGroup
Members Trust Co2,566,434$134M4.68%+1,316,62513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,481,131$130M0.03%-40,21213F-HR/ATimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.2,432,000$127M0.36%+1,307,00013F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,187,203$115M0.18%-62,57013F-HRTimelineGroup
LPL Financial LLC1,996,733$105M0.04%+92,98713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,979,600$104M0.16%+1,015,70013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,899,363$99.5M1.87%+75,81713F-HRTimeline
Busey Bank1,887,586$98.9M3.33%-535,80013F-HRTimeline
NorthCoast Asset Management LLC1,842,049$96.5M0.48%-22,32313F-HR/ATimeline
ARCH CAPITAL GROUP LTD.1,741,758$91.2M25.44%+1,272,38013F-HRTimeline
Haverford Trust Co1,730,461$90.6M0.91%-268,28913F-HRTimeline
HighTower Advisors, LLC1,682,208$88.1M0.12%+71,48113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,610,524$84.3M0.34%+71,79013F-HRTimelineGroup
Composition Wealth, LLC1,548,778$81.1M1.63%+72,68513F-HRTimeline
Williams Jones Wealth Management, LLC.1,548,693$81.1M1.04%+19,60013F-HRTimeline
FMR LLCin group FMR LLC1,543,613$80.8M0.01%-2,240,21913F-HRTimelineGroup
Dynasty Wealth Management, LLC1,518,996$79.5M1.33%+76,87813F-HRTimeline
Quotient Wealth Partners, LLC1,469,947$77M2.46%+49,02113F-HRTimeline
Destination Wealth Management1,409,492$73.8M2.33%+27,12813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,293,128$67.7M0.54%+276,30513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,266,340$66.3M0.18%-464,54913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,225,373$64.2M0.11%-2,62713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,208,593$63.3M+1,085,784Timeline
MAI Capital Management1,189,780$62.3M0.47%+44,27513F-HRTimeline
One Capital Management, LLC1,182,222$61.9M2.09%-14,78013F-HRTimeline
Cetera Investment Advisers1,156,696$60.6M0.12%+325,48813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,150,724$60.3M0.12%-646,11013F-HRTimeline
MML INVESTORS SERVICES, LLC1,124,584$58.9M0.2%+100,34513F-HRTimeline
GREENWOOD GEARHART LLC1,119,882$58.6M4.06%+80,11513F-HRTimeline
Clearwater Capital Advisors, LLC1,081,822$56.7M5.48%+10,59213F-HRTimeline
Parkside Investments, LLC1,044,086$54.7M8.05%+246,93813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,042,187$54.6M0.07%+43,04413F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.984,700$51.6M0.06%-2,131,70013F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC950,228$49.8M8.58%+3,99213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co926,852$48.5M0.64%-85,65713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…925,220$48.5M0.71%-82,03413F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …915,800$48M0.03%+498,50013F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.883,398$46.3M20.42%+156,44013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…861,603$45.1M0.83%+32,86213F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO848,027$44.4M0.06%-2,34013F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC828,976$43.4M0.51%+575,87213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC830,000$43M0.06%+310,00013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT819,974$42.9M1.28%+187,22613F-HRTimeline
Arax Advisory Partners797,261$41.8M2.68%+30,33113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC767,048$40.2M4.83%+61,97813F-HRTimeline
Bangor Savings Bank760,780$39.8M3.76%+19,22313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.749,885$39.3M2.36%+20,80413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.744,165$39M0.09%-174,00713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/742,016$38.9M0.02%+26,12513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…723,143$37.9M0.09%+40,79713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding695,941$36.4M-86,159Timeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI679,581$35.6M0.29%013F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.685,607$35.5M6.14%-88,26613F-HR/ATimeline
PDS Planning, Inc676,708$35.4M2.99%+13,93613F-HRTimeline
Janney Montgomery Scott LLC675,488$35.4M0.1%+25,71813F-HRTimeline
Money Design Co.,Ltd.669,063$35M1.75%-559,20013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC657,492$34.4M0.15%+180,34913F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC650,747$34.1M0.5%+21,63613F-HRTimeline
Stockman Wealth Management, Inc.648,722$34M5.03%-278,57213F-HRTimeline
NewSquare Capital LLC641,761$33.6M2.74%+11,36713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC629,910$33M0.67%+246,75013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…589,001$30.8M0.26%-52,14813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC562,776$29.5M0.03%+353,34313F-HRTimelineGroup
Procyon Advisors, LLC549,088$28.8M1.75%-2,40113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC546,464$28.6M0.79%+104,06313F-HRTimeline
DT Investment Partners, LLC535,260$28M2.7%-91,05713F-HRTimeline
ATWOOD & PALMER INC525,487$27.5M1.91%+12,64913F-HRTimeline
1832 Asset Management L.P.521,872$27.3M0.05%-4,32913F-HRTimeline
Dakota Wealth Management514,694$27M0.63%+46,39013F-HRTimeline
Nelson Capital Management, LLC511,597$26.8M4.63%+52,71413F-HRTimeline
Chicago Partners Investment Group LLC499,086$26.1M0.87%+28,93813F-HRTimeline
OneDigital Investment Advisors LLC487,689$25.5M0.3%-55,22013F-HRTimeline
Lutz Financial Services LLC483,099$25.3M2.07%+1,22813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp470,015$24.6M<0.01%+16,64413F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC461,125$24.1M3.29%+128,56713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.459,636$24.1M1.19%+34,47213F-HRTimeline
Graypoint LLC438,642$23M1.43%+87,84313F-HRTimeline
Fiduciary Group, LLC414,709$21.7M2.18%+1,82313F-HRTimeline
AE Wealth Management LLC412,409$21.6M0.18%+168,32313F-HRTimeline
Courage Miller Partners, LLC400,101$21M7.1%+3,04513F-HRTimeline
RiverFront Investment Group, LLC391,450$20.5M0.46%+129,59913F-HRTimeline
Astoria Strategic Wealth, Inc.384,022$20.1M5.91%+4,57313F-HRTimeline
Alley Investment Management Company, LLC379,630$19.9M2.49%+1,09213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT376,812$19.7M1.31%+33413F-HRTimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC367,831$19.3M3.94%+38,17213F-HRTimeline
Amtrust Financial Services, Inc.367,800$19.3M9.29%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…367,163$19.2M0.05%-3,21213F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…364,922$19.1M1.54%-12,84313F-HRTimelineGroup
Atria Wealth Solutions, Inc.361,959$19M0.23%+202,78013F-HRTimeline
Financial Advocates Investment Manageme…342,810$18M1.26%+50,10513F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC336,918$17.6M0.53%-4113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC331,286$17.3M0.16%+14,00113F-HRTimelineGroup
Creative Planningin group Creative Planning327,735$17.2M0.02%+1,53713F-HRTimelineGroup
Blue Fin Capital, Inc.323,874$17M3.29%+17,25513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.323,130$16.9M0.03%+6,97913F-HRTimelineGroup
Johns Hopkins University321,905$16.9M0.64%-488,19913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV321,269$16.8M0.04%+50,68913F-HRTimeline
Schaeffer Financial LLC320,495$16.8M18.52%+10,60113F-HRTimeline
Steward Partners Investment Advisory, L…317,373$16.6M0.15%-5,04613F-HRTimeline
Strategic Advocates LLC305,260$16M5.56%+124,07013F-HRTimeline
Summit Wealth Partners, LLC304,814$16M3.24%-5,54513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO304,681$16M0.41%013F-HRTimeline
IFP Advisors, Inc303,044$15.9M0.49%+32,15513F-HRTimeline
Parallel Advisors, LLC301,027$15.8M0.36%+241,22813F-HRTimeline
Ensign Peak Advisors, Inc300,000$15.7M0.03%013F-HRTimeline
Strategic Investment Advisors / MI295,761$15.5M1.64%+11,92913F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …295,500$15.5M0.01%013F-HRTimelineGroup
Better Money Decisions, LLC285,967$15M10%+17,62713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC285,464$14.9M0.03%-12,93813F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding278,845$14.6M+4,459Timeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…278,770$14.6M0.04%013F-HRTimelineGroup
PRESILIUM PRIVATE WEALTH, LLC277,210$14.5M3.25%-105,70913F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC265,162$13.9M0.49%-2,53513F-HRTimelineGroup
Summit Financial, LLC257,948$13.5M0.38%+25,56413F-HRTimeline
Smithfield Trust Co255,174$13.4M0.67%-6,31413F-HRTimeline
Charter Oak Capital Management, LLC254,590$13.3M1.22%-4,69213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.253,736$13.3M0.96%-6,29413F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding253,565$13.3M-13,856Timeline
Discipline Wealth Solutions, LLC252,453$13.2M6.31%-6,67713F-HRTimeline
Fortis Capital Management LLC249,004$13M2.54%-15,71213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC247,289$13M0.01%-3,29013F-HRTimelineGroup
MTC Wealth Management LLC244,485$12.8M6.29%+173,27113F-HRTimeline
Goelzer Investment Management, Inc.244,454$12.8M0.74%+5,42013F-HR/ATimeline
BlueSky Wealth Advisors, LLC242,537$12.7M1.97%+10713F-HRTimeline
Black Diamond Financial, LLC240,857$12.6M1.89%+18,15813F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…238,700$12.5M14.02%-13,70013F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC236,342$12.4M2.38%+52213F-HRTimeline
Prosperity Planning, Inc.234,716$12.3M3.85%+8,74313F-HRTimeline
Orion Porfolio Solutions, LLC234,665$12.3M0.12%-4,09713F-HRTimeline
Orion Portfolio Solutions, LLC234,665$12.3M0.12%-4,09713F-HR/ATimeline
Disciplina Capital Management LLC232,437$12.2M1.77%+106,28513F-HRTimeline
KWMG, LLC224,725$11.8M1.2%-48,05613F-HRTimeline
Bernardo Wealth Planning LLC223,395$11.7M2.8%+4,77213F-HR/ATimeline
Alesco Advisors, LLC, An ESL Co223,230$11.7M0.37%+2,66513F-HRTimeline
Avior Wealth Management, LLC219,241$11.5M0.44%+45913F-HRTimeline
Caldwell Trust Co214,838$11.3M1.21%+19,12913F-HRTimeline
Larson Financial Group LLC210,443$11M0.52%-13,89413F-HRTimeline
CHOREO, LLC207,624$10.9M0.17%-106,41013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.207,485$10.9M1.38%-92213F-HRTimeline
Pinnacle Financial Partners Inc208,052$10.8M0.22%-1,53213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH205,399$10.8M3.44%-299,28413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…202,713$10.6M0.02%-14,88013F-HR/ATimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…197,017$10.3M0.77%+5,35213F-HRTimeline
Powers Advisory Group, LLC196,201$10.3M4.9%+3,54713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.197,323$10.2M0.02%-9,46213F-HRTimelineGroup
TD Waterhouse Canada Inc.194,705$10.2M0.08%+20,15213F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC193,316$10.1M4.69%-2,61813F-HRTimeline
Sigma Planning Corp193,256$10.1M0.32%+101,22613F-HRTimeline
CWM, LLCin group CWM, LLC192,626$10.1M0.04%-8,41713F-HRTimelineGroup
MFA WEALTH ADVISORS, LLC190,606$9.98M2.47%-193,73413F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC187,500$9.82M1.12%+130,80013F-HRTimeline
Waverly Advisors, LLC187,103$9.8M0.12%+4713F-HRTimeline
American Family Investments, Inc.in group American Family Investments, …185,000$9.69M0.67%-485,54313F-HRTimelineGroup
PROFFITT & GOODSON INC182,079$9.54M1.57%-1,57013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT180,889$9.47M0.63%-4,78413F-HRTimeline
Galilei Investment Office LLP180,762$9.47M5.13%013F-HRTimeline
ABLE Financial Group, LLC180,180$9.44M2.65%+9,74213F-HRTimeline
Cambridge Investment Research Advisors,…177,557$9.3M0.03%+32,42113F-HRTimeline
Ballentine Capital Advisors, Inc177,431$9.29M4.71%+5,64413F-HRTimeline
Crestwood Advisors Group, LLC175,563$9.19M0.17%+3,60813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…167,861$8.79M0.03%+15,53513F-HRTimelineGroup
BAILARD, INC.166,072$8.7M0.22%-16,01913F-HRTimeline
Betterment LLC164,568$8.62M0.02%-42,58513F-HRTimeline
Smith Salley Wealth Management164,361$8.61M0.56%+1,67113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC164,227$8.6M0.62%+2,67813F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN163,730$8.57M0.81%+8,28513F-HRTimeline
SCOTIA CAPITAL INC.163,085$8.54M0.05%-35,30113F-HRTimeline
Aptus Capital Advisors, LLC162,619$8.52M0.1%+4,31413F-HRTimeline
EASTERN BANK161,251$8.44M0.17%-747,93813F-HRTimeline
PFG Advisors161,213$8.44M0.47%-6,26213F-HRTimeline
Galvin, Gaustad & Stein, LLC157,452$8.25M0.74%-36,44913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS157,038$8.22M0.01%+147,25613F-HRTimelineGroup
TD Asset Management Inc157,017$8.22M0.01%-3,10413F-HRTimeline
Gunma Bank,Ltd.157,000$8.22M2.65%013F-HRTimeline
Compound Planning, Inc.156,824$8.21M0.37%+16,35313F-HRTimeline
Dynamic Advisor Solutions LLC152,126$7.97M0.26%+2,04813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC151,969$7.96M0.01%-1,85013F-HRTimelineGroup