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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
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,092,774$1.22B0.17%+771,04013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co21,142,040$1.12B0.19%-168,57713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.14,707,017$776M0.01%-5,566,34513F-HRTimelineGroup
Matson Money. Inc.13,287,182$701M24.29%-19,15113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,898,005$681M0.17%-879,62413F-HRTimelineGroup
Japan Science & Technology Agency9,770,000$515M8.18%-630,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,632,893$455M0.04%+557,85213F-HRTimelineGroup
FMR LLCin group FMR LLC8,111,082$428M0.02%+6,567,46913F-HRTimelineGroup
EP Wealth Advisors, LLC7,752,802$409M2.69%+2,040,10413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,687,322$406M0.07%-557,95813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,382,594$390M0.03%-271,11613F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC6,840,027$361M8.43%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,378,688$337M+40,109Timeline
ALLSTATE CORPin group ALLSTATE CORP4,867,676$257M18.5%+718,34113F-HRTimelineGroup
Pure Financial Advisors, LLC4,806,043$254M4.46%+245,46113F-HRTimeline
UBS Group AGin group UBS Group AG4,606,248$243M0.05%+76,08213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,205,973$222M0.5%+230,31213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,738,175$197M0.13%+44,58913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,346,712$177M0.04%-97,47513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,066,679$162M0.06%+31,90913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,019,329$159M0.21%-69,24113F-HRTimeline
Members Trust Co2,987,959$158M5.43%+421,52513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,935,379$155M0.15%+40,49413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,879,750$152M0.01%+68,05913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,781,800$147M0.15%+1,797,10013F-HRTimelineGroup
SONA ASSET MANAGEMENT (US) LLCin group SONA ASSET MANAGEMENT (US) LLC2,535,000$134M4.52%new13F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.2,432,000$128M0.3%013F-HRTimelineGroup
LPL Financial LLC2,148,930$113M0.04%+152,19713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,141,027$113M0.17%-46,17613F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO1,947,142$103M1.76%+47,77913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,945,151$103M0.02%-535,98013F-HR/ATimelineGroup
Busey Bank1,841,278$97.1M2.97%-46,30813F-HRTimeline
NorthCoast Asset Management LLC1,793,896$94.6M0.4%-48,15313F-HRTimeline
Haverford Trust Co1,718,801$90.7M0.86%-11,66013F-HRTimeline
Composition Wealth, LLC1,670,525$88.1M1.48%+121,74713F-HRTimeline
HighTower Advisors, LLC1,647,281$86.9M0.11%-34,92713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,647,114$86.9M0.32%+36,59013F-HRTimelineGroup
Williams Jones Wealth Management, LLC.1,568,693$82.8M0.99%+20,00013F-HRTimeline
Quotient Wealth Partners, LLC1,493,865$78.8M2.32%+23,91813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,488,986$78.6M+280,393Timeline
Dynasty Wealth Management, LLC1,473,979$77.8M1.33%-45,01713F-HRTimeline
Destination Wealth Management1,415,266$74.7M2.19%+5,77413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,343,614$70.9M0.48%+50,48613F-HRTimeline
Parkside Investments, LLC1,320,082$69.6M9.46%+275,99613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,292,777$68.2M0.16%+26,43713F-HRTimelineGroup
Money Design Co.,Ltd.1,266,732$66.8M3.12%+597,66913F-HRTimeline
MML INVESTORS SERVICES, LLC1,247,798$65.8M0.19%+123,21413F-HRTimeline
MAI Capital Management1,243,214$65.6M0.46%+53,43413F-HRTimeline
Mariner, LLCin group Mariner, LLC1,211,751$63.9M0.09%-13,62213F-HRTimelineGroup
One Capital Management, LLC1,191,950$62.9M2.18%+9,72813F-HRTimeline
GREENWOOD GEARHART LLC1,152,931$60.8M3.8%+33,04913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,128,304$59.5M0.07%+86,11713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,120,100$59.1M0.08%-859,50013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,120,405$58.8M0.1%-30,31913F-HRTimeline
Clearwater Capital Advisors, LLC1,085,960$57.3M5.23%+4,13813F-HRTimeline
Klaas Financial Asset Advisors, LLC962,538$50.8M8.04%+12,31013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.935,340$49.3M0.09%+191,17513F-HR/ATimelineGroup
MARYLAND CAPITAL ADVISORS INC.928,958$49M19.2%+45,56013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…900,636$47.5M0.78%+39,03313F-HRTimelineGroup
Cetera Investment Advisers897,059$47.3M0.08%-259,63713F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI894,272$47.2M0.36%+214,69113F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co881,002$46.5M0.57%-45,85013F-HRTimelineGroup
Arax Advisory Partners821,602$44.1M2.03%+24,34113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/824,228$43.5M0.02%+82,21213F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …817,000$43.1M0.03%-98,80013F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.808,279$42.6M2.21%+58,39413F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC779,759$41.1M4.58%+12,71113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT774,660$40.9M0.9%-45,31413F-HRTimeline
Bangor Savings Bank773,440$40.8M3.65%+12,66013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC753,248$39.7M0.16%+95,75613F-HRTimelineGroup
PDS Planning, Inc719,911$38M2.83%+43,20313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC693,523$36.6M0.51%+42,77613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding688,005$36.3M-7,936Timeline
Dakota Wealth Management687,177$36.3M0.76%+172,48313F-HRTimeline
Janney Montgomery Scott LLC680,493$35.9M0.09%+5,00513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.664,118$35M5.44%-21,48913F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…656,477$34.6M0.48%-268,74313F-HRTimelineGroup
NewSquare Capital LLC648,331$34.2M2.54%+6,57013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC630,782$33.3M0.61%+87213F-HRTimelineGroup
Stockman Wealth Management, Inc.625,238$33M4.48%-23,48413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC604,521$31.9M0.78%+58,05713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…563,408$29.7M0.07%-159,73513F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…556,731$29.4M0.24%-32,27013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC544,773$28.7M0.38%-284,20313F-HRTimeline
Nelson Capital Management, LLC527,436$27.8M3.68%+15,83913F-HRTimeline
DT Investment Partners, LLC517,776$27.3M2.45%-17,48413F-HRTimeline
1832 Asset Management L.P.515,740$27.2M0.05%-6,13213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC515,522$27.2M3.35%+54,39713F-HRTimeline
OneDigital Investment Advisors LLC513,959$27.1M0.3%+26,27013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.499,781$26.4M1.18%+40,14513F-HRTimeline
Graypoint LLC487,738$25.7M1.45%+49,09613F-HRTimeline
Chicago Partners Investment Group LLC485,256$25.5M0.74%-13,83013F-HRTimeline
MEMBERS CAPITAL ADVISORS INC480,000$25.3M29.22%new13F-HRTimeline
Lutz Financial Services LLC477,429$25.2M1.96%-5,67013F-HRTimeline
ARCH CAPITAL GROUP LTD.469,378$24.8M8.44%-1,272,38013F-HRTimeline
Fiduciary Group, LLC413,557$21.8M2.05%-1,15213F-HRTimeline
RiverFront Investment Group, LLC402,818$21.3M0.41%+11,36813F-HRTimeline
Courage Miller Partners, LLC391,742$20.7M6.55%-8,35913F-HRTimeline
Astoria Strategic Wealth, Inc.391,604$20.7M5.58%+7,58213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC395,000$20.5M0.03%-435,00013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…374,677$19.8M0.05%+7,51413F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT372,581$19.7M1.26%-4,23113F-HRTimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC372,082$19.6M3.48%+4,25113F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…368,692$19.5M1.4%+3,77013F-HRTimelineGroup
Amtrust Financial Services, Inc.367,800$19.4M6.89%013F-HRTimeline
Alley Investment Management Company, LLC362,158$19.1M2.31%-17,47213F-HRTimeline
JBGlobal.com LLC353,089$18.6M19.36%+308,77413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO349,227$18.4M0.33%+44,54613F-HRTimeline
Schaeffer Financial LLC348,482$18.4M17.95%+27,98713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp340,237$18M<0.01%-129,77813F-HRTimelineGroup
ATWOOD & PALMER INC339,783$17.9M1.12%-185,70413F-HRTimeline
Blue Fin Capital, Inc.336,793$17.8M3.03%+12,91913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.335,650$17.7M0.03%+12,52013F-HRTimelineGroup
Parallel Advisors, LLC335,115$17.7M0.35%+34,08813F-HRTimeline
AE Wealth Management LLC331,022$17.5M0.13%-81,38713F-HRTimeline
IFP Advisors, Inc328,649$17.3M0.49%+25,60513F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC328,625$17.3M0.51%-8,29313F-HRTimeline
Steward Partners Investment Advisory, L…327,825$17.3M0.14%+10,45213F-HRTimeline
Creative Planningin group Creative Planning326,991$17.3M0.01%-74413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC326,425$17.2M0.14%-4,86113F-HRTimelineGroup
Johns Hopkins University321,905$17M0.9%013F-HRTimeline
Strategic Advocates LLC315,403$16.6M4.94%+10,14313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC314,613$16.6M3.03%+78,27113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV307,546$16.2M0.04%-13,72313F-HRTimeline
Better Money Decisions, LLC301,082$15.9M9.65%+15,11513F-HRTimeline
Ensign Peak Advisors, Inc300,000$15.8M0.03%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC299,183$15.8M3.23%+21,97313F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …295,500$15.6M0.01%013F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co285,093$15M0.43%+61,86313F-HRTimeline
Summit Wealth Partners, LLC279,948$14.8M2.82%-24,86613F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…278,770$14.7M0.03%013F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding278,508$14.7M-337Timeline
Summit Financial, LLC276,923$14.6M0.33%+18,97513F-HRTimeline
Discipline Wealth Solutions, LLC274,889$14.5M5.55%+22,43613F-HRTimeline
Strategic Investment Advisors / MI267,088$14.1M1.37%-28,67313F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC264,681$14M0.45%-48113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC264,460$14M0.02%-21,00413F-HRTimelineGroup
Disciplina Capital Management LLC262,308$13.8M1.75%+29,87113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.260,576$13.7M0.19%+215,19313F-HRTimelineGroup
Charter Oak Capital Management, LLC253,505$13.4M1.13%-1,08513F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…251,100$13.2M15.49%+12,40013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.248,321$13.1M0.9%-5,41513F-HRTimelineGroup
Goelzer Investment Management, Inc.246,185$13M0.71%+1,73113F-HRTimeline
KWMG, LLC239,691$12.6M1.19%+14,96613F-HRTimeline
Prosperity Planning, Inc.239,318$12.6M3.64%+4,60213F-HRTimeline
Smithfield Trust Co237,262$12.5M0.59%-17,91213F-HRTimeline
Atria Wealth Solutions, Inc.237,361$12.5M0.28%-124,59813F-HRTimeline
MTC Wealth Management LLC236,694$12.5M6%-7,79113F-HRTimeline
Fortis Capital Management LLC229,405$12.1M1.89%-19,59913F-HRTimeline
Orion Porfolio Solutions, LLC228,642$12.1M0.1%-6,02313F-HR/ATimeline
Bernardo Wealth Planning LLC228,095$12M2.61%+4,70013F-HRTimeline
Caldwell Trust Co226,542$12M1.2%+11,70413F-HRTimeline
BlueSky Wealth Advisors, LLC223,837$11.8M1.72%-18,70013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC219,005$11.6M0.01%-28,28413F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding217,123$11.5M+92,543Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS216,529$11.4M0.01%+59,49113F-HRTimelineGroup
BAILARD, INC.215,228$11.4M0.26%+49,15613F-HRTimeline
CHOREO, LLC214,451$11.3M0.16%+6,82713F-HRTimeline
Avior Wealth Management, LLC213,987$11.3M0.39%-5,25413F-HRTimeline
Procyon Advisors, LLC212,946$11.2M1.06%-336,14213F-HRTimeline
Cambridge Investment Research Advisors,…212,544$11.2M0.03%+34,98713F-HRTimeline
Black Diamond Financial, LLC209,465$11.1M1.72%-31,39213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources205,500$10.8M<0.01%-48,06513F-HRTimelineGroup
HALL CAPITAL MANAGEMENT CO INC204,782$10.8M4.56%+11,46613F-HRTimeline
CWM, LLCin group CWM, LLC204,395$10.8M0.04%+11,76913F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.200,553$10.6M1.26%-6,93213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.200,053$10.6M0.02%+2,73013F-HRTimelineGroup
Galilei Investment Office LLP199,086$10.5M5.34%+18,32413F-HRTimeline
Powers Advisory Group, LLC198,411$10.5M4.6%+2,21013F-HRTimeline
Larson Financial Group LLC196,581$10.4M0.42%-13,86213F-HRTimeline
Pinnacle Financial Partners Inc193,833$10.2M0.22%-14,21913F-HRTimeline
ABLE Financial Group, LLC190,871$10.1M2.43%+10,69113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…190,537$10.1M0.7%-6,48013F-HRTimeline
Sigma Planning Corp189,183$9.98M0.3%-4,07313F-HRTimeline
American Family Investments, Inc.in group American Family Investments, …185,000$9.76M0.53%013F-HRTimelineGroup
Secure Asset Management, LLC183,498$9.68M1.8%+36,45813F-HRTimeline
Waverly Advisors, LLC179,428$9.47M0.1%-7,67513F-HRTimeline
ROTHSCHILD INVESTMENT LLC178,824$9.43M0.59%+145,63413F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT177,325$9.36M0.59%-3,56413F-HRTimeline
Ballentine Capital Advisors, Inc177,207$9.35M4.43%-22413F-HRTimeline
PROFFITT & GOODSON INC176,070$9.29M1.42%-6,00913F-HRTimeline
Crestwood Advisors Group, LLC175,712$9.27M0.17%+14913F-HRTimeline
SCOTIA CAPITAL INC.173,077$9.13M0.04%+9,99213F-HRTimeline
BCS Private Wealth Management, Inc.172,695$9.11M3.43%13F-HRTimeline
Betterment LLC169,526$8.94M0.02%+4,95813F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN168,687$8.9M0.77%+4,95713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…168,639$8.9M0.25%+115,68613F-HRTimelineGroup
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors168,491$8.89M4.39%+79,26513F-HRTimelineGroup
Smith Salley Wealth Management166,049$8.76M0.51%+1,68813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC158,546$8.36M0.55%-5,68113F-HRTimeline
Beacon Pointe Advisors, LLC158,503$8.36M0.09%+142,83413F-HRTimeline
TD Asset Management Inc157,017$8.28M0.01%013F-HRTimeline
Gunma Bank,Ltd.157,000$8.28M2.7%013F-HRTimeline
Compound Planning, Inc.156,871$8.28M0.31%+4713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…153,332$8.09M0.03%-14,52913F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT151,839$8.01M0.55%+3,43113F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…151,505$7.99M0.63%+26413F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC151,338$7.98M0.01%-63113F-HRTimelineGroup
Dynamic Advisor Solutions LLC151,322$7.98M0.25%-80413F-HRTimeline
Galvin, Gaustad & Stein, LLC151,153$7.97M0.69%-6,29913F-HRTimeline