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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
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,937,601$1.27B0.16%+844,82713F-HRTimelineGroup
Matson Money. Inc.13,606,752$722M23.77%+319,57013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,162,203$703M0.16%+264,19813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.11,677,309$619M0.01%-3,029,70813F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding10,882,676$577M-10,259,364Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,288,290$440M0.06%+600,96813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,158,352$433M0.03%+775,75813F-HR/ATimelineGroup
FMR LLCin group FMR LLC8,053,931$427M0.02%-57,15113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,341,058$389M0.03%-1,291,83513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,050,522$374M+671,834Timeline
ALLSTATE CORPin group ALLSTATE CORP6,864,741$364M8.31%+1,997,06513F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC6,840,027$363M6.91%013F-HRTimelineGroup
Pure Financial Advisors, LLC5,173,614$274M4.37%+367,57113F-HRTimeline
UBS Group AGin group UBS Group AG4,635,582$246M0.05%+29,33413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,562,020$242M0.49%+356,04713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,896,656$207M0.13%+158,48113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,466,237$184M0.01%+586,48713F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,423,959$182M0.17%+488,58013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,367,713$179M0.04%+21,00113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,350,893$178M0.06%+284,21413F-HRTimelineGroup
Members Trust Co3,022,217$160M5.27%+34,25813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,921,859$155M0.2%-97,47013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,807,200$149M0.12%+25,40013F-HRTimelineGroup
LPL Financial LLC2,563,558$136M0.04%+414,62813F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.2,432,000$129M0.28%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,300,750$122M0.17%+159,72313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,250,450$119M0.02%+305,29913F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO2,155,487$114M1.71%+208,34513F-HRTimeline
Composition Wealth, LLC1,833,056$97.2M1.46%+162,53113F-HRTimeline
Busey Bank1,817,110$96.4M2.69%-24,16813F-HRTimeline
NorthCoast Asset Management LLC1,789,994$94.9M0.37%-3,90213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,768,511$93.8M+279,525Timeline
Haverford Trust Co1,762,433$93.5M0.84%+43,63213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,735,682$92M0.32%+88,56813F-HRTimelineGroup
HighTower Advisors, LLC1,706,053$90.5M0.1%+58,77213F-HRTimeline
Dynasty Wealth Management, LLC1,607,939$85.3M1.14%+133,96013F-HRTimeline
Williams Jones Wealth Management, LLC.1,572,060$83.4M0.95%+3,36713F-HRTimeline
Parkside Investments, LLC1,565,336$83M10.37%+245,25413F-HRTimeline
Quotient Wealth Partners, LLC1,556,430$82.5M2.26%+62,56513F-HRTimeline
MAI Capital Management1,460,114$77.4M0.48%+216,90013F-HRTimeline
MML INVESTORS SERVICES, LLC1,456,797$77.3M0.21%+208,99913F-HRTimeline
Destination Wealth Management1,451,193$77M2.12%+35,92713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,424,248$75.5M0.44%+80,63413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,376,270$73M0.16%+83,49313F-HRTimelineGroup
One Capital Management, LLC1,280,454$67.9M2.17%+88,50413F-HRTimeline
Mariner, LLCin group Mariner, LLC1,248,410$66.2M0.09%+36,65913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,161,890$61.6M0.07%+33,58613F-HRTimelineGroup
Clearwater Capital Advisors, LLC1,148,036$60.9M5.19%+62,07613F-HRTimeline
SONA ASSET MANAGEMENT (US) LLCin group SONA ASSET MANAGEMENT (US) LLC1,135,000$60.2M2.37%-1,400,00013F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.1,102,081$58.4M20.92%+173,12313F-HRTimeline
Cetera Investment Advisers1,093,436$58M0.07%+196,37713F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,001,455$53.1M0.93%+100,81913F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC984,714$52.2M7.84%+22,17613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.958,747$50.8M0.07%+23,40713F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI894,272$47.4M0.34%013F-HRTimelineGroup
GREENWOOD GEARHART LLC880,678$46.7M2.69%-272,25313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.869,601$46.1M2.14%+61,32213F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co858,781$45.5M0.52%-22,22113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/825,647$43.8M0.02%+1,41913F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC812,018$43.1M4.51%+32,25913F-HRTimeline
Bangor Savings Bank787,763$41.8M3.48%+14,32313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …774,000$41M0.02%-43,00013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT756,152$40.1M0.78%-18,50813F-HRTimeline
PDS Planning, Inc746,883$39.6M2.74%+26,97213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding744,941$39.5M+56,936Timeline
Dakota Wealth Management744,548$39.5M0.8%+57,37113F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC742,151$39.4M0.15%-11,09713F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC717,937$38.1M0.86%+113,41613F-HRTimeline
Janney Montgomery Scott LLC692,255$36.7M0.09%+11,76213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC656,188$34.8M0.05%-463,91213F-HRTimeline
NewSquare Capital LLC649,506$34.4M2.34%+1,17513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…646,981$34.3M0.44%-9,49613F-HRTimelineGroup
Stockman Wealth Management, Inc.636,954$33.8M4.19%+11,71613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…630,455$33.4M0.05%-489,95013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.623,941$33.1M4.87%-40,17713F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…586,004$31.1M0.06%+22,59613F-HRTimelineGroup
Mutual Advisors, LLC573,796$30.5M0.67%+433,63513F-HRTimeline
Nelson Capital Management, LLC574,360$30.5M3.63%+46,92413F-HRTimeline
Prime Capital Investment Advisors, LLC544,306$28.9M0.36%-46713F-HRTimeline
OneDigital Investment Advisors LLC542,939$28.8M0.3%+28,98013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…537,131$28.5M0.2%-19,60013F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC536,564$28.5M2.88%+21,04213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC529,604$28.1M0.37%-163,91913F-HRTimeline
DT Investment Partners, LLC522,439$27.7M2.34%+4,66313F-HRTimeline
1832 Asset Management L.P.518,762$27.5M0.05%+3,02213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.515,922$27.4M1.15%+16,14113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC499,275$26.5M0.3%+461,50513F-HRTimelineGroup
Chicago Partners Investment Group LLC492,789$26.2M0.69%+7,53313F-HRTimeline
Beacon Pointe Advisors, LLC492,243$26.1M0.22%+333,74013F-HRTimeline
Lutz Financial Services LLC480,348$25.5M1.84%+2,91913F-HRTimeline
MEMBERS CAPITAL ADVISORS INC480,000$25.5M29.26%013F-HRTimeline
ARCH CAPITAL GROUP LTD.469,378$24.9M8.47%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC458,029$24.3M0.03%new13F-HRTimelineGroup
PALISADE CAPITAL MANAGEMENT, LP446,032$23.7M0.64%new13F-HRTimeline
RiverFront Investment Group, LLC438,366$23.2M0.41%+35,54813F-HRTimeline
Courage Miller Partners, LLC432,801$22.9M6.88%+41,05913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp428,220$22.7M<0.01%+87,98313F-HRTimelineGroup
Fiduciary Group, LLC414,305$22M1.93%+74813F-HRTimeline
Schaeffer Financial LLC408,727$21.7M19.65%+60,24513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC395,000$20.9M0.02%013F-HRTimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC389,137$20.6M3.54%+17,05513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT388,360$20.6M1.24%+15,77913F-HRTimelineGroup
Astoria Strategic Wealth, Inc.386,778$20.5M5.19%-4,82613F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…380,629$20.2M1.36%+11,93713F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc380,345$20.2M<0.01%+352,91213F-HRTimelineGroup
JBGlobal.com LLC370,523$19.6M20.01%+17,43413F-HRTimeline
Amtrust Financial Services, Inc.367,800$19.5M6.49%013F-HRTimeline
Blue Fin Capital, Inc.364,090$19.3M3.04%+27,29713F-HRTimeline
Alley Investment Management Company, LLC362,691$19.2M2.23%+53313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.359,069$19M0.03%+23,41913F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…359,124$19M0.05%-15,55313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO349,377$18.5M0.4%+15013F-HRTimeline
IFP Advisors, Inc344,061$18.2M0.47%+15,41213F-HR/ATimeline
D L CARLSON INVESTMENT GROUP INC343,495$18.2M3.06%+28,88213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS340,784$18.1M0.01%+124,25513F-HRTimelineGroup
ATWOOD & PALMER INC340,653$18.1M1.06%+87013F-HRTimeline
Strategic Advocates LLC336,859$17.9M4.65%+21,45613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC334,859$17.8M0.13%+8,43413F-HRTimelineGroup
Creative Planningin group Creative Planning330,698$17.5M0.01%+3,70713F-HRTimelineGroup
Steward Partners Investment Advisory, L…328,533$17.4M0.1%+70813F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC324,904$17.2M0.5%-3,72113F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC323,717$17.2M3.26%+24,53413F-HRTimeline
Johns Hopkins University321,905$17.1M0.95%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co301,611$16M0.43%+16,51813F-HRTimeline
Ensign Peak Advisors, Inc300,000$15.9M0.03%013F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.290,156$15.4M0.18%+29,58013F-HRTimelineGroup
Discipline Wealth Solutions, LLC284,150$15.1M3.97%+9,26113F-HRTimeline
Summit Financial, LLC283,802$15.1M0.23%+6,87913F-HRTimeline
Summit Wealth Partners, LLC283,727$15M2.72%+3,77913F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…278,770$14.8M0.03%013F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding277,926$14.7M-582Timeline
AE Wealth Management LLC277,389$14.7M0.09%-53,63313F-HRTimeline
Black Diamond Financial, LLC276,643$14.7M1.64%+67,17813F-HRTimeline
Parallel Advisors, LLC276,106$14.6M0.27%-59,00913F-HRTimeline
Cambridge Investment Research Advisors,…272,365$14.4M0.04%+59,82113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC264,219$14M0.42%-46213F-HRTimelineGroup
KWMG, LLC262,231$13.9M1.22%+22,54013F-HRTimeline
Charter Oak Capital Management, LLC262,197$13.9M1.09%+8,69213F-HRTimeline
Gunma Bank,Ltd.257,000$13.6M4.27%+100,00013F-HRTimeline
Prosperity Planning, Inc.255,348$13.5M3.65%+16,03013F-HRTimeline
Goelzer Investment Management, Inc.255,304$13.5M0.72%+9,11913F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…250,900$13.3M12.84%-20013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC250,332$13.3M0.02%-14,12813F-HRTimelineGroup
Bernardo Wealth Planning LLC248,757$13.2M2.59%+20,66213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.247,727$13.2M0.88%-59413F-HRTimelineGroup
Caldwell Trust Co243,515$12.9M1.21%+16,97313F-HRTimeline
Fortis Capital Management LLC241,854$12.8M1.81%+12,44913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC238,386$12.6M0.21%-392,39613F-HRTimelineGroup
Betterment LLC235,962$12.5M0.02%+66,43613F-HRTimeline
Orion Porfolio Solutions, LLC235,741$12.5M0.1%+7,09913F-HRTimeline
MTC Wealth Management LLC235,186$12.5M5.81%-1,50813F-HRTimeline
Smithfield Trust Co234,949$12.5M0.56%-2,31313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.232,140$12.3M0.02%+32,08713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV230,813$12.2M0.02%-76,73313F-HRTimeline
Secure Asset Management, LLC228,482$12.1M2%+44,98413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…222,938$11.8M0.31%+54,29913F-HRTimelineGroup
ABLE Financial Group, LLC222,277$11.8M2.55%+31,40613F-HRTimeline
Disciplina Capital Management LLC220,374$11.7M1.42%-41,93413F-HRTimeline
BAILARD, INC.220,146$11.7M0.25%+4,91813F-HRTimeline
Sigma Planning Corp219,936$11.7M0.33%+30,75313F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC219,432$11.6M4.59%+14,65013F-HRTimeline
Wharton Business Group, LLC219,315$11.6M0.51%+85,36513F-HRTimeline
BlueSky Wealth Advisors, LLC215,179$11.4M1.54%-8,65813F-HRTimeline
Avior Wealth Management, LLC214,698$11.4M0.37%+71113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources214,686$11.4M<0.01%+9,18613F-HRTimelineGroup
Smith Salley Wealth Management206,655$11M0.56%+40,60613F-HRTimeline
Procyon Advisors, LLC205,330$10.9M0.65%-7,61613F-HRTimeline
CHOREO, LLC203,190$10.8M0.14%-11,26113F-HRTimeline
Wealth Forward, LLC201,700$10.7M6.21%new13F-HRTimeline
Northstar Advisory Group, LLC200,021$10.6M4.33%+143,81313F-HRTimeline
Galilei Investment Office LLP199,086$10.6M5.07%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.196,875$10.4M1.14%-3,67813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC194,744$10.3M0.01%-24,26113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC189,417$10M0.57%+10,59313F-HRTimeline
EQUITABLE TRUST CO188,328$9.99M0.46%+38,33113F-HRTimeline
Heck Capital Advisors, LLC187,413$9.94M0.77%+46,50213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…187,107$9.92M0.65%-3,43013F-HRTimeline
Waverly Advisors, LLC185,599$9.84M0.1%+6,17113F-HRTimeline
Larson Financial Group LLC183,845$9.75M0.34%-12,73613F-HRTimeline
CWM, LLCin group CWM, LLC183,349$9.72M0.03%-21,04613F-HRTimelineGroup
Ballentine Capital Advisors, Inc182,891$9.7M4.29%+5,68413F-HRTimeline
Crestwood Advisors Group, LLC180,047$9.55M0.16%+4,33513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding180,199$9.51M-36,924Timeline
Powers Advisory Group, LLC179,344$9.51M3.79%-19,06713F-HRTimeline
Compound Planning, Inc.178,780$9.48M0.31%+21,90913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…178,300$9.46M0.03%+35,30013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN177,107$9.39M0.8%+8,42013F-HRTimeline
PROFFITT & GOODSON INC173,131$9.18M1.32%-2,93913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT169,951$9.01M0.59%+18,11213F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT169,674$9M0.6%-7,65113F-HRTimeline
PFG Advisors169,048$8.96M0.37%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB168,096$8.91M0.65%new13F-HRTimeline
BCS Private Wealth Management, Inc.167,581$8.89M3.18%-5,11413F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC163,932$8.69M1.26%+32,42913F-HRTimeline
NewEdge Advisors, LLC161,498$8.56M0.04%+33,83813F-HRTimeline
Kiker Wealth Management, LLC161,343$8.56M4.32%+10,37713F-HRTimeline
DAVENPORT & Co LLC157,564$8.36M0.04%+17,91513F-HRTimeline
TD Asset Management Inc156,975$8.32M0.01%-4213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC155,785$8.26M0.55%-2,76113F-HRTimeline
JPL Wealth Management, LLC152,889$8.11M1.92%+3,77213F-HRTimeline