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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
NORTHERN TRUST CORPin group NORTHERN TRUST CORP24,536,805$1.3B0.17%+599,20413F-HRTimelineGroup
Matson Money. Inc.14,121,474$747M23.6%+514,72213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,197,889$703M0.16%+35,68613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.11,856,880$627M0.01%+179,57113F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding11,093,818$587M+211,142Timeline
EP Wealth Advisors, LLC10,517,099$556M2.89%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,104,943$481M0.07%+816,65313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,596,267$455M0.03%+437,91513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,843,463$415M0.03%+502,40513F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC6,840,027$362M6.66%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,640,495$351M-410,027Timeline
Pure Financial Advisors, LLC5,635,531$298M4.4%+461,91713F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP5,265,197$278M3.8%-1,599,54413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,953,079$262M+317,497Timeline
CAPTRUST FINANCIAL ADVISORS4,838,714$256M0.49%+276,69413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,820,763$202M0.06%+469,87013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,786,736$200M0.11%-109,92013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,651,534$193M0.04%+283,82113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,486,912$184M0.17%+62,95313F-HRTimelineGroup
Members Trust Co3,060,847$162M5.28%+38,63013F-HRTimeline
LPL Financial LLC2,988,039$158M0.04%+424,48113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,836,967$150M0.2%-84,89213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,779,041$147M0.01%-687,19613F-HRTimelineGroup
FMR LLCin group FMR LLC2,385,665$126M0.01%-5,668,26613F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO2,322,870$123M1.79%+167,38313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,313,003$122M0.16%+12,25313F-HRTimelineGroup
SONA ASSET MANAGEMENT (US) LLCin group SONA ASSET MANAGEMENT (US) LLC2,270,000$120M3.9%+1,135,00013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,137,769$113M+1,392,828Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,112,028$112M0.02%-138,42213F-HRTimelineGroup
Composition Wealth, LLC1,935,670$102M1.47%+102,61413F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.1,878,500$99.3M0.16%-553,50013F-HRTimelineGroup
Haverford Trust Co1,841,663$97.4M0.87%+79,23013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,807,194$95.6M0.34%+71,51213F-HRTimelineGroup
Busey Bank1,802,175$95.3M2.51%-14,93513F-HRTimeline
HighTower Advisors, LLC1,769,948$93.6M0.1%+63,89513F-HRTimeline
Williams Jones Wealth Management, LLC.1,741,769$92.1M1.04%+169,70913F-HRTimeline
MML INVESTORS SERVICES, LLC1,627,245$86M0.21%+170,44813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,609,927$85.1M0.17%+233,65713F-HRTimelineGroup
Parkside Investments, LLC1,605,056$84.9M10.69%+39,72013F-HRTimeline
MAI Capital Management1,572,299$83.1M0.48%+112,18513F-HRTimeline
Destination Wealth Management1,500,714$79.4M2.08%+49,52113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,417,157$74.9M0.41%-7,09113F-HRTimeline
One Capital Management, LLC1,375,500$72.7M2.2%+95,04613F-HRTimeline
RiverFront Investment Group, LLC1,368,310$72.4M1.19%+929,94413F-HRTimeline
Mariner, LLCin group Mariner, LLC1,311,644$69.4M0.08%+63,23413F-HRTimelineGroup
Cetera Investment Advisers1,292,382$68.3M0.07%+198,94613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,250,828$66.1M0.08%+88,93813F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.1,241,553$65.7M22.22%+139,47213F-HRTimeline
Dynasty Wealth Management, LLC1,211,139$64M0.63%-396,80013F-HRTimeline
Quotient Wealth Partners, LLC1,197,667$63.3M1.69%-358,76313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …1,094,500$57.9M0.03%+320,50013F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC1,058,282$56M8.12%+73,56813F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,054,258$55.7M0.99%+52,80313F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.953,003$50.4M2.16%+83,40213F-HRTimelineGroup
GREENWOOD GEARHART LLC928,984$49.1M2.7%+48,30613F-HRTimeline
Dakota Wealth Management922,476$48.8M0.87%+177,92813F-HR/ATimeline
Arax Advisory Partners919,529$48.6M1.42%new13F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI894,272$47.3M0.33%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC882,955$46.7M0.07%+632,62313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.882,497$46.7M0.07%-76,25013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co854,485$45.2M0.51%-4,29613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/845,391$44.7M0.02%+19,74413F-HRTimelineGroup
Bangor Savings Bank841,625$44.5M3.58%+53,86213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC840,439$44.4M4.62%+28,42113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC815,286$43.1M0.92%+97,34913F-HRTimeline
Janney Montgomery Scott LLC796,753$42.1M0.1%+104,49813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT779,683$41.2M0.75%+23,53113F-HRTimeline
Clearwater Capital Advisors, LLC769,248$40.7M3.39%-378,78813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC763,859$40.4M0.16%+21,70813F-HRTimelineGroup
PDS Planning, Inc729,396$38.6M2.58%-17,48713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding701,187$37.1M-1,067,324Timeline
1832 Asset Management L.P.695,823$36.8M0.05%+177,06113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC693,470$36.7M5.64%+651,17913F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP686,181$36.3M1.08%+240,14913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…673,413$35.7M0.05%+42,95813F-HRTimeline
Stockman Wealth Management, Inc.674,135$35.6M4.15%+37,18113F-HR/ATimeline
Nelson Capital Management, LLC660,602$34.9M4.09%+86,24213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…624,271$33M0.06%+38,26713F-HR/ATimelineGroup
Schaeffer Financial LLC610,040$32.3M28.15%+201,31313F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.600,168$31.7M4.58%-23,77313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…576,009$30.5M0.38%-70,97213F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc570,062$30.1M0.01%+189,71713F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC565,044$29.9M2.93%+28,48013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…564,091$29.8M0.18%+26,96013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC554,652$29.3M0.36%+10,34613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.552,128$29.2M1.21%+36,20613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC538,206$28.5M0.32%+38,93113F-HRTimelineGroup
Mutual Advisors, LLC536,625$28.4M0.61%-37,17113F-HRTimeline
OneDigital Investment Advisors LLC527,737$27.9M0.27%-15,20213F-HRTimeline
NewSquare Capital LLC520,506$27.5M2.43%-129,00013F-HRTimeline
Chicago Partners Investment Group LLC518,662$27.5M0.68%+25,87313F-HRTimeline
Beacon Pointe Advisors, LLC518,631$27.4M0.19%+26,38813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC512,016$27.1M0.35%-17,58813F-HRTimeline
Lutz Financial Services LLC486,755$25.7M1.75%+6,40713F-HRTimeline
DT Investment Partners, LLC474,974$25.1M2.08%-47,46513F-HRTimeline
ARCH CAPITAL GROUP LTD.469,378$24.8M8.49%013F-HRTimeline
Fiduciary Group, LLC452,468$23.9M2.01%+38,16313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC444,921$23.5M0.04%-13,10813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp443,766$23.5M<0.01%+15,54613F-HRTimelineGroup
Courage Miller Partners, LLC435,873$23M6.94%+3,07213F-HRTimeline
Wellington Grp LLC430,842$22.8M7.58%13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC430,064$22.7M0.02%new13F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT409,711$21.7M1.25%+21,35113F-HRTimelineGroup
Blue Fin Capital, Inc.406,530$21.5M3.33%+42,44013F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC401,077$21.2M3.57%+11,94013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC395,000$20.9M0.03%013F-HRTimelineGroup
IFP Advisors, Inc393,262$20.8M0.47%+49,20113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.387,525$20.5M0.03%+28,45613F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…379,746$20.1M1.34%-88313F-HRTimelineGroup
JBGlobal.com LLC375,131$19.8M24.97%+4,60813F-HRTimeline
Astoria Strategic Wealth, Inc.373,158$19.7M4.97%-13,62013F-HRTimeline
Amtrust Financial Services, Inc.367,800$19.4M6.16%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO360,027$19M0.4%+10,65013F-HRTimeline
Alley Investment Management Company, LLC358,094$18.9M2.22%-4,59713F-HRTimeline
Strategic Investment Advisors / MI357,648$18.9M1.64%+357,58013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…355,087$18.8M0.05%-4,03713F-HRTimeline
ATWOOD & PALMER INC348,920$18.5M1.05%+8,26713F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC344,406$18.2M3.33%+20,68913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC340,080$18M0.13%+5,22113F-HRTimelineGroup
Strategic Advocates LLC337,254$17.9M4.57%+39513F-HRTimeline
Steward Partners Investment Advisory, L…334,778$17.7M0.1%+6,24513F-HRTimeline
Creative Planningin group Creative Planning324,463$17.2M0.01%-6,23513F-HRTimelineGroup
Johns Hopkins University321,905$17M1.24%013F-HRTimeline
Discipline Wealth Solutions, LLC320,543$17M3.14%+36,39313F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC320,187$16.9M0.49%-4,71713F-HRTimeline
Summit Financial, LLC308,927$16.3M0.24%+25,12513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding305,204$16.1M+15,048Timeline
Black Diamond Financial, LLC304,420$16.1M1.7%+27,77713F-HRTimeline
Cambridge Investment Research Advisors,…300,119$15.9M0.04%+27,75413F-HRTimeline
Ensign Peak Advisors, Inc300,000$15.9M0.03%013F-HR/ATimeline
Summit Wealth Partners, LLC294,103$15.6M2.87%+10,37613F-HRTimeline
Parallel Advisors, LLC286,184$15.2M0.28%+10,07813F-HRTimeline
AE Wealth Management LLC285,436$15.1M0.09%+8,04713F-HRTimeline
Alesco Advisors, LLC, An ESL Co283,405$15M0.39%-18,20613F-HRTimeline
NorthCoast Asset Management LLC281,564$14.9M0.33%-1,508,43013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…278,770$14.7M0.04%013F-HRTimelineGroup
KWMG, LLC278,599$14.7M1.27%+16,36813F-HRTimeline
Betterment LLC277,271$14.7M0.03%+41,30913F-HRTimeline
Prosperity Planning, Inc.275,185$14.6M3.81%+19,83713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding274,010$14.5M-3,916Timeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…270,316$14.3M0.35%+47,37813F-HRTimelineGroup
Caldwell Trust Co265,759$14.1M1.25%+22,24413F-HRTimeline
CWM, LLCin group CWM, LLC263,890$14M0.04%+80,54113F-HRTimelineGroup
Northstar Advisory Group, LLC262,537$13.9M4.93%+62,51613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC259,034$13.7M0.41%-5,18513F-HRTimelineGroup
Bernardo Wealth Planning LLC257,734$13.6M2.6%+8,97713F-HRTimeline
Fortis Capital Management LLC257,065$13.6M1.8%+15,21113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV250,416$13.2M0.02%+19,60313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC248,605$13.1M0.21%+10,21913F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.246,578$13.1M0.87%-1,14913F-HRTimelineGroup
HALL CAPITAL MANAGEMENT CO INC247,010$13.1M5.04%+27,57813F-HRTimeline
Goelzer Investment Management, Inc.246,984$13.1M0.61%-8,32013F-HRTimeline
Vertex Investment Solutions Co., Ltd.244,300$12.9M12.82%13F-HRTimeline
Charter Oak Capital Management, LLC242,991$12.8M0.98%-19,20613F-HRTimeline
Orion Porfolio Solutions, LLC242,793$12.8M0.09%+7,05213F-HRTimeline
Elevate Capital Advisors, LLC240,081$12.7M8.4%new13F-HRTimeline
Secure Asset Management, LLC239,078$12.6M1.99%+10,59613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.237,615$12.6M0.02%+5,47513F-HRTimelineGroup
Smithfield Trust Co237,355$12.6M0.56%+2,40613F-HRTimeline
ABLE Financial Group, LLC235,280$12.4M2.53%+13,00313F-HRTimeline
Smith Salley Wealth Management234,437$12.4M0.61%+27,78213F-HRTimeline
MTC Wealth Management LLC233,444$12.3M5.79%-1,74213F-HRTimeline
Disciplina Capital Management LLC232,699$12.3M1.41%+12,32513F-HRTimeline
Sigma Planning Corp230,375$12.2M0.34%+10,43913F-HRTimeline
Wharton Business Group, LLC221,580$11.7M0.45%+2,26513F-HRTimeline
FIRST AMERICAN TRUST, FSB219,385$11.6M0.8%+51,28913F-HRTimeline
ROTHSCHILD INVESTMENT LLC214,980$11.4M0.63%+25,56313F-HRTimeline
Galilei Investment Office LLP214,946$11.4M5.36%+15,86013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …214,075$11.3M0.09%13F-HR/ATimelineGroup
Avior Wealth Management, LLC213,927$11.3M0.35%-77113F-HRTimeline
BlueSky Wealth Advisors, LLC213,286$11.3M1.49%-1,89313F-HRTimeline
Ameliora Wealth Management Ltd.210,184$11.1M3.39%+89,71013F-HRTimeline
Sandy Cove Advisors, LLC208,917$11M3.27%+78,57913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources205,692$10.9M<0.01%-8,99413F-HRTimelineGroup
Heck Capital Advisors, LLC205,538$10.9M0.81%+18,12513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.205,328$10.9M1.19%+8,45313F-HRTimeline
Hilton Capital Management, LLC205,124$10.8M0.82%+55,09413F-HRTimeline
Wealth Forward, LLC204,076$10.8M6.1%+2,37613F-HRTimeline
CHOREO, LLC201,853$10.7M0.14%-1,33713F-HRTimeline
EQUITABLE TRUST CO199,800$10.6M0.47%+11,47213F-HRTimeline
Ballentine Capital Advisors, Inc198,771$10.5M4.43%+15,88013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC197,853$10.5M1.76%-145,64213F-HRTimeline
Wealthstar Advisors, LLC191,725$10.1M5.52%+69,64213F-HRTimeline
BAILARD, INC.191,272$10.1M0.22%-28,87413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP188,266$9.96M0.06%+57,96913F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…186,418$9.86M0.62%-68913F-HRTimeline
Compound Planning, Inc.184,716$9.77M0.29%+5,93613F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN184,391$9.75M0.84%+7,28413F-HRTimeline
NewEdge Advisors, LLC184,317$9.75M0.04%+22,81913F-HRTimeline
DAVENPORT & Co LLC182,755$9.66M0.05%+25,19113F-HRTimeline
Procyon Advisors, LLC182,563$9.65M0.48%-22,76713F-HRTimeline
Larson Financial Group LLC181,287$9.59M0.32%-2,55813F-HRTimeline
HRT FINANCIAL LP180,549$9.55M0.03%+162,24613F-HRTimeline
Waverly Advisors, LLC180,486$9.54M0.08%-5,11313F-HRTimeline
Powers Advisory Group, LLC178,796$9.45M3.56%-54813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT176,307$9.32M0.59%+6,35613F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT174,405$9.22M0.61%+4,73113F-HRTimeline
Kelsey Financial, LLC174,315$9.22M7.92%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…173,902$9.2M0.02%+56,84013F-HRTimelineGroup
PROFFITT & GOODSON INC171,570$9.07M1.27%-1,56113F-HRTimeline