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Disclosery

IGSB ISHARES TR

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ETF (fund)

Filings received so far for Q3 2026: 56 13F filers report a position in IGSB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Bangor Savings Bank911,775$46.7M3.56%+3,06113F-HRTimeline
ATWOOD & PALMER INC363,385$18.6M0.96%+51013F-HRTimeline
KWMG, LLC343,771$17.6M1.27%+30,16213F-HRTimeline
Prosperity Planning, Inc.341,590$17.5M3.88%+24,49513F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…327,286$16.8M0.96%+18,11513F-HRTimelineGroup
Mendota Financial Group, LLC147,531$7.56M4.69%+1,36513F-HRTimeline
Apella Capital, LLC108,175$5.54M0.07%+20,51813F-HRTimeline
Aventus Investment Advisors, Inc.100,911$5.17M3.78%+1,01613F-HRTimeline
YHB Investment Advisors, Inc.93,689$4.8M0.3%+29,41713F-HRTimeline
Martin Capital Partners, LLC90,191$4.62M1.66%+1,38413F-HRTimeline
Boltwood Capital Management82,882$4.25M0.96%+1,57713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC77,560$3.97M1.02%-29213F-HRTimeline
CoreCap Advisors, LLC77,453$3.97M0.11%+15,19713F-HRTimeline
Wealth Enhancement Trust Services, Inc.77,222$3.96M0.42%+5,75113F-HRTimeline
Galvin, Gaustad & Stein, LLC75,647$3.88M0.29%-9,91413F-HRTimeline
Avidian Wealth Enterprises, LLC63,172$3.24M0.09%+67113F-HRTimeline
Buska Wealth Management, LLC52,767$2.7M0.93%-10,11413F-HRTimeline
Farther Finance Advisors, LLC47,402$2.43M0.02%+6,59513F-HRTimeline
SAPIENT CAPITAL LLC41,630$2.13M0.03%013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.35,979$1.84M0.85%-1,91313F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB31,959$1.64M0.04%+10,60313F-HRTimeline
Ridgewood Investments LLC31,394$1.61M0.59%-4,66113F-HRTimeline
American National Bank of Texas26,387$1.35M1.23%+70913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC21,152$1.08M0.07%-2,63413F-HRTimeline
Weaver Consulting Group20,218$1.04M0.2%-1,76313F-HRTimeline
Balefire, LLC19,957$1.02M0.16%+5,06213F-HRTimeline
Exchange Bank19,274$987K0.61%013F-HRTimeline
Factor Wealth Management LTD17,009$871K0.13%-9,36613F-HRTimeline
Sunburst Financial Group, LLC14,057$720K0.12%013F-HRTimeline
EASTERN BANK12,068$618K0.01%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC11,111$569K0.37%-38813F-HRTimeline
Grove Bank & Trust10,914$559K0.06%+5,77713F-HRTimeline
Councilor Wealth, LLC10,106$518K0.21%-73513F-HRTimeline
MFA WEALTH ADVISORS, LLC9,766$500K0.08%-96413F-HRTimeline
Elm3 Financial Group, LLC9,035$463K0.31%new13F-HRTimeline
Successful Portfolios LLC8,466$433K0.2%-213F-HRTimeline
Capital Advisors Wealth Management, LLC8,326$427K0.05%+83013F-HRTimeline
FIRST COMMUNITY TRUST NA8,114$416K0.14%013F-HRTimeline
Paragon Capital Management Ltd6,140$315K0.06%new13F-HRTimeline
Valeo Financial Advisors, LLC6,073$311K0.01%013F-HRTimeline
Breakwater Capital Group5,815$298K0.04%new13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,279$270K0.06%-15913F-HRTimeline
Miller Global Investments, LLC4,632$237K0.19%-47,39913F-HRTimeline
Wedmont Private Capital4,466$229K0.01%new13F-HRTimeline
Echo45 Advisors LLC4,237$217K0.1%new13F-HRTimeline
Acropolis Investment Management, LLC1,965$101K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,473$75.5K0.01%013F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,262$64.7K<0.01%-2513F-HRTimelineGroup
GK Wealth Management LLC1,000$51.2K0.03%new13F-HRTimeline
Bank of New Hampshire753$38.6K0.01%013F-HRTimeline
Planning Strategies Inc.329$16.9K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC178$9.12K0.01%013F-HRTimeline
GAMMA Investing LLC82$4.2K<0.01%-1613F-HRTimeline
Olistico Wealth, LLC57$2.92K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton37$1.9K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC22$1.13K<0.01%013F-HRTimeline