# ISHARES TR (IGSB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IGSB/

- Reporting holders: 56
- Reported value: $196.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $46.7M | 911,775 | 3.6% | 32 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $18.6M | 363,385 | 1.0% | 32 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $17.6M | 343,771 | 1.3% | 32 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $17.5M | 341,590 | 3.9% | 24 |
| [STEPHENS GROUP ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1726808-stephens-group-asset-management-llc/) | $16.8M | 327,286 | 1.0% | 32 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $7.6M | 147,531 | 4.7% | 13 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $5.5M | 108,175 | 0.1% | 14 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $5.2M | 100,911 | 3.8% | 6 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $4.8M | 93,689 | 0.3% | 25 |
| [Martin Capital Partners, LLC](https://holderbook.com/funds/1731216-martin-capital-partners-llc/) | $4.6M | 90,191 | 1.7% | 32 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $4.2M | 82,882 | 1.0% | 20 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $4.0M | 77,560 | 1.0% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $4.0M | 77,453 | 0.1% | 9 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $4.0M | 77,222 | 0.4% | 4 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $3.9M | 75,647 | 0.3% | 24 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $3.7M | 71,958 | 0.8% | 20 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $3.2M | 63,172 | 0.1% | 15 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $2.7M | 52,767 | 0.9% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.4M | 47,402 | 0.0% | 16 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $2.1M | 41,630 | 0.0% | 8 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.6M | 31,959 | 0.0% | 31 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $1.6M | 31,394 | 0.6% | 9 |
| [American National Bank of Texas](https://holderbook.com/funds/2086953-american-national-bank-of-texas/) | $1.4M | 26,387 | 1.2% | 5 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.1M | 21,152 | 0.1% | 3 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $1.0M | 20,218 | 0.2% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 56 | $196.2M |
| Q2 2026 | 1,018 | $16.9B |
| Q1 2026 | 1,017 | $16.5B |
| Q4 2025 | 1,019 | $16.0B |
| Q3 2025 | 956 | $15.5B |
| Q2 2025 | 951 | $16.7B |
| Q1 2025 | 948 | $16.4B |
| Q4 2024 | 962 | $80.6B |
| Q3 2024 | 894 | $84.0B |
| Q2 2024 | 880 | $109.8B |
| Q1 2024 | 889 | $17.1B |
| Q4 2023 | 917 | $17.0B |