ISHARES TR (IGSB)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
56
Reporting holders
$196.2M
Reported value
0.0%
Calls
0.0%
Puts
-962
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Bangor Savings Bank | $46.7M | 911,775 | 3.56% | 32q | HELD |
| ATWOOD & PALMER INC | $18.6M | 363,385 | 0.96% | 32q | HELD |
| KWMG, LLC | $17.6M | 343,771 | 1.27% | 32q | +9.6%+$1.5M |
| Prosperity Planning, Inc. | $17.5M | 341,590 | 3.88% | 24q | +7.7%+$1.3M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $16.8M | 327,286 | 0.96% | 32q | +5.9%+$928.0K |
| Mendota Financial Group, LLC | $7.6M | 147,531 | 4.69% | 13q | +0.9%+$69.9K |
| Apella Capital, LLC | $5.5M | 108,175 | 0.07% | 14q | +23.4%+$1.1M |
| Aventus Investment Advisors, Inc. | $5.2M | 100,911 | 3.78% | 6q | +1.0%+$52.0K |
| YHB Investment Advisors, Inc. | $4.8M | 93,689 | 0.30% | 25q | +45.8%+$1.5M |
| Martin Capital Partners, LLC | $4.6M | 90,191 | 1.66% | 32q | +1.6%+$70.9K |
| Boltwood Capital Management | $4.2M | 82,882 | 0.96% | 20q | +1.9%+$80.8K |
| JUNCTURE WEALTH STRATEGIES, LLC | $4.0M | 77,560 | 1.02% | 32q | HELD |
| CoreCap Advisors, LLC | $4.0M | 77,453 | 0.11% | 9q | +24.4%+$778.6K |
| Wealth Enhancement Trust Services, Inc. | $4.0M | 77,222 | 0.42% | 4q | -27.9%-$1.5M |
| Galvin, Gaustad & Stein, LLC | $3.9M | 75,647 | 0.29% | 24q | -11.6%-$507.9K |
| TILIA FIDUCIARY PARTNERS, INC. | $3.7M | 71,958 | 0.85% | 20q | +89.9%+$1.7M |
| Avidian Wealth Enterprises, LLC | $3.2M | 63,172 | 0.09% | 15q | +1.1%+$34.4K |
| Buska Wealth Management, LLC | $2.7M | 52,767 | 0.93% | 9q | -16.1%-$518.1K |
| Farther Finance Advisors, LLC | $2.4M | 47,402 | 0.02% | 16q | +16.2%+$337.9K |
| SAPIENT CAPITAL LLC | $2.1M | 41,630 | 0.03% | 8q | -50.0%-$2.1M |
| MassMutual Private Wealth & Trust, FSB | $1.6M | 31,959 | 0.04% | 31q | +49.6%+$543.2K |
| Ridgewood Investments LLC | $1.6M | 31,394 | 0.59% | 9q | -12.9%-$238.8K |
| American National Bank of Texas | $1.4M | 26,387 | 1.23% | 5q | +2.8%+$36.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $1.1M | 21,152 | 0.07% | 3q | -11.1%-$134.9K |
| Weaver Consulting Group | $1.0M | 20,218 | 0.20% | 16q | -8.0%-$90.3K |
| Balefire, LLC | $1.0M | 19,957 | 0.16% | 3q | +34.0%+$259.3K |
| Exchange Bank | $987.4K | 19,274 | 0.61% | 12q | HELD |
| Factor Wealth Management LTD | $871.4K | 17,009 | 0.13% | 8q | -35.5%-$479.8K |
| Sunburst Financial Group, LLC | $720.1K | 14,057 | 0.11% | 19q | HELD |
| EASTERN BANK | $618.2K | 12,068 | 0.01% | 11q | HELD |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $569.2K | 11,111 | 0.37% | 8q | -3.4%-$19.9K |
| Grove Bank & Trust | $559.1K | 10,914 | 0.06% | 29q | +112.5%+$296.0K |
| Councilor Wealth, LLC | $517.8K | 10,106 | 0.21% | 12q | -6.8%-$37.7K |
| MFA WEALTH ADVISORS, LLC | $500.3K | 9,766 | 0.08% | 22q | -9.0%-$49.4K |
| Elm3 Financial Group, LLC | $462.9K | 9,035 | 0.31% | new | NEW |
| Successful Portfolios LLC | $432.8K | 8,466 | 0.20% | 26q | HELD |
| Capital Advisors Wealth Management, LLC | $426.6K | 8,326 | 0.05% | 23q | +11.1%+$42.5K |
| FIRST COMMUNITY TRUST NA | $415.7K | 8,114 | 0.14% | 4q | HELD |
| Paragon Capital Management Ltd | $314.6K | 6,140 | 0.06% | new | NEW |
| Valeo Financial Advisors, LLC | $311.1K | 6,073 | 0.01% | 2q | HELD |
| Breakwater Capital Group | $297.9K | 5,815 | 0.04% | new | NEW |
| RFG - Bristol Wealth Advisors, LLC | $270.4K | 5,279 | 0.06% | 8q | -2.9%-$8.1K |
| Miller Global Investments, LLC | $237.3K | 4,632 | 0.19% | 2q | -91.1%-$2.4M |
| Wedmont Private Capital | $228.9K | 4,466 | 0.01% | new | NEW |
| Echo45 Advisors LLC | $217.1K | 4,237 | 0.10% | new | NEW |
| Acropolis Investment Management, LLC | $100.7K | 1,965 | 0.00% | 3q | -50.0%-$100.7K |
| TOMPKINS FINANCIAL CORP | $75.5K | 1,473 | 0.01% | 6q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $64.7K | 1,262 | 0.00% | 18q | -1.9%-$1.3K |
| GK Wealth Management LLC | $51.2K | 1,000 | 0.03% | new | NEW |
| Bank of New Hampshire | $38.6K | 753 | 0.01% | 7q | HELD |
| Planning Strategies Inc. | $16.9K | 329 | 0.01% | 2q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $9.1K | 178 | 0.01% | 4q | HELD |
| GAMMA Investing LLC | $4.2K | 82 | 0.00% | 10q | -16.3% |
| Olistico Wealth, LLC | $2.9K | 57 | 0.00% | 4q | HELD |
| Rosenberg Matthew Hamilton | $1.9K | 37 | 0.00% | 7q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $1.1K | 22 | 0.00% | 6q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 56 | $196.2M | 3,829,110 | 6 | 18 | 16 | 0.0% |
| Q2 2026 | 1,018 | $16.9B | 322,584,534 | 77 | 402 | 306 | 0.0% |
| Q1 2026 | 1,017 | $16.5B | 314,324,391 | 72 | 441 | 268 | 0.0% |
| Q4 2025 | 1,019 | $16.0B | 302,003,773 | 77 | 394 | 266 | 0.0% |
| Q3 2025 | 956 | $15.5B | 292,983,274 | 73 | 366 | 280 | 0.0% |
| Q2 2025 | 951 | $16.7B | 315,784,390 | 64 | 328 | 322 | 0.0% |
| Q1 2025 | 948 | $16.4B | 313,602,255 | 65 | 319 | 332 | 0.0% |
| Q4 2024 | 962 | $80.6B | 1,558,423,907 | 65 | 343 | 292 | 0.0% |
| Q3 2024 | 894 | $84.0B | 1,595,871,975 | 63 | 294 | 308 | 0.0% |
| Q2 2024 | 880 | $109.8B | 2,142,664,767 | 55 | 284 | 334 | 0.0% |
| Q1 2024 | 889 | $17.1B | 332,748,749 | 56 | 324 | 309 | 0.0% |
| Q4 2023 | 917 | $17.0B | 331,154,628 | 75 | 253 | 369 | 0.0% |
| Q3 2023 | 876 | $17.0B | 341,725,259 | 64 | 262 | 362 | 0.0% |
| Q2 2023 | 881 | $17.6B | 351,242,415 | 53 | 281 | 348 | 0.0% |
| Q1 2023 | 901 | $19.2B | 379,050,949 | 79 | 240 | 382 | 0.0% |
| Q4 2022 | 924 | $18.4B | 370,155,585 | 100 | 270 | 374 | 0.0% |
| Q3 2022 | 870 | $14.7B | 298,682,813 | 56 | 255 | 370 | 0.0% |
| Q2 2022 | 899 | $15.1B | 299,106,857 | 80 | 214 | 416 | 0.0% |
| Q1 2022 | 919 | $15.2B | 293,098,077 | 73 | 261 | 377 | 0.0% |
| Q4 2021 | 943 | $16.1B | 298,742,747 | 58 | 278 | 365 | 0.0% |
| Q3 2021 | 903 | $17.4B | 318,484,649 | 54 | 328 | 315 | 0.0% |
| Q2 2021 | 900 | $20.4B | 372,603,837 | 55 | 399 | 245 | 0.0% |
| Q1 2021 | 893 | $18.5B | 337,611,252 | 60 | 397 | 252 | 0.0% |
| Q4 2020 | 891 | $16.6B | 301,817,338 | 66 | 367 | 224 | 0.0% |
| Q3 2020 | 790 | $13.9B | 252,636,023 | 64 | 381 | 181 | 0.0% |
| Q2 2020 | 763 | $12.0B | 219,381,126 | 133 | 303 | 165 | 0.0% |
| Q1 2020 | 664 | $8.3B | 157,340,126 | 77 | 210 | 248 | 0.0% |
| Q4 2019 | 661 | $8.8B | 167,970,135 | 40 | 259 | 174 | 0.0% |
| Q3 2019 | 616 | $8.1B | 151,731,316 | 60 | 240 | 178 | 0.0% |
| Q2 2019 | 588 | $7.9B | 147,334,365 | 54 | 207 | 177 | 0.0% |
| Q1 2019 | 581 | $7.0B | 131,716,522 | 51 | 179 | 206 | 0.0% |
| Q4 2018 | 569 | $6.8B | 131,378,863 | 5 | 9 | 19 | 0.0% |