ISHARES U S ETF TR

Ticker: IGBH CUSIP: 46431W812 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (8)

Comprehensive Wealth Management, LLC
Value ($000) $5,353 Shares 217,354
Concurrent Investment Advisors, LLC
Value ($000) $694 Shares 28,192
OPPENHEIMER & CO INC
Value ($000) $450 Shares 18,278
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Value ($000) $108 Shares 4,372
TRUIST FINANCIAL CORP
Value ($000) $1,392 Shares 56,521
Kestra Advisory Services, LLC
Value ($000) $468 Shares 18,991
GOLDMAN SACHS GROUP INC
Value ($000) $507 Shares 20,572
Triumph Capital Management
Value ($000) $19 Shares 770

Increased Positions (16)

Ameritas Advisory Services, LLC
Value ($000) $343 (+1532.7%) Shares 13,937 (+1532.0%)
INTEGRITY ALLIANCE, LLC.
Value ($000) $3,542 (+2.5%) Shares 143,823 (+2.4%)
LPL Financial LLC
Value ($000) $5,520 (+65.6%) Shares 224,126 (+65.5%)
RAYMOND JAMES FINANCIAL INC
Value ($000) $2,621 (+362.6%) Shares 106,427 (+362.4%)
MORGAN STANLEY
Value ($000) $13,667 (+17.4%) Shares 554,908 (+17.4%)
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Value ($000) $1,356 (+138.8%) Shares 54,923 (+137.9%)
BANK OF AMERICA CORP /DE/
Value ($000) $2,653 (+3.0%) Shares 107,697 (+3.0%)
Cetera Investment Advisers
Value ($000) $444 (+13.0%) Shares 18,027 (+13.0%)
PRINCIPAL SECURITIES, INC.
Value ($000) $208 (+15.3%) Shares 8,436 (+15.3%)
ENVESTNET ASSET MANAGEMENT INC
Value ($000) $236 (+12.5%) Shares 9,581 (+12.5%)
JPMORGAN CHASE & CO
Value ($000) $111 (+30.6%) Shares 4,522 (+30.6%)
Farther Finance Advisors, LLC
Value ($000) $37 (+11.1%) Shares 1,501 (+11.1%)
FMR LLC
Value ($000) $3 (+132.1%) Shares 109 (+131.9%)
Cambridge Investment Research Advisors, Inc.
Value ($000) $1 (+86.4%) Shares 30,635 (+86.3%)
PARK AVENUE SECURITIES LLC
Value ($000) $1 (+18.1%) Shares 36,836 (+18.1%)
Spire Wealth Management
Value ($000) $9 (+1.4%) Shares 371 (+1.1%)

Decreased Positions (7)

Yeomans Consulting Group, Inc.
Value ($000) $4,150 (-54.7%) Shares 168,508 (-54.6%)
Goodman Advisory Group, LLC
Value ($000) $157 (-26.2%) Shares 6,376 (-26.2%)
Buckingham Strategic Partners
Value ($000) $299 (-49.2%) Shares 12,120 (-49.5%)
OSAIC HOLDINGS, INC.
Value ($000) $247 (-8.3%) Shares 10,043 (-9.0%)
Diversify Advisory Services, LLC
Value ($000) $222 (-2.4%) Shares 8,929 (-3.9%)
NATIONAL BANK OF CANADA /FI/
Value ($000) $3 (-46.8%) Shares 110 (-46.9%)
AE Wealth Management LLC
Value ($000) $0 (-99.2%) Shares 1 (-99.0%)

Exited Positions (6)

JANE STREET GROUP, LLC
Value ($000) $488 Shares 19,823
HARBOUR INVESTMENTS, INC.
Value ($000) $99 Shares 4,001
Advisory Services Network, LLC
Value ($000) $116 Shares 4,692
UBS Group AG
Value ($000) $26 Shares 1,048
WELLS FARGO & COMPANY/MN
Value ($000) $5 Shares 186
CWM, LLC
Value ($000) $0 Shares 53