IGIB — ISHARES

Ownership history in HOWE & RUSLING INC  ·  8 quarters on record

This page tracks every 13F SEC filing in which HOWE & RUSLING INC reported a position in ISHARES (IGIB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q1)
Avg. % of fund
0.0%
First filed
2014 Q1
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 238 -912 -79.3% 0.00% $13K $52.83
2024 Q1 ADDED 1,150 +787 +216.8% 0.01% $59K $47.10
2023 Q4 UNCHANGED 363 — 0% 0.00% $19K $47.14
2023 Q3 UNCHANGED 363 — 0% 0.00% $18K $43.49
2023 Q2 REDUCED 363 -146 -28.7% 0.00% $18K $44.76
2022 Q4 ADDED 509 +409 +409.0% 0.00% $25K $43.16
2014 Q2 UNCHANGED 100 — 0% 0.00% $11K $37.80
2014 Q1 INITIATED 100 — — 0.00% $11K $37.18
% of Fund (quarterly)    IGIB price (monthly, adj. close)

Other funds also holding IGIB

As of 2025 Q4 — sorted by position size

Thoma Capital Management LLC 19.39% Klaas Financial Asset Advisors, LLC 3Y 13.13% BCK Partners, Inc. 3Y 11.21% Dodds Wealth, LLC 11.08% Flagstone Financial Management 3Y 10.51% MFA WEALTH ADVISORS, LLC 3Y 7Y 9.08% One Capital Management, LLC 3Y 7Y 8.61% Mendota Financial Group, LLC 3Y 8.18% Mittelman Wealth Management 6.87% Financial Engines Advisors L.L.C. 3Y 7Y 6.45%
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