IG PRINCIPAL EXCHANGE TRADED FD
FollowCMN (fund)
24 managers (24 13F filers) reported a position in IG shares at 2024-09-30, 5,211,498 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 24
- 13F filers
- 24
- New
- 3
- Added
- 10
- Reduced
- 5
- Sold out
- 3
- Shares held by filers
- 5,211,498
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
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 2024
Filers in the available 13F reports with a share position at 2024-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC | 2,034,094 | $43.5M | 1.05% | +137,445 | 13F-HRTimelineGroup |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 1,973,337 | $42.2M | 0.01% | +118,419 | 13F-HRTimelineGroup |
| Raymond James Financial Services Adviso…in group RAYMOND JAMES FINANCIAL INC | 584,981 | $12.5M | 0.02% | +31,630 | 13F-HRTimelineGroup |
| Western Wealth Management, LLC | 158,773 | $3.4M | 0.19% | new | 13F-HRTimeline |
| Insight Wealth Partners, LLC | 151,286 | $3.24M | 1.98% | +64,275 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 123,865 | $2.65M | <0.01% | new | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 53,578 | $1.15M | <0.01% | +3,025 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 38,006 | $813K | <0.01% | +15,999 | 13F-HRTimelineGroup |
| RAYMOND JAMES & ASSOCIATES | 16,456 | $352K | <0.01% | +5,956 | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 15,472 | $331K | <0.01% | +14,660 | 13F-HR/ATimelineGroup |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 14,327 | $307K | <0.01% | +172 | 13F-HRTimelineGroup |
| LVZ, Inc. | 14,121 | $302K | 0.04% | -2,520 | 13F-HRTimeline |
| Callan Capital, LLC | 11,762 | $252K | 0.02% | 0 | 13F-HRTimeline |
| LPL Financial LLC | 9,679 | $207K | <0.01% | -1,215 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 2,462 | $52.7K | <0.01% | +1,488 | 13F-HR/ATimelineGroup |
| Sound Income Strategies, LLC | 2,347 | $50.2K | <0.01% | -92 | 13F-HRTimeline |
| Householder Group Estate & Retirement S… | 1,645 | $35K | 0.01% | new | 13F-HRTimeline |
| Smartleaf Asset Management LLC | 1,519 | $32.5K | <0.01% | -696 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,494 | $32K | <0.01% | 0 | 13F-HRTimelineGroup |
| Capital Investment Advisory Services, L… | 1,455 | $31.1K | <0.01% | 0 | 13F-HRTimeline |
| PNC Financial Services Group, Inc.in group PNC Financial Services Group,… | 604 | $12.9K | <0.01% | 0 | 13F-HRTimelineGroup |
| Continuum Advisory, LLC | 235 | $4.85K | <0.01% | 0 | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 0 | $6 | <0.01% | -1 | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |