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Disclosery

IGM ISHARES TR

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SHS (fund)

553 managers (560 13F filers) reported a position in IGM shares at 2026-06-30, 32,387,756 shares in all. 74 filers opened a position and 24 filers sold out during the quarter.

Managers
553
13F filers
560
New
74
Added
133
Reduced
187
Sold out
24
Shares held by filers
32,387,756

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,232,078$529M0.03%-120,72213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,351,927$385M0.02%+19,15713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,102,124$344M6.19%+244,09213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,659,888$272M0.07%-92,48513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,656,888$271M-126,777Timeline
LPL Financial LLC1,358,497$222M0.05%-90,80413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,194,984$195M0.03%-39,80713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC944,121$154M0.19%-8,33213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP933,207$153M0.18%-85,85213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO913,067$146M0.01%-322,99413F-HRTimelineGroup
Janney Montgomery Scott LLC873,191$143M0.28%-124,91413F-HRTimeline
WestEnd Advisors, LLC714,852$117M2.61%-121,19713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/695,523$114M0.04%+674,75613F-HRTimelineGroup
Destination Wealth Management603,056$98.6M2.3%-17,59813F-HRTimeline
Gray Foundation559,116$91.5M20.16%013F-HRTimeline
UBS Group AGgroup of 2 filers holding557,195$91.1M-25,908Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC523,630$85.8M0.02%-22,93013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC480,102$78.5M0.1%-11,63513F-HRTimeline
Steward Partners Investment Advisory, L…446,206$73M0.37%-365,36113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN413,258$67.6M0.01%+29,97313F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…404,890$66.2M0.13%-77,41013F-HRTimelineGroup
Portfolio Strategies, Inc.341,472$55.9M5.48%-3,69313F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC327,192$53.5M0.67%-41,59313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP282,184$46.2M0.04%-5,83613F-HRTimelineGroup
FIL Ltdin group FIL Ltd257,300$42.1M0.03%-78,43913F-HRTimelineGroup
Legacy Financial Strategies, LLC255,742$41.8M6.48%-31813F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC254,167$41.6M0.02%-37,63713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.243,168$39.8M0.05%+25,64313F-HRTimelineGroup
Coppell Advisory Solutions LLC27$38.2M4.09%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC229,127$37.5M0.13%-34513F-HRTimelineGroup
Allworth Financial LP225,825$36.9M0.16%-6,64613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding202,589$33.1M-12,453Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC184,430$30.2M<0.01%-5,12913F-HRTimelineGroup
Cetera Investment Advisers153,650$25.1M0.02%+2,27913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC144,540$23.6M0.12%new13F-HR/ATimeline
BAILARD, INC.131,527$21.5M0.44%-4,21313F-HRTimeline
White Lighthouse Investment Management …128,824$21.1M2.63%+5,40013F-HRTimeline
Mathes Company, Inc.123,235$20.2M6.26%013F-HRTimeline
Seven Bridges Advisors LLC121,642$19.9M9.59%13F-HRTimeline
MML INVESTORS SERVICES, LLC119,676$19.6M0.04%-3,20713F-HRTimeline
CIBC WORLD MARKET INC.109,692$17.9M0.03%-2,64313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC107,390$17.6M0.03%-15,81313F-HRTimelineGroup
Shira Ridge Wealth Management106,089$17.4M6.05%-5,72013F-HRTimeline
Sanctuary Advisors, LLC105,670$17.3M0.08%+65913F-HRTimeline
HB Wealth Management, LLC105,421$17.2M0.1%-10,50813F-HRTimeline
Cambridge Investment Research Advisors,…104,438$17.1M0.04%+39513F-HR/ATimeline
Dynamic Wealth Strategies, LLC101,456$16.6M8.84%-26013F-HRTimeline
Wealthspire Advisors, LLC101,013$16.5M0.09%+97,29913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC100,908$16.5M0.25%-2,32313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP100,862$16.5M0.02%-2,46513F-HR/ATimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC100,478$16.4M0.2%-48813F-HRTimelineGroup
Decker Wealth Management LLC100,285$16.4M3.49%-3,58513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…93,447$15.3M0.01%-5,52013F-HRTimelineGroup
&PARTNERS89,756$14.7M0.06%+3,51413F-HRTimeline
Fairscale Capital, LLC86,158$14.1M8.42%-34113F-HRTimeline
Baker Avenue Asset Management, LP75,801$12.4M0.24%+92513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74,533$12.2M0.02%+2,36413F-HRTimelineGroup
Prostatis Group LLC70,638$11.6M2.69%-14,63413F-HRTimeline
Private Advisor Group, LLC69,486$11.4M0.05%+17,16913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP70,435$11M<0.01%+7,97313F-HRTimelineGroup
WealthBridge Capital Management, LLC66,166$10.8M2.15%-1,64913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\62,863$10.3M<0.01%-37013F-HRTimelineGroup
Global Retirement Partners, LLC61,354$10M0.15%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…59,498$9.73M0.08%+9,33513F-HRTimelineGroup
SCOTIA CAPITAL INC.58,690$9.6M0.04%-87613F-HRTimeline
Meridian Wealth Management, LLC58,381$9.55M0.3%-5,75413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\57,165$9.35M0.01%-1,23613F-HRTimelineGroup
Integrity Investment Advisors, LLC56,836$9.3M4.05%-3,12013F-HRTimeline
Graves Light Lenhart Wealth, Inc.55,973$9.16M0.85%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.51,531$8.43M4.05%-97713F-HRTimeline
Asset Management Group, Inc.51,524$8.43M1.23%-4,01813F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC49,955$8.17M0.38%-3,06213F-HRTimeline
Mariner, LLCin group Mariner, LLC47,588$7.78M0.01%-82,72613F-HRTimelineGroup
NewEdge Advisors, LLC47,383$7.75M0.02%+2,42413F-HRTimeline
Cadent Capital Advisors, LLC46,640$7.63M1.58%+3,04813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP45,452$7.44M<0.01%+1,63913F-HRTimelineGroup
FMR LLCin group FMR LLC44,353$7.26M<0.01%+2,80513F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC43,740$7.15M2.08%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding41,894$6.85M+1,261Timeline
VMS Asset Management Limited41,725$6.83M2.17%-29,29513F-HRTimeline
Creative Planningin group Creative Planning41,294$6.75M<0.01%+1,20813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…40,369$6.6M<0.01%-1,90413F-HRTimelineGroup
DAVENPORT & Co LLC38,779$6.34M0.03%-1,62713F-HRTimeline
HighTower Advisors, LLC38,769$6.34M0.01%-2,31113F-HRTimeline
KKM Financial LLC38,509$6.3M0.86%-4,45813F-HRTimeline
Quantinno Capital Management LP38,384$6.28M0.01%+72513F-HRTimeline
Paragon Advisors, LLC38,366$6.28M1.32%+39713F-HRTimeline
Advisory Services Network, LLC35,571$5.82M0.07%-1,05813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.35,257$5.77M1.24%013F-HRTimeline
Milestone Investment Advisors LLC35,000$5.73M1.24%-1,27313F-HRTimeline
Campion Asset Management34,297$5.61M3.42%+43513F-HRTimeline
Avior Wealth Management, LLC33,917$5.55M0.15%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC33,162$5.42M0.39%-26013F-HRTimeline
Union Bancaire Privee, UBP SA41,725$5.39M0.06%new13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.30,172$4.89M2.98%+56313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,591$4.84M<0.01%+4,18813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV29,403$4.81M0.01%+1,11713F-HR/ATimeline
Keystone Global Partners, LLC28,003$4.58M1.73%013F-HRTimeline
Financial Freedom, LLC27,847$4.56M2.09%+17813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.27,754$4.54M0.37%+80313F-HRTimelineGroup
IHT Wealth Management, LLC27,486$4.5M0.1%-36513F-HRTimeline
Journey Beyond Wealth, LLC27,273$4.46M3.48%-2,55313F-HRTimeline
Sowell Financial Services LLC26,940$4.41M0.14%-28813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…26,748$4.38M0.05%+14713F-HRTimelineGroup
Perigon Wealth Management, LLC25,866$4.23M0.07%+2813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC25,733$4.21M0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS25,593$4.19M0.01%-10013F-HRTimeline
Wallace Hart LLC25,447$4.16M2.6%+1,26013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT24,912$4.08M0.41%-3,40013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding26,670$4.04M+12,460Timeline
OneDigital Investment Advisors LLC24,194$3.96M0.03%-1,17713F-HRTimeline
B. Riley Wealth Advisors, Inc.24,509$3.92M0.21%+53513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,176$3.91M0.01%-2,89713F-HRTimeline
FLOW TRADERS U.S. LLC23,651$3.87M0.16%+10,40813F-HRTimeline
RWA WEALTH PARTNERS, LLC23,580$3.86M0.04%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,617$3.7M0.02%-1,61413F-HRTimelineGroup
Cresset Asset Management, LLC22,194$3.63M0.01%+10013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…22,140$3.62M0.01%-5,12213F-HRTimelineGroup
Arete Wealth Advisors, LLC21,506$3.52M0.23%new13F-HR/ATimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …20,556$3.35M0.02%-97713F-HRTimelineGroup
SMITH, MOORE & CO.20,381$3.33M0.22%+23213F-HRTimeline
Beacon Pointe Advisors, LLC19,932$3.26M0.02%-94113F-HRTimeline
Coastal Bridge Advisors, LLC19,416$3.18M0.2%-2,77713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,417$3.17M<0.01%-15413F-HRTimelineGroup
Atria Investments, Inc19,346$3.16M0.03%-1,42213F-HRTimeline
TUDOR INVESTMENT CORP ET AL19,177$3.14M0.01%+12,98013F-HRTimeline
WILLIAM JOHN SEMPOLINSKI18,468$3.02M1.22%+11,26313F-HRTimeline
BXM Wealth LLC17,572$2.87M1.56%-5013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…17,492$2.86M<0.01%-89,47813F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.24,055$2.85M<0.01%-3,99413F-HRTimeline
Houlihan Financial Resource Group, Ltd.17,302$2.83M1.01%-10013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp17,033$2.79M0.01%013F-HRTimelineGroup
SteelPeak Wealth, LLC16,928$2.77M0.07%new13F-HRTimeline
WEBSTER BANK, N. A.16,513$2.7M0.23%013F-HRTimeline
HRT FINANCIAL LP16,509$2.7M<0.01%+10,90413F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC16,501$2.7M1.07%-2,09213F-HRTimeline
Copia Wealth Management16,465$2.69M1.62%+1,01613F-HRTimeline
Farther Finance Advisors, LLC16,442$2.69M0.02%+9,31513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,416$2.52M0.03%+9,00313F-HRTimelineGroup
Fort Sheridan Advisors LLC15,189$2.48M0.27%-9013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.15,120$2.47M0.93%-60013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,874$2.43M<0.01%+2,43513F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…14,830$2.43M1.29%-28113F-HRTimeline
Clarity Wealth Advisors, LLC14,587$2.39M0.42%-2,11313F-HRTimeline
Clearstead Advisors, LLC14,336$2.35M0.02%-10,13913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,318$2.34M<0.01%new13F-HRTimeline
FIDUCIENT ADVISORS LLC14,264$2.33M0.33%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.14,096$2.31M0.04%+1713F-HRTimeline
Keebeck Wealth Management13,987$2.29M0.22%-8113F-HRTimeline
Creative Capital Management Investments…13,917$2.28M0.53%+13,66513F-HRTimeline
Icon Wealth Advisors, LLC13,888$2.27M0.14%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,783$2.25M<0.01%+2,69113F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP13,553$2.22M0.08%+313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC13,500$2.21M0.07%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.13,142$2.15M0.57%013F-HRTimeline
Security Financial Services, INC.12,608$2.06M0.29%013F-HRTimeline
Ashton Thomas Private Wealth, LLC12,513$2.05M0.04%+1,39213F-HRTimeline
Sigma Planning Corp12,493$2.04M0.05%+79513F-HRTimeline
Crescent Grove Advisors, LLC12,140$1.99M0.17%013F-HRTimeline
BOSTON FAMILY OFFICE LLC12,059$1.97M0.12%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,949$1.95M<0.01%-1,49213F-HRTimelineGroup
Ayalon Insurance Comp Ltd.11,826$1.93M0.24%013F-HRTimeline
Legacy Edge Advisors, LLC11,624$1.9M0.17%013F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,543$1.89M<0.01%-24913F-HRTimelineGroup
One Wealth Advisors, LLC11,527$1.89M0.21%-13113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,206$1.83M0.02%-10,69913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,161$1.83M0.01%-1,47913F-HRTimelineGroup
Waverly Advisors, LLC11,135$1.82M0.01%+1,91913F-HRTimeline
Accurate Wealth Management, LLC11,034$1.78M0.17%+2,36713F-HRTimeline
WealthShield Partners, LLC10,800$1.77M0.27%-213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,782$1.76M0.01%013F-HRTimelineGroup
Summit Financial, LLC10,479$1.71M0.02%+53813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,350$1.69M<0.01%+5,23413F-HRTimelineGroup
Composition Wealth, LLC10,340$1.69M0.02%-513F-HRTimeline
Empirical Asset Management, LLC10,289$1.68M0.38%+41813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,282$1.68M0.08%+9,35513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,166$1.66M0.02%+72613F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC10,143$1.66M0.07%+7,26113F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC9,620$1.57M0.34%+1113F-HRTimeline
Arkadios Wealth Advisors9,569$1.57M0.02%-41613F-HRTimeline
EP Wealth Advisors, LLC9,396$1.54M0.01%+88813F-HRTimeline
HARMONY ASSET MANAGEMENT LLC9,369$1.53M0.41%-14913F-HRTimeline
Cypress Wealth Services, LLC9,364$1.53M0.19%013F-HRTimeline
Avestar Capital, LLC9,292$1.52M0.09%-17913F-HRTimeline
AE Wealth Management LLC9,280$1.52M0.01%-213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.9,213$1.51M0.03%+71313F-HRTimelineGroup
D.A. DAVIDSON & CO.9,210$1.51M0.01%-22013F-HRTimeline
UNIQUE WEALTH, LLC9,145$1.5M0.17%-1,66213F-HRTimeline
Keel Point, LLC9,100$1.49M0.09%013F-HRTimeline
Bawa N Mallick Trust9,000$1.47M0.48%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP8,950$1.46M0.02%-5013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC8,943$1.46M0.35%+213F-HRTimeline
Savvy Advisors, Inc.8,910$1.46M0.03%-65513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,854$1.45M0.01%+313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL8,749$1.43M<0.01%+1,12813F-HRTimeline
Forefront Wealth Partners, LLC8,710$1.42M0.44%+4413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,635$1.41M0.02%013F-HRTimeline
Trilogy Capital Inc.8,615$1.41M0.05%-40,45413F-HRTimeline
BEACON FINANCIAL GROUP8,594$1.41M0.13%-7613F-HRTimeline
Integrated Wealth Concepts LLC8,424$1.38M0.01%+4,36813F-HRTimeline