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Disclosery

IGM ISHARES TR

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SHS (fund)

415 managers (417 13F filers) reported a position in IGM shares at 2024-12-31, 26,704,626 shares in all. 38 filers opened a position and 18 filers sold out during the quarter.

Managers
415
13F filers
417
New
38
Added
134
Reduced
101
Sold out
18
Shares held by filers
26,704,626

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Integrated Wealth Concepts LLC5,784$590K0.01%+25313F-HRTimeline
SOA Wealth Advisors, LLC.5,772$589K0.11%+313F-HR/ATimeline
Sigma Planning Corp5,713$583K0.02%+45213F-HRTimeline
Tufton Capital Management5,700$582K0.11%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,598$572K0.02%013F-HRTimeline
IEQ CAPITAL, LLC5,506$562K0.01%+1,96813F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,351$546K0.01%+25113F-HRTimeline
Southland Equity Partners LLC5,303$541K0.13%+26613F-HRTimeline
waypoint wealth counsel5,265$537K0.35%+313F-HRTimeline
Sunbelt Securities, Inc.5,056$521K0.05%+2,97413F-HRTimeline
Bouchey Financial Group, Ltd.5,070$518K0.05%013F-HRTimeline
Valmark Advisers, Inc.5,067$517K0.01%+30113F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA4,819$513K0.29%013F-HRTimeline
SAXON INTERESTS, INC.5,006$511K0.22%-913F-HRTimeline
St. Johns Investment Management Company…4,968$507K0.24%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,926$503K0.02%-5013F-HRTimelineGroup
HORIZON BANCORP INC /IN/4,910$501K0.24%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,803$490K<0.01%-13513F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC4,801$490K0.13%+313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,711$481K0.01%+45013F-HRTimelineGroup
SAWGRASS ASSET MANAGEMENT LLC4,662$476K0.05%-19213F-HRTimeline
Beaton Management Co. Inc.4,650$475K0.24%013F-HRTimeline
Snowden Capital Advisors LLC4,626$472K0.01%+70213F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.4,540$463K0.21%013F-HRTimeline
Aries Wealth Management4,410$450K0.12%013F-HRTimeline
KICKSTAND VENTURES, LLC.4,394$449K0.11%-2213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,392$448K<0.01%013F-HRTimelineGroup
Capital Market Strategies LLC4,325$442K0.25%013F-HRTimeline
Valued Retirements, Inc.4,323$441K0.59%013F-HRTimeline
4J Wealth Management LLC4,314$440K0.36%013F-HRTimeline
Strategic Blueprint, LLC4,300$439K0.03%-1413F-HRTimeline
Venture Visionary Partners LLC4,290$438K0.02%013F-HR/ATimeline
Patriot Financial Group Insurance Agenc…4,288$438K0.06%+6813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,285$438K0.04%+24813F-HR/ATimeline
Etesian Wealth Advisors, Inc.4,273$436K0.19%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC4,262$435K0.02%+1,22813F-HRTimeline
Grassi Investment Management4,255$434K0.04%013F-HR/ATimeline
Manchester Capital Management LLC4,248$434K0.05%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,131$422K0.03%-1213F-HRTimeline
Patten Group, Inc.4,110$420K0.09%013F-HRTimeline
Wealthspire Advisors, LLC4,069$415K<0.01%+46913F-HRTimeline
Roundview Capital LLC4,056$414K0.03%013F-HRTimeline
Kathmere Capital Management, LLC3,954$404K0.04%013F-HRTimeline
Hubbell Strickland Wealth Management, L…3,929$401K0.19%+213F-HRTimeline
PEOPLES BANK /OH3,917$400K0.24%-1113F-HRTimeline
Geller Advisors LLC3,875$396K0.03%013F-HRTimeline
Forefront Wealth Partners, LLC3,840$392K0.29%13F-HRTimeline
IFP Advisors, Inc3,829$391K0.01%new13F-HRTimeline
Guidance Point Advisors, LLC3,826$391K0.11%+1,15613F-HRTimeline
SELDON CAPITAL LP3,786$387K0.16%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.3,651$373K0.28%-4313F-HRTimeline
BEACON FINANCIAL GROUP3,650$373K0.04%-5413F-HRTimeline
Horst & Graben Wealth Management LLC3,618$369K0.07%+2813F-HRTimeline
Compound Planning, Inc.3,524$360K0.02%+45413F-HRTimeline
Waverly Advisors, LLC3,504$358K0.01%+12313F-HRTimeline
Qube Research & Technologies Ltd3,485$356K<0.01%+2,76613F-HRTimeline
CHANNEL WEALTH LLC3,475$355K0.12%013F-HRTimeline
TPG Advisors LLC3,453$353K0.28%-7213F-HRTimeline
Geneos Wealth Management Inc.3,450$352K0.01%013F-HRTimeline
Moors & Cabot, Inc.3,449$352K0.02%-2,60013F-HRTimeline
Legacy Advisors, LLC3,300$337K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,237$331K0.03%new13F-HRTimeline
TSA Wealth Managment LLC3,225$329K0.13%-2413F-HRTimeline
Consolidated Portfolio Review Corp3,160$323K0.05%+713F-HRTimeline
PFG Investments, LLC3,159$323K0.02%013F-HRTimeline
Strait & Sound Wealth Management LLC3,051$311K0.14%+21113F-HRTimeline
CENTAURUS FINANCIAL, INC.3,049$311K0.02%+1,53913F-HRTimeline
Tortoise Investment Management, LLC3,010$307K0.03%013F-HR/ATimeline
Dakota Wealth Management3,000$306K0.01%013F-HRTimeline
WNY Asset Management, LLC3,000$306K0.04%013F-HRTimeline
TFC Financial Management, Inc.3,000$306K0.05%-21013F-HRTimeline
Financial Engines Advisors L.L.C.2,998$306K<0.01%+89213F-HRTimeline
LM Advisors LLC3,000$306K0.05%013F-HR/ATimeline
SageView Advisory Group, LLC2,992$305K0.01%+15613F-HRTimeline
CHOREO, LLC2,960$303K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.2,933$299K0.12%+36913F-HRTimeline
Quotient Wealth Partners, LLC2,907$297K0.01%-4413F-HRTimeline
CFS Investment Advisory Services, LLC2,889$295K0.03%-15913F-HRTimeline
Willow Creek Wealth Management Inc.2,862$292K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,841$290K0.01%+68513F-HRTimelineGroup
FLOW TRADERS U.S. LLC2,842$290K0.01%new13F-HRTimeline
Financial Advocates Investment Manageme…2,834$289K0.02%+913F-HRTimeline
Westside Investment Management, Inc.2,832$289K0.06%013F-HRTimeline
Red Door Wealth Management, LLC2,672$273K0.04%013F-HRTimeline
Scott & Selber, Inc.2,646$270K0.08%013F-HRTimeline
Gladstone Institutional Advisory LLC2,644$270K0.01%013F-HRTimeline
Valeo Financial Advisors, LLC2,592$265K0.01%+313F-HRTimeline
Bank of New Hampshire2,580$263K0.07%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,578$263K<0.01%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,575$263K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,520$257K0.01%013F-HRTimelineGroup
EVERPAR ADVISORS LLC2,510$256K0.13%-6813F-HRTimeline
Ring Mountain Capital, LLC2,504$256K0.17%13F-HRTimeline
Orion Porfolio Solutions, LLC2,503$256K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC2,503$256K<0.01%new13F-HRTimeline
High Falls Advisors, Inc2,467$252K0.06%-24613F-HRTimeline
Trexquant Investment LP2,458$251K<0.01%+4113F-HRTimeline
Adero Partners, LLC2,400$245K0.02%013F-HRTimeline
Manhattan West Asset Management, LLC2,400$245K0.07%-1213F-HRTimeline
BlueChip Wealth Advisors LLC2,392$244K0.14%013F-HRTimeline
Advisors Capital Management, LLC2,329$238K<0.01%013F-HRTimeline
Harbour Trust & Investment Management Co2,262$231K0.03%-9613F-HRTimeline
McGrath & Associates, Inc.2,260$231K0.47%13F-HRTimeline
Jordan Park Group LLC2,250$230K0.02%new13F-HRTimeline
GEM Asset Management, LLC2,250$230K0.13%013F-HRTimeline
EQ LLC2,234$228K0.11%013F-HRTimeline
Magnus Financial Group LLC2,233$228K0.02%new13F-HRTimeline
Blankinship & Foster, LLC2,175$222K0.05%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,132$218K0.02%-5013F-HRTimeline
Argent Trust Co2,130$217K0.01%013F-HRTimeline
Mayflower Financial Advisors, LLC2,128$217K0.03%-3413F-HRTimeline
MIDDLETON & CO INC/MA2,100$214K0.02%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,100$214K0.01%013F-HRTimelineGroup
MA Private Wealth2,098$214K0.04%-10313F-HRTimeline
Clear Harbor Asset Management, LLC2,064$211K0.02%new13F-HRTimeline
Bragg Financial Advisors, Inc2,044$209K0.01%new13F-HRTimeline
Great Waters Wealth Management2,040$208K0.03%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,999$204K0.02%new13F-HRTimeline
Fourth Dimension Wealth, LLC1,978$202K0.11%13F-HRTimeline
Apeiron RIA LLC1,977$202K0.06%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,966$200K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,889$193K0.01%+60013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,886$193K<0.01%+213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,851$189K0.01%+14513F-HRTimeline
Rosenberg Matthew Hamilton1,722$176K0.05%013F-HRTimeline
Bell Investment Advisors, Inc1,716$175K0.03%013F-HRTimeline
Evelyn Partners Investment Management (…1,620$165K0.06%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,548$158K0.07%013F-HRTimeline
Garde Capital, Inc.1,410$144K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,375$140K0.01%+6013F-HRTimeline
Smartleaf Asset Management LLC1,260$130K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,203$126K0.06%13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,233$126K<0.01%new13F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding1,230$126K0Timeline
Ancora Advisors LLCin group Ancora Advisors LLC1,212$124K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC1,201$123K0.01%+1513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,200$123K<0.01%new13F-HR/ATimelineGroup
FLP Wealth Management, LLC1,200$123K0.31%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,158$118K0.01%-8213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,068$110K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky960$98K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC954$97K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC931$95K<0.01%+27313F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC930$89.2K0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO847$86.5K<0.01%-98913F-HRTimeline
CENTRAL TRUST Co816$83.3K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.745$76K<0.01%-3513F-HRTimeline
Avior Wealth Management, LLC742$75.8K<0.01%+113F-HRTimeline
United Community Bankin group United Community Bank720$73.5K0.03%013F-HRTimelineGroup
Vermillion Wealth Management, Inc.680$69.4K0.04%13F-HRTimeline
HM PAYSON & CO650$66.4K<0.01%-24413F-HRTimeline
AE Wealth Management LLC641$65.4K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…615$62.8K<0.01%-113F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd600$61.3K0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA600$60.9K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…573$58.5K<0.01%-14713F-HRTimeline
QUADRANT CAPITAL GROUP LLC567$57.9K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC564$57.6K0.02%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners542$55.4K0.01%-513F-HRTimelineGroup
Navigoe, LLC540$55K0.05%13F-HRTimeline
AdvisorNet Financial, Inc538$54.9K<0.01%+47813F-HRTimeline
Physician Wealth Advisors, Inc.505$51.6K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC450$45.9K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC444$45.3K0.01%013F-HRTimeline
Caitlin John, LLC438$44.7K0.03%013F-HRTimeline
Transcendent Capital Group LLC416$42.5K0.02%new13F-HRTimeline
MAI Capital Management408$41.7K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co400$40.8K0.01%013F-HRTimeline
Anchor Investment Management, LLC384$39.2K<0.01%013F-HRTimeline
Investors Research Corp372$38K0.01%013F-HRTimeline
HOWE & RUSLING INC363$37.1K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC360$36.8K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC354$36.1K0.01%-4813F-HRTimeline
Private Wealth Management Group, LLC354$36.1K0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC318$32.5K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL300$30.6K<0.01%013F-HRTimeline
Towne Trust Company, N.A300$30.6K0.01%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC300$30.6K0.02%013F-HRTimeline
Van Hulzen Asset Management, LLC294$30K<0.01%new13F-HRTimeline
Morling Financial Advisors, LLC289$29.5K0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …282$28.8K0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC260$26.5K<0.01%new13F-HRTimeline
Key Financial Inc258$26.3K0.01%013F-HRTimeline
Northwest Capital Management Inc252$25.7K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co237$24.2K0.01%013F-HRTimeline
NorthRock Partners, LLC225$23K<0.01%013F-HR/ATimeline
Capital Investment Advisory Services, L…222$22.7K<0.01%013F-HRTimeline
TRUST CO OF VERMONT210$21.4K<0.01%013F-HRTimeline
Avion Wealth210$21K0.01%013F-HRTimeline
First Horizon Advisors, Inc.200$20.4K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC168$17.2K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC154$15.7K0.01%13F-HRTimeline
Cassady Schiller Wealth Management, LLC150$15.3K0.01%013F-HRTimeline
Venturi Wealth Management, LLC150$15.3K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC120$12.3K<0.01%013F-HRTimeline
Atala Financial Inc120$12.3K0.01%13F-HRTimeline
Archer Investment Corp114$11.6K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…110$11.2K<0.01%013F-HRTimeline
Graney & King, LLC100$10.2K0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC95$9.7K<0.01%-2213F-HRTimeline