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Disclosery

IGM ISHARES TR

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SHS (fund)

421 managers (423 13F filers) reported a position in IGM shares at 2025-03-31, 27,255,204 shares in all. 40 filers opened a position and 35 filers sold out during the quarter.

Managers
421
13F filers
423
New
40
Added
134
Reduced
120
Sold out
35
Shares held by filers
27,255,204

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Bristlecone Advisors, LLC6,696$607K0.05%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,444$584K<0.01%-5113F-HR/ATimelineGroup
D.A. DAVIDSON & CO.6,404$581K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC6,322$573K<0.01%+2113F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co6,300$571K0.14%013F-HRTimeline
SYNOVUS FINANCIAL CORP6,184$561K0.01%-35513F-HRTimeline
EASTERN BANK6,179$560K0.01%-42013F-HRTimeline
KICKSTAND VENTURES, LLC.6,157$558K0.14%+1,76313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,128$556K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,061$550K<0.01%-12613F-HRTimelineGroup
Family Office Research LLC5,954$540K0.26%-8313F-HRTimeline
Ridgeline Wealth, LLC5,953$540K0.46%013F-HRTimeline
Clearstead Advisors, LLC5,938$538K0.01%-8413F-HRTimeline
Bollard Group LLC5,895$535K0.01%+213F-HRTimeline
Strategic Blueprint, LLC5,853$531K0.03%+1,55313F-HRTimeline
SOA Wealth Advisors, LLC.5,775$524K0.11%+313F-HRTimeline
Southland Equity Partners LLC5,751$521K0.12%+44813F-HRTimeline
Tufton Capital Management5,700$517K0.1%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,663$513K<0.01%-1,93713F-HRTimelineGroup
SteelPeak Wealth, LLC5,618$509K0.02%-373,56213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,598$508K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,522$501K0.01%-43613F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.5,479$497K0.23%+93913F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,351$485K0.01%013F-HRTimeline
Strait & Sound Wealth Management LLC5,299$480K0.22%+2,24813F-HRTimeline
waypoint wealth counsel5,268$478K0.3%+313F-HRTimeline
Etesian Wealth Advisors, Inc.5,225$474K0.2%+95213F-HRTimeline
Bouchey Financial Group, Ltd.5,070$460K0.04%013F-HRTimeline
Valmark Advisers, Inc.5,058$459K0.01%-913F-HRTimeline
Capital Wealth Alliance, LLC5,039$457K0.27%-6,00713F-HRTimeline
HARBOUR INVESTMENTS, INC.5,018$455K0.01%+3,16713F-HRTimeline
SAXON INTERESTS, INC.4,988$452K0.21%-1813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,926$447K0.02%013F-HRTimelineGroup
St. Johns Investment Management Company…4,918$446K0.22%-5013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA4,819$437K0.26%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,803$435K<0.01%013F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC4,802$435K0.12%+113F-HRTimeline
Patriot Financial Group Insurance Agenc…4,743$430K0.06%+45513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,674$424K0.01%-3713F-HRTimelineGroup
SAWGRASS ASSET MANAGEMENT LLC4,662$423K0.05%013F-HRTimeline
Beaton Management Co. Inc.4,650$422K0.22%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,645$421K0.02%+2,07013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,460$404K0.04%+32913F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …4,381$401K0.03%+9613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,392$398K<0.01%013F-HRTimelineGroup
Valued Retirements, Inc.4,323$392K0.52%013F-HRTimeline
4J Wealth Management LLC4,314$391K0.31%013F-HRTimeline
HORIZON BANCORP INC /IN/4,308$391K0.22%-60213F-HRTimeline
Venture Visionary Partners LLC4,290$389K0.02%013F-HRTimeline
Grassi Investment Management4,255$386K0.04%013F-HRTimeline
Manchester Capital Management LLC4,248$385K0.05%013F-HRTimeline
WEALTH ALLIANCE, LLC4,203$381K0.05%new13F-HRTimeline
Independent Advisor Alliance4,194$380K0.01%-101,76013F-HRTimeline
Fourth Dimension Wealth, LLC4,175$379K0.18%+2,19713F-HRTimeline
Capital Market Strategies LLC4,125$374K0.25%-20013F-HRTimeline
Patten Group, Inc.4,110$373K0.09%013F-HRTimeline
Horst & Graben Wealth Management LLC4,016$364K0.07%+39813F-HRTimeline
Kathmere Capital Management, LLC3,954$359K0.03%013F-HRTimeline
Waverly Advisors, LLC3,933$357K<0.01%+42913F-HRTimeline
Snowden Capital Advisors LLC3,887$352K0.01%-73913F-HRTimeline
Hubbell Strickland Wealth Management, L…3,884$352K0.17%-4513F-HRTimeline
Guidance Point Advisors, LLC3,848$349K0.1%+2213F-HRTimeline
Forefront Wealth Partners, LLC3,840$348K0.24%013F-HRTimeline
SELDON CAPITAL LP3,786$343K0.22%013F-HRTimeline
Rollins Financial Advisors, LLC3,771$342K0.06%new13F-HR/ATimeline
Compound Planning, Inc.3,745$340K0.02%+22113F-HRTimeline
IFP Advisors, Inc3,674$333K0.01%-15513F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.3,652$331K0.26%+113F-HRTimeline
DIVERSIFIED TRUST CO3,648$331K0.01%new13F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…3,646$331K0.12%-3,37513F-HRTimeline
IEQ CAPITAL, LLC3,538$321K<0.01%-1,96813F-HRTimeline
Avid Wealth Partners LLC3,477$315K0.21%new13F-HRTimeline
CHANNEL WEALTH LLC3,475$315K0.1%013F-HRTimeline
Moors & Cabot, Inc.3,449$313K0.02%013F-HRTimeline
TPG Advisors LLC3,435$311K0.25%-1813F-HRTimeline
EVERPAR ADVISORS LLC3,358$305K0.16%+84813F-HRTimeline
CENTAURUS FINANCIAL, INC.3,350$304K0.02%+30113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,319$301K0.01%+47813F-HRTimelineGroup
Claro Advisors Inc.3,311$300K0.04%new13F-HRTimeline
Legacy Advisors, LLC3,300$299K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.3,297$299K0.12%+36413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,224$292K<0.01%+1,33813F-HRTimelineGroup
Consolidated Portfolio Review Corp3,172$288K0.05%+1213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,162$287K0.03%-7513F-HRTimeline
Qube Research & Technologies Ltd3,150$286K<0.01%-33513F-HRTimeline
Geneos Wealth Management Inc.3,130$284K<0.01%-32013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,023$274K<0.01%new13F-HRTimelineGroup
Tortoise Investment Management, LLC3,010$273K0.03%013F-HR/ATimeline
Dakota Wealth Management3,000$272K0.01%013F-HRTimeline
WNY Asset Management, LLC3,000$272K0.03%013F-HRTimeline
TFC Financial Management, Inc.3,000$272K0.04%013F-HRTimeline
LM Advisors LLC3,000$272K0.05%013F-HRTimeline
WOLVERINE TRADING, LLC2,986$271K0.01%new13F-HRTimeline
CHOREO, LLC2,960$268K<0.01%013F-HRTimeline
Mosaic Advisors LLC2,960$268K0.4%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,936$266K0.02%new13F-HRTimeline
Trexquant Investment LP2,907$264K<0.01%+44913F-HRTimeline
High Falls Advisors, Inc2,863$260K0.06%+39613F-HRTimeline
Willow Creek Wealth Management Inc.2,862$259K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,520$257K0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.2,832$257K0.05%013F-HRTimeline
Financial Advocates Investment Manageme…2,824$256K0.02%-1013F-HRTimeline
Financial Engines Advisors L.L.C.2,787$253K<0.01%-21113F-HRTimeline
PFG Investments, LLC2,775$252K0.02%-38413F-HRTimeline
Roundview Capital LLC2,706$245K0.02%-1,35013F-HRTimeline
Red Door Wealth Management, LLC2,672$242K0.04%013F-HRTimeline
Scott & Selber, Inc.2,646$240K0.08%013F-HRTimeline
Gladstone Institutional Advisory LLC2,644$240K0.01%013F-HRTimeline
Mayflower Financial Advisors, LLC2,625$238K0.04%+49713F-HRTimeline
Valeo Financial Advisors, LLC2,594$235K0.01%+213F-HRTimeline
SageView Advisory Group, LLC2,589$235K0.01%-40313F-HRTimeline
Bank of New Hampshire2,580$234K0.06%013F-HRTimeline
Ring Mountain Capital, LLC2,504$227K0.17%013F-HRTimeline
Aries Wealth Management2,500$227K0.06%-1,91013F-HRTimeline
BLAIR WILLIAM & CO/IL2,474$224K<0.01%+2,17413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,400$218K<0.01%+1,20013F-HR/ATimelineGroup
Adero Partners, LLC2,400$218K0.01%013F-HRTimeline
Manhattan West Asset Management, LLC2,400$218K0.06%013F-HRTimeline
BlueChip Wealth Advisors LLC2,392$217K0.11%013F-HRTimeline
Advisors Capital Management, LLC2,329$211K<0.01%013F-HRTimeline
Gouws Capital LLC2,300$209K0.14%new13F-HRTimeline
Kelly Financial Services LLC2,297$208K0.07%new13F-HRTimeline
Harbour Trust & Investment Management Co2,262$205K0.02%013F-HRTimeline
McGrath & Associates, Inc.2,260$205K0.37%013F-HRTimeline
Jordan Park Group LLC2,250$204K0.01%013F-HRTimeline
EQ LLC2,234$203K0.09%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,230$202K0.01%13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC2,221$201K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.2,013$183K0.02%-3,04313F-HRTimeline
Rosenberg Matthew Hamilton1,722$156K0.04%013F-HRTimeline
Bell Investment Advisors, Inc1,716$156K0.03%013F-HRTimeline
Farther Finance Advisors, LLC1,691$155K<0.01%-19813F-HRTimeline
Evelyn Partners Investment Management (…1,620$147K0.05%013F-HR/ATimeline
First Horizon Advisors, Inc.1,605$146K<0.01%+1,40513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,548$140K0.06%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,450$131K0.01%+7513F-HRTimeline
Garde Capital, Inc.1,410$128K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,277$116K<0.01%+32313F-HRTimelineGroup
Smartleaf Asset Management LLC1,260$114K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,246$113K0.01%+8813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,233$112K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding1,230$112K0Timeline
Ancora Advisors LLCin group Ancora Advisors LLC1,212$110K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,203$109K0.04%013F-HRTimeline
Bogart Wealth, LLC1,191$108K0.01%-1013F-HRTimeline
MorganRosel Wealth Management, LLC1,029$93.3K0.03%new13F-HRTimeline
N.E.W. Advisory Services LLC963$87.3K0.01%new13F-HRTimeline
Independence Bank of Kentucky960$87K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,068$85.2K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC931$84.4K<0.01%013F-HRTimelineGroup
Vermillion Wealth Management, Inc.880$79.8K0.02%+20013F-HRTimeline
WHITTIER TRUST CO847$76.8K<0.01%013F-HRTimeline
CENTRAL TRUST Co816$74K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …767$70.5K<0.01%new13F-HRTimelineGroup
United Community Bankin group United Community Bank720$65.3K0.02%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…683$61.9K<0.01%+11013F-HRTimeline
HM PAYSON & CO650$58.9K<0.01%013F-HRTimeline
AE Wealth Management LLC641$58.1K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA600$54.4K<0.01%013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC600$54.4K0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…583$52.9K<0.01%-3213F-HRTimelineGroup
Private Wealth Management Group, LLC573$52K0.02%+21913F-HRTimeline
TruNorth Capital Management, LLC564$51.1K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC549$49.8K<0.01%+45413F-HRTimeline
QUADRANT CAPITAL GROUP LLC543$49.2K<0.01%-2413F-HRTimeline
Navigoe, LLC540$48K0.04%013F-HRTimeline
AdvisorNet Financial, Inc522$47.3K<0.01%-1613F-HRTimeline
Physician Wealth Advisors, Inc.505$45.8K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners492$44.6K0.01%-5013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC474$43K<0.01%+2413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd450$40.8K<0.01%-15013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC444$40.3K0.01%013F-HRTimeline
Missouri Trust & Investment Co400$36.3K0.01%013F-HRTimeline
Anchor Investment Management, LLC384$34.8K<0.01%013F-HRTimeline
Investors Research Corp372$33.7K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC360$32.6K<0.01%013F-HRTimeline
HOWE & RUSLING INC330$29.9K<0.01%-3313F-HRTimeline
Valued Wealth Advisors LLC315$28.6K0.02%new13F-HRTimeline
Towne Trust Company, N.A300$27.2K0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC300$27.2K0.02%013F-HRTimeline
CX Institutional298$27K<0.01%new13F-HRTimeline
Larson Financial Group LLC286$25.9K<0.01%+24413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …282$25.6K0.01%13F-HRTimelineGroup
LGT Financial Advisors LLC264$23.9K0.07%+22813F-HRTimeline
Key Financial Inc258$23.4K0.01%013F-HRTimeline
Northwest Capital Management Inc252$22.8K0.01%013F-HRTimeline
Kozak & Associates, Inc.254$22.3K0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co237$21.5K0.01%013F-HRTimeline
Avion Wealth210$21K0.01%013F-HRTimeline
NorthRock Partners, LLC225$20.4K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…222$20.1K<0.01%013F-HRTimeline
TRUST CO OF VERMONT210$19K<0.01%013F-HRTimeline
MAI Capital Management182$16.5K<0.01%-22613F-HRTimeline
Beacon Capital Management, LLC168$15.2K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN168$15.2K<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC154$14K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC144$13.1K<0.01%-11613F-HRTimeline
Biltmore Family Office, LLC138$12.5K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC132$12K<0.01%-22213F-HRTimeline
Cedar Mountain Advisors, LLC120$10.9K<0.01%013F-HRTimeline