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Disclosery

IGM ISHARES TR

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SHS (fund)

457 managers (459 13F filers) reported a position in IGM shares at 2025-06-30, 27,793,237 shares in all. 60 filers opened a position and 22 filers sold out during the quarter.

Managers
457
13F filers
459
New
60
Added
127
Reduced
152
Sold out
22
Shares held by filers
27,793,237

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Sound View Wealth Advisors Group, LLC6,156$692K0.05%-54913F-HRTimeline
SYNOVUS FINANCIAL CORP6,125$688K0.01%-5913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,124$688K<0.01%new13F-HRTimelineGroup
EASTERN BANK6,084$683K0.01%-9513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,061$681K<0.01%013F-HRTimelineGroup
TSA Wealth Managment LLC6,047$679K0.25%-67613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,044$679K0.04%+1,66313F-HR/ATimeline
Ridgeline Wealth, LLC5,948$668K0.55%-513F-HRTimeline
KICKSTAND VENTURES, LLC.5,935$667K0.16%-22213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,896$662K<0.01%-23213F-HRTimelineGroup
Strait & Sound Wealth Management LLC5,833$655K0.28%+53413F-HRTimeline
Clearstead Advisors, LLC5,790$650K0.01%-14813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,709$641K0.05%new13F-HRTimeline
Tufton Capital Management5,700$640K0.12%013F-HRTimeline
Horst & Graben Wealth Management LLC5,679$638K0.11%+1,66313F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.5,678$638K0.27%+19913F-HRTimeline
SOA Wealth Advisors, LLC.5,636$633K0.12%-13913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,598$629K0.02%013F-HRTimeline
Strategic Blueprint, LLC5,592$628K0.03%-26113F-HRTimeline
IEQ CAPITAL, LLC5,506$618K<0.01%+1,96813F-HRTimeline
BLAIR WILLIAM & CO/IL5,387$605K<0.01%+2,91313F-HRTimeline
Etesian Wealth Advisors, Inc.5,372$603K0.23%+14713F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,306$596K0.01%-4513F-HRTimeline
HARBOUR INVESTMENTS, INC.5,245$589K0.01%+22713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,236$588K<0.01%-10,29213F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK5,128$576K<0.01%+32513F-HRTimelineGroup
Bouchey Financial Group, Ltd.5,070$570K0.05%013F-HRTimeline
Valmark Advisers, Inc.5,058$568K0.01%013F-HRTimeline
Guidance Point Advisors, LLC4,996$561K0.14%+1,14813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,985$560K0.03%+34013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,959$557K0.01%-56313F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,926$553K0.02%013F-HRTimelineGroup
St. Johns Investment Management Company…4,918$552K0.25%013F-HRTimeline
SCS Capital Management LLC4,897$550K0.01%-2,95713F-HRTimeline
Capital Wealth Alliance, LLC4,881$548K0.29%-15813F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA4,819$541K0.29%013F-HRTimeline
Safeguard Investment Advisory Group, LLC4,804$540K0.13%+213F-HRTimeline
Patriot Financial Group Insurance Agenc…4,788$538K0.06%+4513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,720$530K0.01%+4613F-HRTimelineGroup
SAWGRASS ASSET MANAGEMENT LLC4,662$524K0.06%013F-HRTimeline
Rollins Financial Advisors, LLC4,649$522K0.08%+87813F-HRTimeline
Southland Equity Partners LLC4,647$522K0.11%-1,10413F-HRTimeline
Beaton Management Co. Inc.4,650$522K0.25%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,600$517K<0.01%-5,90013F-HRTimeline
Sunbelt Securities, Inc.5,056$516K0.05%+3,04313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,589$516K0.02%+2,35913F-HRTimelineGroup
Compound Planning, Inc.4,438$499K0.02%+69313F-HRTimeline
Glenmede Investment Management, LP4,392$493K<0.01%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,381$492K0.04%-7913F-HRTimeline
First Horizon Advisors, Inc.4,375$491K0.01%+2,77013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd4,351$489K0.01%-34,39813F-HRTimelineGroup
Valued Retirements, Inc.4,323$486K0.55%013F-HRTimeline
4J Wealth Management LLC4,314$485K0.33%013F-HRTimeline
HORIZON BANCORP INC /IN/4,308$484K0.24%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,295$483K0.01%+1,77513F-HRTimelineGroup
Venture Visionary Partners LLC4,290$482K0.02%013F-HRTimeline
EVERPAR ADVISORS LLC4,285$481K0.22%+92713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,174$469K<0.01%-1,48913F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP4,137$465K0.03%new13F-HRTimeline
Capital Market Strategies LLC4,125$463K0.32%013F-HRTimeline
Patten Group, Inc.4,110$462K0.1%013F-HRTimeline
Fourth Dimension Wealth, LLC4,070$457K0.19%-10513F-HRTimeline
SAXON INTERESTS, INC.4,988$452K0.21%013F-HRTimeline
Kathmere Capital Management, LLC3,954$444K0.03%013F-HRTimeline
Quantinno Capital Management LP3,893$437K<0.01%new13F-HRTimeline
Hubbell Strickland Wealth Management, L…3,886$437K0.19%+213F-HRTimeline
CENTAURUS FINANCIAL, INC.3,881$436K0.03%+53113F-HRTimeline
Manchester Capital Management LLC3,843$432K0.06%-40513F-HRTimeline
Accurate Wealth Management, LLC3,776$427K0.07%new13F-HRTimeline
SELDON CAPITAL LP3,786$425K0.18%013F-HRTimeline
Waverly Advisors, LLC3,757$422K<0.01%-17613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,736$420K<0.01%new13F-HRTimeline
High Falls Advisors, Inc3,727$419K0.09%+86413F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.3,654$411K0.28%+213F-HRTimeline
Grassi Investment Management3,650$410K0.03%-60513F-HRTimeline
IFP Advisors, Inc3,650$410K0.01%-2413F-HRTimeline
DIVERSIFIED TRUST CO3,648$410K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.3,642$409K0.15%+34513F-HRTimeline
Tortoise Investment Management, LLC3,610$406K0.04%+60013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,595$404K0.06%new13F-HRTimeline
5T Wealth, LLC3,511$394K0.2%new13F-HRTimeline
CHANNEL WEALTH LLC3,475$390K0.11%013F-HRTimeline
Snowden Capital Advisors LLC3,473$390K0.01%-41413F-HRTimeline
Consolidated Portfolio Review Corp3,429$385K0.05%+25713F-HRTimeline
TPG Advisors LLC3,395$381K0.28%-4013F-HRTimeline
Geneos Wealth Management Inc.3,342$375K0.01%+21213F-HRTimeline
Trexquant Investment LP3,333$374K<0.01%+42613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,273$368K<0.01%+25013F-HRTimelineGroup
Qube Research & Technologies Ltd3,268$367K<0.01%+11813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,255$366K0.05%new13F-HRTimeline
GROUP ONE TRADING LLC3,213$361K0.01%new13F-HRTimeline
CHOREO, LLC3,160$355K<0.01%+20013F-HRTimeline
WealthPlan Investment Management, LLC3,122$351K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,065$344K0.01%-25413F-HRTimelineGroup
Dakota Wealth Management3,000$337K0.01%013F-HRTimeline
WNY Asset Management, LLC3,000$337K0.04%013F-HRTimeline
TFC Financial Management, Inc.3,000$337K0.05%013F-HRTimeline
LM Advisors LLC3,000$337K0.04%013F-HRTimeline
waypoint wealth counsel2,993$336K0.17%-2,27513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,914$327K0.03%-24813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,883$324K0.01%+66213F-HRTimeline
SteelPeak Wealth, LLC2,880$324K0.01%-2,73813F-HRTimeline
SIMON QUICK ADVISORS, LLC2,878$323K0.02%-15,61713F-HR/ATimeline
Willow Creek Wealth Management Inc.2,862$322K0.03%013F-HRTimeline
Financial Advocates Investment Manageme…2,823$317K0.03%-113F-HRTimeline
Financial Engines Advisors L.L.C.2,757$310K<0.01%-3013F-HRTimeline
PFG Investments, LLC2,715$305K0.02%-6013F-HRTimeline
Roundview Capital LLC2,706$304K0.02%013F-HRTimeline
Westside Investment Management, Inc.2,700$303K0.06%-13213F-HRTimeline
Red Door Wealth Management, LLC2,671$300K0.04%-113F-HRTimeline
SageView Advisory Group, LLC2,560$297K0.01%-2913F-HRTimeline
Scott & Selber, Inc.2,646$297K0.08%013F-HRTimeline
Claro Advisors Inc.2,627$295K0.05%-68413F-HRTimeline
WEALTH ALLIANCE, LLC2,619$294K0.03%-1,58413F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.2,604$293K0.15%-4,47113F-HRTimeline
Valeo Financial Advisors, LLC2,596$292K0.01%+213F-HR/ATimeline
Global Financial Private Client, LLC2,592$291K0.11%-7,89913F-HRTimeline
Bank of New Hampshire2,580$290K0.07%013F-HRTimeline
Ring Mountain Capital, LLC2,520$288K0.18%+1613F-HRTimeline
Kelly Financial Services LLC2,516$283K0.08%+21913F-HRTimeline
Aries Wealth Management2,500$281K0.07%013F-HRTimeline
Moors & Cabot, Inc.2,450$275K0.01%-99913F-HRTimeline
MGO ONE SEVEN LLC2,412$271K0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,400$270K<0.01%013F-HR/ATimelineGroup
Manhattan West Asset Management, LLC2,400$270K0.06%013F-HRTimeline
BlueChip Wealth Advisors LLC2,392$269K0.12%013F-HRTimeline
Betterment LLC2,348$264K<0.01%new13F-HRTimeline
Advisors Capital Management, LLC2,329$262K<0.01%013F-HRTimeline
Mayflower Financial Advisors, LLC2,312$260K0.04%-31313F-HRTimeline
Gouws Capital LLC2,300$258K0.16%013F-HRTimeline
Trek Financial, LLC2,280$256K0.02%new13F-HRTimeline
Harbour Trust & Investment Management Co2,262$254K0.03%013F-HRTimeline
McGrath & Associates, Inc.2,260$254K0.41%013F-HRTimeline
Jordan Park Group LLC2,250$253K0.02%013F-HRTimeline
EQ LLC2,234$251K0.1%013F-HRTimeline
Atria Wealth Solutions, Inc.2,199$247K0.01%-6,89613F-HRTimeline
Wedmont Private Capital2,159$245K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,178$245K0.01%new13F-HRTimelineGroup
Magnus Financial Group LLC2,131$239K0.02%new13F-HRTimeline
Argent Trust Co2,130$239K0.01%new13F-HRTimeline
MIDDLETON & CO INC/MA2,100$236K0.03%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,100$236K0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC2,093$235K0.01%+90213F-HRTimeline
Clear Harbor Asset Management, LLC2,064$232K0.02%new13F-HRTimeline
Bragg Financial Advisors, Inc2,044$230K0.01%new13F-HRTimeline
Great Waters Wealth Management2,040$229K0.03%new13F-HRTimeline
GEM Asset Management, LLC2,016$227K0.12%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,999$225K0.02%new13F-HRTimeline
MA Private Wealth1,986$223K0.04%new13F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.1,850$219K0.12%13F-HRTimeline
Gladstone Institutional Advisory LLC1,950$219K0.01%-69413F-HRTimeline
Main Street Research LLC1,932$217K0.01%new13F-HRTimeline
EWA, LLC1,929$217K0.07%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,907$214K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,886$212K<0.01%-1,33813F-HRTimelineGroup
Savvy Advisors, Inc.1,881$211K0.01%new13F-HRTimeline
Castle Rock Wealth Management, LLC1,800$208K0.05%new13F-HRTimeline
Blankinship & Foster, LLC1,847$207K0.05%new13F-HRTimeline
Chicago Partners Investment Group LLC1,782$204K0.01%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.1,800$202K0.05%new13F-HRTimeline
Klingman & Associates, LLC1,800$202K0.01%new13F-HRTimeline
Shepherd Financial Partners LLC1,800$202K0.02%new13F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC1,800$202K0.15%new13F-HRTimeline
Farther Finance Advisors, LLC1,773$199K<0.01%+8213F-HRTimeline
Rosenberg Matthew Hamilton1,722$193K0.04%013F-HRTimeline
Evelyn Partners Investment Management (…1,620$182K0.07%013F-HR/ATimeline
ELEVATION WEALTH PARTNERS, LLC1,534$172K0.07%-1413F-HRTimeline
Vermillion Wealth Management, Inc.1,488$167K0.08%+60813F-HRTimeline
Garde Capital, Inc.1,410$158K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,277$143K<0.01%013F-HRTimelineGroup
CX Institutional1,273$143K<0.01%+97513F-HR/ATimeline
Smartleaf Asset Management LLC1,260$140K0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,233$139K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding1,230$138K0Timeline
Ancora Advisors LLCin group Ancora Advisors LLC1,212$136K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,204$134K0.07%+113F-HRTimeline
Soundwatch Capital LLC62,657$128K0.02%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,068$120K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,059$119K0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1,045$117K<0.01%+57113F-HRTimeline
MorganRosel Wealth Management, LLC1,029$116K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV996$112K0.01%-25013F-HRTimeline
Independence Bank of Kentucky960$108K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC861$96.7K<0.01%-7013F-HRTimelineGroup
WHITTIER TRUST CO847$95.2K<0.01%013F-HRTimeline
CENTRAL TRUST Co816$91.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…783$88K<0.01%+10013F-HRTimeline
Arax Advisory Partners93$85.8K<0.01%-2013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …767$85.6K<0.01%013F-HRTimelineGroup
United Community Bankin group United Community Bank720$80.9K0.03%013F-HRTimelineGroup
AE Wealth Management LLC689$77.4K<0.01%+4813F-HRTimeline
HM PAYSON & CO650$73K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.620$68.8K<0.01%-7,35013F-HRTimeline
AdvisorNet Financial, Inc600$67.4K<0.01%+7813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC600$67.4K0.01%013F-HRTimelineGroup
TruNorth Capital Management, LLC564$63.4K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…561$63K<0.01%-2213F-HRTimelineGroup
Navigoe, LLC540$60K0.05%013F-HRTimeline
Private Wealth Management Group, LLC511$57.4K0.02%-6213F-HRTimeline
Physician Wealth Advisors, Inc.506$56.8K0.01%+113F-HRTimeline