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Disclosery

IGM ISHARES TR

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SHS (fund)

494 managers (498 13F filers) reported a position in IGM shares at 2025-09-30, 45,379,054 shares in all. 75 filers opened a position and 28 filers sold out during the quarter.

Managers
494
13F filers
498
New
75
Added
159
Reduced
113
Sold out
28
Shares held by filers
45,379,054

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 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC7,110$896K<0.01%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…7,107$895K0.02%+1,80113F-HRTimeline
Arkadios Wealth Advisors6,978$879K0.02%-9813F-HRTimeline
Phillips Wealth Planners LLC6,837$879K0.73%new13F-HRTimeline
Willis Johnson & Associates, Inc.6,927$872K0.05%-43113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,913$871K0.02%+5,70113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC6,874$866K<0.01%+75013F-HRTimelineGroup
Integrated Wealth Concepts LLC6,827$860K0.01%-7,35813F-HRTimeline
Retirement Planning Co of New England, …6,808$858K0.34%013F-HRTimeline
Mystic Asset Management, Inc.6,773$853K0.19%-1513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.6,688$842K0.33%+1,01013F-HRTimeline
World Investment Advisors6,621$834K0.02%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,552$825K0.14%-16213F-HRTimeline
Strait & Sound Wealth Management LLC6,528$822K0.32%+69513F-HRTimeline
Capital Investment Advisors, LLC6,504$819K0.01%-3,07813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC6,462$814K0.11%new13F-HRTimeline
Kesler, Norman & Wride, LLC7,959$813K0.16%+1,69713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,450$812K0.01%+4,54313F-HRTimelineGroup
Bollard Group LLC6,408$807K0.02%+213F-HRTimeline
Family Office Research LLC6,380$804K0.35%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co6,300$793K0.17%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,161$776K<0.01%+10013F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC6,157$775K0.05%+113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,119$771K0.04%+7513F-HRTimeline
Ridgeline Wealth, LLC5,945$749K0.55%-313F-HRTimeline
SYNOVUS FINANCIAL CORP5,909$744K0.01%-21613F-HRTimeline
EASTERN BANK5,906$744K0.01%-17813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,896$743K<0.01%013F-HRTimelineGroup
TSA Wealth Managment LLC5,853$737K0.25%-19413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,700$718K<0.01%-93,30013F-HRTimelineGroup
Clearstead Advisors, LLC5,691$717K0.01%-9913F-HRTimeline
Horst & Graben Wealth Management LLC5,679$715K0.11%013F-HRTimeline
SOA Wealth Advisors, LLC.5,638$710K0.12%+213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,598$705K0.02%013F-HRTimeline
Savvy Advisors, Inc.5,588$704K0.03%+3,70713F-HRTimeline
Tufton Capital Management5,575$702K0.13%-12513F-HRTimeline
IEQ CAPITAL, LLC5,506$693K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,420$683K0.02%+17513F-HRTimeline
BLAIR WILLIAM & CO/IL5,387$678K<0.01%013F-HRTimeline
Strategic Blueprint, LLC5,259$662K0.03%-33313F-HRTimeline
SCS Capital Management LLC5,239$660K0.01%+34213F-HRTimeline
KICKSTAND VENTURES, LLC.5,227$658K0.14%-70813F-HRTimeline
Rollins Financial Advisors, LLC5,188$653K0.1%+53913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,128$646K<0.01%013F-HRTimelineGroup
Bouchey Financial Group, Ltd.5,070$639K0.05%013F-HRTimeline
Accurate Wealth Management, LLC4,997$631K0.08%+1,22113F-HRTimeline
Compound Planning, Inc.5,005$630K0.02%+56713F-HRTimeline
Valmark Advisers, Inc.5,001$630K0.01%-5713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,926$620K0.02%013F-HRTimelineGroup
St. Johns Investment Management Company…4,918$619K0.26%013F-HRTimeline
Guidance Point Advisors, LLC4,895$617K0.15%-10113F-HRTimeline
Advisory Alpha, LLC4,809$614K0.02%new13F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA4,819$607K0.39%013F-HRTimeline
Safeguard Investment Advisory Group, LLC4,804$605K0.15%013F-HRTimeline
Southland Equity Partners LLC4,735$596K0.12%+8813F-HRTimeline
FIRST HORIZON CORP4,729$596K0.03%13F-HRTimeline
Capital Wealth Alliance, LLC4,696$591K0.29%-18513F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC4,662$587K0.07%013F-HRTimeline
Beaton Management Co. Inc.4,650$586K0.27%013F-HRTimeline
SAXON INTERESTS, INC.4,973$583K0.23%-1513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,589$578K0.02%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC4,540$572K0.03%+15913F-HRTimeline
EVERPAR ADVISORS LLC4,462$562K0.22%+17713F-HRTimeline
Glenmede Investment Management, LP4,392$553K<0.01%013F-HRTimeline
MGO ONE SEVEN LLC4,386$552K0.01%+1,97413F-HRTimeline
GeoWealth Management, LLC4,359$549K0.02%new13F-HRTimeline
Sunbelt Securities, Inc.4,343$547K0.04%-71313F-HRTimeline
HORIZON BANCORP INC /IN/4,308$543K0.26%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,295$541K0.01%013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.4,290$540K0.02%-69513F-HRTimeline
Venture Visionary Partners LLC4,290$540K0.02%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,190$528K0.01%-53013F-HRTimelineGroup
Patten Group, Inc.4,110$518K0.1%013F-HRTimeline
CENTAURUS FINANCIAL, INC.4,090$515K0.02%+20913F-HRTimeline
Etesian Wealth Advisors, Inc.4,025$507K0.17%-1,34713F-HRTimeline
Fourth Dimension Wealth, LLC3,995$503K0.19%-7513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,945$497K0.01%+1,06213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,922$494K0.01%new13F-HRTimelineGroup
Kathmere Capital Management, LLC3,916$493K0.04%-3813F-HRTimeline
Hubbell Strickland Wealth Management, L…3,888$490K0.2%+213F-HRTimeline
Cape Investment Advisory, Inc.3,878$488K0.48%+23613F-HRTimeline
5T Wealth, LLC3,875$488K0.21%+36413F-HRTimeline
Valued Retirements, Inc.4,323$486K0.55%013F-HRTimeline
Manchester Capital Management LLC3,843$484K0.07%013F-HRTimeline
4J Wealth Management LLC3,834$483K0.28%-48013F-HRTimeline
Tortoise Investment Management, LLC3,826$482K0.04%+21613F-HRTimeline
SELDON CAPITAL LP3,786$477K0.17%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.3,655$460K0.29%+113F-HRTimeline
IFP Advisors, Inc3,649$460K0.01%-113F-HR/ATimeline
DIVERSIFIED TRUST CO3,648$459K0.01%013F-HRTimeline
CHANNEL WEALTH LLC3,639$458K0.12%+16413F-HRTimeline
Horizon Investments, LLC3,627$457K0.01%+3,60213F-HRTimeline
TUDOR INVESTMENT CORP ET AL3,622$456K<0.01%new13F-HR/ATimeline
High Falls Advisors, Inc3,609$455K0.09%-11813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,595$453K0.06%013F-HRTimeline
Qube Research & Technologies Ltd3,565$449K<0.01%+29713F-HRTimeline
Forefront Wealth Partners, LLC3,550$447K0.11%-3,03813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,505$441K0.02%+44013F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.3,454$435K0.01%-28213F-HRTimeline
MOTCO3,402$428K0.04%new13F-HRTimeline
TPG Advisors LLC3,396$428K0.28%+113F-HRTimeline
Nilsine Partners, LLC3,390$427K0.04%new13F-HRTimeline
Snowden Capital Advisors LLC3,314$417K0.01%-15913F-HRTimeline
Geneos Wealth Management Inc.3,302$416K0.01%-4013F-HRTimeline
Legacy Advisors, LLC3,300$416K0.05%new13F-HRTimeline
CHOREO, LLC3,267$412K0.01%+10713F-HRTimeline
Trexquant Investment LP3,172$400K<0.01%-16113F-HRTimeline
SageView Advisory Group, LLC3,157$398K0.01%+59713F-HRTimeline
WealthPlan Investment Management, LLC3,122$393K0.03%013F-HRTimeline
Wallace Hart LLC3,033$382K0.28%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,016$380K<0.01%-25713F-HRTimelineGroup
LM Advisors LLC3,000$378K0.05%013F-HRTimeline
Dakota Wealth Management3,000$378K0.01%013F-HR/ATimeline
WNY Asset Management, LLC3,000$378K0.04%013F-HRTimeline
TFC Financial Management, Inc.3,000$378K0.05%013F-HRTimeline
Grandview Asset Management LLC2,928$369K0.1%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC2,879$363K0.02%+113F-HRTimeline
Willow Creek Wealth Management Inc.2,862$360K0.03%013F-HRTimeline
Consolidated Portfolio Review Corp2,837$357K0.04%-59213F-HRTimeline
Greenspring Advisors, LLC2,818$355K0.06%13F-HRTimeline
Peck Wealth Management, LLC2,775$350K0.33%13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.2,730$344K0.17%+12613F-HRTimeline
PFG Investments, LLC2,715$342K0.02%013F-HRTimeline
Roundview Capital LLC2,706$341K0.02%013F-HRTimeline
Westside Investment Management, Inc.2,700$340K0.05%013F-HRTimeline
Red Door Wealth Management, LLC2,671$336K0.04%013F-HRTimeline
Scott & Selber, Inc.2,646$333K0.08%013F-HR/ATimeline
Global Financial Private Client, LLC2,632$332K0.12%+4013F-HRTimeline
Advisors Capital Management, LLC2,629$331K<0.01%+30013F-HRTimeline
Valeo Financial Advisors, LLC2,604$328K0.01%+813F-HRTimeline
Bank of New Hampshire2,580$325K0.07%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,914$323K0.03%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,546$321K0.04%-70913F-HRTimeline
Ring Mountain Capital, LLC2,520$317K0.18%013F-HRTimeline
Csenge Advisory Group2,509$316K0.02%new13F-HRTimeline
Aries Wealth Management2,500$315K0.07%013F-HRTimeline
NorthRock Partners, LLC2,473$311K0.01%new13F-HRTimeline
Financial Engines Advisors L.L.C.2,455$309K<0.01%-30213F-HRTimeline
Trek Financial, LLC2,452$309K0.02%+17213F-HRTimeline
Bogart Wealth, LLC2,444$308K0.01%+35113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,400$302K<0.01%013F-HR/ATimelineGroup
Manhattan West Asset Management, LLC2,400$302K0.06%013F-HRTimeline
BlueChip Wealth Advisors LLC2,392$301K0.13%013F-HRTimeline
Financial Insights, Inc.2,279$287K0.1%new13F-HRTimeline
Signal Advisors Wealth, LLC2,266$285K0.03%new13F-HRTimeline
Harbour Trust & Investment Management Co2,262$285K0.03%013F-HRTimeline
McGrath & Associates, Inc.2,260$285K0.42%013F-HRTimeline
Betterment LLC2,255$284K<0.01%-9313F-HRTimeline
EQ LLC2,234$281K0.1%013F-HRTimeline
Wedmont Private Capital2,184$278K0.01%+2513F-HRTimeline
Claro Advisors Inc.2,206$278K0.04%-42113F-HRTimeline
Gouws Capital LLC2,185$275K0.15%-11513F-HRTimeline
Argent Trust Co2,130$268K0.01%013F-HRTimeline
CX Institutional2,115$266K0.01%+84213F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,100$264K0.01%013F-HRTimelineGroup
Magnus Financial Group LLC2,091$263K0.02%-4013F-HRTimeline
Ausdal Financial Partners, Inc.2,072$261K0.01%new13F-HRTimeline
Clear Harbor Asset Management, LLC2,064$260K0.02%013F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,062$260K0.01%new13F-HRTimelineGroup
Bragg Financial Advisors, Inc2,044$257K0.01%013F-HRTimeline
GEM Asset Management, LLC2,016$257K0.12%013F-HRTimeline
Great Waters Wealth Management2,040$257K0.03%013F-HRTimeline
Vise Technologies, Inc.2,033$256K0.01%new13F-HRTimeline
MIDDLETON & CO INC/MA2,000$252K0.03%-10013F-HRTimeline
Moors & Cabot, Inc.1,972$248K0.01%-47813F-HRTimeline
Gladstone Institutional Advisory LLC1,950$246K0.01%013F-HRTimeline
Clarity Financial LLC1,948$245K0.02%new13F-HRTimeline
Main Street Research LLC1,932$243K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC1,782$240K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,886$238K<0.01%013F-HRTimelineGroup
EWA, LLC1,867$235K0.07%-6213F-HRTimeline
Blankinship & Foster, LLC1,847$233K0.05%013F-HRTimeline
Castle Rock Wealth Management, LLC1,800$230K0.05%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,814$228K0.01%-2,32313F-HRTimeline
Newman Dignan & Sheerar, Inc.1,800$227K0.05%013F-HRTimeline
Klingman & Associates, LLC1,800$227K0.01%013F-HRTimeline
Shepherd Financial Partners LLC1,800$227K0.02%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,800$227K0.02%new13F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC1,800$227K0.15%013F-HRTimeline
FourThought Financial Partners, LLC1,780$224K0.02%new13F-HRTimeline
Wealthstream Advisors, Inc.1,779$224K0.03%new13F-HRTimeline
Milestone Asset Management Group, LLC1,752$221K0.14%new13F-HRTimeline
Eagle Strategies LLC1,747$220K0.03%new13F-HRTimeline
TFB Advisors LLC1,741$220K0.06%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,734$218K0.01%new13F-HRTimelineGroup
Rosenberg Matthew Hamilton1,722$217K0.05%013F-HRTimeline
Sequoia Financial Advisors, LLC1,712$216K<0.01%new13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC1,704$215K0.15%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.1,650$208K0.02%new13F-HRTimeline
W ADVISORS, LLC1,640$207K0.11%new13F-HRTimeline
Montis Financial, LLC1,621$204K0.05%new13F-HRTimeline
Cyndeo Wealth Partners, LLC1,620$204K0.01%new13F-HRTimeline
Evelyn Partners Investment Management (…1,620$204K0.07%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC1,603$202K0.05%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,588$200K<0.01%-59013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,534$193K0.07%013F-HR/ATimeline
MAI Capital Management1,512$190K<0.01%+1,33013F-HRTimeline
Global Trust Asset Management, LLC1,500$189K0.09%new13F-HRTimeline
Vermillion Wealth Management, Inc.1,488$187K0.05%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,378$174K0.01%+10113F-HRTimelineGroup