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Disclosery

IGM ISHARES TR

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SHS (fund)

506 managers (512 13F filers) reported a position in IGM shares at 2025-12-31, 37,951,479 shares in all. 31 filers opened a position and 33 filers sold out during the quarter.

Managers
506
13F filers
512
New
31
Added
126
Reduced
194
Sold out
33
Shares held by filers
37,951,479

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WealthTrust Axiom LLC7,329$947K0.24%013F-HRTimeline
Grandview Asset Management LLC7,230$934K0.26%+4,30213F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.7,170$926K0.35%+48213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC7,110$918K<0.01%013F-HRTimelineGroup
Accurate Wealth Management, LLC6,994$917K0.12%+1,99713F-HRTimeline
Citizens National Bank Trust Department7,063$912K0.16%-5913F-HRTimeline
Indivisible Partners6,893$890K0.1%13F-HRTimeline
Willis Johnson & Associates, Inc.6,849$885K0.05%-7813F-HRTimeline
Mystic Asset Management, Inc.6,783$876K0.2%+1013F-HRTimeline
Retirement Planning Co of New England, …6,677$862K0.35%-13113F-HRTimeline
Kesler, Norman & Wride, LLC6,619$855K0.15%-1,34013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC6,602$853K0.14%13F-HRTimeline
Strait & Sound Wealth Management LLC6,569$848K0.32%+4113F-HRTimeline
Rare Wolf Capital LLC6,474$836K0.52%13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.6,455$834K0.4%+3,72513F-HRTimeline
Asempa Wealth Advisors6,443$832K0.72%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,413$828K0.01%-3713F-HRTimelineGroup
Bollard Group LLC6,410$828K0.02%+213F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co6,300$814K0.17%013F-HRTimeline
Capital Investment Advisors, LLC6,162$796K0.01%-34213F-HRTimeline
Sound View Wealth Advisors Group, LLC6,158$795K0.05%+113F-HRTimeline
Belpointe Asset Management LLC6,039$780K0.03%-29,73413F-HRTimeline
Financial Planning Hawaii, Inc.6,012$777K0.45%13F-HRTimeline
Simplicity Wealth,LLC6,009$776K0.05%-4,81013F-HRTimeline
Ridgeline Wealth, LLC5,941$767K0.53%-413F-HRTimeline
EASTERN BANK5,906$763K0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,903$762K0.06%-23,67813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,896$762K<0.01%013F-HRTimelineGroup
IEQ CAPITAL, LLC5,893$761K<0.01%+38713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,872$758K0.02%+1,92713F-HRTimeline
Family Office Research LLC5,799$758K0.31%-58113F-HRTimeline
TSA Wealth Managment LLC5,820$752K0.25%-3313F-HRTimeline
Rollins Financial Advisors, LLC5,688$735K0.11%+50013F-HRTimeline
Horst & Graben Wealth Management LLC5,644$729K0.11%-3513F-HRTimeline
SOA Wealth Advisors, LLC.5,641$729K0.12%+313F-HRTimeline
Valmark Advisers, Inc.5,604$724K0.01%+60313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,598$723K0.02%013F-HRTimeline
Tufton Capital Management5,575$720K0.13%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,546$716K0.12%-1,00613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,537$715K0.04%-58213F-HRTimeline
HARBOUR INVESTMENTS, INC.5,479$708K0.01%+5913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,400$697K0.01%13F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,348$691K<0.01%-81313F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,292$684K<0.01%13F-HRTimelineGroup
SCS Capital Management LLC5,201$672K0.01%-3813F-HRTimeline
Strategic Blueprint, LLC5,201$672K0.04%-5813F-HRTimeline
KICKSTAND VENTURES, LLC.5,147$665K0.14%-8013F-HRTimeline
Clearstead Advisors, LLC5,141$664K0.01%-55013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,128$662K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC5,113$660K0.01%-1,80013F-HRTimelineGroup
Bouchey Financial Group, Ltd.5,070$655K0.05%013F-HRTimeline
Compound Planning, Inc.5,005$646K0.02%013F-HRTimeline
SAXON INTERESTS, INC.4,951$639K0.23%-2213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,926$636K0.02%013F-HRTimelineGroup
St. Johns Investment Management Company…4,918$635K0.26%013F-HRTimeline
Guidance Point Advisors, LLC4,865$629K0.15%-3013F-HRTimeline
Beaton Management Co. Inc.4,850$626K0.28%+20013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA4,819$622K0.39%013F-HRTimeline
Safeguard Investment Advisory Group, LLC4,806$621K0.16%+213F-HRTimeline
FIRST HORIZON CORP4,729$611K0.03%013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC4,662$602K0.08%013F-HRTimeline
Southland Equity Partners LLC4,655$601K0.12%-8013F-HRTimeline
Greenspring Advisors, LLC4,597$594K0.04%+1,77913F-HRTimeline
Capital Wealth Alliance, LLC4,639$593K0.25%-5713F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,589$593K0.02%013F-HRTimelineGroup
World Investment Advisors4,578$591K0.01%-2,04313F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC4,556$588K0.03%+1613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,520$584K0.01%+22513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.4,515$583K0.03%+42513F-HRTimeline
NorthRock Partners, LLC4,447$574K0.01%+1,97413F-HRTimeline
GatePass Capital, LLC4,440$573K0.3%new13F-HRTimeline
Bogart Wealth, LLC4,423$571K0.02%+1,97913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,390$567K0.02%+10013F-HRTimeline
Sunbelt Securities, Inc.4,385$566K0.04%+4213F-HRTimeline
Fourth Dimension Wealth, LLC4,345$561K0.2%+35013F-HRTimeline
Valued Retirements, Inc.4,320$558K0.55%-313F-HRTimeline
HORIZON BANCORP INC /IN/4,308$556K0.27%013F-HRTimeline
Venture Visionary Partners LLC4,290$554K0.02%013F-HRTimeline
Horizon Investments, LLC4,239$548K0.01%+61213F-HRTimeline
5T Wealth, LLC4,149$536K0.21%+27413F-HRTimeline
Patten Group, Inc.4,110$531K0.1%013F-HRTimeline
Osprey Private Wealth LLC4,102$530K0.15%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,028$520K0.01%-16213F-HRTimelineGroup
Etesian Wealth Advisors, Inc.4,025$520K0.16%013F-HRTimeline
Manchester Capital Management LLC3,843$496K0.07%013F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV3,757$495K0.46%13F-HRTimeline
4J Wealth Management LLC3,834$495K0.28%013F-HRTimeline
SELDON CAPITAL LP3,786$489K0.17%013F-HRTimeline
Cape Investment Advisory, Inc.3,689$476K0.15%-18913F-HRTimeline
High Falls Advisors, Inc3,677$475K0.1%+6813F-HRTimeline
Tortoise Investment Management, LLC3,674$475K0.04%-15213F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.3,657$472K0.29%+213F-HRTimeline
DIVERSIFIED TRUST CO3,648$471K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC3,638$470K0.05%+2,59613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,595$464K0.06%013F-HRTimeline
Hubbell Strickland Wealth Management, L…3,579$462K0.19%-30913F-HRTimeline
PFG Investments, LLC3,571$461K0.02%+85613F-HRTimeline
Claro Advisors Inc.3,559$460K0.06%+1,35313F-HRTimeline
Kathmere Capital Management, LLC3,559$460K0.03%-35713F-HRTimeline
MGO ONE SEVEN LLC3,519$455K0.01%-86713F-HRTimeline
Global Trust Asset Management, LLC3,477$449K0.18%+1,97713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,441$444K<0.01%-1313F-HRTimeline
IFP Advisors, Inc3,425$442K0.01%-22413F-HRTimeline
CHANNEL WEALTH LLC3,417$441K0.11%-22213F-HRTimeline
MOTCO3,402$439K0.04%013F-HRTimeline
TPG Advisors LLC3,339$431K0.27%-5713F-HRTimeline
Advisory Alpha, LLC3,319$429K0.01%-1,49013F-HRTimeline
Geneos Wealth Management Inc.3,302$426K0.01%013F-HRTimeline
Legacy Advisors, LLC3,300$426K0.05%013F-HRTimeline
Snowden Capital Advisors LLC3,273$423K0.01%-4113F-HRTimeline
CHOREO, LLC3,209$419K0.01%-5813F-HRTimeline
Phillips Wealth Planners LLC3,201$411K0.33%-3,63613F-HRTimeline
WealthPlan Investment Management, LLC3,117$403K0.03%-513F-HRTimeline
Dakota Wealth Management3,000$387K0.01%013F-HR/ATimeline
Forefront Wealth Partners, LLC2,937$379K0.18%-61313F-HRTimeline
SIMON QUICK ADVISORS, LLC2,881$372K0.02%+213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,864$370K0.03%-5013F-HRTimeline
SageView Advisory Group, LLC2,830$366K0.01%-32713F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,820$364K0.01%new13F-HRTimeline
TFC Financial Management, Inc.2,810$363K0.05%-19013F-HRTimeline
Peck Wealth Management, LLC2,776$359K0.34%+113F-HRTimeline
AE Wealth Management LLC2,755$356K<0.01%+1,77613F-HRTimeline
High Point Wealth Management, LLC2,728$352K0.33%13F-HRTimeline
Roundview Capital LLC2,706$350K0.02%013F-HRTimeline
OpenArc Corporate Advisory, LLC2,681$346K0.01%13F-HRTimeline
Red Door Wealth Management, LLC2,671$345K0.04%013F-HRTimeline
Scott & Selber, Inc.2,646$342K0.09%013F-HRTimeline
Global Financial Private Client, LLC2,632$340K0.12%013F-HRTimeline
Valeo Financial Advisors, LLC2,604$336K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,601$336K<0.01%+71513F-HRTimelineGroup
WESPAC Advisors, LLC2,597$335K0.18%-8,30913F-HRTimeline
Trexquant Investment LP2,584$334K<0.01%-58813F-HRTimeline
Bank of New Hampshire2,580$333K0.07%013F-HRTimeline
Advisors Capital Management, LLC2,569$332K<0.01%-6013F-HRTimeline
CX Institutional2,555$330K0.01%+44013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,547$329K0.04%+113F-HRTimeline
Ring Mountain Capital, LLC2,520$329K0.17%013F-HRTimeline
NewEdge Wealth, LLC2,514$325K<0.01%new13F-HRTimeline
Aries Wealth Management2,500$323K0.07%013F-HRTimeline
Integrated Wealth Concepts LLC2,487$321K<0.01%-4,34013F-HRTimeline
Trek Financial, LLC2,472$319K0.02%+2013F-HRTimeline
Financial Engines Advisors L.L.C.2,446$316K<0.01%-913F-HRTimeline
Westside Investment Management, Inc.2,400$310K0.05%-30013F-HRTimeline
Manhattan West Asset Management, LLC2,400$310K0.06%013F-HRTimeline
BlueChip Wealth Advisors LLC2,392$309K0.13%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,314$299K<0.01%-1,60813F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,301$297K<0.01%new13F-HRTimelineGroup
Financial Insights, Inc.2,279$294K0.1%013F-HRTimeline
Betterment LLC2,277$294K<0.01%+2213F-HRTimeline
Harbour Trust & Investment Management Co2,262$292K0.03%013F-HRTimeline
McGrath & Associates, Inc.2,260$292K0.41%013F-HRTimeline
EQ LLC2,234$289K0.08%013F-HRTimeline
Wedmont Private Capital2,188$287K0.01%+413F-HRTimeline
Gouws Capital LLC2,175$281K0.15%-1013F-HRTimeline
Argent Trust Co2,130$275K0.01%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,100$271K0.01%013F-HRTimelineGroup
Clear Harbor Asset Management, LLC2,064$267K0.02%013F-HRTimeline
GEM Asset Management, LLC2,016$265K0.12%013F-HRTimeline
Daybright Advisory Services, Inc.2,048$264K0.07%13F-HRTimeline
Farther Finance Advisors, LLC2,047$264K<0.01%-6,60113F-HRTimeline
Bragg Financial Advisors, Inc2,044$264K0.01%013F-HRTimeline
Signal Advisors Wealth, LLC2,043$264K0.02%-22313F-HRTimeline
Great Waters Wealth Management2,028$262K0.03%-1213F-HRTimeline
Vise Technologies, Inc.2,005$259K0.01%-2813F-HRTimeline
MIDDLETON & CO INC/MA2,000$258K0.03%013F-HRTimeline
GeoWealth Management, LLC1,978$255K0.01%-2,38113F-HRTimeline
Moors & Cabot, Inc.1,972$255K0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC1,960$253K0.01%+1013F-HRTimeline
Clarity Financial LLC1,948$252K0.02%013F-HRTimeline
Main Street Research LLC1,932$250K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC1,856$240K<0.01%+14413F-HRTimeline
Blankinship & Foster, LLC1,847$239K0.05%013F-HRTimeline
EWA, LLC1,833$237K0.06%-3413F-HRTimeline
Newman Dignan & Sheerar, Inc.1,800$232K0.05%013F-HRTimeline
Klingman & Associates, LLC1,800$232K0.01%013F-HRTimeline
Shepherd Financial Partners LLC1,800$232K0.02%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,800$232K0.01%013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC1,800$232K0.15%013F-HRTimeline
Chicago Partners Investment Group LLC1,765$229K0.01%-1713F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…1,765$228K0.03%13F-HRTimeline
Milestone Asset Management Group, LLC1,752$226K0.13%013F-HRTimeline
Castle Rock Wealth Management, LLC1,800$226K0.05%013F-HRTimeline
One Charles Private Wealth Services, LLC1,747$226K0.06%new13F-HRTimeline
Eagle Strategies LLC1,747$226K0.03%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,734$224K0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton1,722$222K0.05%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC1,722$222K0.15%+1813F-HRTimeline
KCM INVESTMENT ADVISORS LLC1,680$217K0.01%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.1,650$213K0.02%013F-HRTimeline
FourThought Financial Partners, LLC1,650$213K0.02%-13013F-HRTimeline
W ADVISORS, LLC1,640$212K0.11%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,634$211K0.01%-18013F-HRTimeline
Montis Financial, LLC1,621$209K0.04%013F-HRTimeline
Evelyn Partners Investment Management (…1,620$209K0.07%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,613$208K<0.01%new13F-HRTimelineGroup
Cyndeo Wealth Partners, LLC1,606$207K0.01%-1413F-HRTimeline
Csenge Advisory Group1,590$205K0.01%-91913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,572$203K<0.01%-1613F-HRTimelineGroup
BECK CAPITAL MANAGEMENT, LLC1,560$201K0.05%-4313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,556$201K<0.01%new13F-HRTimelineGroup