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Disclosery

IGM ISHARES TR

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SHS (fund)

505 managers (511 13F filers) reported a position in IGM shares at 2026-03-31, 34,295,727 shares in all. 46 filers opened a position and 47 filers sold out during the quarter.

Managers
505
13F filers
511
New
46
Added
139
Reduced
170
Sold out
47
Shares held by filers
34,295,727

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WILLIAM JOHN SEMPOLINSKI7,205$854K0.43%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,147$847K0.01%-1,57813F-HRTimeline
Lazard Freres Gestion S.A.S.7,110$842K0.02%new13F-HRTimeline
CFS Investment Advisory Services, LLC6,043$837K0.06%-1,79313F-HRTimeline
WealthTrust Axiom LLC7,000$830K0.2%-32913F-HRTimeline
Willis Johnson & Associates, Inc.6,794$805K0.05%-5513F-HRTimeline
Indivisible Partners6,773$803K0.07%-12013F-HRTimeline
Citizens National Bank Trust Department6,710$795K0.13%-35313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,701$794K<0.01%-4,98613F-HRTimeline
Retirement Planning Co of New England, …6,691$793K0.32%+1413F-HRTimeline
Strait & Sound Wealth Management LLC6,657$789K0.3%+8813F-HRTimeline
Simplicity Wealth,LLC6,644$787K0.04%+63513F-HRTimeline
Asempa Wealth Advisors6,443$775K0.68%013F-HRTimeline
Rare Wolf Capital LLC6,474$767K0.5%013F-HRTimeline
Horst & Graben Wealth Management LLC5,349$764K0.1%-29513F-HRTimeline
Mystic Asset Management, Inc.6,428$762K0.18%-35513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,413$760K0.01%013F-HRTimelineGroup
Bollard Group LLC6,411$760K0.02%+113F-HRTimeline
Quotient Wealth Partners, LLC6,314$748K0.02%-2,56013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co6,300$747K0.17%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL6,197$734K<0.01%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,173$732K0.12%+62713F-HRTimeline
Capital Investment Advisors, LLC6,162$730K0.01%013F-HR/ATimeline
Compound Planning, Inc.6,149$729K0.02%+1,14413F-HRTimeline
Sound View Wealth Advisors Group, LLC6,112$724K0.05%-4613F-HRTimeline
Financial Planning Hawaii, Inc.6,012$712K0.42%013F-HRTimeline
Spruce Point Capital Management, LLC6,000$711K0.95%-9,20013F-HRTimeline
EASTERN BANK5,906$700K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,896$699K<0.01%013F-HRTimelineGroup
GTS SECURITIES LLC5,873$696K0.02%new13F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV5,845$693K0.35%-1,87013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,828$691K0.12%-77413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,826$690K0.02%-4613F-HR/ATimeline
HARBOUR INVESTMENTS, INC.5,764$683K0.01%+28513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,706$676K0.01%+30613F-HRTimelineGroup
IEQ CAPITAL, LLC5,665$671K<0.01%-22813F-HRTimeline
TSA Wealth Managment LLC5,647$669K0.22%-17313F-HRTimeline
Grandview Asset Management LLC5,646$669K0.2%-1,58413F-HRTimeline
Capital Advisors, Ltd. LLC5,614$665K0.08%+1,97613F-HRTimeline
HRT FINANCIAL LP5,605$664K<0.01%new13F-HRTimeline
Tufton Capital Management5,575$660K0.12%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,555$658K0.03%+1,16513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,532$656K0.05%-37113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,495$651K0.04%-4213F-HRTimeline
Valmark Advisers, Inc.5,486$650K0.01%-11813F-HRTimeline
SOA Wealth Advisors, LLC.5,470$648K0.12%-17113F-HRTimeline
Bouchey Financial Group, Ltd.5,070$645K0.05%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,322$631K<0.01%+19413F-HRTimelineGroup
FIRST HORIZON CORP5,139$609K0.03%+41013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,116$606K<0.01%-11,22613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC5,113$606K0.01%013F-HRTimelineGroup
KICKSTAND VENTURES, LLC.5,064$600K0.13%-8313F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.5,034$597K0.31%-1,42113F-HRTimeline
Rollins Financial Advisors, LLC5,005$593K0.09%-68313F-HRTimeline
Beaton Management Co. Inc.4,950$587K0.26%+10013F-HRTimeline
Strategic Blueprint, LLC4,940$585K0.03%-26113F-HRTimeline
Ridgeline Wealth, LLC4,936$585K0.42%-1,00513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,926$584K0.02%013F-HRTimelineGroup
SAXON INTERESTS, INC.4,919$583K0.2%-3213F-HRTimeline
St. Johns Investment Management Company…4,918$583K0.25%013F-HRTimeline
Northstar Advisory Group, LLC4,882$579K0.22%-49,87413F-HRTimeline
Guidance Point Advisors, LLC4,866$577K0.14%+113F-HRTimeline
Safeguard Investment Advisory Group, LLC4,807$570K0.16%+113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,694$556K0.03%+13813F-HRTimeline
World Investment Advisors4,684$555K0.01%+10613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,662$553K0.01%+14213F-HRTimelineGroup
SAWGRASS ASSET MANAGEMENT LLC4,662$552K0.08%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,653$551K<0.01%-63913F-HRTimelineGroup
Kesler, Norman & Wride, LLC4,640$550K0.09%-1,97913F-HRTimeline
Capital Wealth Alliance, LLC4,613$547K0.25%-2613F-HRTimeline
Greenspring Advisors, LLC4,597$545K0.03%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,589$544K0.02%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.4,541$538K0.03%+2613F-HRTimeline
Family Office Research LLC4,458$528K0.23%-1,34113F-HRTimeline
Bogart Wealth, LLC4,458$528K0.02%+3513F-HRTimeline
Phillips Wealth Planners LLC3,393$527K0.4%+19213F-HRTimeline
GatePass Capital, LLC4,440$526K0.26%013F-HRTimeline
Fourth Dimension Wealth, LLC4,320$512K0.19%-2513F-HRTimeline
Valued Retirements, Inc.4,316$511K0.5%-413F-HRTimeline
Southland Equity Partners LLC4,310$511K0.1%-34513F-HRTimeline
Venture Visionary Partners LLC4,290$508K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.4,271$506K0.17%+58213F-HRTimeline
5T Wealth, LLC4,228$501K0.2%+7913F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding4,200$498K+2,100Timeline
HORIZON BANCORP INC /IN/4,189$496K0.24%-11913F-HRTimeline
Osprey Private Wealth LLC4,102$486K0.14%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.3,658$486K0.28%+113F-HRTimeline
Patten Group, Inc.4,069$482K0.08%-4113F-HRTimeline
Integrated Wealth Concepts LLC4,056$481K<0.01%+1,56913F-HRTimeline
Etesian Wealth Advisors, Inc.4,025$477K0.15%013F-HRTimeline
NorthRock Partners, LLC3,852$457K0.01%-59513F-HRTimeline
Manchester Capital Management LLC3,843$455K0.07%013F-HRTimeline
4J Wealth Management LLC3,834$454K0.26%013F-HRTimeline
Financial Solutions Advisory Group, Inc.3,822$453K0.06%13F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA3,819$453K0.31%-1,00013F-HRTimeline
SELDON CAPITAL LP3,786$449K0.16%013F-HRTimeline
Avantax Planning Partners, Inc.3,766$446K0.01%new13F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV3,758$445K0.42%+113F-HRTimeline
Wealthspire Advisors, LLC3,714$440K<0.01%-4,16313F-HRTimeline
Tortoise Investment Management, LLC3,674$435K0.04%013F-HRTimeline
DIVERSIFIED TRUST CO3,648$432K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,597$426K0.01%-43113F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP3,595$426K0.06%013F-HRTimeline
MGO ONE SEVEN LLC3,587$425K0.01%+6813F-HRTimeline
Hubbell Strickland Wealth Management, L…3,581$424K0.17%+213F-HRTimeline
Global Trust Asset Management, LLC3,477$412K0.16%013F-HRTimeline
Sequoia Financial Advisors, LLC3,471$411K<0.01%+1,61513F-HRTimeline
IFP Advisors, Inc3,425$406K0.01%013F-HRTimeline
MOTCO3,402$403K0.04%013F-HRTimeline
Sunbelt Securities, Inc.3,389$402K0.03%-99613F-HRTimeline
CHANNEL WEALTH LLC3,380$401K0.1%-3713F-HRTimeline
TPG Advisors LLC3,339$396K0.25%013F-HRTimeline
Claro Advisors Inc.3,335$395K0.05%-22413F-HRTimeline
Legacy Advisors, LLC3,300$391K0.05%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…3,227$382K0.04%+1,46213F-HRTimeline
CHOREO, LLC3,209$380K<0.01%013F-HRTimeline
GLR Partners, LLC3,183$377K0.21%13F-HRTimeline
GeoWealth Management, LLC3,178$377K0.01%+1,20013F-HRTimeline
PFG Investments, LLC3,171$376K0.02%-40013F-HRTimeline
Geneos Wealth Management Inc.3,152$374K0.01%-15013F-HRTimeline
WealthPlan Investment Management, LLC3,117$369K0.02%013F-HRTimeline
Dakota Wealth Management3,000$356K0.01%013F-HR/ATimeline
WNY Asset Management, LLC3,000$356K0.04%13F-HRTimeline
SIMON QUICK ADVISORS, LLC2,882$342K0.02%+113F-HRTimeline
TFC Financial Management, Inc.2,810$333K0.04%013F-HRTimeline
Peck Wealth Management, LLC2,776$329K0.33%013F-HRTimeline
Snowden Capital Advisors LLC2,774$329K0.01%-49913F-HRTimeline
SageView Advisory Group, LLC2,768$328K0.01%-6213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,763$327K0.21%+1,65913F-HRTimeline
High Point Wealth Management, LLC2,728$323K0.31%013F-HRTimeline
Roundview Capital LLC2,721$322K0.02%+1513F-HRTimeline
Red Door Wealth Management, LLC2,671$317K0.03%013F-HRTimeline
Scott & Selber, Inc.2,646$314K0.08%013F-HRTimeline
Trexquant Investment LP2,645$313K<0.01%+6113F-HRTimeline
Global Financial Private Client, LLC2,632$312K0.1%013F-HRTimeline
Valeo Financial Advisors, LLC2,604$309K0.01%013F-HRTimeline
Kathmere Capital Management, LLC2,580$306K0.02%-97913F-HRTimeline
Bank of New Hampshire2,580$306K0.07%013F-HRTimeline
Advisors Capital Management, LLC2,569$304K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,556$303K<0.01%+24213F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC2,548$302K0.03%+113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,526$299K<0.01%-7513F-HRTimelineGroup
Ring Mountain Capital, LLC2,520$299K0.16%013F-HRTimeline
Aries Wealth Management2,500$296K0.07%013F-HRTimeline
Betterment LLC2,500$296K<0.01%+22313F-HRTimeline
Empowered Funds, LLC2,476$293K<0.01%new13F-HR/ATimeline
Financial Engines Advisors L.L.C.2,446$290K<0.01%013F-HRTimeline
OpenArc Corporate Advisory, LLC2,442$289K<0.01%-23913F-HRTimeline
Westside Investment Management, Inc.2,400$284K0.04%013F-HRTimeline
Manhattan West Asset Management, LLC2,400$284K0.06%013F-HRTimeline
Forum Finance Group S.A.2,874$281K0.15%13F-HRTimeline
Vestmark Advisory Solutions, Inc.2,307$273K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,307$273K0.01%new13F-HRTimeline
Financial Insights, Inc.2,279$270K0.09%013F-HRTimeline
Harbour Trust & Investment Management Co2,262$268K0.03%013F-HRTimeline
McGrath & Associates, Inc.2,260$268K0.39%013F-HRTimeline
EQ LLC2,234$265K0.07%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,164$260K0.02%-70013F-HRTimeline
Vise Technologies, Inc.2,005$259K0.01%013F-HRTimeline
Argent Trust Co2,130$252K0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,104$249K<0.01%-1,33713F-HRTimeline
Chicago Partners Investment Group LLC1,731$245K0.01%-3413F-HRTimeline
Clear Harbor Asset Management, LLC2,064$245K0.02%013F-HRTimeline
Clarity Financial LLC2,048$243K0.03%+10013F-HRTimeline
Bragg Financial Advisors, Inc2,044$242K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.2,006$241K<0.01%+1,44613F-HRTimeline
Great Waters Wealth Management2,028$240K0.03%013F-HRTimeline
MIDDLETON & CO INC/MA2,000$237K0.03%013F-HRTimeline
Moors & Cabot, Inc.1,972$234K0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC1,950$231K0.01%-1013F-HRTimeline
GEM Asset Management, LLC1,935$229K0.1%-8113F-HRTimeline
Main Street Research LLC1,932$229K0.01%013F-HRTimeline
Gouws Capital LLC1,910$226K0.12%-26513F-HRTimeline
SCS Capital Management LLC1,899$225K<0.01%-3,30213F-HRTimeline
Quantbot Technologies LP1,871$222K0.01%new13F-HRTimeline
Goelzer Investment Management, Inc.1,859$220K0.01%new13F-HRTimeline
BRIGHTON JONES LLC1,853$220K<0.01%new13F-HR/ATimeline
RESOLUTE WEALTH ADVISOR, INC.1,850$219K0.12%13F-HRTimeline
Blankinship & Foster, LLC1,847$219K0.05%013F-HRTimeline
Castle Rock Wealth Management, LLC1,800$218K0.05%013F-HRTimeline
Signal Advisors Wealth, LLC1,823$216K0.01%-22013F-HRTimeline
Newman Dignan & Sheerar, Inc.1,800$213K0.04%013F-HRTimeline
Klingman & Associates, LLC1,800$213K0.01%013F-HRTimeline
Shepherd Financial Partners LLC1,800$213K0.02%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,800$213K0.01%013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC1,800$213K0.03%new13F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC1,800$213K0.14%013F-HRTimeline
EWA, LLC1,779$211K0.05%-5413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,749$207K<0.01%+19313F-HRTimelineGroup
Eagle Strategies LLC1,747$207K0.02%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,734$205K0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton1,722$204K0.04%013F-HRTimeline
Evelyn Partners Investment Management (…1,620$192K0.07%013F-HRTimeline
Vermillion Wealth Management, Inc.1,489$176K0.07%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,379$163K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1,083$157K<0.01%+3813F-HRTimeline
Signature Equity Partners, LLC1,321$157K0.08%+40813F-HRTimeline
Smartleaf Asset Management LLC1,346$153K0.01%+4313F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,277$151K0.15%+513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,230$146K0Timeline