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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
Concord Wealth Partnersin group Concord Wealth Partners493$55.3K0.01%+113F-HRTimelineGroup
N.E.W. Advisory Services LLC482$54.1K0.01%-48113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd450$50.6K<0.01%013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…450$50.5K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC444$49.9K0.01%013F-HRTimeline
Missouri Trust & Investment Co400$44.9K0.01%013F-HRTimeline
Bell Investment Advisors, Inc389$43.7K0.01%-1,32713F-HRTimeline
Anchor Investment Management, LLC384$43.1K<0.01%013F-HRTimeline
Investors Research Corp372$41.8K0.01%013F-HRTimeline
Clarity Asset Management, Inc.350$39.3K0.02%new13F-HRTimeline
Capital Advisors, Ltd. LLC325$37K<0.01%new13F-HRTimeline
HOWE & RUSLING INC300$33.7K<0.01%-3013F-HRTimeline
Towne Trust Company, N.A300$33.7K0.01%013F-HR/ATimeline
Key Financial Inc258$29K0.01%013F-HRTimeline
Kozak & Associates, Inc.254$28.9K0.01%013F-HRTimeline
Creative Capital Management Investments…252$28.3K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.250$28.1K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co237$26.6K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…222$24.9K<0.01%013F-HRTimeline
TRUST CO OF VERMONT210$23.6K<0.01%013F-HRTimeline
Avion Wealth210$23K0.01%013F-HR/ATimeline
MATRIX PRIVATE CAPITAL GROUP LLC200$22.5K0.01%-10013F-HRTimeline
JFS WEALTH ADVISORS, LLC184$20.7K<0.01%-36513F-HRTimeline
MAI Capital Management182$20.4K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC166$19.8K0.01%new13F-HRTimeline
Beacon Capital Management, LLC168$18.9K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN168$18.9K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC154$17.3K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC144$16.2K<0.01%013F-HRTimeline
Biltmore Family Office, LLC138$15.5K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC132$14.8K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC120$13.5K<0.01%013F-HRTimeline
Archer Investment Corp114$12.8K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…110$12.4K<0.01%013F-HRTimeline
Graney & King, LLC100$11.2K0.01%013F-HRTimeline
Dunhill Financial, LLC93$10.6K<0.01%-113F-HRTimeline
Realta Investment Advisors78$8.76K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC73$8.21K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP70$8K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC70$7.86K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC67$7.49K<0.01%013F-HRTimeline
Cordant, Inc.55$6.18K<0.01%new13F-HRTimeline
Larson Financial Group LLC42$4.74K<0.01%-24413F-HRTimeline
Central Pacific Bank - Trust Division41$4.61K<0.01%013F-HRTimeline
LGT Financial Advisors LLC39$4.4K0.01%-22513F-HRTimeline
Bristlecone Advisors, LLC36$4.04K<0.01%-6,66013F-HRTimeline
Westwind Capital3$3K<0.01%-11,00313F-HRTimeline
Horizon Investments, LLC25$2.81K<0.01%-113F-HRTimeline
Asset Dedication, LLC21$2.36K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.21$2.36K<0.01%new13F-HRTimeline
North Capital, Inc.20$2.26K<0.01%013F-HRTimeline
Briaud Financial Planning Inc26$2K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC13$1.44K<0.01%+213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8$899<0.01%-10213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7$786<0.01%new13F-HRTimelineGroup
New Republic Capital, LLC4$449<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.