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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
Vermillion Wealth Management, Inc.1,488$192K0.08%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,394$180K<0.01%+23713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,379$178K<0.01%+113F-HR/ATimelineGroup
Smartleaf Asset Management LLC1,303$170K0.01%+4313F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,272$164K0.16%13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,233$159K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding1,230$159K0Timeline
Arax Advisory Partners1,170$151K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,104$143K0.09%+47413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,062$137K0.05%-47213F-HRTimeline
Godfrey Financial Associates, Inc.1,055$136K0.12%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,045$135K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC964$125K0.01%+48213F-HRTimeline
Independence Bank of Kentucky960$124K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC930$120K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV927$120K0.01%-6913F-HRTimeline
Signature Equity Partners, LLC913$118K0.07%13F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd865$112K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co816$105K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank797$103K0.04%+7713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…783$101K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …767$100K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…739$95.4K<0.01%013F-HRTimelineGroup
HM PAYSON & CO650$84K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…561$72.5K<0.01%+5413F-HRTimelineGroup
TD Waterhouse Canada Inc.560$72.3K<0.01%-6013F-HRTimeline
Navalign, LLC534$69K0.02%new13F-HRTimeline
Navigoe, LLC540$69K0.04%013F-HRTimeline
Qube Research & Technologies Ltd531$68.6K<0.01%-3,03413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd529$68.4K<0.01%+7913F-HRTimelineGroup
AdvisorNet Financial, Inc522$67.4K<0.01%-7813F-HRTimeline
Nemes Rush Group LLC514$66.4K0.01%new13F-HRTimeline
GROUP ONE TRADING LLC513$66.3K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.506$65.4K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners493$63.7K0.01%013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…450$58.1K<0.01%013F-HRTimeline
Caitlin John, LLC449$58K0.04%+1113F-HRTimeline
BAYBAN429$55.4K0.05%13F-HRTimeline
Missouri Trust & Investment Co400$51.7K0.02%013F-HRTimeline
Bell Investment Advisors, Inc389$50.2K0.01%013F-HRTimeline
Anchor Investment Management, LLC384$49.6K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC384$49.6K<0.01%new13F-HRTimeline
Investors Research Corp372$48K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…351$45.3K0.02%new13F-HRTimeline
FAS Wealth Partners, Inc.350$45.3K<0.01%013F-HRTimeline
MAI Capital Management320$41.3K<0.01%-1,19213F-HRTimeline
Aptus Capital Advisors, LLC311$40.2K<0.01%+16713F-HRTimeline
Root Financial Partners, LLC311$40.2K<0.01%013F-HRTimeline
Avion Wealth310$40K0.01%013F-HRTimeline
HOWE & RUSLING INC300$38.7K<0.01%013F-HRTimeline
Clearstead Trust, LLC300$38.7K0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp300$36.7K0.05%-113F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management261$33.7K<0.01%-3,24413F-HRTimelineGroup
Key Financial Inc258$33.3K0.01%013F-HRTimeline
Kozak & Associates, Inc.254$33.3K0.01%013F-HRTimeline
Creative Capital Management Investments…252$32.5K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp238$30.7K<0.01%+14413F-HRTimelineGroup
Indiana Trust & Investment Management Co237$30.6K0.01%013F-HRTimeline
PRIVATE TRUST CO NA227$29.3K<0.01%-31113F-HRTimeline
Capital Investment Advisory Services, L…222$28.7K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC211$28.1K<0.01%-29613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC213$27.5K0.01%new13F-HRTimeline
TRUST CO OF VERMONT210$27.1K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN168$21.7K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC157$20.3K0.01%-49513F-HRTimeline
MCF Advisors LLC154$19.9K<0.01%new13F-HRTimeline
Atomic Invest LLC149$19.4K0.01%13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC150$19.4K0.01%-5013F-HRTimeline
Strategic Wealth Partners, Ltd.140$18.1K<0.01%+13813F-HRTimeline
Biltmore Family Office, LLC138$17.8K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC132$17K<0.01%013F-HRTimeline
Rice Partnership, LLC128$16.5K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC125$16.1K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC120$15.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC119$15.4K<0.01%-26313F-HRTimeline
Archer Investment Corp114$14.7K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…110$14.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.100$12.9K<0.01%-11313F-HRTimeline
Graney & King, LLC100$12.9K0.01%013F-HRTimeline
Dunhill Financial, LLC94$12.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.91$12K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO90$11.8K<0.01%-75713F-HRTimeline
Blue Trust, Inc.84$10.8K<0.01%+7213F-HRTimeline
FIRST UNITED BANK & TRUST83$10.7K<0.01%013F-HRTimeline
Realta Investment Advisors78$10.1K<0.01%013F-HRTimeline
WealthCollab, LLC77$9.95K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC73$9.45K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC72$9.3K<0.01%-8513F-HRTimeline
ADIRONDACK TRUST CO72$9.3K<0.01%new13F-HRTimeline
Pioneer Family Office, LLC71$9.13K0.01%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC67$8.61K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP53$7K<0.01%013F-HRTimelineGroup
Measured Wealth Private Client Group, L…52$6.72K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC45$5.81K<0.01%new13F-HRTimeline
Perkins Coie Trust Co45$5.81K<0.01%013F-HRTimeline
Larson Financial Group LLC42$5.46K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division41$5.3K<0.01%013F-HRTimeline
SHP Wealth Management30$3.88K<0.01%13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…28$3.62K<0.01%new13F-HRTimeline
LM Advisors LLC387$3K0.06%-2,61313F-HRTimeline
Asset Dedication, LLC21$2.71K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC18$2.33K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC17$2.2K<0.01%+213F-HRTimeline
Go Invest LLC14$1.78K<0.01%13F-HRTimeline
New Republic Capital, LLC4$517<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1$130<0.01%013F-HRTimeline