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Disclosery

IGM ISHARES TR

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SHS (fund)

415 managers (417 13F filers) reported a position in IGM shares at 2024-12-31, 26,704,626 shares in all. 38 filers opened a position and 18 filers sold out during the quarter.

Managers
415
13F filers
417
New
38
Added
134
Reduced
101
Sold out
18
Shares held by filers
26,704,626

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,912,934$297M0.03%+70,40713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,351,390$240M0.02%+225,85713F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,855,454$189M4.74%+33913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,847,477$189M1.79%-119,07213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,221,272$125M0.03%+11,71313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,181,553$121M0.06%-17,59313F-HRTimelineGroup
LPL Financial LLC1,161,225$119M0.05%+265,13413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC900,243$91.9M0.2%-89,36613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO785,114$80.2M0.01%+49,75013F-HRTimelineGroup
Destination Wealth Management641,603$65.5M2.05%-27,83813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC632,889$64.6M0.02%+23,49013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC631,982$64.5M0.02%13F-HR/ATimelineGroup
Gray Foundation559,116$57.1M16.28%+37,03213F-HRTimeline
UBS Group AGin group UBS Group AG424,146$43.3M0.01%+15,08813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN401,343$41M0.01%-45,87213F-HRTimelineGroup
SteelPeak Wealth, LLC379,180$38.7M1.61%+369,69013F-HRTimeline
Portfolio Strategies, Inc.299,283$30.6M4.34%-5,41813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC296,086$30.2M0.04%+9,04913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding272,825$27.9M-154,016Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…267,000$27.5M0.11%+10,00013F-HRTimelineGroup
Allworth Financial LP252,651$27M0.15%+252,34213F-HRTimeline
Legacy Financial Strategies, LLC253,112$25.9M5.57%+7,49013F-HRTimeline
Stuart Chaussee & Associates, Inc.231,592$23.6M5.86%-68413F-HRTimeline
Janney Montgomery Scott LLC204,865$20.9M0.06%-3,05413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP178,969$18.3M0.02%+3,11513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP174,479$17.8M0.03%-23,56013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC168,887$17.2M<0.01%-14,33213F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…155,388$15.9M<0.01%-266,08313F-HRTimelineGroup
Mathes Company, Inc.152,819$15.6M5.69%-10,46413F-HRTimeline
BAILARD, INC.151,791$15.5M0.4%-713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC151,132$15.4M5.06%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.150,999$15.4M0.03%-16,10713F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC146,458$15M0.03%+10,77213F-HRTimelineGroup
HB Wealth Management, LLC133,620$13.6M0.14%+3,50513F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …121,435$12.4M0.35%+55,72413F-HRTimelineGroup
Cambridge Investment Research Advisors,…117,681$12M0.04%+14,96013F-HRTimeline
Northeast Financial Consultants Inc113,796$11.6M0.49%-1,55213F-HRTimeline
CIBC WORLD MARKET INC.113,048$11.5M0.03%-7,29013F-HRTimeline
Independent Advisor Alliance105,954$10.8M0.14%+102,64713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC103,367$10.6M0.24%+100,94413F-HRTimelineGroup
GM Advisory Group, LLC98,900$10.1M0.56%-47213F-HRTimeline
Transform Wealth, LLC98,567$10.1M0.56%+6,03413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…90,149$9.2M0.01%-2,44813F-HRTimelineGroup
&PARTNERS88,418$9.19M0.11%+80,99613F-HRTimeline
Belpointe Asset Management LLC98,606$9.18M0.55%-4113F-HRTimeline
Fairscale Capital, LLC81,679$8.34M7.18%-24613F-HRTimeline
White Lighthouse Investment Management …78,815$8.05M1.41%-7913F-HRTimeline
NewEdge Advisors, LLC77,016$7.86M0.05%-33013F-HRTimeline
Cetera Investment Advisers75,614$7.72M0.02%+20,39513F-HRTimeline
WealthBridge Capital Management, LLC68,979$7.04M1.96%+16113F-HRTimeline
SCOTIA CAPITAL INC.66,913$6.83M0.04%+2,95813F-HRTimeline
Baker Avenue Asset Management, LP66,892$6.83M0.21%+8,61913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\66,660$6.81M<0.01%013F-HR/ATimelineGroup
Dynamic Wealth Strategies, LLC65,812$6.72M5.98%+41613F-HRTimeline
Sanctuary Advisors, LLC62,340$6.56M0.04%+7,72813F-HRTimeline
Private Advisor Group, LLC63,034$6.44M0.04%+95613F-HRTimeline
Meridian Wealth Management, LLC62,938$6.43M0.3%-50413F-HRTimeline
CWM, LLCin group CWM, LLC62,757$6.41M0.03%+36713F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP59,283$6.05M0.01%+2,54313F-HRTimelineGroup
Asset Management Group, Inc.58,728$6M1.07%-98013F-HRTimeline
Graves Light Lenhart Wealth, Inc.56,634$5.78M0.72%-25813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …55,921$5.71M<0.01%+33,92113F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.54,093$5.52M2.71%-1,94613F-HRTimeline
KKM Financial LLC53,112$5.49M2.29%+15,02313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC53,400$5.45M1.84%013F-HRTimeline
Advisory Services Network, LLC50,970$5.2M0.1%+14,34613F-HRTimeline
Apexium Financial, LP50,658$5.17M0.31%-2,67313F-HRTimeline
RWA WEALTH PARTNERS, LLC49,821$5.09M0.06%013F-HRTimeline
Humankind Investments LLC48,930$5M1.26%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…46,676$4.77M0.01%+24,89113F-HR/ATimeline
INTERACTIVE FINANCIAL ADVISORS, INC.45,704$4.67M2.45%+2,78513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…45,266$4.62M0.01%+2,45413F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC37,365$3.81M0.23%-36,21113F-HRTimeline
HighTower Advisors, LLC37,318$3.81M0.01%+3213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.37,230$3.8M1.13%-1,95013F-HRTimeline
Milestone Investment Advisors LLC36,402$3.72M1.01%+2,97413F-HRTimeline
One Capital Management, LLC35,971$3.67M0.12%-98413F-HRTimeline
B. Riley Wealth Advisors, Inc.34,742$3.55M0.12%+4,70313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT34,400$3.51M0.43%+3013F-HRTimeline
Campion Asset Management34,336$3.51M2.65%-69213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC32,778$3.35M0.34%-53113F-HRTimeline
FMR LLCin group FMR LLC32,584$3.33M<0.01%+1,31213F-HRTimelineGroup
IHT Wealth Management, LLC31,104$3.18M0.1%-98513F-HRTimeline
Spectrum Wealth Counsel, LLC29,682$3.03M0.36%+7713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,018$2.96M0.02%+13,06813F-HRTimelineGroup
Sowell Financial Services LLC27,885$2.85M0.15%+39813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,439$2.6M0.01%+4,66313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…24,535$2.5M0.04%+1,65613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,187$2.47M<0.01%+5,61213F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC23,841$2.43M1.33%-1,95813F-HRTimeline
Clarity Wealth Advisors, LLC23,389$2.39M0.65%-95113F-HRTimeline
Journey Beyond Wealth, LLC23,337$2.38M2.24%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,081$2.36M0.01%+15513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC22,689$2.32M<0.01%+6,81513F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …22,347$2.28M0.03%-3,65613F-HRTimelineGroup
Fort Sheridan Advisors LLC22,184$2.26M0.33%+513F-HRTimeline
Creative Planningin group Creative Planning22,042$2.25M<0.01%-1,90513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/21,512$2.2M<0.01%-40213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,901$2.13M<0.01%+8,83913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.20,356$2.08M0.01%+4,46813F-HRTimeline
Perigon Wealth Management, LLC19,432$1.99M0.05%+1,24113F-HRTimeline
ALLIANCEBERNSTEIN L.P.18,959$1.94M<0.01%-9,75813F-HRTimeline
OneDigital Investment Advisors LLC18,948$1.93M0.02%-92713F-HRTimeline
Houlihan Financial Resource Group, Ltd.18,729$1.91M0.82%+20013F-HRTimeline
BXM Wealth LLC18,582$1.9M2.66%13F-HRTimeline
SIMON QUICK ADVISORS, LLC18,573$1.9M0.11%+15,75613F-HRTimeline
WEBSTER BANK, N. A.18,078$1.85M0.2%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\17,985$1.84M<0.01%+6,77813F-HRTimelineGroup
SMITH, MOORE & CO.17,924$1.83M0.17%-15013F-HRTimeline
MML INVESTORS SERVICES, LLC17,621$1.8M0.01%+3,97113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,615$1.8M<0.01%+6,34713F-HRTimelineGroup
Tyler-Stone Wealth Management17,519$1.79M0.32%+1,69313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp17,508$1.79M0.01%013F-HRTimelineGroup
Nikulski Financial, Inc.17,298$1.77M0.52%+1,98113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.16,902$1.73M0.8%013F-HRTimeline
Global Retirement Partners, LLC15,574$1.59M0.05%+1,53313F-HRTimeline
Atria Wealth Solutions, Inc.15,423$1.57M0.02%-4,89613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,420$1.57M0.04%-34013F-HRTimelineGroup
Security Financial Services, INC.15,326$1.56M0.32%-13313F-HRTimeline
Avestar Capital, LLC15,219$1.55M0.14%-94913F-HRTimeline
FIDUCIENT ADVISORS LLC15,080$1.54M0.19%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC15,000$1.53M0.06%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …15,062$1.53M0.08%new13F-HRTimelineGroup
Icon Wealth Advisors, LLC14,688$1.5M0.12%013F-HRTimeline
Crescent Grove Advisors, LLC14,340$1.46M0.15%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC14,237$1.45M0.58%-6,90413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…13,233$1.42M0.08%+4,01213F-HRTimeline
Keebeck Wealth Management13,449$1.37M0.2%+10513F-HRTimeline
Steward Partners Investment Advisory, L…13,393$1.37M0.01%+6,82913F-HRTimeline
Legacy Edge Advisors, LLC13,190$1.36M0.22%-10013F-HRTimeline
Cresset Asset Management, LLC13,158$1.34M0.01%-11,08513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,114$1.34M0.08%+29713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC13,100$1.34M<0.01%+10,90013F-HRTimeline
CW Advisors, LLC12,806$1.31M0.02%-3713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,792$1.31M<0.01%-17213F-HRTimelineGroup
Bleakley Financial Group, LLC12,253$1.25M0.04%+35513F-HRTimeline
Family Firm, Inc.12,229$1.25M0.28%-20113F-HRTimeline
Atria Investments, Inc12,101$1.24M0.02%+1,38213F-HRTimeline
BOSTON FAMILY OFFICE LLC11,904$1.22M0.08%013F-HRTimeline
Ayalon Insurance Comp Ltd.11,826$1.21M0.37%013F-HRTimeline
Copia Wealth Management11,710$1.2M1.14%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,091$1.13M0.03%13F-HRTimeline
Capital Wealth Alliance, LLC11,046$1.13M0.64%+1,58213F-HRTimeline
Beacon Pointe Advisors, LLC11,042$1.13M0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,811$1.1M<0.01%new13F-HRTimelineGroup
Westwind Capital10,776$1.1M0.24%new13F-HRTimeline
Global Financial Private Client, LLC10,720$1.09M0.41%+1,31913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,513$1.07M0.02%+29213F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.10,111$1.03M0.46%+39313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,934$1.01M<0.01%-7013F-HRTimelineGroup
Empirical Asset Management, LLC41,369$1M0.34%013F-HRTimeline
Clarius Group, LLC9,774$998K0.07%013F-HRTimeline
Composition Wealth, LLC9,760$996K0.02%013F-HRTimeline
COMERICA BANK9,723$993K<0.01%-3113F-HR/ATimeline
RMR Wealth Builders9,588$979K0.1%-2613F-HR/ATimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,351$955K0.02%+30113F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.9,341$954K0.02%-1,53213F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP9,300$949K0.01%013F-HRTimeline
One Wealth Advisors, LLC9,267$946K0.14%-6813F-HRTimeline
Creekmur Asset Management LLC9,077$927K0.21%+213F-HRTimeline
Bawa N Mallick Trust9,000$919K0.4%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,919$911K<0.01%+9613F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT8,723$891K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…8,361$854K0.72%13F-HRTimeline
Kearns & Associates LLC8,226$840K0.54%013F-HRTimeline
Willis Johnson & Associates, Inc.8,198$837K0.06%+15313F-HRTimeline
Kesler, Norman & Wride, LLC7,959$813K0.18%+1,70013F-HRTimeline
WealthTrust Axiom LLC7,950$812K0.24%013F-HRTimeline
Cypress Wealth Services, LLC7,752$791K0.16%-713F-HRTimeline
Citizens National Bank Trust Department7,737$790K0.17%+62613F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.7,603$776K0.43%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,600$776K<0.01%-39,45813F-HRTimelineGroup
Embree Financial Group7,381$754K0.13%+313F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV7,220$737K0.39%+1,62013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,097$725K0.01%+313F-HRTimelineGroup
Mystic Asset Management, Inc.7,103$725K0.19%-3013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC7,110$725K<0.01%013F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,021$717K0.27%+27613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,901$705K0.12%-1913F-HRTimeline
Retirement Planning Co of New England, …6,823$697K0.34%-1213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,800$694K0.01%+2,76013F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC6,699$684K0.06%+113F-HRTimeline
Bristlecone Advisors, LLC6,696$684K0.05%013F-HRTimeline
EASTERN BANK6,599$674K0.01%+42013F-HRTimeline
Arkadios Wealth Advisors6,584$672K0.04%+57913F-HRTimeline
SYNOVUS FINANCIAL CORP6,539$668K0.01%-113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,504$664K0.01%+60913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,495$663K<0.01%+85013F-HR/ATimelineGroup
D.A. DAVIDSON & CO.6,404$654K0.01%-10013F-HRTimeline
Biondo Investment Advisors, LLC6,390$652K0.09%+82513F-HRTimeline
EP Wealth Advisors, LLC6,301$643K0.01%+65313F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co6,300$643K0.15%-72013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,187$632K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources6,128$626K<0.01%013F-HRTimelineGroup
Family Office Research LLC6,037$616K0.27%13F-HRTimeline
Clearstead Advisors, LLC6,022$615K0.01%+1,35013F-HRTimeline
J.W. COLE ADVISORS, INC.6,012$614K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,958$608K0.02%+1,98213F-HRTimelineGroup
Ridgeline Wealth, LLC5,953$608K0.5%13F-HRTimeline
Bollard Group LLC5,893$602K0.02%-50713F-HRTimeline