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Disclosery

IGM ISHARES TR

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SHS (fund)

421 managers (423 13F filers) reported a position in IGM shares at 2025-03-31, 27,255,204 shares in all. 40 filers opened a position and 35 filers sold out during the quarter.

Managers
421
13F filers
423
New
40
Added
134
Reduced
120
Sold out
35
Shares held by filers
27,255,204

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,968,453$269M0.02%+55,51913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,273,880$206M0.01%-77,51013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,897,988$172M4.53%+42,53413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,786,676$162M1.54%-60,80113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,259,022$114M0.03%+37,75013F-HR/ATimelineGroup
LPL Financial LLC1,158,943$105M0.04%-2,28213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,155,061$105M0.05%-26,49213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO909,378$82.5M0.01%+124,26413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC901,608$81.7M0.17%+1,36513F-HRTimelineGroup
Destination Wealth Management646,591$58.6M1.85%+4,98813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC642,513$58.3M0.02%+10,53113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC637,189$57.8M0.02%+4,30013F-HRTimelineGroup
Gray Foundation559,116$50.7M15.81%013F-HRTimeline
UBS Group AGin group UBS Group AG449,205$40.7M0.01%+25,05913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC429,228$38.9M0.06%+133,14213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN427,696$38.8M0.01%+26,35313F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …342,590$31.1M0.91%+221,15513F-HR/ATimelineGroup
Portfolio Strategies, Inc.306,642$27.8M4.31%+7,35913F-HRTimeline
Legacy Financial Strategies, LLC259,316$23.5M5.13%+6,20413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP247,500$22.4M0.05%new13F-HRTimelineGroup
Allworth Financial LP246,110$22.4M0.13%-6,54113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.236,482$21.4M0.05%+85,48313F-HRTimelineGroup
Stuart Chaussee & Associates, Inc.229,558$20.8M5.19%-2,03413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding223,055$20.2M-49,770Timeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…208,956$18.9M<0.01%+53,56813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP196,031$17.8M0.02%+17,06213F-HRTimelineGroup
Janney Montgomery Scott LLC187,655$17M0.05%-17,21013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC179,105$16.2M<0.01%+10,21813F-HR/ATimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…164,000$14.9M0.06%-103,00013F-HRTimelineGroup
Cambridge Investment Research Advisors,…148,988$13.5M0.05%+31,30713F-HRTimeline
Mathes Company, Inc.145,499$13.2M5.37%-7,32013F-HRTimeline
HB Wealth Management, LLC144,021$13.1M0.11%+10,40113F-HRTimeline
Mariner, LLCin group Mariner, LLC139,249$12.6M0.02%-7,20913F-HRTimelineGroup
BAILARD, INC.135,464$12.3M0.32%-16,32713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC124,731$11.3M0.29%+113,64013F-HRTimeline
Cetera Investment Advisers121,489$11M0.02%+45,87513F-HRTimeline
Northeast Financial Consultants Inc111,146$10.1M0.45%-2,65013F-HRTimeline
CIBC WORLD MARKET INC.108,840$9.87M0.02%-4,20813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC102,525$9.3M0.2%-84213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP98,015$8.89M0.01%-76,46413F-HRTimelineGroup
GM Advisory Group, LLC95,298$8.64M0.47%-3,60213F-HRTimeline
Sanctuary Advisors, LLC87,635$7.95M0.06%+25,29513F-HRTimeline
&PARTNERS87,458$7.94M0.08%-96013F-HRTimeline
Shira Ridge Wealth Management86,681$7.86M3.92%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…82,904$7.52M<0.01%-7,24513F-HRTimelineGroup
White Lighthouse Investment Management …80,350$7.29M1.3%+1,53513F-HRTimeline
Fairscale Capital, LLC79,785$7.23M6.53%-1,89413F-HRTimeline
NewEdge Advisors, LLC73,530$6.67M0.04%-3,48613F-HRTimeline
Baker Avenue Asset Management, LP70,623$6.4M0.2%+3,73113F-HRTimeline
WealthBridge Capital Management, LLC69,360$6.29M1.78%+38113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\68,230$6.19M<0.01%+1,57013F-HRTimelineGroup
Dynamic Wealth Strategies, LLC67,303$6.1M5.07%+1,49113F-HRTimeline
CWM, LLCin group CWM, LLC65,354$5.93M0.02%+2,59713F-HRTimelineGroup
Meridian Wealth Management, LLC64,220$5.82M0.28%+1,28213F-HRTimeline
SCOTIA CAPITAL INC.62,614$5.68M0.03%-4,29913F-HRTimeline
Private Advisor Group, LLC62,025$5.62M0.03%-1,00913F-HRTimeline
Asset Management Group, Inc.57,704$5.23M0.97%-1,02413F-HRTimeline
Graves Light Lenhart Wealth, Inc.56,634$5.14M0.63%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC56,516$5.12M0.12%+47,16513F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.53,743$4.87M2.62%-35013F-HRTimeline
KKM Financial LLC52,243$4.84M2.05%-86913F-HRTimeline
ACIMA PRIVATE WEALTH, LLC53,400$4.84M1.74%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP52,028$4.72M<0.01%-7,25513F-HRTimelineGroup
Transform Wealth, LLC51,245$4.65M0.28%-47,32213F-HRTimeline
Advisory Services Network, LLC50,230$4.55M0.09%-74013F-HRTimeline
RWA WEALTH PARTNERS, LLC49,821$4.52M0.06%013F-HRTimeline
Integrity Investment Advisors, LLC49,739$4.51M4.12%13F-HRTimeline
Humankind Investments LLC48,930$4.44M1.15%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …47,315$4.29M<0.01%-8,60613F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC47,272$4.29M0.25%+9,90713F-HRTimeline
Apexium Financial, LP47,180$4.28M0.26%-3,47813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…46,643$4.23M0.01%+1,37713F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.45,937$4.17M2.2%+23313F-HRTimeline
Belpointe Asset Management LLC41,110$3.73M0.19%-57,49613F-HRTimeline
Creative Planningin group Creative Planning39,404$3.57M<0.01%+17,36213F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd38,749$3.51M0.08%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,620$3.41M0.01%-9,05613F-HRTimeline
Prostatis Group LLC36,827$3.34M1.05%new13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.36,795$3.34M0.98%-43513F-HRTimeline
HighTower Advisors, LLC34,816$3.16M<0.01%-2,50213F-HRTimeline
Campion Asset Management34,391$3.12M2.41%+5513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …34,367$3.12M0.04%+12,02013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,192$3.1M0.02%+5,17413F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT34,090$3.09M0.38%-31013F-HRTimeline
Spectrum Wealth Counsel, LLC33,206$3.01M0.36%+3,52413F-HRTimeline
Milestone Investment Advisors LLC33,050$3M0.83%-3,35213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC32,767$2.97M0.31%-1113F-HRTimeline
OneDigital Investment Advisors LLC31,769$2.88M0.03%+12,82113F-HRTimeline
FMR LLCin group FMR LLC31,406$2.85M<0.01%-1,17813F-HRTimelineGroup
Keystone Global Partners, LLC31,300$2.84M1.99%13F-HRTimeline
IHT Wealth Management, LLC30,124$2.73M0.09%-98013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,948$2.72M<0.01%+5,76113F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.28,581$2.59M0.08%-6,16113F-HRTimeline
Sowell Financial Services LLC27,920$2.53M0.12%+3513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,249$2.47M<0.01%+6,34813F-HR/ATimelineGroup
Journey Beyond Wealth, LLC27,232$2.47M2.31%+3,89513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC27,172$2.46M<0.01%+4,48313F-HRTimelineGroup
BXM Wealth LLC25,842$2.34M2.81%+7,26013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,446$2.31M0.01%+713F-HRTimeline
ALLIANCEBERNSTEIN L.P.24,414$2.21M<0.01%+5,45513F-HRTimeline
One Capital Management, LLC23,776$2.16M0.07%-12,19513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,645$2.14M0.01%+56413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…22,864$2.07M0.03%-1,67113F-HRTimelineGroup
Clarity Wealth Advisors, LLC22,599$2.05M0.57%-79013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC22,120$2.01M1.15%-1,72113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,372$1.94M<0.01%+3,38713F-HRTimelineGroup
Fort Sheridan Advisors LLC21,023$1.91M0.29%-1,16113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,817$1.89M<0.01%-69513F-HRTimelineGroup
Financial Freedom, LLC20,481$1.86M1.07%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.19,671$1.78M0.01%-68513F-HRTimeline
MML INVESTORS SERVICES, LLC19,537$1.77M0.01%+1,91613F-HRTimeline
Steward Partners Investment Advisory, L…19,260$1.75M0.02%+5,86713F-HRTimeline
Perigon Wealth Management, LLC18,984$1.72M0.04%-44813F-HRTimeline
SIMON QUICK ADVISORS, LLC18,495$1.68M0.1%-7813F-HRTimeline
RFG - Bristol Wealth Advisors, LLC18,031$1.63M0.55%-133,10113F-HRTimeline
SMITH, MOORE & CO.17,924$1.63M0.15%013F-HRTimeline
WEBSTER BANK, N. A.17,873$1.62M0.18%-20513F-HRTimeline
Houlihan Financial Resource Group, Ltd.17,827$1.62M0.73%-90213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp17,508$1.59M0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,369$1.57M<0.01%-24613F-HRTimelineGroup
Nikulski Financial, Inc.17,190$1.56M0.47%-10813F-HRTimeline
Security Financial Services, INC.16,959$1.54M0.31%+1,63313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.16,902$1.53M0.73%013F-HRTimeline
GTS SECURITIES LLC16,086$1.46M0.06%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,528$1.41M<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,316$1.39M0.03%-10413F-HRTimelineGroup
Keebeck Wealth Management15,193$1.38M0.2%+1,74413F-HRTimeline
FIDUCIENT ADVISORS LLC15,080$1.37M0.17%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC15,000$1.36M0.05%013F-HRTimeline
Icon Wealth Advisors, LLC14,688$1.33M0.11%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC14,474$1.31M0.55%+23713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,407$1.31M0.08%+1,29313F-HRTimelineGroup
Crescent Grove Advisors, LLC14,340$1.3M0.14%013F-HRTimeline
Family Firm, Inc.13,825$1.25M0.28%+1,59613F-HRTimeline
Integrated Wealth Concepts LLC13,412$1.22M0.01%+7,62813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …13,084$1.21M0.08%-1,97813F-HRTimelineGroup
Cresset Asset Management, LLC13,158$1.19M0.01%013F-HRTimeline
One Wealth Advisors, LLC13,080$1.19M0.18%+3,81313F-HRTimeline
Legacy Edge Advisors, LLC13,061$1.18M0.18%-12913F-HRTimeline
CW Advisors, LLC12,790$1.16M0.01%-1613F-HRTimeline
Tyler-Stone Wealth Management12,756$1.16M0.21%-4,76313F-HRTimeline
Avestar Capital, LLC12,351$1.12M0.11%-2,86813F-HRTimeline
Atria Investments, Inc12,212$1.11M0.01%+11113F-HRTimeline
Copia Wealth Management12,134$1.1M1.02%+42413F-HRTimeline
BOSTON FAMILY OFFICE LLC11,904$1.08M0.08%013F-HRTimeline
Ayalon Insurance Comp Ltd.11,826$1.07M0.35%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,702$1.06M0.01%+5,19813F-HRTimeline
Ashton Thomas Private Wealth, LLC11,557$1.05M0.04%+7,29513F-HRTimeline
Beacon Pointe Advisors, LLC11,206$1.02M0.01%+16413F-HRTimeline
CFS Investment Advisory Services, LLC11,063$1M0.09%+8,17413F-HRTimeline
Westwind Capital11,006$998K0.25%+23013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,811$981K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC10,800$979K0.13%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,534$955K0.04%new13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC10,500$952K<0.01%-2,60013F-HRTimeline
Global Financial Private Client, LLC10,491$951K0.36%-22913F-HRTimeline
COMERICA BANK10,462$949K<0.01%+73913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,340$938K<0.01%+40613F-HRTimelineGroup
UNIQUE WEALTH, LLC10,306$934K0.18%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…10,192$924K0.9%+1,83113F-HRTimeline
HAZLETT, BURT & WATSON, INC.10,111$917K0.41%013F-HRTimeline
Clarius Group, LLC9,774$886K0.06%013F-HRTimeline
Composition Wealth, LLC9,760$885K0.02%013F-HRTimeline
Empirical Asset Management, LLC9,731$882K0.3%-31,63813F-HRTimeline
Wealthspire Advisors, LLC9,538$865K0.01%+5,46913F-HRTimeline
Quotient Wealth Partners, LLC9,536$865K0.03%+6,62913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,521$863K0.01%+2,72113F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP9,300$843K0.01%013F-HRTimeline
BEACON FINANCIAL GROUP9,288$842K0.09%+5,63813F-HRTimeline
Atria Wealth Solutions, Inc.9,095$825K0.01%-6,32813F-HRTimeline
Creekmur Asset Management LLC9,080$823K0.17%+313F-HRTimeline
Bawa N Mallick Trust9,000$816K0.39%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,964$813K<0.01%-3,82813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC8,840$802K<0.01%-7913F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.8,765$795K0.02%-57613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,717$790K<0.01%new13F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT8,635$783K0.01%-8813F-HRTimeline
Kesler, Norman & Wride, LLC8,567$777K0.15%+60813F-HRTimeline
Cypress Wealth Services, LLC8,313$754K0.15%+56113F-HRTimeline
Kearns & Associates LLC8,226$746K0.48%013F-HRTimeline
Citizens National Bank Trust Department8,048$730K0.16%+31113F-HRTimeline
TD Waterhouse Canada Inc.7,970$729K0.01%+7,22513F-HRTimeline
WealthTrust Axiom LLC7,950$721K0.22%013F-HRTimeline
SCS Capital Management LLC7,854$712K0.01%new13F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,827$710K0.01%-2,68613F-HRTimelineGroup
TANDEM CAPITAL MANAGEMENT CORP /ADV7,525$682K0.38%+30513F-HRTimeline
Embree Financial Group7,384$669K0.11%+313F-HRTimeline
Willis Johnson & Associates, Inc.7,341$666K0.05%-85713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,122$646K0.01%+2513F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC7,110$644K<0.01%013F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.7,075$641K0.31%-52813F-HRTimeline
Arkadios Wealth Advisors6,981$633K0.02%+39713F-HRTimeline
Biondo Investment Advisors, LLC6,915$627K0.09%+52513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,886$624K0.11%-1513F-HRTimeline
Retirement Planning Co of New England, …6,826$619K0.31%+313F-HR/ATimeline
Capital Investment Advisors, LLC6,762$613K0.01%new13F-HRTimeline
Sigma Planning Corp6,737$611K0.02%+1,02413F-HRTimeline
TSA Wealth Managment LLC6,723$610K0.24%+3,49813F-HRTimeline
Mystic Asset Management, Inc.6,718$609K0.16%-38513F-HRTimeline
Sound View Wealth Advisors Group, LLC6,705$608K0.05%+613F-HRTimeline