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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,619,861$294M0.02%-348,59213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,224,918$250M0.02%-48,96213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,929,928$217M5%+31,94013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,729,204$194M1.6%-57,47213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,529,365$172M0.09%+374,30413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,227,277$138M0.03%-31,74513F-HR/ATimelineGroup
LPL Financial LLC1,194,332$134M0.04%+35,38913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO917,005$103M0.01%+7,62713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC907,585$102M0.18%+5,97713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC690,196$77.5M0.02%+53,00713F-HRTimelineGroup
Destination Wealth Management642,019$72.1M2.12%-4,57213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC582,918$65.5M0.02%-59,59513F-HRTimelineGroup
Gray Foundation559,116$62.8M17.79%013F-HRTimeline
UBS Group AGin group UBS Group AG556,212$62.5M0.01%+107,00713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC488,814$54.9M0.07%+59,58613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN380,272$42.7M0.01%-47,42413F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC378,734$42.5M0.88%+322,21813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding360,086$40.5M+137,031Timeline
Portfolio Strategies, Inc.311,823$35M4.56%+5,18113F-HRTimeline
Legacy Financial Strategies, LLC273,334$30.7M6.03%+14,01813F-HRTimeline
Allworth Financial LP245,426$27.6M0.13%-68413F-HRTimeline
Stuart Chaussee & Associates, Inc.229,468$25.8M5.81%-9013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP218,882$24.6M0.02%+22,85113F-HRTimelineGroup
CIBC WORLD MARKET INC.208,061$23.4M0.05%+99,22113F-HRTimeline
Janney Montgomery Scott LLC188,571$21.2M0.06%+91613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.186,575$20.9M0.04%-49,90713F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC175,318$19.7M<0.01%-3,78713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP159,278$17.9M0.03%+61,26313F-HRTimelineGroup
Cetera Investment Advisers147,961$16.6M0.03%+26,47213F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…146,041$16.4M<0.01%-62,91513F-HRTimelineGroup
Mathes Company, Inc.144,449$16.2M6.02%-1,05013F-HRTimeline
Mariner, LLCin group Mariner, LLC138,682$15.6M0.02%-56713F-HRTimelineGroup
BAILARD, INC.136,161$15.3M0.36%+69713F-HRTimeline
HB Wealth Management, LLC134,875$15.2M0.12%-9,14613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC113,983$12.8M0.28%-10,74813F-HRTimeline
Cambridge Investment Research Advisors,…107,030$12M0.04%-41,95813F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …102,878$11.6M0.33%-239,71213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC102,667$11.5M0.23%+14213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP99,000$11.1M0.02%-148,50013F-HRTimelineGroup
Northeast Financial Consultants Inc98,767$11.1M0.45%-12,37913F-HRTimeline
GM Advisory Group, LLC98,432$11.1M0.55%+3,13413F-HRTimeline
Shira Ridge Wealth Management96,767$10.9M4.97%+10,08613F-HRTimeline
Dynamic Wealth Strategies, LLC94,128$10.6M7.62%+26,82513F-HRTimeline
White Lighthouse Investment Management …88,976$10M1.63%+8,62613F-HRTimeline
Fairscale Capital, LLC85,267$9.89M7.19%+5,48213F-HRTimeline
&PARTNERS87,383$9.81M0.08%-7513F-HRTimeline
Vantage Financial Partners, LLC86,663$9.74M2.25%new13F-HRTimeline
Sanctuary Advisors, LLC84,166$9.46M0.06%-3,46913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…79,088$8.88M0.01%-3,81613F-HRTimelineGroup
Prostatis Group LLC78,614$8.83M2.53%+41,78713F-HRTimeline
MML INVESTORS SERVICES, LLC78,412$8.81M0.03%+58,87513F-HRTimeline
Baker Avenue Asset Management, LP73,665$8.28M0.24%+3,04213F-HRTimeline
NewEdge Advisors, LLC72,211$8.11M0.04%-1,31913F-HRTimeline
WealthBridge Capital Management, LLC70,165$7.88M2%+80513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\68,230$7.66M<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC64,617$7.26M0.03%-73713F-HRTimelineGroup
Meridian Wealth Management, LLC64,220$7.21M0.31%013F-HRTimeline
Global Retirement Partners, LLC63,229$7.1M0.18%13F-HRTimeline
SCOTIA CAPITAL INC.60,878$6.84M0.03%-1,73613F-HRTimeline
Private Advisor Group, LLC60,634$6.81M0.04%-1,39113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP58,839$6.61M0.01%+6,81113F-HRTimelineGroup
Asset Management Group, Inc.57,735$6.49M1.13%+3113F-HRTimeline
Graves Light Lenhart Wealth, Inc.55,973$6.29M0.75%-66113F-HRTimeline
Steward Partners Investment Advisory, L…55,770$6.27M0.05%+36,51013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC53,400$6M2.04%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.53,151$5.97M3.06%-59213F-HRTimeline
NorthCoast Asset Management LLC52,832$5.94M0.03%new13F-HRTimeline
Integrity Investment Advisors, LLC51,731$5.81M4.47%+1,99213F-HRTimeline
Northstar Advisory Group, LLC50,918$5.72M2.79%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth50,770$5.7M0.01%+44,32613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…49,910$5.61M<0.01%+19,96213F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC49,821$5.6M0.07%013F-HRTimeline
Advisory Services Network, LLC48,202$5.59M0.09%-2,02813F-HRTimeline
KKM Financial LLC48,521$5.52M1.92%-3,72213F-HRTimeline
Humankind Investments LLC48,930$5.5M1.34%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…48,878$5.49M0.01%+2,23513F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC47,237$5.31M0.03%+13,04513F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC47,071$5.29M0.29%-20113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.46,015$5.17M2.52%+7813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,307$4.87M0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38,922$4.33M<0.01%+11,67313F-HRTimelineGroup
Paragon Advisors, LLC37,958$4.26M1.11%new13F-HRTimeline
HighTower Advisors, LLC37,327$4.19M0.01%+2,51113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.36,795$4.13M1.12%013F-HRTimeline
Belpointe Asset Management LLC36,006$4.04M0.17%-5,10413F-HRTimeline
Milestone Investment Advisors LLC35,913$4.03M1.05%+2,86313F-HRTimeline
Creative Planningin group Creative Planning34,967$3.93M<0.01%-4,43713F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …34,598$3.89M0.05%+23113F-HR/ATimelineGroup
Campion Asset Management33,950$3.81M2.86%-44113F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC33,650$3.78M0.36%+88313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT33,560$3.77M0.44%-53013F-HRTimeline
Journey Beyond Wealth, LLC33,132$3.72M3.14%+5,90013F-HRTimeline
FMR LLCin group FMR LLC32,482$3.65M<0.01%+1,07613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\32,375$3.64M<0.01%+11,00313F-HRTimelineGroup
Keystone Global Partners, LLC30,431$3.42M1.86%-86913F-HRTimeline
IHT Wealth Management, LLC29,434$3.31M0.09%-69013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC29,119$3.27M<0.01%+1,94713F-HRTimelineGroup
OneDigital Investment Advisors LLC28,587$3.21M0.04%-3,18213F-HRTimeline
Sowell Financial Services LLC27,645$3.11M0.13%-27513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP27,442$3.08M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,154$2.85M<0.01%-12,46613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,627$2.77M0.01%-81913F-HRTimeline
Apexium Financial, LP24,174$2.72M0.14%-23,00613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,619$2.65M0.01%-2613F-HRTimeline
B. Riley Wealth Advisors, Inc.23,519$2.64M0.13%-5,06213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …23,437$2.63M<0.01%-23,87813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…23,172$2.6M0.04%+30813F-HRTimelineGroup
Financial Freedom, LLC22,764$2.56M1.38%+2,28313F-HRTimeline
Clarity Wealth Advisors, LLC21,960$2.47M0.61%-63913F-HRTimeline
ALLIANCEBERNSTEIN L.P.21,956$2.47M<0.01%-2,45813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,891$2.46M0.01%+2,22013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC21,889$2.46M1.24%-23113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,820$2.45M0.02%+12,29913F-HRTimelineGroup
Perigon Wealth Management, LLC21,161$2.38M0.06%+2,17713F-HRTimeline
Fort Sheridan Advisors LLC21,000$2.36M0.34%-2313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,363$2.29M<0.01%-45413F-HR/ATimelineGroup
BXM Wealth LLC19,322$2.17M2.58%-6,52013F-HRTimeline
SMITH, MOORE & CO.18,764$2.11M0.18%+84013F-HRTimeline
Arete Wealth Advisors, LLC18,164$2.04M0.14%new13F-HRTimeline
Houlihan Financial Resource Group, Ltd.17,767$2.02M0.84%-6013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,609$1.98M0.13%+3,20213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp17,508$1.97M0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.17,373$1.95M0.2%-50013F-HRTimeline
Security Financial Services, INC.16,878$1.9M0.33%-8113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.16,122$1.81M0.83%-78013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,511$1.74M0.04%+19513F-HRTimelineGroup
Family Firm, Inc.15,509$1.74M0.42%+1,68413F-HRTimeline
FIDUCIENT ADVISORS LLC15,080$1.69M0.21%013F-HRTimeline
Icon Wealth Advisors, LLC14,688$1.65M0.12%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC14,610$1.64M0.51%-3,42113F-HRTimeline
One Wealth Advisors, LLC14,523$1.63M0.23%+1,44313F-HRTimeline
CW Advisors, LLC14,400$1.62M0.02%+1,61013F-HRTimeline
Crescent Grove Advisors, LLC14,340$1.61M0.16%013F-HRTimeline
Keebeck Wealth Management14,239$1.6M0.21%-95413F-HRTimeline
Integrated Wealth Concepts LLC14,185$1.59M0.02%+77313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …13,308$1.58M0.06%+22413F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC13,833$1.55M0.58%-64113F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC13,500$1.52M0.05%-1,50013F-HRTimeline
Cresset Asset Management, LLC13,158$1.48M0.01%013F-HR/ATimeline
Nikulski Financial, Inc.12,968$1.46M0.4%-4,22213F-HRTimeline
Tyler-Stone Wealth Management12,572$1.41M0.23%-18413F-HRTimeline
UNIQUE WEALTH, LLC12,488$1.4M0.23%+2,18213F-HRTimeline
Legacy Edge Advisors, LLC12,424$1.4M0.19%-63713F-HRTimeline
BOSTON FAMILY OFFICE LLC11,904$1.34M0.09%013F-HRTimeline
Avestar Capital, LLC11,861$1.33M0.1%-49013F-HRTimeline
Ayalon Insurance Comp Ltd.11,826$1.33M0.38%013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP11,626$1.31M0.05%new13F-HRTimeline
Beacon Pointe Advisors, LLC11,375$1.28M0.01%+16913F-HRTimeline
Ashton Thomas Private Wealth, LLC11,221$1.26M0.04%-33613F-HRTimeline
Copia Wealth Management11,052$1.24M1.05%-1,08213F-HRTimeline
Atria Investments, Inc11,051$1.24M0.01%-1,16113F-HRTimeline
WealthShield Partners, LLC10,800$1.21M0.15%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,782$1.21M<0.01%-2913F-HRTimelineGroup
COMERICA BANK10,561$1.19M<0.01%+9913F-HRTimeline
HAZLETT, BURT & WATSON, INC.10,113$1.14M0.47%+213F-HRTimeline
Comprehensive Financial Planning, Inc./…10,090$1.13M0.89%-10213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,784$1.1M<0.01%-55613F-HRTimelineGroup
Clarius Group, LLC9,774$1.1M0.06%013F-HRTimeline
Composition Wealth, LLC9,760$1.1M0.02%013F-HRTimeline
Keel Point, LLC9,750$1.1M0.07%new13F-HRTimeline
Empirical Asset Management, LLC9,731$1.09M0.34%013F-HRTimeline
Capital Investment Advisors, LLC9,582$1.08M0.02%+2,82013F-HR/ATimeline
CFS Investment Advisory Services, LLC9,418$1.06M0.09%-1,64513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,150$1.03M0.01%-15013F-HRTimeline
BEACON FINANCIAL GROUP9,094$1.02M0.11%-19413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,004$1.01M0.04%-1,53013F-HRTimelineGroup
Bawa N Mallick Trust9,000$1.01M0.42%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,964$1.01M<0.01%013F-HRTimelineGroup
Quotient Wealth Partners, LLC8,875$997K0.03%-66113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,837$993K0.01%+1,71513F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.8,767$985K0.02%+213F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT8,635$970K0.02%013F-HRTimeline
Wealthspire Advisors, LLC8,597$966K0.01%-94113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,579$964K<0.01%-26113F-HRTimelineGroup
Creekmur Asset Management LLC8,520$957K0.17%-56013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,478$952K0.01%-3,22413F-HRTimeline
Kearns & Associates LLC8,226$924K0.53%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,127$913K0.01%+30013F-HRTimelineGroup
Cypress Wealth Services, LLC8,103$910K0.16%-21013F-HRTimeline
Citizens National Bank Trust Department7,980$896K0.18%-6813F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV7,595$853K0.43%+7013F-HRTimeline
Embree Financial Group7,387$830K0.13%+313F-HRTimeline
Willis Johnson & Associates, Inc.7,358$827K0.06%+1713F-HRTimeline
WealthTrust Axiom LLC7,329$823K0.24%-62113F-HRTimeline
J.W. COLE ADVISORS, INC.7,133$801K0.02%new13F-HRTimeline
Biondo Investment Advisors, LLC7,105$798K0.11%+19013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC7,110$798K<0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors7,076$795K0.02%+9513F-HRTimeline
Retirement Planning Co of New England, …6,808$765K0.34%-1813F-HRTimeline
Mystic Asset Management, Inc.6,788$763K0.18%+7013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,714$754K0.13%-17213F-HRTimeline
EP Wealth Advisors, LLC6,618$743K<0.01%+29613F-HRTimeline
Summit Financial, LLC6,447$724K0.02%new13F-HRTimeline
Sigma Planning Corp6,439$723K0.02%-29813F-HRTimeline
Bollard Group LLC6,406$720K0.02%+51113F-HRTimeline
D.A. DAVIDSON & CO.6,404$719K0.01%013F-HRTimeline
Family Office Research LLC6,380$717K0.34%+42613F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co6,300$708K0.16%013F-HRTimeline
Kesler, Norman & Wride, LLC6,262$703K0.12%-2,30513F-HRTimeline
Forefront Wealth Partners, LLC6,588$701K0.48%+2,74813F-HRTimeline