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Disclosery

IGM ISHARES TR

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SHS (fund)

494 managers (498 13F filers) reported a position in IGM shares at 2025-09-30, 45,379,054 shares in all. 75 filers opened a position and 28 filers sold out during the quarter.

Managers
494
13F filers
498
New
75
Added
159
Reduced
113
Sold out
28
Shares held by filers
45,379,054

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/5,280,818$665M0.05%+2,660,95713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,366,769$424M+3,006,683Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,879,177$363M0.12%+2,296,25913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,406,993$303M0.02%+182,07513F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,073,372$261M0.11%+544,00713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,016,040$254M0.34%+1,856,76213F-HRTimelineGroup
Janney Montgomery Scott LLC1,914,312$241M0.57%+1,725,74113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,869,016$235M5.02%-60,91213F-HRTimelineGroup
WestEnd Advisors, LLC1,784,481$225M5.26%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,663,610$210M1.54%-65,59413F-HRTimelineGroup
LPL Financial LLC1,608,857$203M0.06%+414,52513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,411,435$178M0.03%+184,15813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC969,152$122M0.2%+61,56713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO930,541$117M0.01%+13,53613F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…842,752$106M0.61%+786,98213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC777,520$97.9M0.02%+87,32413F-HRTimelineGroup
Destination Wealth Management630,972$79.5M2.19%-11,04713F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC622,314$78.4M0.05%new13F-HRTimeline
Gray Foundation559,116$70.4M20.04%013F-HRTimeline
UBS Group AGin group UBS Group AG528,251$66.5M0.01%-27,96113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC490,020$61.7M0.08%+1,20613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN379,612$47.8M0.01%-66013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC371,502$46.8M0.7%-7,23213F-HRTimelineGroup
Portfolio Strategies, Inc.346,713$43.7M5.08%+34,89013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP317,876$40M0.04%+98,99413F-HRTimelineGroup
Legacy Financial Strategies, LLC300,446$37.8M6.83%+27,11213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…270,000$34M0.11%new13F-HRTimelineGroup
Allworth Financial LP243,833$30.7M0.14%-1,59313F-HRTimeline
Cetera Investment Advisers229,469$28.9M0.03%+81,50813F-HRTimeline
Stuart Chaussee & Associates, Inc.228,640$28.8M6.28%-82813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.232,774$28.8M0.04%+46,19913F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…212,517$26.8M<0.01%+66,47613F-HRTimelineGroup
SteelPeak Wealth, LLC204,668$25.8M0.87%+201,78813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC196,061$24.7M<0.01%+20,74313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC195,477$24.6M0.05%+194,61613F-HRTimelineGroup
HB Wealth Management, LLC145,254$18.3M0.12%+10,37913F-HRTimeline
Mariner, LLCin group Mariner, LLC140,580$17.7M0.02%+1,89813F-HRTimelineGroup
Mathes Company, Inc.140,424$17.7M6.35%-4,02513F-HRTimeline
MML INVESTORS SERVICES, LLC140,209$17.7M0.05%+61,79713F-HRTimeline
Cambridge Investment Research Advisors,…138,162$17.4M0.05%+31,13213F-HRTimeline
BAILARD, INC.137,638$17.3M0.38%+1,47713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…137,061$17.3M0.01%+57,97313F-HRTimelineGroup
CIBC WORLD MARKET INC.124,419$15.7M0.03%-83,64213F-HRTimeline
Sanctuary Advisors, LLC114,438$14.4M0.08%+30,27213F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC112,855$14.2M0.28%-1,12813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP115,518$13.3M0.02%+110,28213F-HRTimelineGroup
White Lighthouse Investment Management …102,735$12.9M1.97%+13,75913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC102,315$12.9M0.23%-35213F-HRTimelineGroup
GM Advisory Group, LLC99,889$12.6M0.53%+1,45713F-HRTimeline
Trilogy Capital Inc.98,124$12.4M0.57%new13F-HRTimeline
Shira Ridge Wealth Management97,138$12.2M5.19%+37113F-HRTimeline
Vantage Financial Partners, LLC96,272$12.1M2.55%+9,60913F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …95,685$12.1M0.31%-7,19313F-HRTimelineGroup
Dynamic Wealth Strategies, LLC94,832$11.9M7.98%+70413F-HRTimeline
NewEdge Advisors, LLC92,014$11.6M0.05%+19,80313F-HRTimeline
&PARTNERS89,163$11.2M0.07%+1,78013F-HRTimeline
Fairscale Capital, LLC84,685$10.7M7.33%-58213F-HRTimeline
Prostatis Group LLC79,708$10M2.52%+1,09413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding79,283$9.99M+28,513Timeline
Baker Avenue Asset Management, LP74,502$9.38M0.22%+83713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\70,031$8.82M<0.01%+1,80113F-HRTimelineGroup
HighTower Advisors, LLC69,476$8.75M0.01%+32,14913F-HRTimeline
WealthBridge Capital Management, LLC69,165$8.71M2.04%-1,00013F-HRTimeline
DAVENPORT & Co LLC68,012$8.57M0.05%new13F-HRTimeline
CWM, LLCin group CWM, LLC64,983$8.19M0.02%+36613F-HRTimelineGroup
Meridian Wealth Management, LLC64,220$8.09M0.31%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…63,064$7.94M0.02%+14,18613F-HRTimelineGroup
Global Retirement Partners, LLC61,607$7.76M0.17%-1,62213F-HRTimeline
SCOTIA CAPITAL INC.61,236$7.71M0.03%+35813F-HRTimeline
NorthCoast Asset Management LLC58,441$7.36M0.03%+5,60913F-HRTimeline
Private Advisor Group, LLC58,134$7.32M0.04%-2,50013F-HRTimeline
Asset Management Group, Inc.57,100$7.19M1.18%-63513F-HRTimeline
Graves Light Lenhart Wealth, Inc.55,973$7.05M0.78%013F-HRTimeline
Integrity Investment Advisors, LLC54,433$6.86M4.55%+2,70213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding53,866$6.78M+6,629Timeline
ACIMA PRIVATE WEALTH, LLC53,400$6.73M2.11%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC53,174$6.7M0.36%+6,10313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.53,094$6.69M3.2%-5713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP52,071$6.56M<0.01%-6,76813F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC50,038$6.3M0.07%+21713F-HRTimeline
Advisory Services Network, LLC49,727$6.26M0.09%+1,52513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP49,768$6.24M<0.01%+10,84613F-HRTimelineGroup
Humankind Investments LLC48,930$6.16M1.41%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\46,884$5.91M0.01%+14,50913F-HRTimelineGroup
KKM Financial LLC46,065$5.8M1.82%-2,45613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,863$5.65M<0.01%-5,04713F-HRTimelineGroup
Paragon Advisors, LLC41,417$5.22M1.35%+3,45913F-HRTimeline
Coastal Bridge Advisors, LLC41,200$5.19M0.39%new13F-HRTimeline
Atria Investments, Inc38,980$4.91M0.06%+27,92913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…38,879$4.9M0.08%+33,92013F-HRTimelineGroup
Creative Planningin group Creative Planning38,748$4.88M<0.01%+3,78113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…36,675$4.67M0.01%+11,52113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.36,195$4.56M1.13%-60013F-HRTimeline
Milestone Investment Advisors LLC36,104$4.55M1.13%+19113F-HRTimeline
Belpointe Asset Management LLC35,773$4.51M0.17%-23313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …34,404$4.33M<0.01%+10,96713F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.33,773$4.25M2.3%-12,24213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC33,644$4.24M0.36%-613F-HRTimeline
Campion Asset Management33,512$4.22M3%-43813F-HRTimeline
FMR LLCin group FMR LLC31,834$4.01M<0.01%-64813F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT30,800$3.88M0.44%-2,76013F-HRTimeline
Journey Beyond Wealth, LLC30,746$3.87M3.19%-2,38613F-HRTimeline
OneDigital Investment Advisors LLC30,624$3.86M0.04%+2,03713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …30,617$3.8M0.04%-3,98113F-HRTimelineGroup
COMERICA BANK29,609$3.73M0.01%+19,04813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC29,581$3.73M0.26%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.29,512$3.72M0.2%+11,90313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…29,497$3.72M0.05%+6,32513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC29,387$3.7M<0.01%+26813F-HRTimelineGroup
IHT Wealth Management, LLC28,754$3.62M0.09%-68013F-HRTimeline
Keystone Global Partners, LLC28,463$3.58M1.83%-1,96813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,893$3.51M0.03%+6,07313F-HRTimelineGroup
Sowell Financial Services LLC27,699$3.49M0.13%+5413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,144$3.42M0.01%+2,51713F-HRTimeline
Financial Freedom, LLC25,931$3.27M1.63%+3,16713F-HRTimeline
Perigon Wealth Management, LLC25,829$3.25M0.07%+4,66813F-HRTimeline
Arete Wealth Advisors, LLC25,452$3.21M0.2%+7,28813F-HRTimeline
B. Riley Wealth Advisors, Inc.24,455$3.08M0.15%+93613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,697$2.98M0.01%+7813F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC22,489$2.83M2.06%new13F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC20,202$2.54M1.18%-1,68713F-HRTimeline
Clarity Wealth Advisors, LLC20,134$2.54M0.56%-1,82613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,087$2.53M<0.01%-27613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,347$2.44M0.07%+19,33913F-HRTimelineGroup
BXM Wealth LLC19,322$2.43M2.31%013F-HRTimeline
Apexium Financial, LP19,099$2.41M0.12%-5,07513F-HRTimeline
SMITH, MOORE & CO.18,765$2.36M0.18%+113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp17,438$2.2M0.01%-7013F-HRTimelineGroup
HARRELL INVESTMENT PARTNERS, LLC17,369$2.19M0.52%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.17,306$2.18M<0.01%-4,65013F-HRTimeline
WEBSTER BANK, N. A.17,273$2.18M0.21%-10013F-HRTimeline
Wealthspire Advisors, LLC16,758$2.11M0.01%+8,16113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,400$2.07M<0.01%+11,80013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp16,313$2.05M<0.01%+12,13913F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC16,028$2.02M0.7%+2,19513F-HRTimeline
Security Financial Services, INC.15,851$2M0.32%-1,02713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.15,720$1.98M0.85%-40213F-HRTimeline
Fort Sheridan Advisors LLC15,301$1.93M0.25%-5,69913F-HRTimeline
FIDUCIENT ADVISORS LLC15,080$1.9M0.22%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,855$1.87M0.04%-65613F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …13,932$1.87M0.06%+62413F-HRTimelineGroup
Icon Wealth Advisors, LLC14,688$1.85M0.13%013F-HRTimeline
Crescent Grove Advisors, LLC14,340$1.81M0.17%013F-HRTimeline
Keebeck Wealth Management14,239$1.79M0.21%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC13,500$1.7M0.06%013F-HRTimeline
One Wealth Advisors, LLC13,270$1.67M0.21%-1,25313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC13,209$1.66M0.48%-1,40113F-HRTimeline
Cresset Asset Management, LLC13,158$1.66M0.01%013F-HR/ATimeline
Northstar Advisory Group, LLC12,823$1.62M0.66%-38,09513F-HRTimeline
Nikulski Financial, Inc.12,727$1.6M0.4%-24113F-HRTimeline
UNIQUE WEALTH, LLC12,488$1.57M0.23%013F-HRTimeline
Waverly Advisors, LLC12,253$1.54M0.02%+8,49613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,222$1.54M<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.12,213$1.54M0.54%+2,10013F-HRTimeline
Legacy Edge Advisors, LLC12,124$1.53M0.18%-30013F-HRTimeline
Copia Wealth Management12,084$1.52M1.13%+1,03213F-HRTimeline
BOSTON FAMILY OFFICE LLC11,904$1.5M0.1%013F-HRTimeline
Ayalon Insurance Comp Ltd.11,826$1.49M0.38%013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP11,626$1.46M0.06%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,413$1.44M0.01%+2,93513F-HRTimeline
Comprehensive Financial Planning, Inc./…11,410$1.44M0.98%+1,32013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,368$1.43M<0.01%+2,78913F-HRTimelineGroup
Beacon Pointe Advisors, LLC11,181$1.41M0.01%-19413F-HRTimeline
Ashton Thomas Private Wealth, LLC11,119$1.4M0.04%-10213F-HRTimeline
WESPAC Advisors, LLC10,906$1.37M0.8%new13F-HRTimeline
Simplicity Wealth,LLC10,819$1.36M0.08%new13F-HRTimeline
Summit Financial, LLC10,812$1.36M0.02%+4,36513F-HRTimeline
WealthShield Partners, LLC10,800$1.36M0.15%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,782$1.36M0.01%013F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC10,701$1.35M0.05%+1,69713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,560$1.33M<0.01%+1,59613F-HRTimelineGroup
Avestar Capital, LLC9,855$1.24M0.09%-2,00613F-HRTimeline
Composition Wealth, LLC9,810$1.24M0.02%+5013F-HRTimeline
Clarius Group, LLC9,774$1.23M0.07%013F-HRTimeline
Empirical Asset Management, LLC9,731$1.23M0.34%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,221$1.16M0.08%+3,51213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,150$1.15M0.02%013F-HRTimeline
Keel Point, LLC9,100$1.15M0.07%-65013F-HRTimeline
Bawa N Mallick Trust9,000$1.13M0.43%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,996$1.13M<0.01%-78813F-HRTimelineGroup
Sigma Planning Corp8,932$1.13M0.03%+2,49313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,830$1.11M0.01%-713F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.8,767$1.1M0.03%013F-HRTimelineGroup
Quotient Wealth Partners, LLC8,707$1.1M0.03%-16813F-HRTimeline
BEACON FINANCIAL GROUP8,705$1.1M0.11%-38913F-HRTimeline
Farther Finance Advisors, LLC8,648$1.09M0.02%+6,87513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,635$1.09M0.02%013F-HRTimeline
Creekmur Asset Management LLC8,522$1.07M0.18%+213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,519$1.07M0.01%+39213F-HRTimelineGroup
CFS Investment Advisory Services, LLC8,077$1.06M0.08%-1,34113F-HRTimeline
Kearns & Associates LLC8,226$1.04M0.55%013F-HRTimeline
Houlihan Financial Resource Group, Ltd.7,723$973K0.85%-10,04413F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV7,595$957K0.45%013F-HRTimeline
Cypress Wealth Services, LLC7,568$953K0.16%-53513F-HRTimeline
Quantinno Capital Management LP7,501$945K<0.01%+3,60813F-HRTimeline
D.A. DAVIDSON & CO.7,444$938K0.01%+1,04013F-HRTimeline
Embree Financial Group7,389$931K0.12%+213F-HRTimeline
WealthTrust Axiom LLC7,329$923K0.25%013F-HRTimeline
J.W. COLE ADVISORS, INC.7,134$898K0.02%+113F-HRTimeline
Citizens National Bank Trust Department7,122$897K0.16%-85813F-HRTimeline