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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,790,249$490M0.04%-1,490,56913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,548,418$329M0.02%+1,617,87713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,390,840$309M0.02%-16,15313F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,847,675$239M4.81%-21,34113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,773,473$229M0.07%-1,105,70413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,679,948$217M-1,686,821Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,611,297$208M1.42%-52,31313F-HRTimelineGroup
LPL Financial LLC1,453,943$188M0.05%-154,91413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,310,100$169M0.07%-763,27213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,271,199$164M0.03%-140,23613F-HRTimelineGroup
Janney Montgomery Scott LLC1,035,830$134M0.31%-878,48213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,025,328$132M0.18%-990,71213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC942,890$122M0.18%-26,26213F-HRTimelineGroup
WestEnd Advisors, LLC823,694$106M2.48%-960,78713F-HRTimeline
Steward Partners Investment Advisory, L…784,414$101M0.56%-58,33813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC765,711$98.9M0.02%-11,80913F-HRTimelineGroup
Destination Wealth Management625,219$80.8M2.11%-5,75313F-HRTimeline
Gray Foundation559,116$72.2M18.12%013F-HRTimeline
UBS Group AGgroup of 2 filers holding513,254$66.3M-14,997Timeline
COMMONWEALTH EQUITY SERVICES, LLC484,522$62.6M0.08%-5,49813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN424,377$54.8M0.01%+44,76513F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC371,801$48M0.71%+29913F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…353,541$45.7M0.01%+141,02413F-HRTimelineGroup
Portfolio Strategies, Inc.351,199$45.4M5.25%+4,48613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC288,880$37.3M0.02%-333,43413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP280,697$36.3M0.03%-37,17913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…265,000$34.2M0.09%-5,00013F-HRTimelineGroup
Legacy Financial Strategies, LLC254,895$32.9M5.83%-45,55113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC235,458$30.4M0.12%+228,58413F-HRTimelineGroup
Allworth Financial LP234,047$30.2M0.12%-9,78613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.210,508$27.2M0.04%-22,26613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC201,952$26.1M<0.01%+5,89113F-HR/ATimelineGroup
Cetera Investment Advisers193,817$25M0.03%-35,65213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding168,806$21.8M+89,523Timeline
HB Wealth Management, LLC145,612$18.8M0.12%+35813F-HRTimeline
MML INVESTORS SERVICES, LLC138,215$17.9M0.04%-1,99413F-HRTimeline
Cambridge Investment Research Advisors,…133,538$17.2M0.05%-4,62413F-HRTimeline
Mariner, LLCin group Mariner, LLC132,575$17.1M0.02%-8,00513F-HRTimelineGroup
BAILARD, INC.130,075$16.8M0.37%-7,56313F-HRTimeline
Mathes Company, Inc.123,315$15.9M5.68%-17,10913F-HRTimeline
CIBC WORLD MARKET INC.114,029$14.7M0.03%-10,39013F-HRTimeline
White Lighthouse Investment Management …113,956$14.7M2.05%+11,22113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC111,265$14.4M0.26%-1,59013F-HRTimeline
Decker Wealth Management LLC108,140$14M3.07%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP105,648$13.6M0.02%-9,87013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC105,417$13.6M0.03%-90,06013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…102,784$13.3M0.01%-34,27713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC101,732$13.1M0.23%-58313F-HRTimelineGroup
GM Advisory Group, LLC100,344$13M0.51%+45513F-HRTimeline
Dynamic Wealth Strategies, LLC99,109$12.8M7.62%+4,27713F-HRTimeline
Vantage Financial Partners, LLC96,098$12.4M2.52%-17413F-HRTimeline
Sanctuary Advisors, LLC95,842$12.4M0.07%-18,59613F-HRTimeline
Shira Ridge Wealth Management90,129$11.6M4.68%-7,00913F-HRTimeline
&PARTNERS90,105$11.6M0.06%+94213F-HRTimeline
Prostatis Group LLC85,074$11M2.62%+5,36613F-HRTimeline
Fairscale Capital, LLC84,744$10.9M7.26%+5913F-HRTimeline
Baker Avenue Asset Management, LP74,835$9.67M0.22%+33313F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …72,349$9.34M0.26%-23,33613F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\71,489$9.23M<0.01%+1,45813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…69,863$9.02M0.02%+6,79913F-HR/ATimelineGroup
WealthBridge Capital Management, LLC67,525$8.72M1.99%-1,64013F-HRTimeline
CWM, LLCin group CWM, LLC64,592$8.34M0.02%-39113F-HRTimelineGroup
Meridian Wealth Management, LLC64,220$8.29M0.29%013F-HRTimeline
Global Retirement Partners, LLC62,307$8.05M0.14%+70013F-HRTimeline
SCOTIA CAPITAL INC.62,182$8.03M0.03%+94613F-HRTimeline
Asset Management Group, Inc.56,946$7.36M1.19%-15413F-HRTimeline
Integrity Investment Advisors, LLC56,020$7.24M3.98%+1,58713F-HRTimeline
Graves Light Lenhart Wealth, Inc.55,973$7.23M0.77%013F-HRTimeline
NewEdge Advisors, LLC55,651$7.19M0.03%-36,36313F-HRTimeline
BLAIR WILLIAM & CO/IL54,919$7.09M0.02%+49,53213F-HRTimeline
Northstar Advisory Group, LLC54,756$7.07M2.51%+41,93313F-HRTimeline
Private Advisor Group, LLC54,677$7.06M0.03%-3,45713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP54,046$6.98M<0.01%+4,27813F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.53,071$6.85M2.96%-2313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC52,963$6.84M0.36%-21113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP52,563$6.79M<0.01%+49213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\51,966$6.71M0.01%+5,08213F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC51,240$6.62M2.05%-2,16013F-HRTimeline
Trilogy Capital Inc.50,082$6.47M0.29%-48,04213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,010$6.46M<0.01%+49,97213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding49,685$6.42M-4,181Timeline
Humankind Investments LLC48,930$6.32M2.83%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…47,182$6.09M<0.01%+2,31913F-HR/ATimelineGroup
Advisory Services Network, LLC47,060$6.08M0.09%-2,66713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…44,109$5.7M0.07%+5,23013F-HRTimelineGroup
KKM Financial LLC42,967$5.55M0.99%-3,09813F-HRTimeline
HighTower Advisors, LLC42,251$5.46M0.01%-27,22513F-HRTimeline
FMR LLCin group FMR LLC39,853$5.15M<0.01%+8,01913F-HRTimelineGroup
Paragon Advisors, LLC38,584$4.98M1.35%-2,83313F-HRTimeline
Creative Planningin group Creative Planning38,180$4.93M<0.01%-56813F-HRTimelineGroup
Milestone Investment Advisors LLC36,118$4.66M1.13%+1413F-HRTimeline
Quantinno Capital Management LP35,583$4.6M0.01%+28,08213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.35,557$4.59M1.11%-63813F-HRTimeline
DAVENPORT & Co LLC34,694$4.48M0.02%-33,31813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC33,544$4.33M0.36%-10013F-HRTimeline
Campion Asset Management33,173$4.28M2.97%-33913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,676$4.03M0.01%-5,99913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.29,198$3.77M2.44%-4,57513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT29,165$3.77M0.41%-1,63513F-HRTimeline
OneDigital Investment Advisors LLC29,063$3.75M0.04%-1,56113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC28,922$3.74M0.01%-46513F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.28,791$3.72M0.22%-72113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV28,681$3.7M0.01%+1,53713F-HRTimeline
Keystone Global Partners, LLC28,003$3.62M1.59%-46013F-HRTimeline
IHT Wealth Management, LLC27,988$3.61M0.09%-76613F-HRTimeline
Sowell Financial Services LLC27,599$3.56M0.13%-10013F-HRTimeline
RWA WEALTH PARTNERS, LLC27,433$3.54M0.04%-22,60513F-HRTimeline
Journey Beyond Wealth, LLC27,259$3.52M2.8%-3,48713F-HRTimeline
Financial Freedom, LLC26,892$3.47M1.72%+96113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …26,807$3.46M0.03%-3,81013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…26,587$3.43M0.04%-2,91013F-HRTimelineGroup
Perigon Wealth Management, LLC25,566$3.3M0.06%-26313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp25,522$3.3M<0.01%+9,20913F-HRTimelineGroup
Arete Wealth Advisors, LLC24,456$3.16M0.22%-99613F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS24,391$3.15M0.01%+69413F-HRTimeline
B. Riley Wealth Advisors, Inc.24,319$3.14M0.15%-13613F-HRTimeline
Beacon Pointe Advisors, LLC24,238$3.13M0.02%+13,05713F-HRTimeline
COMERICA BANK23,133$2.99M0.01%-6,47613F-HRTimeline
Cresset Asset Management, LLC21,822$2.82M0.01%+8,66413F-HRTimeline
Atria Investments, Inc21,475$2.77M0.03%-17,50513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,773$2.68M<0.01%+68613F-HRTimelineGroup
Coastal Bridge Advisors, LLC20,260$2.62M0.2%-20,94013F-HRTimeline
BXM Wealth LLC19,097$2.47M1.9%-22513F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC18,935$2.45M1.07%-1,26713F-HRTimeline
SMITH, MOORE & CO.18,655$2.41M0.18%-11013F-HRTimeline
Clarity Wealth Advisors, LLC18,409$2.38M0.49%-1,72513F-HRTimeline
Financial Management Professionals, Inc.18,181$2.35M0.24%new13F-HRTimeline
Houlihan Financial Resource Group, Ltd.17,402$2.25M0.85%+9,67913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp17,338$2.24M0.01%-10013F-HR/ATimelineGroup
WEBSTER BANK, N. A.17,048$2.2M0.21%-22513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,342$2.11M<0.01%+4,12013F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC16,295$2.1M0.05%new13F-HRTimeline
AK GLOBAL ASSET MANAGEMENT, LLC16,237$2.1M1.83%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.15,720$2.03M0.86%013F-HRTimeline
Security Financial Services, INC.15,567$2.01M0.32%-28413F-HRTimeline
Fort Sheridan Advisors LLC15,303$1.98M0.25%+213F-HRTimeline
Spruce Point Capital Management, LLC15,200$1.96M4.74%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,716$1.9M0.04%-13913F-HRTimelineGroup
Icon Wealth Advisors, LLC14,688$1.9M0.13%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.14,685$1.9M<0.01%-2,62113F-HRTimeline
Comprehensive Financial Planning, Inc./…14,536$1.88M1.24%+3,12613F-HRTimeline
Wallace Hart LLC14,415$1.86M1.37%+11,38213F-HRTimeline
FIDUCIENT ADVISORS LLC14,264$1.84M0.23%-81613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,237$1.84M<0.01%new13F-HRTimelineGroup
Keebeck Wealth Management14,085$1.82M0.21%-15413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,000$1.81M<0.01%-2,40013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …13,461$1.76M0.06%-47113F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP13,547$1.75M0.07%+1,92113F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC13,500$1.74M0.06%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,277$1.71M0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.13,142$1.7M0.54%+92913F-HRTimeline
One Wealth Advisors, LLC13,110$1.69M0.21%-16013F-HRTimeline
UNIQUE WEALTH, LLC12,843$1.66M0.23%+35513F-HRTimeline
Copia Wealth Management12,791$1.65M1.18%+70713F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC12,456$1.61M0.38%-4,91313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,452$1.61M<0.01%+3,45613F-HRTimelineGroup
Crescent Grove Advisors, LLC12,140$1.57M0.15%-2,20013F-HRTimeline
BOSTON FAMILY OFFICE LLC12,059$1.56M0.1%+15513F-HRTimeline
Legacy Edge Advisors, LLC11,924$1.54M0.17%-20013F-HRTimeline
Ayalon Insurance Comp Ltd.11,826$1.53M0.37%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC11,767$1.52M0.42%-1,44213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,746$1.52M<0.01%+8,73013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,687$1.51M0.01%+27413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,407$1.47M<0.01%+3913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC11,120$1.44M0.04%+113F-HRTimeline
Sigma Planning Corp10,823$1.4M0.04%+1,89113F-HRTimeline
WealthShield Partners, LLC10,800$1.39M0.15%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,782$1.39M0.01%013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,553$1.36M<0.01%-713F-HRTimelineGroup
Summit Financial, LLC10,456$1.35M0.02%-35613F-HRTimeline
Nikulski Financial, Inc.10,444$1.35M0.32%-2,28313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC10,143$1.31M0.08%+92213F-HRTimeline
Cypress Wealth Services, LLC10,016$1.29M0.18%+2,44813F-HRTimeline
Composition Wealth, LLC9,789$1.26M0.02%-2113F-HRTimeline
Clarius Group, LLC9,774$1.26M0.07%013F-HRTimeline
Avestar Capital, LLC9,731$1.26M0.09%-12413F-HRTimeline
Empirical Asset Management, LLC9,638$1.24M0.35%-9313F-HRTimeline
D.A. DAVIDSON & CO.9,232$1.19M0.01%+1,78813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,150$1.18M0.01%013F-HRTimeline
Waverly Advisors, LLC9,118$1.18M0.01%-3,13513F-HRTimeline
Keel Point, LLC9,100$1.18M0.07%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC9,078$1.17M0.39%-6,95013F-HRTimeline
Bawa N Mallick Trust9,000$1.16M0.43%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,938$1.15MnewTimeline
Quotient Wealth Partners, LLC8,874$1.15M0.03%+16713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,777$1.13M0.01%-5313F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.8,767$1.13M0.02%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…8,725$1.13M0.02%+1,61813F-HRTimeline
BEACON FINANCIAL GROUP8,683$1.12M0.11%-2213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,635$1.12M0.02%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,624$1.11M0.01%+10513F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC8,229$1.06M0.04%-2,47213F-HRTimelineGroup
Kearns & Associates LLC8,226$1.06M0.55%013F-HRTimeline
EP Wealth Advisors, LLC8,201$1.06M0.01%13F-HRTimeline
Wealthspire Advisors, LLC7,877$1.02M0.01%-8,88113F-HRTimeline
Arkadios Wealth Advisors7,848$1.01M0.02%+87013F-HRTimeline
CFS Investment Advisory Services, LLC7,836$1.01M0.07%-24113F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV7,715$996K0.45%+12013F-HRTimeline
Savvy Advisors, Inc.7,595$981K0.03%+2,00713F-HRTimeline
Embree Financial Group7,392$955K0.12%+313F-HRTimeline