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Disclosery

IGM ISHARES TR

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SHS (fund)

505 managers (511 13F filers) reported a position in IGM shares at 2026-03-31, 34,295,727 shares in all. 46 filers opened a position and 47 filers sold out during the quarter.

Managers
505
13F filers
511
New
46
Added
139
Reduced
170
Sold out
47
Shares held by filers
34,295,727

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/3,352,800$397M0.03%-437,44913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,077,783$277M1.78%-533,51413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,332,770$276M0.02%-58,07013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,858,032$220M4.46%+10,35713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,783,665$211M+103,717Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,752,373$208M0.06%-21,10013F-HRTimelineGroup
LPL Financial LLC1,449,301$172M0.05%-4,64213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,234,791$146M0.03%-36,40813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,236,061$140M0.01%-1,312,35713F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,019,059$121M0.16%-6,26913F-HRTimelineGroup
Janney Montgomery Scott LLC998,105$118M0.29%-37,72513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC952,453$113M0.16%+9,56313F-HRTimelineGroup
WestEnd Advisors, LLC836,049$99.1M2.39%+12,35513F-HRTimeline
Steward Partners Investment Advisory, L…811,567$96.2M0.49%+27,15313F-HRTimeline
Destination Wealth Management620,654$73.6M1.91%-4,56513F-HRTimeline
UBS Group AGgroup of 2 filers holding583,103$69.1M+69,849Timeline
Gray Foundation559,116$66.3M16.7%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC546,560$64.8M0.02%-219,15113F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC491,737$58.3M0.08%+7,21513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…482,300$57.2M0.16%+217,30013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN383,285$45.4M0.01%-41,09213F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC368,785$43.7M0.68%-3,01613F-HRTimelineGroup
Portfolio Strategies, Inc.345,165$40.9M5.04%-6,03413F-HRTimeline
FIL Ltdin group FIL Ltd335,739$39.8M0.03%new13F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC291,804$34.6M0.02%+2,92413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP288,020$34.1M0.03%+7,32313F-HRTimelineGroup
Legacy Financial Strategies, LLC256,060$30.3M5.48%+1,16513F-HRTimeline
Allworth Financial LP232,471$27.6M0.11%-1,57613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC229,472$27.2M0.11%-5,98613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding215,042$26.6M+46,236Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.217,525$25.8M0.04%+7,01713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC189,559$22.5M<0.01%-12,39313F-HRTimelineGroup
Cetera Investment Advisers151,371$17.9M0.02%-42,44613F-HRTimeline
BAILARD, INC.135,740$16.1M0.37%+5,66513F-HRTimeline
Mariner, LLCin group Mariner, LLC130,314$15.4M0.02%-2,26113F-HRTimelineGroup
White Lighthouse Investment Management …123,424$14.6M2.03%+9,46813F-HRTimeline
Mathes Company, Inc.123,235$14.6M5.34%-8013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC123,203$14.6M0.03%+17,78613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC122,883$14.6M0.04%-15,33213F-HRTimeline
HB Wealth Management, LLC115,929$13.7M0.09%-29,68313F-HRTimeline
CIBC WORLD MARKET INC.112,335$13.3M0.02%-1,69413F-HRTimeline
Shira Ridge Wealth Management111,809$13.3M5.24%+21,68013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…106,970$12.7M<0.01%-246,57113F-HRTimelineGroup
Sanctuary Advisors, LLC105,011$12.4M0.07%+9,16913F-HRTimeline
Cambridge Investment Research Advisors,…104,043$12.3M0.03%-29,49513F-HRTimeline
Decker Wealth Management LLC103,870$12.3M2.79%-4,27013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP103,327$12.2M0.02%-2,32113F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC103,231$12.2M0.22%-8,03413F-HRTimeline
Dynamic Wealth Strategies, LLC101,716$12.1M6.97%+2,60713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC100,966$12M0.19%-76613F-HRTimelineGroup
GM Advisory Group, LLC99,698$11.8M0.45%-64613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…98,967$11.7M0.01%-3,81713F-HRTimelineGroup
Independent Advisor Alliance89,590$10.6M0.11%new13F-HRTimeline
Fairscale Capital, LLC86,499$10.3M7.09%+1,75513F-HRTimeline
&PARTNERS86,242$10.2M0.05%-3,86313F-HRTimeline
Prostatis Group LLC85,272$10.1M2.59%+19813F-HRTimeline
Baker Avenue Asset Management, LP74,876$8.87M0.2%+4113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…72,169$8.55M0.02%+2,30613F-HRTimelineGroup
VMS Asset Management Limited71,020$8.42M5.14%new13F-HRTimeline
WealthBridge Capital Management, LLC67,815$8.04M1.85%+29013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP67,500$8M0.01%new13F-HRTimelineGroup
Meridian Wealth Management, LLC64,135$7.6M0.27%-8513F-HRTimeline
CWM, LLCin group CWM, LLC63,922$7.58M0.02%-67013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\63,233$7.49M<0.01%-8,25613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP62,462$7.2M<0.01%+8,41613F-HRTimelineGroup
Integrity Investment Advisors, LLC59,956$7.11M3.85%+3,93613F-HRTimeline
SCOTIA CAPITAL INC.59,566$7.06M0.03%-2,61613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\58,401$6.92M0.01%+6,43513F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.55,973$6.63M0.69%013F-HRTimeline
Asset Management Group, Inc.55,542$6.58M1.06%-1,40413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC53,017$6.28M0.32%+5413F-HRTimeline
AFT, FORSYTH & COMPANY, INC.52,508$6.22M2.93%-56313F-HRTimeline
Private Advisor Group, LLC52,317$6.2M0.03%-2,36013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,163$5.94M0.06%+6,05413F-HRTimelineGroup
Trilogy Capital Inc.49,069$5.82M0.26%-1,01313F-HRTimeline
KKM Financial LLC42,967$5.55M0.99%013F-HRTimeline
NewEdge Advisors, LLC44,959$5.33M0.02%-10,69213F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP43,813$5.19M<0.01%-8,75013F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC43,740$5.18M1.63%-7,50013F-HRTimeline
Cadent Capital Advisors, LLC43,592$5.17M1.37%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…42,273$5.01M<0.01%-4,90913F-HRTimelineGroup
FMR LLCin group FMR LLC41,548$4.92M<0.01%+1,69513F-HRTimelineGroup
HighTower Advisors, LLC41,080$4.87M0.01%-1,17113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding40,633$4.82M-9,052Timeline
DAVENPORT & Co LLC40,406$4.79M0.03%+5,71213F-HRTimeline
Creative Planningin group Creative Planning40,086$4.75M<0.01%+1,90613F-HRTimelineGroup
Paragon Advisors, LLC37,969$4.5M1.21%-61513F-HRTimeline
Quantinno Capital Management LP37,659$4.46M0.01%+2,07613F-HRTimeline
Advisory Services Network, LLC36,629$4.34M0.06%-10,43113F-HRTimeline
Milestone Investment Advisors LLC36,273$4.3M1.04%+15513F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.35,257$4.18M1%-30013F-HRTimeline
Campion Asset Management33,862$4.01M2.72%+68913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC33,422$3.96M0.32%-12213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,821$3.77M<0.01%+17,58413F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.28,049$3.62M<0.01%+13,36413F-HRTimeline
Journey Beyond Wealth, LLC29,826$3.53M3.04%+2,56713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.29,609$3.51M2.3%+41113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,175$3.46M<0.01%new13F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT28,312$3.36M0.38%-85313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV28,286$3.35M<0.01%-39513F-HRTimeline
Keystone Global Partners, LLC28,003$3.32M1.47%013F-HRTimeline
IHT Wealth Management, LLC27,851$3.3M0.08%-13713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,073$3.28M0.01%-3,60313F-HRTimeline
Financial Freedom, LLC27,669$3.28M1.63%+77713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…27,262$3.23M0.01%+21,91413F-HRTimelineGroup
Sowell Financial Services LLC27,228$3.23M0.12%-37113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,951$3.19M0.29%-1,84013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…26,601$3.15M0.04%+1413F-HRTimelineGroup
Perigon Wealth Management, LLC25,838$3.06M0.06%+27213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC25,733$3.05M0.01%-3,18913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS25,693$3.04M0.01%+1,30213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp25,403$3.01M<0.01%-11913F-HRTimelineGroup
OneDigital Investment Advisors LLC25,371$3.01M0.03%-3,69213F-HRTimeline
Clearstead Advisors, LLC24,475$2.9M0.03%+19,33413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC24,231$2.87M0.02%new13F-HRTimelineGroup
Wallace Hart LLC24,187$2.87M3.95%+9,77213F-HRTimeline
RWA WEALTH PARTNERS, LLC23,580$2.79M0.03%-3,85313F-HRTimeline
B. Riley Wealth Advisors, Inc.23,974$2.72M0.18%-34513F-HRTimeline
Coastal Bridge Advisors, LLC22,193$2.63M0.19%+1,93313F-HRTimeline
Cresset Asset Management, LLC22,094$2.62M0.01%+27213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd21,905$2.6M0.05%new13F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …21,533$2.55M0.02%-5,27413F-HRTimelineGroup
Beacon Pointe Advisors, LLC20,873$2.47M0.01%-3,36513F-HRTimeline
Atria Investments, Inc20,768$2.46M0.03%-70713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,767$2.46M<0.01%-1,289,33313F-HRTimelineGroup
SMITH, MOORE & CO.20,149$2.39M0.17%+1,49413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,571$2.32M<0.01%-1,20213F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC18,593$2.2M0.97%-34213F-HRTimeline
BXM Wealth LLC17,622$2.09M1.61%-1,47513F-HRTimeline
Houlihan Financial Resource Group, Ltd.17,402$2.06M0.8%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp17,033$2.02M0.01%-30513F-HR/ATimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding14,210$2.01M+749Timeline
Clarity Wealth Advisors, LLC16,700$1.98M0.41%-1,70913F-HRTimeline
Icon Wealth Advisors, LLC13,888$1.96M0.13%-80013F-HRTimeline
WEBSTER BANK, N. A.16,513$1.96M0.19%-53513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.15,720$1.86M0.76%013F-HRTimeline
Copia Wealth Management15,449$1.83M1.26%+2,65813F-HRTimeline
Fort Sheridan Advisors LLC15,279$1.81M0.22%-2413F-HRTimeline
Comprehensive Financial Planning, Inc./…15,111$1.79M1.24%+57513F-HRTimeline
FIDUCIENT ADVISORS LLC14,264$1.69M0.22%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,079$1.67M0.03%-63713F-HRTimelineGroup
Keebeck Wealth Management14,068$1.67M0.19%-1713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP13,550$1.61M0.06%+313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC13,500$1.6M0.05%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,441$1.59M<0.01%+98913F-HRTimelineGroup
FLOW TRADERS U.S. LLC13,243$1.57M0.05%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.13,142$1.56M0.49%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,640$1.5M0.01%-63713F-HRTimelineGroup
Security Financial Services, INC.12,608$1.49M0.24%-2,95913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,439$1.47M<0.01%+69313F-HRTimelineGroup
Crescent Grove Advisors, LLC12,140$1.44M0.14%013F-HRTimeline
BOSTON FAMILY OFFICE LLC12,059$1.43M0.1%013F-HRTimeline
Ayalon Insurance Comp Ltd.11,826$1.4M0.29%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,792$1.4M<0.01%+1,23913F-HRTimelineGroup
Sigma Planning Corp11,698$1.39M0.04%+87513F-HRTimeline
One Wealth Advisors, LLC11,658$1.38M0.17%-1,45213F-HRTimeline
Legacy Edge Advisors, LLC11,624$1.38M0.14%-30013F-HRTimeline
Ashton Thomas Private Wealth, LLC11,121$1.32M0.03%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,092$1.31M<0.01%-31513F-HRTimelineGroup
UNIQUE WEALTH, LLC10,807$1.28M0.18%-2,03613F-HRTimeline
WealthShield Partners, LLC10,802$1.28M0.14%+213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,782$1.28M0.01%013F-HRTimelineGroup
Nikulski Financial, Inc.10,444$1.24M0.31%013F-HRTimeline
Composition Wealth, LLC10,345$1.23M0.02%+55613F-HRTimeline
Arkadios Wealth Advisors9,985$1.18M0.02%+2,13713F-HRTimeline
CX Institutional9,960$1.18M0.04%+7,40513F-HRTimeline
Summit Financial, LLC9,941$1.18M0.02%-51513F-HRTimeline
Empirical Asset Management, LLC9,871$1.17M0.31%+23313F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC9,609$1.14M0.27%-2,84713F-HRTimeline
Savvy Advisors, Inc.9,565$1.13M0.03%+1,97013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC9,518$1.13M0.34%+44013F-HRTimeline
Avestar Capital, LLC9,471$1.12M0.08%-26013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,440$1.12M0.01%+66313F-HRTimelineGroup
D.A. DAVIDSON & CO.9,430$1.12M0.01%+19813F-HRTimeline
Cypress Wealth Services, LLC9,364$1.11M0.16%-65213F-HRTimeline
Accurate Wealth Management, LLC8,667$1.11M0.13%+1,67313F-HRTimeline
AE Wealth Management LLC9,282$1.1M0.01%+6,52713F-HRTimeline
Waverly Advisors, LLC9,216$1.09M0.01%+9813F-HRTimeline
Keel Point, LLC9,100$1.08M0.07%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,000$1.07M0.01%-15013F-HRTimeline
Bawa N Mallick Trust9,000$1.07M0.44%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC8,941$1.06M0.29%-2,82613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,851$1.05M0.01%+22713F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,704$1.03M-234Timeline
BEACON FINANCIAL GROUP8,670$1.03M0.1%-1313F-HRTimeline
Forefront Wealth Partners, LLC8,666$1.03M0.43%+5,72913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,635$1.02M0.02%013F-HR/ATimeline
EP Wealth Advisors, LLC8,508$1.01M<0.01%+30713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,500$1.01M0.02%-26713F-HRTimelineGroup
Kearns & Associates LLC8,226$975K0.52%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,220$974K0.03%-913F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC7,528$957K0.05%-2,61513F-HR/ATimeline
BECKER CAPITAL MANAGEMENT INC7,800$924K0.03%+2,20213F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.7,625$904K0.35%+45513F-HRTimeline
BLAIR WILLIAM & CO/IL7,621$903K<0.01%-47,29813F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …7,475$886K0.03%-64,87413F-HRTimelineGroup
Embree Financial Group7,394$876K0.1%+213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,316$867K0.11%new13F-HRTimeline
Farther Finance Advisors, LLC7,127$857K0.01%+5,08013F-HRTimeline
Horizon Investments, LLC7,208$854K0.01%+2,96913F-HRTimeline