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IGM ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 27 13F filers report a position in IGM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Seven Bridges Advisors LLC153,465$25.9M11.72%+31,82313F-HRTimeline
Shira Ridge Wealth Management99,967$16.9M5.87%-6,12213F-HRTimeline
Decker Wealth Management LLC93,948$15.9M3.23%-6,33713F-HRTimeline
Graves Light Lenhart Wealth, Inc.55,337$9.35M0.88%-63613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC43,740$7.39M2.15%013F-HRTimeline
Cadent Capital Advisors, LLC27,010$4.57M0.98%-19,63013F-HRTimeline
Farther Finance Advisors, LLC16,772$2.84M0.02%+33013F-HRTimeline
Ayalon Insurance Comp Ltd.11,826$2M0.17%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC9,725$1.64M0.39%+78213F-HRTimeline
Kearns & Associates LLC8,226$1.39M0.64%013F-HRTimeline
Asempa Wealth Advisors6,372$1.08M0.85%013F-HRTimeline
EASTERN BANK5,820$984K0.01%-8613F-HRTimeline
Venture Visionary Partners LLC3,390$573K0.02%013F-HRTimeline
Valeo Financial Advisors, LLC2,605$440K0.01%+113F-HRTimeline
Bank of New Hampshire2,580$436K0.09%013F-HRTimeline
Great Waters Wealth Management2,028$343K0.03%013F-HRTimeline
CX Institutional1,866$315K0.01%+10913F-HRTimeline
Castle Rock Wealth Management, LLC1,800$314K0.06%013F-HRTimeline
Gouws Capital LLC1,835$310K0.15%013F-HRTimeline
Rosenberg Matthew Hamilton1,645$278K0.05%-3913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,053$178K0.05%-913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC956$162K0.01%+2613F-HRTimeline
Investors Research Corp372$62.9K0.01%013F-HRTimeline
CoreCap Advisors, LLC199$33.6K<0.01%+2213F-HRTimeline
Central Pacific Bank - Trust Division41$6.93K<0.01%013F-HRTimeline
GK Wealth Management LLC29$4.9K<0.01%new13F-HRTimeline
Go Invest LLC26$4.34K<0.01%+213F-HRTimeline