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Disclosery

IGV ISHARES TR

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SHS (fund)

612 managers (622 13F filers) reported a position in IGV shares at 2024-12-31, 58,526,126 shares in all. 142 filers opened a position and 31 filers sold out during the quarter.

Managers
612
13F filers
622
New
142
Added
202
Reduced
123
Sold out
31
Shares held by filers
58,526,126

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Empirical Asset Management, LLC16,000$1.6M0.54%-10013F-HRTimeline
PINNACLE ASSOCIATES LTD15,717$1.57M0.02%+12,93213F-HRTimeline
Apeiron RIA LLC15,602$1.56M0.44%+6013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP15,438$1.55M0.11%+61513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC15,266$1.53M0.5%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC15,100$1.51M<0.01%-7,80013F-HRTimeline
IAM Advisory, LLC14,904$1.49M0.38%new13F-HRTimeline
Steward Partners Investment Advisory, L…14,745$1.48M0.01%+65613F-HRTimeline
Clarius Group, LLC14,252$1.43M0.1%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC14,250$1.43M0.57%new13F-HRTimeline
United Community Bankin group United Community Bank14,247$1.43M0.56%013F-HRTimelineGroup
Blue Fin Capital, Inc.14,240$1.43M0.26%+6513F-HRTimeline
Retirement Planning Group, LLC14,039$1.41M0.07%-23413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC13,985$1.4M0.01%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.13,969$1.4M0.69%-32013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,595$1.36M0.04%+16113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,584$1.36M0.07%new13F-HR/ATimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC13,405$1.34M0.12%-2013F-HRTimelineGroup
Citizens National Bank Trust Department13,315$1.33M0.28%-27113F-HRTimeline
NTV Asset Management LLC13,236$1.33M0.17%new13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC12,800$1.28M0.11%+25013F-HRTimeline
Westwind Capital12,642$1.27M0.28%-16513F-HRTimeline
Triumph Capital Management12,531$1.25M0.43%-77613F-HRTimeline
Foundations Investment Advisors, LLC12,465$1.25M0.02%+6,66413F-HRTimeline
Clearstead Advisors, LLC12,400$1.24M0.02%-37513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI12,300$1.23M0.07%013F-HRTimeline
Prime Capital Investment Advisors, LLC12,236$1.23M0.02%-28013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding12,215$1.22M+245Timeline
Central Asset Investments & Management …12,100$1.21M0.74%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,036$1.21M<0.01%-6,73013F-HRTimelineGroup
MAI Capital Management11,947$1.2M0.01%+74613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,929$1.19M0.03%+9,13613F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP11,879$1.19M0.02%-8,50313F-HRTimelineGroup
NVWM, LLC11,687$1.17M0.3%-1,25013F-HRTimeline
Ulland Investment Advisors, LLC11,677$1.17M0.75%+44513F-HRTimeline
Carnegie Investment Counsel11,534$1.15M0.03%+45513F-HRTimeline
NWAM LLC11,528$1.15M0.07%+5413F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.11,287$1.13M0.01%+6,61013F-HRTimeline
Evanson Asset Management, LLC11,226$1.12M0.08%013F-HRTimeline
Modern Wealth Management, LLC10,977$1.1M0.04%+42213F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC10,870$1.09M0.06%+4,80813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,771$1.08M<0.01%new13F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC10,725$1.07M0.04%+24513F-HRTimeline
Genesee Capital Advisors, LLC10,623$1.06M0.49%+48613F-HRTimeline
Global Financial Private Client, LLC10,557$1.06M0.4%+3,14613F-HRTimeline
Farther Finance Advisors, LLC10,460$1.05M0.04%-82513F-HRTimeline
Composition Wealth, LLC10,338$1.04M0.02%+46213F-HRTimeline
SANDERS MORRIS HARRIS LLC10,250$1.03M0.15%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,000$1M<0.01%013F-HRTimelineGroup
Allen Capital Group, LLC9,995$1M0.12%new13F-HRTimeline
SYNOVUS FINANCIAL CORP9,984$1000K0.01%013F-HRTimeline
MGO ONE SEVEN LLC9,938$995K0.04%new13F-HRTimeline
Intellectus Partners, LLC9,930$994K0.22%013F-HRTimeline
TrinityPoint Wealth, LLC9,840$985K0.14%new13F-HRTimeline
Crestline Management, L.P.9,812$982K0.03%-65,18813F-HRTimeline
EP Wealth Advisors, LLC9,803$981K0.01%-93613F-HRTimeline
Schonfeld Strategic Advisors LLC9,800$981K0.01%-7,90013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC9,730$974K0.8%-72513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,702$971K0.04%+17713F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…9,620$963K0.02%+6,30013F-HRTimelineGroup
Mutual Advisors, LLC9,636$957K0.03%-20,90213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,425$944K0.02%+2,78413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL9,264$928K<0.01%+47413F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …9,256$927K0.03%+4513F-HRTimelineGroup
WJ Wealth Management, LLC9,250$926K0.32%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,206$922K0.06%+2,62113F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP9,100$911K0.01%-7513F-HRTimeline
JTC Employer Solutions Trustee Ltd9,011$909K0.06%-1,08913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.9,050$906K0.01%-22,68713F-HR/ATimelineGroup
CAHILL FINANCIAL ADVISORS INC9,038$905K0.12%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,000$901K<0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,967$898K0.03%-38313F-HRTimelineGroup
Cascades Capital Asset Management, LLC8,962$897K0.48%+1,49413F-HRTimeline
Yarbrough Capital, LLC8,945$896K0.03%013F-HRTimeline
Union Bancaire Privee, UBP SA8,961$895K0.02%13F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC8,916$893K0.03%-113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tennessee Valley Asset Management Partn…8,879$889K0.15%+1013F-HRTimeline
WBH ADVISORY INC8,820$883K0.08%013F-HRTimeline
Pacific Sun Financial Corp8,800$881K0.48%-5013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.8,775$879K0.49%13F-HRTimeline
Ashton Thomas Private Wealth, LLC8,750$876K0.03%013F-HRTimeline
Modera Wealth Management, LLC8,687$870K0.01%+5,19713F-HRTimeline
WMS Partners, LLC8,556$857K0.05%-20013F-HRTimeline
Virtue Capital Management, LLC8,441$845K0.17%-42513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,440$845K0.01%new13F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC8,424$843K0.06%new13F-HRTimeline
LMCG INVESTMENTS, LLC8,274$828K0.05%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding8,181$819K0Timeline
360 Financial, Inc.7,992$800K0.29%+69413F-HRTimeline
Proficio Capital Partners LLC7,975$798K0.06%new13F-HR/ATimeline
KWB Wealth8,926$798K0.1%+1,89313F-HRTimeline
Merit Financial Group, LLC7,965$797K0.01%+30013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding7,803$781K+4,083Timeline
Parallel Advisors, LLC7,746$776K0.02%013F-HRTimeline
Clarus Wealth Advisors7,967$768K0.38%new13F-HRTimeline
Kesler, Norman & Wride, LLC7,639$765K0.17%+1,51113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding7,618$763K+14Timeline
JOURNEY STRATEGIC WEALTH LLC7,600$761K0.03%+51413F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…7,500$751K0.14%013F-HRTimelineGroup
HBK Sorce Advisory LLC7,487$750K0.02%013F-HRTimeline
TruWealth Advisors, LLC7,456$746K0.05%+41913F-HRTimeline
Rathbones Group PLC7,391$740K<0.01%013F-HRTimeline
Caprock Group, LLC7,347$736K0.02%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,207$722K<0.01%-28213F-HRTimelineGroup
Trexquant Investment LP7,165$717K0.01%+37913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,100$711K<0.01%+7,00013F-HRTimelineGroup
Independent Advisor Alliance7,053$706K0.01%new13F-HRTimeline
Legacy Financial Strategies, LLC7,052$705K0.15%013F-HRTimeline
Valeo Financial Advisors, LLC6,979$699K0.02%+12913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC6,800$681K0.03%013F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…6,712$672K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC6,680$669K0.04%+21013F-HRTimeline
Sterling Investment Counsel, LLC6,659$667K0.44%-2,30413F-HRTimeline
AE Wealth Management LLC6,555$656K0.01%-44613F-HRTimeline
Triangle Securities Wealth Management6,480$649K0.17%-32013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GROUP ONE TRADING LLC6,476$648K0.02%new13F-HR/ATimeline
Madison Wealth Partners, Inc6,435$644K0.18%013F-HRTimeline
Novak & Powell Financial Services, Inc.6,425$643K0.38%-9013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP6,335$634K<0.01%-45,17313F-HRTimelineGroup
Altura Wealth Advisors Inc.6,284$629K0.46%-97313F-HRTimeline
CIBC WORLD MARKET INC.6,215$622K<0.01%-45513F-HRTimeline
Waverly Advisors, LLC6,182$619K0.01%new13F-HRTimeline
Goelzer Investment Management, Inc.6,145$615K0.04%-16013F-HRTimeline
Compound Planning, Inc.6,144$615K0.03%+32913F-HRTimeline
SAX WEALTH ADVISORS, LLC6,044$605K0.05%+3,09713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,024$603K0.01%+69613F-HRTimelineGroup
Orion Porfolio Solutions, LLC6,018$603K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC6,018$603K0.01%new13F-HRTimeline
HB Wealth Management, LLC6,014$602K0.01%+22413F-HRTimeline
Jasper Ridge Partners, L.P.6,000$601K0.02%-36,17513F-HRTimeline
Pallas Capital Advisors LLC5,892$590K0.03%-1513F-HRTimeline
Private Portfolio Partners LLC5,852$586K0.11%+3,47713F-HRTimeline
One Capital Management, LLC5,845$585K0.02%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,825$583K0.1%013F-HRTimeline
Investmark Advisory Group LLC5,791$580K0.28%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,755$576K0.01%-5,63313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,548$575K<0.01%+1,20013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,788$574K<0.01%-78213F-HRTimelineGroup
Plotkin Financial Advisors, LLC5,695$570K0.34%-73013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,586$558K0.05%new13F-HRTimeline
J.W. COLE ADVISORS, INC.5,477$548K0.02%-3013F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,375$538K0.14%+20013F-HRTimeline
Institute for Wealth Management, LLC.5,150$516K0.06%+25513F-HRTimeline
IFP Advisors, Inc5,121$513K0.02%+3,42513F-HRTimeline
Western Wealth Management, LLC5,110$512K0.03%+90513F-HR/ATimeline
Biondo Investment Advisors, LLC5,075$508K0.07%-21013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.5,000$501K0.38%new13F-HRTimeline
Breed's Hill Capital LLC5,000$501K0.26%013F-HRTimeline
TORNO CAPITAL, LLC5,000$501K0.1%new13F-HR/ATimeline
Blue Chip Partners, LLC4,970$498K0.04%+37513F-HRTimeline
Perigon Wealth Management, LLC4,966$493K0.01%+1,56513F-HRTimeline
Haverford Trust Co4,875$488K<0.01%013F-HRTimeline
Sandbox Financial Partners, LLC4,832$484K0.16%+15913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC4,734$474K0.06%-1,02313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,600$461K<0.01%+1,80013F-HRTimelineGroup
Westfuller Advisors, LLC4,548$455K0.29%013F-HRTimeline
BAILARD, INC.4,528$453K0.01%+81413F-HRTimeline
NorthCoast Asset Management LLC4,474$448K<0.01%+48313F-HR/ATimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV4,439$444K0.4%13F-HRTimeline
Main Street Financial Solutions, LLC4,439$444K0.04%new13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding4,425$443K+50Timeline
E&G Advisors, LLC4,400$441K0.12%-80013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP4,364$437K0.04%+53313F-HRTimeline
Canal Capital Management, LLC4,295$430K0.07%013F-HRTimeline
Sequent Planning LLC4,281$429K0.16%-3313F-HRTimeline
Maxele Advisors, LLC4,220$423K0.4%13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,210$422K0.05%-8013F-HRTimeline
Cynosure Group, LLC4,200$421K0.06%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC4,169$417K0.19%13F-HRTimeline
Woodline Partners LP4,141$415K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,097$414K0.04%new13F-HRTimeline
Freedom Investment Management, Inc.4,086$409K0.03%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,085$409K0.01%013F-HRTimeline
Bank Pictet & Cie (Europe) AG4,000$400K0.01%new13F-HR/ATimeline
Cannell & Spears LLC4,000$400K0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,970$397K0.01%+42013F-HRTimelineGroup
MWA Asset Management3,965$397K0.26%-3513F-HRTimeline
Trilogy Capital Inc.3,965$397K0.02%new13F-HRTimeline
Matthew Goff Investment Advisor, LLC3,957$396K0.07%013F-HRTimeline
WEDBUSH SECURITIES INC3,932$394K0.01%-95113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd3,860$386K0.03%-12013F-HRTimelineGroup
Tranquilli Financial Advisor LLC3,856$386K0.24%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,854$386K0.01%+85513F-HRTimelineGroup
SIGNATUREFD, LLC3,810$381K0.01%+14313F-HRTimeline
RWA WEALTH PARTNERS, LLC3,800$380K<0.01%+20013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,777$378K0.01%-87313F-HRTimeline
Merkkuri Wealth Advisors LLC3,768$377K0.3%+113F-HRTimeline
Dupree Financial Group, LLC3,713$372K0.17%-2413F-HRTimeline
Journey Advisory Group, LLC4,250$369K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,655$366K0.01%+2,77813F-HRTimelineGroup
WESBANCO BANK INC3,631$364K0.01%+73813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,625$363K<0.01%013F-HRTimelineGroup
Millennium Capital Advisors, LLC3,614$362K0.25%+1013F-HRTimeline
Samalin Investment Counsel, LLC3,600$360K0.15%013F-HRTimeline
Fortis Capital Management LLC3,548$355K0.07%+17613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,531$354K0.03%new13F-HRTimeline
Wealthstream Advisors, Inc.3,500$350K0.06%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,500$350K0.03%new13F-HRTimeline
Runnymede Capital Advisors, Inc.3,480$348K0.3%13F-HRTimeline
TWO SIGMA SECURITIES, LLC3,473$348K0.06%new13F-HRTimeline