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Disclosery

IGV ISHARES TR

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SHS (fund)

679 managers (687 13F filers) reported a position in IGV shares at 2025-06-30, 77,884,552 shares in all. 122 filers opened a position and 67 filers sold out during the quarter.

Managers
679
13F filers
687
New
122
Added
226
Reduced
201
Sold out
67
Shares held by filers
77,884,552

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Caliber Wealth Management, LLC / KS20,998$2.3M0.25%-12513F-HRTimeline
LEUTHOLD GROUP, LLC20,826$2.28M0.27%+53613F-HRTimeline
VALLEY NATIONAL ADVISERS INC20,754$2.27M0.37%-19713F-HRTimeline
Future Financial Wealth Managment LLC19,962$2.19M1.49%+46013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding19,909$2.18M+5,524Timeline
Runnymede Capital Advisors, Inc.19,807$2.17M2%+16,44713F-HRTimeline
Transcendent Capital Group LLC19,572$2.14M1.1%+17,07213F-HRTimeline
Northstar Advisory Group, LLC19,350$2.12M1.03%new13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC19,325$2.12M0.73%-55013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,210$2.1M0.13%+6,31113F-HRTimelineGroup
Parkside Investments, LLC19,000$2.08M0.28%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.18,898$2.07M<0.01%-151,17213F-HRTimelineGroup
Segment Wealth Management, LLC18,880$2.07M0.13%-813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC18,722$2.05M0.19%+5,31713F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…18,643$2.04M0.02%+13,90813F-HRTimelineGroup
Patten Group, Inc.18,652$2.04M0.43%-13413F-HRTimeline
Atria Wealth Solutions, Inc.18,492$2.03M0.05%-19,95613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC18,454$2.02M0.37%+11113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/18,002$1.97M<0.01%-5,45913F-HR/ATimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC17,886$1.96M0.15%+15,09113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC17,782$1.95M0.09%+3,51713F-HRTimeline
Simplicity Wealth,LLC16,854$1.85M0.08%+5,63413F-HRTimeline
Raab & Moskowitz Asset Management LLC16,812$1.84M0.44%+11,32313F-HRTimeline
Orion Porfolio Solutions, LLC16,782$1.84M0.02%+58813F-HR/ATimeline
Clarius Group, LLC16,733$1.83M0.11%013F-HRTimeline
Horizon Investments, LLC16,158$1.77M0.03%-5,40113F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC16,111$1.76M0.45%-37,45413F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.16,108$1.76M1.2%+3,00813F-HRTimeline
Empirical Asset Management, LLC16,030$1.76M0.54%+1113F-HRTimeline
Carnegie Investment Counsel15,872$1.74M0.03%+3613F-HRTimeline
PINNACLE ASSOCIATES LTD15,395$1.69M0.02%-13713F-HRTimeline
NTV Asset Management LLC15,347$1.68M0.2%-34113F-HRTimeline
IAM Advisory, LLC15,322$1.68M0.4%-9613F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC15,316$1.68M0.58%new13F-HRTimeline
GPS Wealth Strategies Group, LLC15,153$1.66M0.19%-63113F-HRTimeline
WESBANCO BANK INC15,077$1.65M0.05%-92113F-HRTimeline
WEXFORD CAPITAL LP15,047$1.65M0.46%new13F-HRTimeline
Arete Wealth Advisors, LLC14,986$1.64M0.12%new13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.14,983$1.64M0.25%-1,42013F-HR/ATimeline
Venturi Wealth Management, LLC14,811$1.62M0.08%new13F-HRTimeline
Composition Wealth, LLC14,638$1.6M0.03%-4,00213F-HRTimeline
HARBOUR INVESTMENTS, INC.14,616$1.6M0.04%+2113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,116$1.55M0.01%+6,93813F-HRTimelineGroup
Columbus Macro, LLC14,022$1.54M0.19%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.14,019$1.54M0.79%013F-HRTimeline
Montis Financial, LLC13,811$1.51M0.42%-3,15513F-HRTimeline
HARMONY ASSET MANAGEMENT LLC13,771$1.51M0.56%-89313F-HRTimeline
Blue Fin Capital, Inc.13,755$1.51M0.26%-70913F-HRTimeline
HB Wealth Management, LLC13,695$1.5M0.01%+1013F-HRTimeline
SAX WEALTH ADVISORS, LLC13,568$1.49M0.09%+6,02313F-HRTimeline
MGO ONE SEVEN LLC13,548$1.48M0.05%+4,59913F-HRTimeline
Genesee Capital Advisors, LLC13,546$1.48M0.66%+5,14313F-HRTimeline
Triumph Capital Management13,469$1.47M0.44%+1,21913F-HR/ATimeline
Allworth Financial LP13,373$1.46M0.01%-17113F-HRTimeline
RFG - Bristol Wealth Advisors, LLC13,256$1.45M0.45%-92113F-HRTimeline
Westwind Capital13,216$1.45M0.3%+76713F-HRTimeline
Farther Finance Advisors, LLC13,196$1.44M0.03%+2,35013F-HRTimeline
NWAM LLC12,918$1.44M0.08%+10013F-HR/ATimeline
Wealthspire Advisors, LLC13,150$1.44M0.01%+2,45513F-HRTimeline
Citizens National Bank Trust Department13,008$1.42M0.28%-23513F-HRTimeline
Prime Capital Investment Advisors, LLC12,950$1.42M0.02%-4,51313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,864$1.41M<0.01%+2,20113F-HRTimelineGroup
Apeiron RIA LLC12,850$1.41M0.36%-36913F-HRTimeline
Nikulski Financial, Inc.12,845$1.41M0.39%-4,62713F-HRTimeline
Belpointe Asset Management LLC12,687$1.39M0.06%+9,85913F-HRTimeline
Clearstead Advisors, LLC12,610$1.38M0.02%+6,34013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,548$1.37M0.11%+4,32713F-HRTimeline
Modern Wealth Management, LLC12,518$1.37M0.03%+42713F-HR/ATimeline
PARSONS CAPITAL MANAGEMENT INC/RI12,468$1.37M0.08%+16813F-HRTimeline
KCM INVESTMENT ADVISORS LLC12,084$1.32M0.04%+80013F-HRTimeline
FLOW TRADERS U.S. LLC12,086$1.32M0.05%-1,64213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC12,075$1.32M0.11%-7513F-HRTimeline
Cascade Wealth Advisors, Inc11,745$1.29M0.73%-3,23013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,702$1.28M<0.01%+4,03913F-HRTimelineGroup
CIBC WORLD MARKET INC.11,606$1.27M<0.01%+4,33313F-HRTimeline
NVWM, LLC11,606$1.27M0.31%-6213F-HRTimeline
MAI Capital Management11,482$1.26M0.01%+15513F-HRTimeline
Ulland Investment Advisors, LLC11,475$1.26M0.96%-13213F-HRTimeline
Venture Visionary Partners LLC11,380$1.25M0.05%-157,99413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,308$1.24M0.02%+1,88313F-HRTimelineGroup
Steward Partners Investment Advisory, L…11,292$1.24M0.01%-70213F-HRTimeline
Evanson Asset Management, LLC11,226$1.23M0.08%013F-HRTimeline
Freedom Investment Management, Inc.11,157$1.22M0.1%-82613F-HRTimeline
Summit Financial, LLC11,019$1.21M0.03%+7,04013F-HRTimeline
Houlihan Financial Resource Group, Ltd.10,819$1.2M0.5%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,849$1.19M0.06%-1,06413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.10,650$1.17M0.02%+3,86013F-HRTimeline
Global Financial Private Client, LLC10,635$1.16M0.44%+8713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,487$1.15M0.01%+5,20013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP10,377$1.14M0.09%+5,12513F-HRTimeline
IHT Wealth Management, LLC10,348$1.13M0.03%new13F-HRTimeline
EP Wealth Advisors, LLC10,337$1.13M0.01%+46513F-HRTimeline
Retirement Planning Group, LLC10,323$1.13M0.05%-1,66513F-HRTimeline
United Community Bankin group United Community Bank10,212$1.12M0.38%-4,03513F-HRTimelineGroup
Trivium Point Advisory, LLC10,110$1.11M0.12%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,036$1.1M0.07%-5,95213F-HRTimeline
WJ Wealth Management, LLC9,850$1.08M0.34%013F-HRTimeline
Allen Capital Group, LLC9,838$1.08M0.11%013F-HRTimeline
Merit Financial Group, LLC9,630$1.05M0.01%+1,86513F-HRTimeline
Cascades Capital Asset Management, LLC9,585$1.05M0.54%+1,28613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,527$1.04M0.04%-15713F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC9,516$1.04M0.98%13F-HRTimeline
&PARTNERS9,457$1.04M0.01%+6,47113F-HRTimeline
Intellectus Partners, LLC9,404$1.03M0.22%-2513F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC9,300$1.02M0.04%013F-HRTimelineGroup
Edgestream Partners, L.P.9,234$1.01M0.03%new13F-HRTimeline
Mutual Advisors, LLC8,966$1.01M0.03%-67513F-HRTimeline
Fortis Group Advisors, LLC8,893$993K0.18%-2,52213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,050$991K0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd9,011$987K0.09%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,013$987K0.12%-1413F-HRTimeline
Bramshill Investments, LLC9,000$986K0.1%-1,00013F-HRTimeline
Modera Wealth Management, LLC8,994$985K0.01%+17213F-HRTimeline
Yarbrough Capital, LLC8,945$979K0.03%013F-HRTimeline
Arax Advisory Partners8,935$978K0.04%+57913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,876$972K0.03%-3513F-HR/ATimeline
Ashton Thomas Private Wealth, LLC8,817$965K0.03%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,810$965K<0.01%-19013F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.8,800$964K0.51%-20113F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.8,744$957K0.01%-1,45013F-HRTimeline
Pacific Sun Financial Corp8,720$955K0.5%-39513F-HRTimeline
Main Street Financial Solutions, LLC8,707$953K0.07%new13F-HRTimeline
JACKSON SQUARE CAPITAL, LLC8,701$953K0.21%new13F-HRTimeline
Smartleaf Asset Management LLC8,515$918K0.08%+8,49013F-HRTimeline
TruWealth Advisors, LLC8,351$914K0.05%+48113F-HRTimeline
Altura Wealth Advisors Inc.8,219$900K0.5%+3213F-HRTimeline
HRT FINANCIAL LP8,082$884K<0.01%-39,93413F-HRTimeline
Global Trust Asset Management, LLC7,990$875K0.47%+7,05513F-HRTimeline
AE Wealth Management LLC7,973$873K0.01%+93813F-HRTimeline
LMCG INVESTMENTS, LLC7,782$852K0.05%-58313F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …7,781$852K0.02%-32013F-HRTimelineGroup
Parallel Advisors, LLC7,754$849K0.02%+1013F-HRTimeline
BLAIR WILLIAM & CO/IL7,571$829K<0.01%+2313F-HRTimeline
Gladstone Institutional Advisory LLC7,532$825K0.03%+32013F-HRTimeline
WBH ADVISORY INC7,510$822K0.07%013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…7,500$821K0.2%013F-HRTimelineGroup
HBK Sorce Advisory LLC7,487$820K0.02%013F-HRTimeline
360 Financial, Inc.7,287$798K0.25%-24013F-HRTimeline
Quantinno Capital Management LP7,263$795K<0.01%new13F-HRTimeline
World Investment Advisors7,261$795K0.02%+95013F-HRTimeline
One Capital Management, LLC7,135$781K0.03%+23513F-HRTimeline
Legacy Financial Strategies, LLC7,111$779K0.15%-513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,082$775K0.03%-45313F-HRTimeline
Madison Wealth Partners, Inc6,882$754K0.16%-5613F-HRTimeline
Valeo Financial Advisors, LLC6,850$750K0.02%013F-HR/ATimeline
PRIVATE TRUST CO NA6,813$746K0.07%+2,72913F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV6,804$745K0.68%+2,23613F-HRTimeline
MONETARY MANAGEMENT GROUP INC6,725$736K0.18%013F-HRTimeline
Triangle Securities Wealth Management6,680$731K0.18%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Goelzer Investment Management, Inc.6,670$730K0.04%+52513F-HRTimeline
Sterling Investment Counsel, LLC6,641$727K0.43%-1,06513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding6,605$723K0Timeline
Avantax Planning Partners, Inc.6,550$717K0.02%new13F-HRTimeline
SFG Wealth Management, LLC.6,470$708K0.43%013F-HRTimeline
Realta Investment Advisors6,416$703K0.28%+5,02613F-HRTimeline
Rathbones Group PLC6,360$696K<0.01%013F-HRTimeline
Novak & Powell Financial Services, Inc.6,325$693K0.48%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC6,296$689K0.34%+1,20913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,283$688K0.01%+52713F-HRTimelineGroup
Eldridge Investment Advisors, Inc.6,245$684K0.14%new13F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP6,125$671K0.03%new13F-HRTimeline
Phillips Wealth Planners LLC6,010$668K0.6%+20213F-HRTimeline
Kesler, Norman & Wride, LLC6,094$667K0.12%-2,19613F-HRTimeline
Biondo Investment Advisors, LLC5,965$653K0.09%+19013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC6,040$651K0.07%new13F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC5,918$648K0.52%-1,02513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,857$641K0.01%-3,68713F-HRTimelineGroup
Western Wealth Management, LLC5,841$640K0.04%+40013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,825$638K0.1%013F-HRTimeline
CALTON & ASSOCIATES, INC.5,711$625K0.11%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,705$625K<0.01%-35213F-HRTimelineGroup
Plotkin Financial Advisors, LLC5,695$624K0.34%013F-HRTimeline
PFG Investments, LLC5,675$621K0.04%-1,03013F-HRTimeline
Compound Planning, Inc.5,558$609K0.02%-7713F-HRTimeline
TRUE Private Wealth Advisors5,526$605K0.07%+2,59613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,492$601K0.05%+2,46313F-HRTimeline
EHRLICH FINANCIAL GROUP5,454$597K0.39%new13F-HRTimeline
E&G Advisors, LLC5,305$581K0.15%-12513F-HRTimeline
KWB Wealth6,509$579K0.07%-2,89913F-HRTimeline
Pallas Capital Advisors LLC5,250$575K0.02%-11313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,244$574K0.05%+7113F-HRTimeline
WEDBUSH SECURITIES INC5,197$569K0.02%+87213F-HRTimeline
SYNOVUS FINANCIAL CORP5,092$558K0.01%013F-HRTimeline
IFP Advisors, Inc5,090$557K0.02%+3213F-HRTimeline
Headlands Technologies LLC5,064$555K0.07%new13F-HRTimeline
Breed's Hill Capital LLC5,000$548K0.26%013F-HRTimeline
Quantum Portfolio Management LLC4,940$541K0.26%-6013F-HRTimeline
RWA WEALTH PARTNERS, LLC4,919$539K0.01%+1,31913F-HRTimeline
Haverford Trust Co4,875$534K0.01%013F-HRTimeline
Csenge Advisory Group5,108$529K0.03%-30,92513F-HRTimeline
Pinnacle Family Advisors, LLC4,825$528K0.26%+27613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,721$517K<0.01%+37713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.4,724$517K0.03%+1,15213F-HRTimeline
L.M. KOHN & COMPANY4,634$507K0.14%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,629$507K<0.01%new13F-HRTimelineGroup
Argyle Capital Partners, LLC4,578$501K0.41%new13F-HRTimeline
Balboa Wealth Partners4,502$493K0.1%new13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding4,425$485K0Timeline
Sandbox Financial Partners, LLC4,384$480K0.15%-44613F-HRTimeline
Westfuller Advisors, LLC4,355$477K0.27%013F-HRTimeline