Skip to content
Disclosery

IGV ISHARES TR

Follow

SHS (fund)

879 managers (889 13F filers) reported a position in IGV shares at 2026-06-30, 130,231,687 shares in all. 224 filers opened a position and 104 filers sold out during the quarter.

Managers
879
13F filers
889
New
224
Added
311
Reduced
233
Sold out
104
Shares held by filers
130,231,687

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
EP Wealth Advisors, LLC8,716$790K<0.01%-2,36713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,618$781K0.02%-39413F-HRTimeline
Montis Financial, LLC8,588$778K0.16%-76513F-HRTimeline
Key Client Fiduciary Advisors, LLC8,580$777K0.23%new13F-HRTimeline
Goelzer Investment Management, Inc.8,577$777K0.03%-10013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …8,568$776K0.09%+11013F-HRTimeline
Triangle Securities Wealth Management8,450$766K0.15%+1,44513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
United Community Bankin group United Community Bank8,265$749K0.23%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC8,247$747K0.15%+1,69213F-HRTimeline
LOM Asset Management Ltd8,245$747K0.19%+5,41513F-HRTimeline
Strategic Blueprint, LLC8,218$745K0.04%-16,72513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…8,169$740K0.11%+5,69013F-HRTimeline
LMCG INVESTMENTS, LLC8,041$729K0.04%-31613F-HRTimeline
Bulltick Wealth Management, LLC8,028$727K0.15%-22,76513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,982$723K0.02%-93013F-HRTimeline
Retirement Planning Group, LLC7,936$719K0.02%+1,99313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,935$719K0.01%-10,08413F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC7,911$717K0.07%-66613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,855$712K<0.01%013F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC7,791$706K0.13%new13F-HR/ATimeline
Telos Capital Management, Inc.7,634$692K0.06%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,625$691K0.09%013F-HRTimeline
AE Wealth Management LLC7,562$685K<0.01%+41213F-HRTimeline
Capital Investment Advisory Services, L…7,526$682K0.04%+1,62613F-HRTimeline
HOLDERNESS INVESTMENTS CO7,500$680K0.11%-38,81813F-HRTimeline
LJI Wealth Management, LLC7,494$679K0.1%new13F-HRTimeline
PFG Investments, LLC7,474$677K0.03%-5,51013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd7,424$673K0.01%-93813F-HRTimelineGroup
Financial Solutions Advisory Group, Inc.7,157$672K0.08%-1,12313F-HRTimeline
AlphaCore Capital LLC7,394$670K0.01%-1,52213F-HRTimeline
Rathbones Group PLC7,260$658K<0.01%+90013F-HRTimeline
Saranac Partners Ltd7,200$652K0.21%-7,85513F-HRTimeline
HBK Sorce Advisory LLC6,425$651K0.01%-19913F-HRTimeline
Huntleigh Advisors, Inc.7,133$646K0.09%+62113F-HRTimeline
Ignite Planners, LLC7,111$644K0.09%+16413F-HRTimeline
First Growth Capital LLC7,092$643K0.49%+1,74013F-HRTimeline
Curbstone Financial Management Corp7,086$642K0.11%new13F-HRTimeline
Bayesian Capital Management, LP7,060$640K0.41%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,030$637K0.03%+1,31613F-HRTimeline
STG SECURITIES, LLC7,020$636K0.69%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,985$633K0.03%-2,39313F-HRTimeline
NVWM, LLC6,911$626K0.13%-23813F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd6,900$625K0.21%new13F-HRTimelineGroup
WBH ADVISORY INC6,837$619K0.04%013F-HRTimeline
HUB Investment Partners, LLC6,763$613K0.01%+4,10113F-HRTimeline
Balentine LLC6,724$609K0.02%013F-HRTimeline
Kropog Financial Group, LLC6,717$609K0.43%+113F-HRTimeline
Composition Wealth, LLC6,711$608K0.01%-1,18313F-HRTimeline
Legacy Edge Advisors, LLC6,696$607K0.06%-1,81213F-HR/ATimeline
Savvy Advisors, Inc.6,656$603K0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,639$601K<0.01%+62913F-HRTimelineGroup
Perigon Wealth Management, LLC6,632$601K0.01%-18313F-HRTimeline
Simplicity Wealth,LLC6,621$600K0.02%new13F-HRTimeline
Ethos Capital Management, Inc.6,568$595K0.42%-3,37513F-HRTimeline
One Capital Management, LLC7,415$594K0.02%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,546$593K<0.01%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK6,533$592K<0.01%-33913F-HRTimelineGroup
Stelac Advisory Services LLC6,522$591K0.11%+66413F-HRTimeline
PFG Advisors6,503$589K0.03%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP6,444$584K0.04%+2,40113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,424$582K<0.01%-14413F-HRTimelineGroup
Vise Technologies, Inc.6,408$581K0.01%+4,04213F-HRTimeline
Mathes Company, Inc.6,400$580K0.18%+1,87513F-HRTimeline
Planning Strategies Inc.6,384$578K0.36%13F-HRTimeline
Avantax Planning Partners, Inc.6,375$578K0.01%013F-HRTimeline
Northstar Group, Inc.6,315$572K0.07%+1,70013F-HRTimeline
SWMG, LLC6,103$571K0.13%new13F-HRTimeline
Madison Wealth Partners, Inc6,279$569K0.07%-48413F-HRTimeline
Caprock Group, LLC6,271$568K0.01%+87913F-HRTimeline
Cannon Global Investment Management, LLC6,200$562K1.69%new13F-HRTimeline
Greenspring Advisors, LLC6,122$555K0.03%-1,18013F-HRTimeline
Quantum Portfolio Management LLC6,108$553K0.2%+85813F-HRTimeline
FLOW TRADERS U.S. LLC6,031$546K0.02%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise6,024$545K0.03%-18,97613F-HRTimelineGroup
Larson Financial Group LLC5,976$541K0.01%+83613F-HRTimeline
Provenance Wealth Advisors, LLC5,942$538K0.05%-4,22813F-HRTimeline
Quarry LP5,935$538K0.08%-6,67513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…5,920$536K<0.01%-5,91313F-HRTimelineGroup
FIRST HORIZON CORP5,914$536K0.02%+1,72413F-HRTimeline
B. Riley Wealth Advisors, Inc.5,933$533K0.03%-42113F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…5,840$529K0.02%013F-HRTimelineGroup
Roxbury Financial LLC5,808$526K0.42%+2,68713F-HRTimeline
Praxis Capital Management LLC5,800$525K0.83%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …5,751$521K0.04%-1,78813F-HRTimelineGroup
Realta Investment Advisors5,745$520K0.16%+54513F-HRTimeline
Fortis Capital Management LLC5,737$520K0.06%+2,19813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,695$516K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA5,684$515K0.04%+1,06013F-HRTimeline
Round Rock Advisors LLC5,646$512K0.07%+73613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,621$509K<0.01%new13F-HRTimelineGroup
CHOREO, LLC5,609$508K0.01%+1,65813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,603$508K<0.01%+1,11213F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP5,579$505K0.03%-31213F-HRTimeline
Novak & Powell Financial Services, Inc.5,525$501K0.24%-20013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,508$499K0.12%-21113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,493$498K0.01%new13F-HRTimeline
COFG Advisors, LLC5,450$494K0.09%+56313F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC5,439$489K0.04%new13F-HRTimelineGroup
High Point Wealth Management, LLC5,375$487K0.4%-50013F-HRTimeline
RB Capital Management, LLC5,343$484K0.09%+113F-HRTimeline
Mesirow Financial Investment Management…5,294$480K0.01%+2513F-HRTimeline
BBR PARTNERS, LLC5,267$477K0.02%013F-HRTimeline
Plotkin Financial Advisors, LLC5,254$476K0.2%+8413F-HRTimeline
Tenzing Financial LLC4,927$467K0.32%-8013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC5,132$465K0.19%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.5,130$465K<0.01%new13F-HRTimeline
Edgestream Partners, L.P.5,109$463K0.01%new13F-HRTimeline
Capital Square, LLC5,002$462K0.2%-1,90013F-HRTimeline
TAGStone Capital, Inc.5,090$461K0.15%013F-HRTimeline
Koa Wealth Management, LLC5,043$457K0.31%new13F-HRTimeline
Samalin Investment Counsel, LLC5,000$453K0.14%+59513F-HRTimeline
GFG Capital, LLC5,000$453K0.12%013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…4,900$444K0.1%-3,20013F-HRTimelineGroup
Vienna Asset Management LLC4,890$443K0.32%new13F-HRTimeline
Thrive Wealth Management, LLC4,890$443K0.06%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,794$434K0.01%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC4,735$429K0.05%013F-HRTimeline
Sharp Wealth Advisory, LLC4,690$425K0.2%+1,26313F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…4,683$424K<0.01%new13F-HRTimelineGroup
VESTOR CAPITAL, LLC1,498$421K0.03%new13F-HRTimeline
Karnit Road Accident Victims Compensati…4,640$420K0.24%013F-HRTimeline
Caliber Wealth Management, LLC / KS4,626$419K0.04%+1,47613F-HRTimeline
Benin Management CORP4,600$417K0.08%+1,60013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,583$415K<0.01%-3,03213F-HRTimelineGroup
WJ Wealth Management, LLC4,575$414K0.16%013F-HRTimeline
Granite Bay Wealth Management, LLC4,548$412K0.04%new13F-HRTimeline
Curated Wealth Partners LLC4,545$412K0.05%+54513F-HR/ATimeline
RFG Advisory, LLC4,536$411K0.01%+1,69913F-HRTimeline
DEARBORN PARTNERS LLC4,515$409K0.02%new13F-HR/ATimeline
Strategic Wealth Partners, Ltd.4,491$407K0.03%+1,20313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,430$401K0.04%-7513F-HRTimeline
Maxele Advisors, LLC4,430$401K0.28%13F-HRTimeline
Cove Private Wealth, LLC4,425$401K0.08%+1,42513F-HRTimeline
Index Technologies Group LLC4,415$400K0.32%+62313F-HRTimeline
Dynamic Advisor Solutions LLC4,397$398K0.01%+1613F-HRTimeline
Resonant Capital Advisors, LLC4,380$397K0.02%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,357$395K0.08%-27,06213F-HRTimeline
Applied Fundamental Research, LLC4,294$389K0.46%new13F-HRTimeline
Mutual Advisors, LLC4,271$387K0.01%-85013F-HRTimeline
WARNER FINANCIAL, INC4,248$385K0.11%new13F-HRTimeline
Fortune Financial Group, Inc.4,240$384K0.3%+50813F-HRTimeline
Canal Capital Management, LLC4,232$383K0.05%-8,04913F-HRTimeline
Crusonia Wealth Advisors LLC4,232$383K0.06%new13F-HRTimeline
Meadowbrook Wealth Management, LLC4,105$383K0.41%new13F-HRTimeline
SFM, LLC4,206$381K0.2%new13F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL4,205$381K0.04%-3,59813F-HRTimeline
TopTier Wealth Management, LLC4,185$379K0.23%+5313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,175$378K0.02%-1,20713F-HRTimeline
APPLETON PARTNERS INC/MA4,160$377K0.02%-2,18013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4,145$375K0.09%+2,18413F-HRTimeline
Ironwood Financial, llc4,041$375K0.06%+16113F-HRTimeline
IMA Advisory Services, Inc.4,070$369K0.02%new13F-HRTimeline
KICKSTAND VENTURES, LLC.4,031$365K0.07%new13F-HRTimeline
Sankala Group LLC3,550$364K0.24%-63213F-HRTimeline
Pine Valley Investments Ltd Liability Co4,002$363K0.02%+3713F-HRTimeline
Matthew Goff Investment Advisor, LLC3,957$359K0.06%013F-HRTimeline
Kingsbury Capital Investment Advisors L…3,945$357K0.3%-5013F-HRTimeline
KMT WEALTH MANAGEMENT, LLC3,945$357K0.3%new13F-HRTimeline
Valeo Financial Advisors, LLC3,923$355K0.01%-4,37013F-HRTimeline
Tranquilli Financial Advisor LLC3,908$354K0.19%-35813F-HRTimeline
PINEBRIDGE INVESTMENTS LLC3,906$354K<0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC3,901$353K0.14%+55113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,900$353K0.02%new13F-HRTimeline
Sherman Wealth Management LLC3,858$350K0.26%-213F-HRTimeline
Clear Creek Financial Management, LLC3,856$349K0.02%new13F-HRTimeline
Militia Capital Management LLCin group Militia Capital Management LLC3,846$348K0.06%new13F-HRTimelineGroup
Conservest Capital Advisors, Inc.3,824$346K0.03%+1,06613F-HRTimeline
Harvest Investment Services, LLC3,800$344K0.05%+54513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,771$342K<0.01%013F-HRTimeline
Krilogy Financial LLC3,754$340K0.01%+49713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,746$339K0.01%+38413F-HRTimelineGroup
NewEdge Wealth, LLC3,700$335K<0.01%+5713F-HRTimeline
SOA Wealth Advisors, LLC.3,619$328K0.06%+13213F-HRTimeline
MWA Asset Management3,608$327K0.15%-17713F-HRTimeline
Collaborative Capital Advisors LLC3,600$326K0.21%13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,599$326K0.01%-39213F-HRTimeline
OneDigital Investment Advisors LLC3,592$325K<0.01%new13F-HRTimeline
Andina Capital Management, LLC3,582$325K0.53%new13F-HRTimeline
Betterment LLC3,566$323K<0.01%+48013F-HRTimeline
Soltis Investment Advisors LLC3,565$323K0.02%+62113F-HRTimeline
CEERA INVESTMENTS, LLC3,545$321K0.14%+19513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,530$320K<0.01%-62013F-HRTimelineGroup
Moors & Cabot, Inc.3,527$320K0.01%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,486$319K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,519$319K<0.01%new13F-HRTimelineGroup
Auour Investments LLC3,510$318K0.09%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3,507$318K<0.01%new13F-HRTimelineGroup
Bramshill Investments, LLC3,500$317K0.02%-3,50013F-HRTimeline
Cache Advisors, LLC3,490$316K0.03%013F-HRTimeline
Millennium Capital Advisors, LLC3,479$315K0.17%013F-HRTimeline
Tempus Wealth Planning, LLC3,466$314K0.06%+14613F-HRTimeline
Wealth Forward, LLC3,422$310K0.15%new13F-HRTimeline
Integrated Advisors Network LLC3,415$309K0.01%-2,91013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,397$308K<0.01%-1,20313F-HRTimelineGroup
Institute for Wealth Management, LLC.3,388$307K0.03%+63713F-HRTimeline
Dupree Financial Group, LLC3,381$306K0.11%+1613F-HRTimeline
SIGNATUREFD, LLC3,378$306K<0.01%+1,38013F-HRTimeline
Ellis Investment Partners, LLC3,375$306K0.05%-31013F-HRTimeline
Clare Market Investments LLC3,315$300K0.05%-2,36013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.3,297$299K0.06%+70513F-HRTimelineGroup