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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
Larson Financial Group LLC3,431$344K0.02%+49013F-HRTimeline
Ironwood Financial, llc3,405$341K0.07%013F-HRTimeline
Mission Creek Capital Partners, Inc.3,395$340K0.07%-3013F-HRTimeline
Headlands Technologies LLC3,393$340K0.03%new13F-HRTimeline
Cypress Capital Management LLC (WY)3,357$336K0.38%-9513F-HRTimeline
BRIGHTON JONES LLC3,352$336K0.01%-17513F-HR/ATimeline
Wealth Advisors of Tampa Bay, LLC3,335$334K0.14%013F-HRTimeline
Kraft, Davis & Associates, LLC3,169$332K0.09%+64013F-HRTimeline
RB Capital Management, LLC3,300$330K0.08%013F-HRTimeline
SOA Wealth Advisors, LLC.3,295$330K0.06%013F-HR/ATimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,256$326K0.01%013F-HRTimelineGroup
CHOREO, LLC3,239$324K<0.01%+2913F-HRTimeline
Vigilare Wealth Management3,231$323K0.13%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC3,212$322K<0.01%+3713F-HRTimeline
Sequoia Financial Advisors, LLC3,193$320K<0.01%013F-HR/ATimeline
Garrett Wealth Advisory Group, LLC3,185$319K0.07%013F-HRTimeline
Simplicity Wealth,LLC3,171$317K0.07%new13F-HRTimeline
Tempus Wealth Planning, LLC3,169$317K0.1%-33413F-HRTimeline
Sharp Wealth Advisory, LLC3,146$315K0.24%-88213F-HRTimeline
Abbot Financial Management, Inc.3,100$310K0.15%013F-HRTimeline
Ring Mountain Capital, LLC3,083$309K0.21%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,078$308K<0.01%new13F-HRTimelineGroup
CEERA INVESTMENTS, LLC3,055$306K0.11%013F-HRTimeline
World Investment Advisors3,027$303K0.01%new13F-HRTimeline
Gruss & Co., LLC3,000$300K1.28%013F-HRTimeline
IBEX WEALTH ADVISORS2,947$295K0.03%new13F-HRTimeline
Harvest Investment Services, LLC2,938$294K0.07%-5513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,936$294K<0.01%new13F-HRTimeline
Mullaney, Keating & Wright, Inc.2,878$294K0.2%+113F-HRTimeline
TRUE Private Wealth Advisors2,929$293K0.04%-5013F-HRTimeline
Texas Yale Capital Corp.2,925$293K0.01%013F-HRTimeline
Purus Wealth Management, LLC2,892$290K0.11%-7513F-HRTimeline
Sunbelt Securities, Inc.2,860$289K0.03%+46513F-HRTimeline
Outlook Wealth Advisors, LLC2,872$288K0.08%-11313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,836$284K<0.01%new13F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC2,829$283K0.07%+45413F-HRTimeline
Advyzon Investment Management, LLC2,827$283K0.11%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,826$282K0.09%-27113F-HRTimeline
Clark Asset Management, LLC2,795$280K0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC2,787$279K0.01%new13F-HRTimeline
BEACON FINANCIAL GROUP2,780$278K0.03%new13F-HRTimeline
Clear Point Advisors Inc.2,750$275K0.24%new13F-HRTimeline
Garde Capital, Inc.2,732$274K0.02%013F-HRTimeline
Dakota Wealth Management2,725$273K0.01%013F-HRTimeline
Foguth Wealth Management, LLC.2,609$271K0.07%+19113F-HRTimeline
MOLLER WEALTH PARTNERS2,700$270K0.07%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP2,655$266K0.02%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,647$265K0.02%-44813F-HRTimeline
Bullseye Investment Management, LLC2,591$259K0.17%-3,38913F-HRTimeline
Copia Wealth Management2,578$258K0.25%13F-HRTimeline
Hanson & Doremus Investment Management2,540$254K0.04%013F-HRTimeline
SeaCrest Wealth Management, LLC2,533$254K0.03%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,525$253K<0.01%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,525$253K0.06%013F-HRTimelineGroup
COOKSON PEIRCE & CO INC2,510$251K0.01%new13F-HRTimeline
MIDDLETON & CO INC/MA2,500$250K0.03%013F-HRTimeline
Transcendent Capital Group LLC2,500$250K0.13%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,493$250K0.01%-46713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,475$248K0.02%013F-HRTimeline
Twin Tree Management, LP2,466$247K0.01%+6313F-HRTimeline
ABLE Financial Group, LLC2,466$247K0.07%+1613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,461$246K<0.01%+1,23913F-HRTimeline
KADENSA CAPITAL Ltd2,454$246K0.03%new13F-HRTimeline
Cutter & CO Brokerage, Inc.2,432$244K0.06%013F-HRTimeline
Ayalon Insurance Comp Ltd.2,425$243K0.08%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,477$241K0.02%new13F-HRTimelineGroup
&PARTNERS2,360$239K<0.01%new13F-HRTimeline
L & S Advisors Inc2,385$239K0.03%new13F-HRTimeline
IEQ CAPITAL, LLC2,381$238K<0.01%new13F-HRTimeline
Ceeto Capital Group, LLC2,375$238K0.09%013F-HRTimeline
TCV Trust & Wealth Management, Inc.2,375$238K0.02%013F-HRTimeline
Signal Advisors Wealth, LLC2,369$237K0.03%-413F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC2,358$236K0.14%13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,280$228K0.02%new13F-HRTimeline
Retirement Planning Co of New England, …2,275$228K0.11%013F-HRTimeline
Confluence Wealth Services, Inc.2,175$227K0.01%new13F-HRTimeline
Arkadios Wealth Advisors2,220$222K0.01%-20713F-HRTimeline
PRIVATE TRUST CO NA2,217$222K0.02%+9213F-HRTimeline
Financial Freedom, LLC2,211$221K0.12%013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,185$219K0.02%new13F-HRTimeline
Processus Wealth & Capital Management, …2,166$217K0.17%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …2,150$215K<0.01%new13F-HRTimelineGroup
CAXTON ASSOCIATES LP2,135$214K0.01%new13F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…2,130$213K0.15%new13F-HRTimeline
Financial Advisors, LLC2,125$213K0.04%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,115$212K<0.01%new13F-HRTimelineGroup
Prairie Wealth Advisors, Inc.2,117$212K0.1%new13F-HRTimeline
McGuire Investment Group, LLC2,107$211K0.03%new13F-HRTimeline
Cadence Bank2,100$210K0.01%new13F-HRTimeline
DMC Group, LLC2,098$210K0.17%new13F-HRTimeline
Interchange Capital Partners, LLC2,076$208K0.08%new13F-HRTimeline
Aptus Capital Advisors, LLC2,025$203K<0.01%+71513F-HRTimeline
Tyche Wealth Partners LLC2,025$203K0.04%new13F-HRTimeline
Almanack Investment Partners, LLC.2,015$202K0.03%new13F-HRTimeline
Running Point Capital Advisors, LLC2,000$200K0.07%013F-HRTimeline
High Note Wealth, LLC1,885$189K0.05%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,870$187K<0.01%-8013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,860$186K0.04%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…1,825$183K0.15%13F-HRTimeline
Global Retirement Partners, LLC1,769$177K0.01%+38513F-HRTimeline
Global Trust Asset Management, LLC1,695$170K0.06%-20013F-HRTimeline
Spectrum Wealth Counsel, LLC1,540$154K0.02%-613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,397$146K0.02%-1,97813F-HRTimelineGroup
Geneos Wealth Management Inc.1,415$142K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC1,175$119K0.02%-12713F-HRTimeline
GeoWealth Management, LLC1,145$115K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC1,060$107K0.03%new13F-HRTimeline
First Horizon Advisors, Inc.1,067$107K<0.01%+14213F-HRTimeline
Fourth Dimension Wealth, LLC1,039$104K0.05%13F-HRTimeline
Founders Financial Alliance, LLC995$99.6K0.03%013F-HRTimeline
Murphy & Mullick Capital Management Corp967$96.8K0.09%13F-HRTimeline
Avior Wealth Management, LLC965$96.6K<0.01%013F-HRTimeline
Hurley Capital, LLC895$90.8K0.07%13F-HRTimeline
Plante Moran Financial Advisors, LLC905$90.6K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC900$90.1K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC872$88K<0.01%+33713F-HRTimelineGroup
Glen Eagle Advisors, LLC860$86.1K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…859$86K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.850$85.1K0.01%013F-HRTimeline
CoreCap Advisors, LLC850$85.1K<0.01%-2013F-HRTimeline
Tanglewood Legacy Advisors, LLC775$77.6K0.03%new13F-HRTimeline
Fort Point Capital Partners LLC758$75.9K0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB712$71.3K<0.01%new13F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…655$65.6K0.01%-1,25313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV644$64.5K0.01%-9,25213F-HRTimeline
NorthRock Partners, LLC640$64.1K<0.01%013F-HR/ATimeline
DELTA ASSET MANAGEMENT LLC/TN625$62.6K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC625$62.6K0.06%013F-HRTimeline
Investors Research Corp625$62.6K0.01%013F-HRTimeline
Realta Investment Advisors595$60.4K0.02%013F-HRTimeline
Abound Wealth Management590$59.1K0.02%013F-HRTimeline
AlphaMark Advisors, LLC575$58K0.03%013F-HRTimeline
Addison Advisors LLC565$56.6K0.02%013F-HRTimeline
Aspect Partners, LLC555$55.6K0.03%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC525$52K0.01%013F-HRTimeline
Manchester Capital Management LLC500$50.1K0.01%013F-HRTimeline
Fortitude Family Office, LLC500$50.1K0.02%013F-HRTimeline
Pilgrim Partners Asia Pte Ltd500$50.1K0.04%13F-HRTimeline
Redwood Park Advisors LLC494$49.5K0.04%13F-HRTimeline
Physician Wealth Advisors, Inc.491$49.2K0.01%new13F-HRTimeline
Joseph Group Capital Management490$49.1K0.02%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…460$47.9K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.450$45.1K<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.440$44.1K0.02%013F-HRTimeline
Bristlecone Advisors, LLC425$42.6K<0.01%013F-HRTimeline
Ethos Financial Group, LLC396$39.6K0.01%new13F-HRTimeline
Element Wealth, LLC395$39.5K0.02%013F-HRTimeline
Tortoise Investment Management, LLC375$37.5K<0.01%013F-HR/ATimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV345$35K<0.01%013F-HRTimeline
Morse Asset Management, Inc347$34.7K0.01%+7213F-HRTimeline
Anchor Investment Management, LLC339$33.9K<0.01%+2413F-HRTimeline
WHITTIER TRUST CO320$32K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton320$32K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC315$31.5K<0.01%new13F-HR/ATimeline
MONTAG A & ASSOCIATES INC300$30K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC290$29K<0.01%013F-HRTimeline
Archer Investment Corp290$29K0.01%013F-HRTimeline
POM Investment Strategies, LLC290$29K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.280$28K0.02%13F-HRTimeline
Cardinal Strategic Wealth Guidance271$27.1K0.01%new13F-HRTimeline
Pflug Koory, LLC265$26.5K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB261$26.1K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC260$26K<0.01%013F-HRTimeline
Park Square Financial Group, LLC250$25K0.02%13F-HRTimeline
Princeton Global Asset Management LLC225$22.5K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…205$20.5K<0.01%+5213F-HRTimelineGroup
Darwin Wealth Management, LLC200$20K0.01%013F-HR/ATimeline
NFSG Corp200$20K0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.200$20K0.02%13F-HRTimeline
Byrne Asset Management LLC190$19K0.01%013F-HRTimeline
Financial Perspectives, Inc170$17K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp141$14.1K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…125$12.5K<0.01%013F-HRTimeline
Coastline Trust Co125$12.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAROLINAS WEALTH CONSULTING LLC118$11.8K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.115$11.5K0.01%13F-HRTimeline
Golden State Wealth Management, LLC115$11.5K<0.01%13F-HRTimeline
GAMMA Investing LLC115$11.5K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC115$11.5K0.01%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…110$11K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC105$10.5K<0.01%-3013F-HRTimeline
Synergy Investment Management, LLC105$10.5K<0.01%13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC100$10K0.01%new13F-HRTimeline
Nemes Rush Group LLC96$9.61K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC85$8.51K<0.01%013F-HRTimeline
Bogart Wealth, LLC80$8.01K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…78$7.81K<0.01%+2813F-HRTimelineGroup
Householder Group Estate & Retirement S…75$7K0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division66$6.61K<0.01%013F-HRTimeline
LEE DANNER & BASS INC60$6.01K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.60$6.01K<0.01%new13F-HRTimeline
Tidemark, LLC55$5.51K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC48$4.9K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC48$4.81K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC42$4.21K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL40$4K<0.01%new13F-HRTimeline
Sandy Spring Bank35$3.5K<0.01%013F-HRTimeline
Pineridge Advisors LLC35$3.5K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.30$3K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC25$2.52K<0.01%013F-HRTimeline