Skip to content

IGV ISHARES TR

Follow

SHS (fund)

639 managers (649 13F filers) reported a position in IGV shares at 2025-12-31, 50,649,232 shares in all. 51 filers opened a position and 100 filers sold out during the quarter.

Managers
639
13F filers
649
New
51
Added
167
Reduced
236
Sold out
100
Shares held by filers
50,649,232

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
RB Capital Management, LLC3,300$349K0.07%013F-HRTimeline
Harbour Wealth Management Group, Inc.3,281$347K0.27%13F-HRTimeline
B. Riley Wealth Advisors, Inc.3,275$346K0.02%-18213F-HRTimeline
Wealth Advisors of Tampa Bay, LLC3,268$345K0.12%013F-HRTimeline
BBR PARTNERS, LLC3,267$345K0.02%new13F-HRTimeline
SFG Wealth Management, LLC.3,235$342K0.13%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,224$341K<0.01%+11413F-HRTimelineGroup
Turim 21 Investimentos Ltda.46,100$340K0.13%013F-HRTimeline
Garrett Wealth Advisory Group, LLC3,201$338K0.06%013F-HRTimeline
South Shore Capital Advisors3,187$337K0.25%13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,183$336K<0.01%-50,86413F-HRTimelineGroup
Kingsman Wealth Management, Inc.3,175$336K0.18%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,162$334K0.01%-9513F-HRTimelineGroup
Strategic Wealth Partners, Ltd.3,055$323K0.02%-1,76913F-HRTimeline
Avestar Capital, LLC3,035$321K0.02%-60,59513F-HRTimeline
Soltis Investment Advisors LLC3,026$320K0.02%013F-HR/ATimeline
Abbot Financial Management, Inc.3,025$320K0.13%-7513F-HRTimeline
Tempus Wealth Planning, LLC3,024$320K0.07%-17813F-HRTimeline
Interchange Capital Partners, LLC3,011$318K0.06%013F-HRTimeline
Expressive Wealth LLC3,007$318K0.34%13F-HRTimeline
Cadia Private Client LLC3,001$317K0.25%13F-HRTimeline
Gruss & Co., LLC3,000$317K0.7%013F-HRTimeline
Harvest Investment Services, LLC2,995$317K0.06%+11113F-HRTimeline
Bullseye Investment Management, LLC2,980$315K0.16%-2813F-HRTimeline
Tranquilli Financial Advisor LLC2,960$313K0.18%-1913F-HRTimeline
Daviman Financial, LLC2,959$313K0.18%13F-HRTimeline
Mission Creek Capital Partners, Inc.2,947$311K0.06%-37813F-HRTimeline
Purus Wealth Management, LLC2,945$311K0.1%-36213F-HRTimeline
TWO SIGMA SECURITIES, LLC2,940$311K0.04%new13F-HRTimeline
Blue Chip Partners, LLC2,937$310K0.02%+6913F-HRTimeline
TRUE Private Wealth Advisors2,930$310K0.03%-1313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,925$309K0.01%new13F-HRTimeline
Texas Yale Capital Corp.2,925$309K0.01%013F-HRTimeline
ABLE Financial Group, LLC2,920$309K0.06%-7413F-HRTimeline
CHOREO, LLC2,866$307K<0.01%+51913F-HRTimeline
APS Management Group, Inc.2,887$305K0.26%-26813F-HRTimeline
Sequoia Financial Advisors, LLC2,878$304K<0.01%013F-HRTimeline
Perigon Wealth Management, LLC2,834$300K0.01%-51813F-HRTimeline
Cypress Capital Management LLC (WY)2,825$299K0.28%-10513F-HRTimeline
Clark Asset Management, LLC2,795$295K0.03%013F-HRTimeline
SIGNATUREFD, LLC2,791$295K<0.01%+85913F-HRTimeline
Outlook Wealth Advisors, LLC2,782$294K0.07%-15013F-HRTimeline
Garde Capital, Inc.2,732$289K0.02%013F-HRTimeline
Lotus Technology Management, LP2,728$288K0.16%13F-HRTimeline
Dakota Wealth Management2,725$288K0.01%013F-HR/ATimeline
Sequent Planning LLC2,710$286K0.07%-213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,711$286K0.08%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,703$285K0.01%+55913F-HRTimelineGroup
N.E.W. Advisory Services LLC2,671$282K0.02%+24213F-HRTimeline
AIRE ADVISORS, LLC2,623$277K0.05%-12713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,621$277K0.01%+1,90613F-HRTimelineGroup
Asset One Wealth Management LLC3,077$275K0.04%13F-HRTimeline
Merkkuri Wealth Advisors LLC2,606$275K0.19%013F-HRTimeline
HUB Investment Partners, LLC2,602$275K0.01%-3813F-HRTimeline
Hanson & Doremus Investment Management2,540$268K0.03%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,525$267K0.06%013F-HRTimelineGroup
MIDDLETON & CO INC/MA2,500$264K0.03%013F-HRTimeline
Edgestream Partners, L.P.2,500$264K0.01%-2,72013F-HRTimeline
Transcendent Capital Group LLC2,500$264K0.12%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC2,464$260K0.04%013F-HRTimeline
Ayalon Insurance Comp Ltd.2,425$256K0.06%013F-HRTimeline
TCV Trust & Wealth Management, Inc.2,375$251K0.02%013F-HRTimeline
Ceeto Capital Group, LLC2,375$251K0.07%013F-HRTimeline
Vise Technologies, Inc.2,366$250K<0.01%+3213F-HRTimeline
VestGen Advisors, LLC2,362$250K0.01%-4,57413F-HRTimeline
NIXON PEABODY TRUST CO2,328$246K0.02%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,297$243K0.01%+11813F-HRTimeline
Global Trust Asset Management, LLC2,275$240K0.09%-7,31013F-HRTimeline
Ring Mountain Capital, LLC2,441$240K0.12%-12313F-HRTimeline
NWAM LLC2,397$237K0.01%-10,81013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,233$236K0.01%-3,42313F-HRTimeline
COOKSON PEIRCE & CO INC2,232$236K0.01%-2213F-HRTimeline
BEACON FINANCIAL GROUP2,223$235K0.02%-1813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.2,200$233K0.02%013F-HRTimeline
Retirement Planning Co of New England, …2,200$233K0.09%-5013F-HRTimeline
Busey Bank2,190$231K0.01%013F-HRTimeline
Eldridge Investment Advisors, Inc.2,189$231K0.05%-5,51513F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…2,184$231K<0.01%013F-HRTimelineGroup
Ark Wealth Advisors LLC2,170$229K0.25%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,160$228K<0.01%013F-HRTimelineGroup
BIP Wealth, LLC2,157$228K0.01%new13F-HRTimeline
Financial Life Planners2,156$228K0.16%+13213F-HRTimeline
Prairie Wealth Advisors, Inc.0$224K0.1%-2,13413F-HRTimelineAmount filed as zero, left out of ratios.
McGuire Investment Group, LLC2,107$223K0.02%013F-HRTimeline
LPWM LLC2,095$221K0.06%-18013F-HRTimeline
BlackDiamond Wealth Management, LLC2,598$221K0.11%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,081$220K<0.01%new13F-HRTimelineGroup
Williams Jones Wealth Management, LLC.2,077$220K<0.01%013F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…2,069$219K0.1%+9913F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC2,065$218K0.02%013F-HRTimeline
Kingsview Wealth Management, LLC2,064$218K<0.01%-80813F-HRTimeline
Mullaney, Keating & Wright, Inc.1,680$217K0.11%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,050$217K<0.01%-2,09513F-HRTimelineGroup
Aptus Capital Advisors, LLC2,041$216K<0.01%-10013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,028$214K0.03%013F-HRTimeline
Cadence Bank2,022$214K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC2,000$211K0.06%013F-HRTimeline
KTF INVESTMENTS, LLC2,000$211K0.03%13F-HRTimeline
GPS Wealth Strategies Group, LLC1,982$209K0.18%-12,44313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,980$209K0.01%-44013F-HRTimeline
DMC Group, LLC1,980$209K0.14%-98813F-HRTimeline
Arkadios Wealth Advisors1,974$209K<0.01%+10013F-HRTimeline
RFG Advisory, LLC1,968$208K<0.01%+15913F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC1,957$207K0.09%+6913F-HRTimeline
Whalen Wealth Management Inc.1,955$207K0.11%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,918$203K<0.01%-35913F-HRTimelineGroup
AdvisorNet Financial, Inc1,895$200K0.01%-35,24813F-HRTimeline
High Note Wealth, LLC1,885$199K0.04%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,875$198K0.13%013F-HRTimeline
TFC Financial Management, Inc.1,875$198K0.02%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,870$198K<0.01%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,800$190K<0.01%-83,24313F-HRTimelineGroup
LANARK FINANCIAL, INC.1,750$185K0.01%-1,83213F-HRTimeline
Cheviot Value Management, LLC1,800$175K0.02%013F-HRTimeline
Financial Freedom, LLC1,637$173K0.09%013F-HRTimeline
Merited Wealth, LLC1,595$169K0.16%13F-HRTimeline
SG Americas Securities, LLC1,511$160K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1,478$158K0.01%-10,46013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,421$150K<0.01%-22,44813F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC1,414$149K<0.01%+3913F-HR/ATimelineGroup
Copia Wealth Management1,387$147K0.1%-1413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,385$146K0.01%-14,95413F-HRTimeline
LOM Asset Management Ltd1,200$127K0.04%+50013F-HRTimeline
Global Retirement Partners, LLC1,140$120K<0.01%-34813F-HRTimeline
Advocate Investing Services LLC1,100$116K0.1%13F-HRTimeline
Root Financial Partners, LLC1,089$115K0.01%-1113F-HRTimeline
Harbor Asset Planning, Inc.1,077$114K0.1%013F-HRTimeline
Geneos Wealth Management Inc.1,010$107K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,006$106K0.01%+9413F-HRTimeline
Align Financial, LLC102,942$103K0.07%13F-HRTimeline
Deane Retirement Strategies, Inc.919$97.1K0.04%+32813F-HRTimeline
Plante Moran Financial Advisors, LLC905$95.6K0.01%013F-HRTimeline
FIRST HORIZON CORP904$95.5K<0.01%013F-HRTimeline
Hurley Capital, LLC895$94.6K0.05%013F-HRTimeline
Planning Project LLC895$94.6K0.02%13F-HRTimeline
Winthrop Capital Management, LLC885$94K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC870$92K<0.01%+33513F-HR/ATimelineGroup
CoreCap Advisors, LLC870$92K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.850$89.8K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp817$86.3K0.06%013F-HRTimeline
Tanglewood Legacy Advisors, LLC775$81.9K0.03%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB772$81.6K<0.01%-5213F-HRTimeline
Rossmore Private Capital733$77.5K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC716$75.7K0.03%new13F-HRTimeline
Capital Investment Counsel, Inc705$74.5K0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC682$72.1K0.03%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp655$69.2K<0.01%013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN625$66.1K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA576$60.9K<0.01%13F-HRTimelineGroup
Addison Advisors LLC565$59.7K0.01%013F-HRTimeline
Aventura Private Wealth, LLC562$59.4K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…540$57.1K<0.01%013F-HRTimelineGroup
Investors Research Corp525$55.5K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA625$54K<0.01%-3,08613F-HRTimeline
Manchester Capital Management LLC500$52.8K0.01%013F-HRTimeline
Fortitude Family Office, LLC500$52.8K0.01%013F-HRTimeline
Founders Financial Alliance, LLC485$51.3K0.01%-51013F-HRTimeline
Physician Wealth Advisors, Inc.473$50K0.01%-1813F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC468$49.5K0.01%+4713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…458$48.4K0.01%new13F-HRTimeline
WEBSTER BANK, N. A.450$47.6K<0.01%013F-HRTimeline
Redwood Park Advisors LLC444$46.9K0.03%-5013F-HRTimeline
JFS WEALTH ADVISORS, LLC440$46.5K<0.01%+35513F-HRTimeline
Fairscale Capital, LLC420$44.4K0.03%013F-HRTimeline
TRUST CO OF VERMONT400$42.3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC428$42.1K<0.01%+40013F-HRTimeline
IFC & Insurance Marketing, Inc.400$42K0.04%13F-HRTimeline
Bogart Wealth, LLC395$41.7K<0.01%+12913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…375$39.6K<0.01%013F-HRTimeline
Morse Asset Management, Inc373$39.4K0.01%+213F-HRTimeline
CX Institutional364$38K<0.01%-6313F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC350$37K0.01%13F-HRTimeline
BARRETT & COMPANY, INC.323$34.1K0.01%+10013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC315$33.3K<0.01%013F-HRTimeline
Anchor Investment Management, LLC315$33.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV305$32.3K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC300$31.7K<0.01%-38013F-HRTimeline
Crewe Advisors LLC293$31K<0.01%+113F-HRTimeline
Archer Investment Corp290$30.6K0.01%-113F-HRTimeline
PINNEY & SCOFIELD, INC.280$29.6K0.02%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV275$29K<0.01%-5013F-HRTimeline
Pflug Koory, LLC265$28K0.01%013F-HRTimeline
GODSEY & GIBB, INC260$27.5K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC250$26.4K0.02%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC250$26.4K0.04%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT247$26.1K<0.01%013F-HRTimeline
EASTERN BANK229$24.2K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC225$23.8K<0.01%013F-HRTimeline
NFSG Corp220$23.3K<0.01%-12513F-HRTimeline
Capital Investment Advisory Services, L…210$22.2K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC207$21.9K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton200$21.1K<0.01%013F-HRTimeline
GAMMA Investing LLC195$20.6K<0.01%+8013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…194$20.5K0.01%new13F-HRTimeline
Byrne Asset Management LLC190$20.1K0.01%013F-HRTimeline
Financial Perspectives, Inc170$18K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC151$16K0.02%013F-HRTimeline
Greykasell Wealth Strategies, Inc.129$13.6K0.01%013F-HRTimeline
Coastline Trust Co125$13.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Biltmore Family Office, LLC125$13.2K<0.01%013F-HRTimeline