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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
RESOURCES MANAGEMENT CORP /CT/ /ADV445$49K0.01%+10013F-HRTimeline
Kathleen S. Wright Associates Inc.440$48.2K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC433$47.4K<0.01%new13F-HRTimeline
Fairscale Capital, LLC420$46.9K0.03%new13F-HRTimeline
MONTAG A & ASSOCIATES INC428$46.9K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC425$46.5K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC409$44.8K0.01%+31613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT396$43.4K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…375$41.1K<0.01%+36113F-HRTimeline
Morse Asset Management, Inc371$40.6K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…349$38.2K<0.01%+3013F-HRTimeline
Luminist Capital LLC350$37.9K0.04%new13F-HRTimeline
NFSG Corp345$37.8K0.01%+14513F-HRTimeline
Anchor Investment Management, LLC339$37.1K<0.01%013F-HRTimeline
WHITTIER TRUST CO320$35K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC315$34.5K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC309$34.2K0.01%-25413F-HRTimeline
Hopwood Financial Services, Inc.300$32.9K0.03%013F-HRTimeline
Crewe Advisors LLC292$32K<0.01%013F-HRTimeline
Archer Investment Corp290$31.8K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.280$30.7K0.02%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC276$30.2K0.01%new13F-HRTimeline
Pflug Koory, LLC265$29K0.01%013F-HRTimeline
GODSEY & GIBB, INC260$28.5K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC250$27.4K0.03%new13F-HRTimeline
AlphaCore Capital LLC225$24.6K<0.01%-1,66513F-HRTimeline
Princeton Global Asset Management LLC225$24.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC211$23.1K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…210$23K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC207$22.7K0.01%+713F-HRTimeline
Rosenberg Matthew Hamilton200$21.9K0.01%-4013F-HRTimeline
Byrne Asset Management LLC190$20.8K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…174$19.1K0.01%new13F-HRTimeline
Financial Perspectives, Inc170$18.6K0.01%013F-HRTimeline
Wagner Wealth Management, LLC159$17.4K<0.01%+6513F-HRTimeline
VISION FINANCIAL MARKETS LLC151$16.5K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.150$16.4K<0.01%new13F-HRTimelineGroup
Briaud Financial Planning Inc150$16K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC137$15K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC134$14.7K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…127$13.9K0.02%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC125$13.7K<0.01%new13F-HRTimeline
Coastline Trust Co125$13.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Biltmore Family Office, LLC125$13.7K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC118$13K<0.01%-7,00013F-HRTimelineGroup
IMG Wealth Management, Inc.115$12.6K0.01%013F-HRTimeline
Golden State Wealth Management, LLC115$12.6K<0.01%013F-HRTimeline
GAMMA Investing LLC115$12.6K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC115$12.6K<0.01%-2513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…110$12K<0.01%013F-HRTimeline
Founders Capital Management100$10.9K0.01%new13F-HRTimeline
Westside Investment Management, Inc.100$10.8K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…97$10.6K0.01%new13F-HRTimeline
Nemes Rush Group LLC96$10.5K<0.01%013F-HRTimeline
Beacon Capital Management, LLC88$9.64K<0.01%-8813F-HRTimeline
JFS WEALTH ADVISORS, LLC85$9.31K<0.01%013F-HRTimeline
Bogart Wealth, LLC80$8.76K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…78$8.54K<0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC70$7.67K<0.01%013F-HRTimeline
EPG Wealth Management LLC66$7.23K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division66$7.23K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.65$7.12K<0.01%new13F-HRTimeline
Tidemark, LLC55$6.02K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL40$4.38K<0.01%013F-HRTimeline
Blue Trust, Inc.38$4.16K<0.01%+2313F-HRTimeline
Millstone Evans Group, LLC37$4.05K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp35$3.83K<0.01%new13F-HRTimelineGroup
Pineridge Advisors LLC35$3.83K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC30$3.29K<0.01%-2013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.28$3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cordant, Inc.22$2.41K<0.01%new13F-HRTimeline
Navigoe, LLC20$2K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC10$1.1K<0.01%013F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$1.09K<0.01%013F-HRTimeline
West Branch Capital LLC10$1.05K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC9$986<0.01%013F-HRTimeline
Legacy Bridge, LLC4$438<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC1$110<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.