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Disclosery

IGV ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 42 13F filers report a position in IGV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Ayalon Insurance Comp Ltd.388,765$41.4M3.44%+141,74013F-HRTimeline
Insight Wealth Strategies, LLC107,147$11.4M1.13%new13F-HRTimeline
Cadent Capital Advisors, LLC81,907$8.72M1.87%+55,59113F-HRTimeline
KWMG, LLC77,228$8.22M0.59%+3,04713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC55,712$5.93M0.38%-9,73313F-HRTimeline
Monument Capital Management53,036$5.65M1.18%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.35,393$3.77M0.21%+12,01513F-HRTimelineGroup
Farther Finance Advisors, LLC32,552$3.47M0.02%-11,32113F-HRTimeline
Westwind Capital23,764$2.53M0.59%-2,45113F-HRTimeline
Ebert Capital Management Inc.23,253$2.48M2.15%-1,44113F-HRTimeline
GoalVest Advisory LLC60,650$1.64M0.28%new13F-HRTimeline
Venture Visionary Partners LLC10,382$1.11M0.03%-97913F-HRTimeline
Investment Partners Asset Management, I…8,295$883K0.48%-53013F-HRTimeline
Planning Strategies Inc.7,849$836K0.5%+1,46513F-HRTimeline
Roxbury Financial LLC6,000$639K0.49%+19213F-HRTimeline
RFG - Bristol Wealth Advisors, LLC4,981$530K0.13%-52713F-HRTimeline
Galvin, Gaustad & Stein, LLC4,365$465K0.04%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,357$464K0.09%013F-HRTimeline
Valeo Financial Advisors, LLC3,483$371K0.01%-44013F-HRTimeline
Dupree Financial Group, LLC3,341$356K0.13%-4013F-HRTimeline
Meadowbrook Wealth Management, LLC3,330$355K0.37%-77513F-HRTimeline
Ridgewood Investments LLC3,247$346K0.13%new13F-HRTimeline
Whitcomb & Hess, Inc.3,028$322K0.07%+25313F-HRTimeline
Breakwater Capital Group2,360$251K0.03%-40413F-HRTimeline
Silverleafe Capital Partners, LLC2,144$228K0.06%new13F-HRTimeline
LifeGoal Investments, LLC2,000$213K0.06%new13F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,940$207K0.03%new13F-HRTimeline
Plan A Wealth LLC1,926$205K0.07%new13F-HRTimeline
CoreCap Advisors, LLC1,144$122K<0.01%+3213F-HRTimeline
Wealth Enhancement Trust Services, Inc.583$62.1K0.01%+3113F-HRTimeline
MassMutual Private Wealth & Trust, FSB569$60.6K<0.01%-12713F-HRTimeline
Investors Research Corp525$55.9K0.01%013F-HRTimeline
CX Institutional425$45K<0.01%+7513F-HRTimeline
Bank of New Hampshire305$32.5K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton200$21.3K<0.01%013F-HRTimeline
GAMMA Investing LLC195$20.8K<0.01%013F-HRTimeline
Byrne Asset Management LLC190$20.6K0.01%013F-HRTimeline
GK Wealth Management LLC100$10.7K0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division66$7.03K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC13$1.39K<0.01%new13F-HRTimeline
Go Invest LLC12$1.3K<0.01%-213F-HRTimeline
Olistico Wealth, LLC11$1.17K<0.01%new13F-HRTimeline