# ISHARES TR (IGF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IGF/

- Reporting holders: 13
- Reported value: $19.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $7.4M | 119,583 | 0.1% | 6 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.7M | 59,776 | 0.0% | 4 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.9M | 30,432 | 0.0% | 2 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $1.8M | 28,840 | 0.3% | 5 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $1.6M | 26,308 | 1.1% | 8 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $1.3M | 20,465 | 0.3% | 10 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $578.8K | 9,403 | 0.1% | 18 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $291.8K | 4,740 | 0.1% | 2 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $291.3K | 4,732 | 0.0% | 24 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $210.2K | 3,414 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $209.6K | 3,404 | 0.0% | 9 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $17.3K | 281 | 0.0% | 1 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $7.4K | 120 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $3.0K | 48,688 | 0.1% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $19.2M |
| Q2 2026 | 439 | $8.2B |
| Q1 2026 | 406 | $7.6B |
| Q4 2025 | 382 | $6.6B |
| Q3 2025 | 363 | $6.1B |
| Q2 2025 | 345 | $5.6B |
| Q1 2025 | 289 | $4.6B |
| Q4 2024 | 274 | $3.7B |
| Q3 2024 | 256 | $2.8B |
| Q2 2024 | 269 | $2.3B |
| Q1 2024 | 261 | $2.4B |
| Q4 2023 | 283 | $2.4B |