# ISHARES TR (IGM)

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

- Reporting holders: 25
- Reported value: $91.1M
- 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 |
|---|---|---|---|---|
| [Seven Bridges Advisors LLC](https://holderbook.com/funds/1632929-seven-bridges-advisors-llc/) | $25.9M | 153,465 | 11.7% | 2 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $16.9M | 99,967 | 5.9% | 7 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $15.9M | 93,948 | 3.2% | 4 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $9.4M | 55,337 | 0.9% | 32 |
| [ACIMA PRIVATE WEALTH, LLC](https://holderbook.com/funds/1761961-acima-private-wealth-llc/) | $7.4M | 43,740 | 2.1% | 32 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $4.6M | 27,010 | 1.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.8M | 16,772 | 0.0% | 16 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $1.6M | 9,725 | 0.4% | 8 |
| [Kearns & Associates LLC](https://holderbook.com/funds/1908695-kearns-associates-llc/) | $1.4M | 8,226 | 0.6% | 20 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $1.1M | 6,372 | 0.8% | 4 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $983.8K | 5,820 | 0.0% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $573.0K | 3,390 | 0.0% | 16 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $440.3K | 2,605 | 0.0% | 11 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $436.1K | 2,580 | 0.1% | 22 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $342.8K | 2,028 | 0.0% | 6 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $313.5K | 1,800 | 0.1% | 6 |
| [Gouws Capital LLC](https://holderbook.com/funds/1908828-gouws-capital-llc/) | $310.2K | 1,835 | 0.1% | 7 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $278.1K | 1,645 | 0.0% | 10 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $178.0K | 1,053 | 0.1% | 15 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $161.6K | 956 | 0.0% | 5 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $62.9K | 372 | 0.0% | 18 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $33.6K | 199 | 0.0% | 7 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $6.9K | 41 | 0.0% | 11 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $4.9K | 29 | 0.0% | 1 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $4.3K | 26 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 25 | $91.1M |
| Q2 2026 | 563 | $5.7B |
| Q1 2026 | 507 | $4.4B |
| Q4 2025 | 513 | $4.9B |
| Q3 2025 | 502 | $5.9B |
| Q2 2025 | 462 | $3.3B |
| Q1 2025 | 425 | $2.5B |
| Q4 2024 | 420 | $2.7B |
| Q3 2024 | 388 | $2.5B |
| Q2 2024 | 372 | $2.4B |
| Q1 2024 | 342 | $2.3B |
| Q4 2023 | 322 | $2.0B |