ISHARES TR (IGM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
531
Reporting holders
$5.2B
Reported value
0.4%
Held as options
+52
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $528.7M | 3,232,078 | 0.03% | 31q | -3.6%-$19.7M |
| MORGAN STANLEY | $384.7M | 2,351,927 | 0.02% | 35q | +0.8%+$3.1M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $343.9M | 2,102,124 | 6.19% | 31q | +13.1%+$39.9M |
| RAYMOND JAMES FINANCIAL INC | $271.5M | 1,659,888 | 0.07% | 7q | -5.3%-$15.1M |
| ENVESTNET ASSET MANAGEMENT INC | $270.7M | 1,655,001 | 0.06% | 31q | -7.1%-$20.6M |
| LPL Financial LLC | $222.2M | 1,358,497 | 0.05% | 31q | -6.3%-$14.9M |
| ROYAL BANK OF CANADA | $195.5M | 1,194,984 | 0.03% | 31q | -3.2%-$6.5M |
| Cerity Partners LLC | $154.4M | 944,121 | 0.19% | 19q | -0.9%-$1.4M |
| TRUIST FINANCIAL CORP | $152.7M | 933,207 | 0.18% | 27q | -8.4%-$14.0M |
| JPMORGAN CHASE & CO | $146.0M | 913,067 | 0.01% | 31q | -26.1%-$51.6M |
| WestEnd Advisors, LLC | $116.9M | 714,852 | 2.61% | 4q | -14.5%-$19.8M |
| BANK OF MONTREAL /CAN/ | $113.8M | 695,523 | 0.04% | 31q | +3249.2%+$110.4M |
| Destination Wealth Management | $98.6M | 603,056 | 2.30% | 31q | -2.8%-$2.9M |
| Gray Foundation | $91.5M | 559,116 | 20.16% | 11q | HELD |
| UBS Group AG | $88.5M | 541,084 | 0.01% | 31q | -4.1%-$3.8M |
| AMERIPRISE FINANCIAL INC | $85.8M | 523,630 | 0.02% | 31q | -52.1%-$93.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $78.5M | 480,102 | 0.10% | 31q | -2.4%-$1.9M |
| Steward Partners Investment Advisory, LLC | $73.0M | 446,206 | 0.37% | 24q | -45.0%-$59.8M |
| WELLS FARGO & COMPANY/MN | $67.6M | 413,258 | 0.01% | 31q | -46.1%-$57.8M |
| Mirae Asset Global Investments Co., Ltd. | $66.2M | 404,890 | 0.10% | 4q | -58.0%-$91.6M |
| Portfolio Strategies, Inc. | $55.9M | 341,472 | 5.48% | 29q | -1.1%-$604.1K |
| PGIM Custom Harvest LLC | $53.5M | 327,192 | 0.67% | 9q | -11.3%-$6.8M |
| EXCHANGE TRADED CONCEPTS, LLC | $47.3M | 289,080 | 0.11% | new | NEW |
| STIFEL FINANCIAL CORP | $46.2M | 282,184 | 0.04% | 31q | -2.0%-$954.7K |
| FIL Ltd | $42.1M | 257,300 | 0.03% | 2q | -23.4%-$12.8M |
| Legacy Financial Strategies, LLC | $41.8M | 255,742 | 6.48% | 31q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $41.6M | 254,167 | 0.02% | 4q | -12.9%-$6.2M |
| OSAIC HOLDINGS, INC. | $39.8M | 243,168 | 0.05% | 26q | +11.8%+$4.2M |
| Coppell Advisory Solutions LLC | $38.2M | 27 | 3.16% | new | NEW |
| Lido Advisors, LLC | $37.5M | 229,127 | 0.10% | 5q | HELD |
| Allworth Financial LP | $36.9M | 225,825 | 0.16% | 21q | -2.9%-$1.1M |
| Corient Private Wealth LP | $33.1M | 202,556 | 0.02% | 6q | +96.0%+$16.2M |
| GOLDMAN SACHS GROUP INC | $30.2M | 184,430 | 0.00% | 31q | -2.7%-$839.0K |
| Cetera Investment Advisers | $25.1M | 153,650 | 0.02% | 23q | +1.5%+$372.8K |
| Focus Partners Wealth | $23.8M | 145,612 | 0.02% | 8q | HELD |
| BAILARD, INC. | $21.5M | 131,527 | 0.44% | 31q | -3.1%-$689.2K |
| White Lighthouse Investment Management Inc. | $21.1M | 128,824 | 2.63% | 31q | +4.4%+$883.3K |
| Seven Bridges Advisors LLC | $19.9M | 121,642 | 9.59% | new | FIRST |
| MML INVESTORS SERVICES, LLC | $19.6M | 119,676 | 0.04% | 24q | -2.6%-$524.6K |
| CIBC WORLD MARKET INC. | $17.9M | 109,692 | 0.03% | 31q | -2.4%-$432.3K |
| ASSETMARK, INC | $17.6M | 107,390 | 0.03% | 8q | -12.8%-$2.6M |
| Shira Ridge Wealth Management | $17.4M | 106,089 | 6.05% | 6q | -5.1%-$935.7K |
| Sanctuary Advisors, LLC | $17.3M | 105,670 | 0.08% | 9q | +0.6%+$107.8K |
| HB Wealth Management, LLC | $17.2M | 105,421 | 0.10% | 19q | -9.1%-$1.7M |
| Dynamic Wealth Strategies, LLC | $16.6M | 101,456 | 8.84% | 11q | HELD |
| Wealthspire Advisors, LLC | $16.5M | 101,013 | 0.09% | 11q | +2619.8%+$15.9M |
| SAGESPRING WEALTH PARTNERS, LLC | $16.5M | 100,908 | 0.25% | 7q | -2.3%-$380.0K |
| Apollon Wealth Management, LLC | $16.4M | 100,478 | 0.20% | 10q | HELD |
| Decker Wealth Management LLC | $16.4M | 100,285 | 3.48% | 3q | -3.5%-$586.4K |
| PNC Financial Services Group, Inc. | $15.3M | 93,447 | 0.01% | 31q | -5.6%-$903.0K |
| &PARTNERS | $14.7M | 89,756 | 0.06% | 9q | +4.1%+$576.9K |
| Fairscale Capital, LLC | $14.1M | 86,158 | 8.42% | 9q | HELD |
| Baker Avenue Asset Management, LP | $12.4M | 75,801 | 0.23% | 10q | +1.2%+$151.3K |
| Rockefeller Capital Management L.P. | $12.2M | 74,533 | 0.02% | 10q | +3.3%+$386.7K |
| CITADEL ADVISORS LLC | $11.7M | options only | 0.00% | 8q | OPTIONS |
| Prostatis Group LLC | $11.6M | 70,638 | 2.69% | 6q | -17.2%-$2.4M |
| Private Advisor Group, LLC | $11.4M | 69,486 | 0.05% | 31q | +32.8%+$2.8M |
| JONES FINANCIAL COMPANIES LLLP | $11.0M | 70,435 | 0.00% | 10q | +12.8%+$1.2M |
| WealthBridge Capital Management, LLC | $10.8M | 66,166 | 2.15% | 31q | -2.4%-$269.7K |
| DEUTSCHE BANK AG\ | $10.3M | 62,863 | 0.00% | 34q | -0.6%-$60.5K |
| Global Retirement Partners, LLC | $10.0M | 61,354 | 0.15% | 13q | -1.5%-$155.9K |
| Concurrent Investment Advisors, LLC | $9.7M | 59,498 | 0.08% | 11q | +18.6%+$1.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $9.6M | 58,806 | 0.01% | 30q | +107.9%+$5.0M |
| SCOTIA CAPITAL INC. | $9.6M | 58,690 | 0.04% | 31q | -1.5%-$143.3K |
| Meridian Wealth Management, LLC | $9.5M | 58,381 | 0.29% | 8q | -9.0%-$941.2K |
| US BANCORP \DE\ | $9.4M | 57,165 | 0.01% | 31q | -2.1%-$202.2K |
| Focus Partners Advisor Solutions, LLC | $9.3M | 56,977 | 0.08% | 4q | -17.7%-$2.0M |
| Integrity Investment Advisors, LLC | $9.3M | 56,836 | 4.05% | 6q | -5.2%-$510.4K |
| Graves Light Lenhart Wealth, Inc. | $9.2M | 55,973 | 0.85% | 31q | HELD |
| AFT, FORSYTH & COMPANY, INC. | $8.4M | 51,531 | 4.05% | 31q | -1.9%-$159.8K |
| Asset Management Group, Inc. | $8.4M | 51,524 | 1.23% | 31q | -7.2%-$657.3K |
| MIDLAND WEALTH ADVISORS, LLC | $8.2M | 49,955 | 0.38% | 11q | -5.8%-$500.9K |
| Mariner, LLC | $7.8M | 47,588 | 0.01% | 16q | -63.5%-$13.5M |
| NewEdge Advisors, LLC | $7.8M | 47,383 | 0.02% | new | NEW |
| Cadent Capital Advisors, LLC | $7.6M | 46,640 | 1.57% | 2q | +7.0%+$498.6K |
| FIRST TRUST ADVISORS LP | $7.4M | 45,452 | 0.00% | 11q | +3.7%+$268.1K |
| FMR LLC | $7.3M | 44,353 | 0.00% | 31q | +6.8%+$458.8K |
| ACIMA PRIVATE WEALTH, LLC | $7.2M | 43,740 | 2.08% | 31q | HELD |
| Arete Wealth Advisors, LLC | $7.0M | 43,012 | 0.15% | new | NEW |
| VMS Asset Management Limited | $6.8M | 41,725 | 2.17% | 2q | -41.2%-$4.8M |
| Creative Planning | $6.8M | 41,294 | 0.00% | 31q | +3.0%+$197.6K |
| Kestra Advisory Services, LLC | $6.6M | 40,505 | 0.02% | 24q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.6M | 40,369 | 0.00% | 31q | -4.5%-$311.5K |
| DAVENPORT & Co LLC | $6.3M | 38,779 | 0.03% | 4q | -4.0%-$266.1K |
| HighTower Advisors, LLC | $6.3M | 38,769 | 0.01% | 31q | -5.6%-$378.0K |
| KKM Financial LLC | $6.3M | 38,509 | 0.86% | 11q | -10.4%-$729.2K |
| Quantinno Capital Management LP | $6.3M | 38,384 | 0.01% | 5q | +1.9%+$118.6K |
| Paragon Advisors, LLC | $6.3M | 38,366 | 1.32% | 5q | +1.0%+$64.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.3M | 10,350 | 0.00% | 31q | +102.3%+$3.2M |
| Advisory Services Network, LLC | $5.8M | 35,571 | 0.07% | 31q | -2.9%-$173.1K |
| MERIDIAN INVESTMENT COUNSEL INC. | $5.8M | 35,257 | 1.24% | 31q | HELD |
| Milestone Investment Advisors LLC | $5.7M | 35,000 | 1.24% | 15q | -3.5%-$208.2K |
| Campion Asset Management | $5.6M | 34,297 | 3.42% | 22q | +1.3%+$71.2K |
| Avior Wealth Management, LLC | $5.5M | 33,917 | 0.15% | new | NEW |
| TRAPHAGEN INVESTMENT ADVISORS LLC | $5.4M | 33,162 | 0.39% | 26q | -0.8%-$42.5K |
| Union Bancaire Privee, UBP SA | $5.4M | 41,725 | 0.06% | new | NEW |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $4.9M | 30,172 | 2.98% | 29q | +1.9%+$91.2K |
| Bank of New York Mellon Corp | $4.8M | 29,591 | 0.00% | 31q | +16.5%+$685.1K |
| Keystone Global Partners, LLC | $4.6M | 28,003 | 1.73% | 6q | HELD |
| Financial Freedom, LLC | $4.6M | 27,847 | 2.09% | 6q | +0.6%+$29.1K |
Showing the largest 100 of 561 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 531 | $5.2B | 31,429,735 | 71 | 104 | 165 | 0.4% |
| Q1 2026 | 479 | $4.2B | 34,268,602 | 40 | 110 | 151 | 0.5% |
| Q4 2025 | 489 | $4.7B | 36,613,187 | 30 | 102 | 170 | 0.4% |
| Q3 2025 | 475 | $5.5B | 43,468,356 | 76 | 129 | 99 | 0.7% |
| Q2 2025 | 428 | $3.1B | 27,740,808 | 55 | 105 | 135 | 0.4% |
| Q1 2025 | 395 | $2.4B | 26,076,334 | 36 | 108 | 107 | 0.2% |
| Q4 2024 | 389 | $2.6B | 25,608,556 | 34 | 106 | 74 | 0.6% |
| Q3 2024 | 359 | $2.4B | 25,213,849 | 37 | 98 | 84 | 0.3% |
| Q2 2024 | 342 | $2.3B | 24,079,379 | 42 | 86 | 69 | 0.9% |
| Q1 2024 | 312 | $2.2B | 25,783,451 | 39 | 266 | 3 | 0.2% |
| Q4 2023 | 294 | $1.8B | 4,038,611 | 33 | 65 | 62 | 0.1% |
| Q3 2023 | 258 | $1.2B | 3,202,943 | 15 | 49 | 79 | 0.6% |
| Q2 2023 | 266 | $1.3B | 3,293,838 | 36 | 42 | 78 | 3.0% |
| Q1 2023 | 234 | $1.1B | 3,383,862 | 29 | 44 | 72 | 1.8% |
| Q4 2022 | 210 | $824.8M | 2,927,449 | 25 | 33 | 80 | 0.3% |
| Q3 2022 | 255 | $1.5B | 5,358,230 | 16 | 53 | 95 | 0.3% |
| Q2 2022 | 276 | $2.1B | 7,218,295 | 20 | 74 | 87 | 0.2% |
| Q1 2022 | 289 | $2.5B | 6,458,242 | 44 | 67 | 73 | 0.4% |
| Q4 2021 | 277 | $1.6B | 3,580,792 | 21 | 52 | 71 | 1.5% |
| Q3 2021 | 257 | $1.5B | 3,586,798 | 15 | 61 | 59 | 0.8% |
| Q2 2021 | 265 | $1.5B | 3,597,242 | 35 | 54 | 78 | 1.9% |
| Q1 2021 | 244 | $1.4B | 3,876,004 | 17 | 55 | 82 | 1.7% |
| Q4 2020 | 246 | $1.4B | 3,969,889 | 30 | 43 | 76 | 2.4% |
| Q3 2020 | 214 | $1.2B | 3,881,129 | 27 | 45 | 65 | 2.1% |
| Q2 2020 | 198 | $1.1B | 3,676,873 | 39 | 53 | 50 | 2.1% |
| Q1 2020 | 171 | $750.2M | 3,486,223 | 26 | 36 | 54 | 1.1% |
| Q4 2019 | 169 | $778.4M | 3,194,071 | 22 | 42 | 32 | 0.5% |
| Q3 2019 | 158 | $783.3M | 3,593,327 | 17 | 32 | 34 | 0.1% |
| Q2 2019 | 155 | $758.7M | 3,493,097 | 19 | 45 | 36 | 0.4% |
| Q1 2019 | 152 | $661.6M | 3,182,795 | 18 | 30 | 46 | 0.4% |
| Q4 2018 | 145 | $573.1M | 3,330,425 | 1 | 5 | 3 | 0.2% |