DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (IGM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
567
Reporting holders
$5.3B
Reported value
0.3%
Calls
0.0%
Puts
+54
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Janney Montgomery Scott LLC | $142.8M | 873,191 | 0.28% | 31q | -12.5%-$20.4M |
| 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 | -4.2%-$3.8M |
| 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 | +7.8%+$4.9M |
| Mirae Asset Global Investments Co., Ltd. | $66.2M | 404,890 | 0.10% | 4q | -16.1%-$12.7M |
| 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 |
| 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 | |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $34.2M | 208,889 | 0.04% | 31q | +100.8%+$17.2M |
| 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 |
| EXCHANGE TRADED CONCEPTS, LLC | $23.6M | 144,540 | 0.11% | new | NEW |
| 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 |
| Mathes Company, Inc. | $20.2M | 123,235 | 6.26% | 30q | HELD |
| 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 |
| Corient Private Wealth LP | $16.5M | 100,862 | 0.02% | 6q | -2.4%-$403.2K |
| 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 CALL+PUT | 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 |
| 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% | 31q | +5.4%+$396.5K |
| 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 |
| 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 incl. $4.6M options CALL+PUT | 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $4.8M | 29,403 | 0.01% | 30q | +3.9%+$182.7K |
Showing the largest 100 of 568 reported holders. The count of 567 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 196 | $1.0B | 5,956,205 | 12 | 36 | 54 | 0.0% |
| Q2 2026 | 567 | $5.3B | 32,505,787 | 74 | 113 | 175 | 0.4% |
| Q1 2026 | 513 | $4.2B | 34,303,965 | 45 | 115 | 160 | 0.5% |
| Q4 2025 | 515 | $4.9B | 38,066,237 | 31 | 108 | 177 | 0.4% |
| Q3 2025 | 504 | $5.9B | 46,408,469 | 76 | 140 | 106 | 0.6% |
| Q2 2025 | 463 | $3.3B | 29,053,292 | 59 | 113 | 143 | 0.3% |
| Q1 2025 | 426 | $2.5B | 27,277,261 | 38 | 119 | 113 | 0.2% |
| Q4 2024 | 421 | $2.7B | 26,729,540 | 38 | 114 | 80 | 0.6% |
| Q3 2024 | 388 | $2.5B | 26,373,270 | 40 | 102 | 91 | 0.3% |
| Q2 2024 | 372 | $2.4B | 25,200,754 | 47 | 93 | 75 | 0.9% |
| Q1 2024 | 344 | $2.3B | 26,926,977 | 42 | 81 | 84 | 0.2% |
| Q4 2023 | 323 | $2.0B | 4,403,988 | 36 | 72 | 70 | 0.1% |
| Q3 2023 | 284 | $1.4B | 3,586,785 | 18 | 57 | 86 | 0.6% |
| Q2 2023 | 292 | $1.5B | 3,674,117 | 39 | 49 | 85 | 2.7% |
| Q1 2023 | 262 | $1.3B | 3,798,265 | 33 | 48 | 82 | 1.6% |
| Q4 2022 | 252 | $994.5M | 3,533,314 | 26 | 43 | 101 | 0.2% |
| Q3 2022 | 253 | $21.9B | 79,292,653 | 16 | 53 | 95 | 0.0% |
| Q2 2022 | 273 | $161.4B | 548,318,345 | 20 | 77 | 84 | 0.0% |
| Q1 2022 | 289 | $195.7B | 503,651,307 | 45 | 68 | 73 | 0.0% |
| Q4 2021 | 276 | $36.9B | 84,044,786 | 21 | 51 | 72 | 0.1% |
| Q3 2021 | 256 | $62.1B | 153,725,028 | 15 | 61 | 58 | 0.0% |
| Q2 2021 | 264 | $49.4B | 122,126,217 | 35 | 54 | 77 | 0.1% |
| Q1 2021 | 240 | $54.6B | 151,129,363 | 15 | 55 | 81 | 0.0% |
| Q4 2020 | 245 | $60.0B | 171,456,762 | 30 | 43 | 76 | 0.1% |
| Q3 2020 | 214 | $52.5B | 169,723,121 | 27 | 45 | 66 | 0.0% |
| Q2 2020 | 197 | $38.0B | 136,120,493 | 38 | 55 | 50 | 0.1% |
| Q1 2020 | 170 | $14.0B | 66,261,785 | 26 | 36 | 54 | 0.1% |
| Q4 2019 | 168 | $5.5B | 22,487,330 | 21 | 42 | 32 | 0.1% |
| Q3 2019 | 156 | $4.5B | 20,755,865 | 16 | 32 | 35 | 0.0% |
| Q2 2019 | 154 | $7.3B | 33,857,509 | 19 | 44 | 37 | 0.0% |
| Q1 2019 | 151 | $6.9B | 33,434,320 | 18 | 31 | 46 | 0.0% |
| Q4 2018 | 144 | $3.9B | 22,974,568 | 1 | 5 | 3 | 0.0% |