Who Owns ISHARES TR (IGM)? -- Institutional Holders (2026-06-30)
582 institutions reported holding $5.35B of ISHARES TR (IGM) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($528.7M), MORGAN STANLEY ($384.7M), SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ($343.9M), RAYMOND JAMES FINANCIAL INC ($271.5M), ENVESTNET ASSET MANAGEMENT INC ($270.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $528.7M | 3.2M | Trimmed |
| 2 | MORGAN STANLEY | $384.7M | 2.4M | Added |
| 3 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $343.9M | 2.1M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $271.5M | 1.7M | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $270.7M | 1.7M | Trimmed |
| 6 | LPL Financial LLC | $222.2M | 1.4M | Trimmed |
| 7 | Royal Bank of Canada | $195.5M | 1.2M | Trimmed |
| 8 | Cerity Partners LLC | $154.4M | 944,121 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $152.7M | 933,207 | Trimmed |
| 10 | JPMORGAN CHASE & CO | $146.0M | 913,067 | Trimmed |
| 11 | Janney Montgomery Scott LLC | $142.8M | 873,191 | Trimmed |
| 12 | WestEnd Advisors, LLC | $116.9M | 714,852 | Trimmed |
| 13 | BANK OF MONTREAL /CAN/ | $113.8M | 695,523 | Added |
| 14 | Destination Wealth Management | $98.6M | 603,056 | Trimmed |
| 15 | Gray Foundation | $91.5M | 559,116 | Hold |
| 16 | UBS Group AG | $88.5M | 541,084 | Trimmed |
| 17 | AMERIPRISE FINANCIAL INC | $85.8M | 523,630 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $78.5M | 480,102 | Trimmed |
| 19 | Steward Partners Investment Advisory, LLC | $73.0M | 446,206 | Trimmed |
| 20 | WELLS FARGO & COMPANY/MN | $67.6M | 413,258 | Added |
| 21 | Mirae Asset Global Investments Co., Ltd. | $66.2M | 404,890 | Trimmed |
| 22 | Portfolio Strategies, Inc. | $55.9M | 341,472 | Trimmed |
| 23 | PGIM Custom Harvest LLC | $53.5M | 327,192 | Trimmed |
| 24 | STIFEL FINANCIAL CORP | $46.2M | 282,184 | Trimmed |
| 25 | FIL Ltd | $42.1M | 257,300 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30