IGM — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IGM? 27 Institutions Hold $93.4M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IGM)? 27 institutions reported holding $93.42M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Seven Bridges Advisors LLC ($25.9M), Shira Ridge Wealth Management ($16.9M), Decker Wealth Management LLC ($15.9M).

Rank	Institution	Value	Shares	Change
1	Seven Bridges Advisors LLC	$25.9M	153,465	Added
2	Shira Ridge Wealth Management	$16.9M	99,967	Trimmed
3	Decker Wealth Management LLC	$15.9M	93,948	Trimmed
4	Graves Light Lenhart Wealth, Inc.	$9.4M	55,337	Trimmed
5	ACIMA PRIVATE WEALTH, LLC	$7.4M	43,740	Hold
6	Cadent Capital Advisors, LLC	$4.6M	27,010	Trimmed
7	Farther Finance Advisors, LLC	$2.8M	16,772	Added
8	Ayalon Insurance Comp Ltd.	$2.0M	11,826	Hold
9	RFG - Bristol Wealth Advisors, LLC	$1.6M	9,725	Added
10	Kearns & Associates LLC	$1.4M	8,226	Hold
11	Asempa Wealth Advisors	$1.1M	6,372	Hold
12	EASTERN BANK	$983,813	5,820	Trimmed
13	Venture Visionary Partners LLC	$573,046	3,390	Hold
14	Valeo Financial Advisors, LLC	$440,271	2,605	Added
15	Bank of New Hampshire	$436,123	2,580	Hold
16	Great Waters Wealth Management	$342,813	2,028	Hold
17	CX Institutional	$315,000	1,866	Added
18	Castle Rock Wealth Management, LLC	$313,542	1,800	Hold
19	Gouws Capital LLC	$310,189	1,835	Hold
20	Rosenberg Matthew Hamilton	$278,071	1,645	Trimmed
21	ELEVATION WEALTH PARTNERS, LLC	$178,000	1,053	Trimmed
22	ARMSTRONG ADVISORY GROUP, INC	$161,603	956	Added
23	Investors Research Corp	$62,883	372	Hold
24	CoreCap Advisors, LLC	$33,639	199	Added
25	Central Pacific Bank - Trust Division	$6,931	41	Hold

Source: SEC Form 13F filings · as of 2026-09-30