Who Owns ISHARES TR (IGM)? -- Institutional Holders (2026-03-31)
552 institutions reported holding $4.22B of ISHARES TR (IGM) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($397.3M), Equitable Holdings, Inc. ($276.6M), MORGAN STANLEY ($276.5M), SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ($220.2M), ENVESTNET ASSET MANAGEMENT INC ($211.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $397.3M | 3.4M | Trimmed |
| 2 | Equitable Holdings, Inc. | $276.6M | 1.1M | Trimmed |
| 3 | MORGAN STANLEY | $276.5M | 2.3M | Trimmed |
| 4 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $220.2M | 1.9M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $211.1M | 1.8M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $207.7M | 1.8M | Trimmed |
| 7 | LPL Financial LLC | $171.8M | 1.4M | Trimmed |
| 8 | Royal Bank of Canada | $146.3M | 1.2M | Trimmed |
| 9 | JPMORGAN CHASE & CO | $140.1M | 1.2M | Trimmed |
| 10 | TRUIST FINANCIAL CORP | $120.8M | 1.0M | Trimmed |
| 11 | Janney Montgomery Scott LLC | $118.3M | 998,105 | Trimmed |
| 12 | Cerity Partners LLC | $112.9M | 952,453 | Added |
| 13 | WestEnd Advisors, LLC | $99.1M | 836,049 | Added |
| 14 | Steward Partners Investment Advisory, LLC | $96.2M | 811,567 | Added |
| 15 | Destination Wealth Management | $73.6M | 620,654 | Trimmed |
| 16 | UBS Group AG | $66.9M | 564,285 | Added |
| 17 | Gray Foundation | $66.3M | 559,116 | Hold |
| 18 | AMERIPRISE FINANCIAL INC | $64.8M | 546,560 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $58.3M | 491,737 | Added |
| 20 | Mirae Asset Global Investments Co., Ltd. | $57.2M | 482,300 | Added |
| 21 | WELLS FARGO & COMPANY/MN | $45.4M | 383,285 | Trimmed |
| 22 | PGIM Custom Harvest LLC | $43.7M | 368,785 | Trimmed |
| 23 | Portfolio Strategies, Inc. | $40.9M | 345,165 | Trimmed |
| 24 | FIL Ltd | $39.8M | 335,739 | New |
| 25 | VICTORY CAPITAL MANAGEMENT INC | $34.6M | 291,804 | Added |
Source: SEC Form 13F filings · as of 2026-03-31