IGM · Insider trading · 13F holders · Congress trades
Ishares Tr (IGM)
Who is buying and selling IGM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 68
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IGM at a glance
- No open-market insider purchases or sales of IGM were filed in the last 90 days.
- 68 13F filers hold IGM among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Seven Bridges Advisors LLC (11.7%), Fairscale Capital, LLC (8.4%) and Dynamic Wealth Strategies, LLC (8.3%). In their latest 13Fs, 2 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in IGM.
IGM insider trading
No open-market insider purchases or sales of IGM were filed in the last 90 days.
Who owns IGM? Hedge funds and superinvestors
68 13F filers hold IGM among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Seven Bridges Advisors LLC (11.7%), Fairscale Capital, LLC (8.4%) and Dynamic Wealth Strategies, LLC (8.3%). In their latest 13Fs, 2 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Signature Estate & Investment Advisors LLCWealth manager | 6.2% | $354.3M | 2,096,238 | -0.3% shares | Q3 2026 |
| WestEnd Advisors, LLCInvestment manager | 2.6% | $119.7M | 708,110 | -0.9% shares | Q3 2026 |
| Destination Wealth ManagementWealth manager | 2.3% | $98.6M | 603,056 | -2.8% shares | Q2 2026 |
| Gray FoundationEndowment & foundation | 20.2% | $91.5M | 559,116 | +0.0% shares | Q2 2026 |
| Steward Partners Investment Advisory, LLCWealth manager | 0.4% | $73.0M | 446,206 | -45.0% shares | Q2 2026 |
| Portfolio Strategies, Inc.Wealth manager | 5.5% | $55.9M | 341,472 | -1.1% shares | Q2 2026 |
| PGIM Custom Harvest LLCWealth manager | 0.7% | $53.5M | 327,192 | -11.3% shares | Q2 2026 |
| Legacy Financial Strategies, LLCWealth manager | 7.2% | $44.1M | 260,734 | +2.0% shares | Q3 2026 |
| Coppell Advisory Solutions LLCWealth manager | 3.2% | $38.2M | 27 | New | Q2 2026 |
| Seven Bridges Advisors LLCWealth manager | 11.7% | $25.9M | 153,465 | +26.2% shares | Q3 2026 |
| White Lighthouse Investment Management Inc.Wealth manager | 2.7% | $22.4M | 132,563 | +2.9% shares | Q3 2026 |
| Bailard, Inc.Wealth manager | 0.4% | $21.8M | 129,139 | -1.8% shares | Q3 2026 |
| Mathes Company, Inc.Wealth manager | 6.3% | $20.2M | 123,235 | +0.0% shares | Q2 2026 |
| Shira Ridge Wealth ManagementWealth manager | 5.9% | $16.9M | 99,967 | -5.8% shares | Q3 2026 |
| Decker Wealth Management LLCWealth manager | 3.2% | $15.9M | 93,948 | -6.3% shares | Q3 2026 |
| Dynamic Wealth Strategies, LLCWealth manager | 8.3% | $15.6M | 92,307 | -9.0% shares | Q3 2026 |
| Fairscale Capital, LLCWealth manager | 8.4% | $14.1M | 86,158 | -0.4% shares | Q2 2026 |
| GM Advisory Group, LLCWealth manager | 0.5% | $11.8M | 99,698 | -0.6% shares | Q1 2026 |
| Prostatis Group LLCWealth manager | 2.7% | $11.6M | 70,638 | -17.2% shares | Q2 2026 |
| WealthBridge Capital Management, LLCWealth manager | 2.1% | $11.0M | 65,256 | -1.4% shares | Q3 2026 |
| Graves Light Lenhart Wealth, Inc.Wealth manager | 0.9% | $9.4M | 55,337 | -1.1% shares | Q3 2026 |
| Integrity Investment Advisors, LLCWealth manager | 4.0% | $9.3M | 56,836 | -5.2% shares | Q2 2026 |
| Aft, Forsyth & Company, Inc.Wealth manager | 4.1% | $8.4M | 51,531 | -1.9% shares | Q2 2026 |
| Asset Management Group, Inc.Hedge fund | 1.2% | $8.4M | 51,524 | -7.2% shares | Q2 2026 |
| Midland Wealth Advisors, LLCInstitutional asset manager | 0.4% | $7.9M | 46,931 | -6.1% shares | Q3 2026 |
| Acima Private Wealth, LLCWealth manager | 2.1% | $7.4M | 43,740 | +0.0% shares | Q3 2026 |
| Paragon Advisors, LLCInvestment manager | 1.3% | $6.3M | 38,366 | +1.0% shares | Q2 2026 |
| Meridian Investment Counsel Inc.Wealth manager | 1.4% | $5.9M | 35,157 | -0.3% shares | Q3 2026 |
| Milestone Investment Advisors LLCWealth manager | 1.2% | $5.7M | 35,000 | -3.5% shares | Q2 2026 |
| Traphagen Investment Advisors LLCWealth manager | 0.4% | $5.7M | 33,611 | +1.4% shares | Q3 2026 |
The 30 largest of 68 positions, by value. Each manager counts with its latest 13F (Q3 2026: 32, Q2 2026: 35, Q1 2026: 1). Screen IGM in the grand portfolio →
IGM stock trades by members of Congress
No member of Congress has disclosed a trade in IGM.
IGM questions and answers
Are insiders buying IGM stock?
No open-market insider purchases or sales of IGM were filed in the last 90 days.
Which hedge funds own IGM?
68 13F filers hold IGM among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Seven Bridges Advisors LLC (11.7%), Fairscale Capital, LLC (8.4%) and Dynamic Wealth Strategies, LLC (8.3%). In their latest 13Fs, 2 managers opened a new position and 5 added to one.
Has Congress traded IGM?
No member of Congress has disclosed a trade in IGM.
Who is the largest holder of IGM?
Among 13F filers, Signature Estate & Investment Advisors LLC reports the largest IGM position, $354.3M (2,096,238 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Seven Bridges Advisors LLC's: 11.7% of its portfolio.
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