Institutional Ownership Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM). We have compiled data on the 495 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
12,488
shares
|
$1.47 Million
0.23% of portfolio
|
Q2 2025
Added 21.17%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
12,351
shares
|
$1.45 Million
0.1% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
11,948
shares
|
$1.41 Million
0.55% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
11,904
shares
|
$1.4 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
11,826
shares
|
$1.39 Million
0.38% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
11,702
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Added 79.92%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
11,221
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
11,206
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
11,063
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2025
Added 282.94%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
11,052
shares
|
$1.3 Million
1.05% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
11,051
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
10,811
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
10,800
shares
|
$1.27 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
10,500
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
10,462
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
10,340
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
10,113
shares
|
$1.19 Million
0.47% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
10,090
shares
|
$1.19 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
9,774
shares
|
$1.15 Million
0.07% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,760
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2024
Added 499.88%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
9,731
shares
|
$1.15 Million
0.34% of portfolio
|
Q1 2025
Reduced 76.48%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,582
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
9,538
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 134.41%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
9,300
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
9,094
shares
|
$1.07 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.09%
|