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 554 institutions that hold shares in the stock, with a total of 46.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
6,621
shares
|
$846,230
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,618
shares
|
$845,846
0.01% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
6,552
shares
|
$837,411
0.14% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
6,528
shares
|
$834,343
0.32% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
6,504
shares
|
$831,276
0.01% of portfolio
|
Q3 2025
Reduced 32.12%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
6,462
shares
|
$825,908
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
6,450
shares
|
$824,374
0.01% of portfolio
|
Q3 2025
Added 238.23%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,408
shares
|
$819,006
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,404
shares
|
$818,495
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
6,380
shares
|
$815,427
0.35% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
6,300
shares
|
$805,203
0.18% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
6,161
shares
|
$787,437
0.0% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
6,157
shares
|
$786,926
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
6,119
shares
|
$782,069
0.04% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
5,945
shares
|
$759,830
0.55% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
5,909
shares
|
$755,229
0.01% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
5,906
shares
|
$754,845
0.01% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
5,896
shares
|
$753,567
0.0% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
5,853
shares
|
$748,071
0.25% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,700
shares
|
$728,517
0.0% of portfolio
|
Q3 2025
Reduced 94.24%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
5,691
shares
|
$727,366
0.01% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
5,679
shares
|
$725,832
0.12% of portfolio
|
Q2 2025
Added 41.41%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
5,638
shares
|
$720,592
0.07% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
5,598
shares
|
$715,480
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
5,588
shares
|
$714,202
0.03% of portfolio
|
Q3 2025
Added 197.08%
|
|