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 553 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 |
|---|---|---|---|---|---|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
4,650
shares
|
$594,316
0.27% of portfolio
|
Q2 2024
Added 10.71%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
4,589
shares
|
$586,520
0.02% of portfolio
|
Q2 2025
Added 105.78%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,540
shares
|
$580,257
0.03% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,537
shares
|
$579,873
0.05% of portfolio
|
Q2 2020
Reduced 3.88%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,392
shares
|
$561,341
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
4,392
shares
|
$561,341
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
4,386
shares
|
$560,574
0.01% of portfolio
|
Q3 2025
Added 81.84%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,375
shares
|
$559,168
0.01% of portfolio
|
Q2 2025
Added 172.59%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,359
shares
|
$557,123
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
4,343
shares
|
$555,078
0.04% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
4,323
shares
|
$552,522
0.55% of portfolio
|
Q4 2023
Reduced 83.25%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
4,308
shares
|
$550,605
0.26% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,295
shares
|
$548,943
0.01% of portfolio
|
Q2 2025
Added 70.44%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
4,290
shares
|
$548,304
0.02% of portfolio
|
Q3 2025
Reduced 13.94%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
4,290
shares
|
$548,304
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
4,190
shares
|
$535,523
0.01% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
4,125
shares
|
$527,216
0.34% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
4,110
shares
|
$525,299
0.1% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
4,090
shares
|
$522,742
0.03% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
4,025
shares
|
$514,435
0.17% of portfolio
|
Q3 2025
Reduced 25.07%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
3,995
shares
|
$510,600
0.19% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
3,922
shares
|
$501,270
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
3,916
shares
|
$500,503
0.04% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,888
shares
|
$496,925
0.21% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
3,878
shares
|
$495,647
0.48% of portfolio
|
Q3 2025
Added 6.48%
|
|