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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
2,632
shares
|
$336,395
0.12% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
2,629
shares
|
$336,012
0.0% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,604
shares
|
$332,817
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
2,580
shares
|
$329,749
0.07% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
2,546
shares
|
$325,404
0.04% of portfolio
|
Q3 2025
Reduced 21.78%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
2,520
shares
|
$322,081
0.18% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
2,509
shares
|
$320,675
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,508
shares
|
$320,547
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
2,500
shares
|
$319,525
0.08% of portfolio
|
Q1 2025
Reduced 43.31%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
2,473
shares
|
$316,074
0.01% of portfolio
|
Q3 2025
Added 999.11%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
2,455
shares
|
$313,773
0.0% of portfolio
|
Q3 2025
Reduced 10.95%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
2,452
shares
|
$313,390
0.02% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,448
shares
|
$312,878
0.11% of portfolio
|
Q2 2023
Reduced 20.13%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,444
shares
|
$312,367
0.01% of portfolio
|
Q3 2025
Added 16.77%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,400
shares
|
$306,744
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,400
shares
|
$306,744
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
2,400
shares
|
$306,744
0.07% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
2,392
shares
|
$305,721
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
2,266
shares
|
$289,617
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
2,262
shares
|
$289,106
0.03% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
2,260
shares
|
$288,850
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,255
shares
|
$288,211
0.0% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,250
shares
|
$287,572
0.07% of portfolio
|
Q4 2023
Added 19.68%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
2,234
shares
|
$285,527
0.12% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,206
shares
|
$281,948
0.04% of portfolio
|
Q3 2025
Reduced 16.03%
|
|