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 556 institutions that hold shares in the stock, with a total of 45 Million shares, which have been reported (via 13F filing form) to have a value of $5.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
6,443
shares
|
$823,479
0.72% of portfolio
|
Q4 2025
New holding
|
|
|
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
|
Jan 27, 2026 Q4 2025 |
6,300
shares
|
$805,203
0.18% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
6,162
shares
|
$787,565
0.01% of portfolio
|
Q4 2025
Reduced 5.26%
|
|
|
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
|
Jan 08, 2026 Q4 2025 |
6,158
shares
|
$787,053
0.05% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Belpointe Asset Management LLC
|
Jan 27, 2026 Q4 2025 |
6,039
shares
|
$771,844
0.03% of portfolio
|
Q4 2025
Reduced 83.12%
|
|
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
Jan 15, 2026 Q4 2025 |
6,012
shares
|
$768,393
0.45% of portfolio
|
Q4 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jan 30, 2026 Q4 2025 |
6,009
shares
|
$768,010
0.05% of portfolio
|
Q4 2025
Reduced 44.46%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 08, 2026 Q4 2025 |
5,941
shares
|
$759,319
0.53% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
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
|
Jan 14, 2026 Q4 2025 |
5,906
shares
|
$754,845
0.01% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
5,903
shares
|
$754,462
0.06% of portfolio
|
Q4 2025
Reduced 80.04%
|
|
|
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
|
Jan 27, 2026 Q4 2025 |
5,644
shares
|
$721,359
0.12% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
5,641
shares
|
$720,976
0.08% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Valmark Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
5,604
shares
|
$716,247
0.01% of portfolio
|
Q4 2025
Added 12.06%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
5,598
shares
|
$715,480
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|