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 514 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
4,926
shares
|
$631,266
0.02% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
4,918
shares
|
$630,241
0.25% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,897
shares
|
$627,550
0.01% of portfolio
|
Q2 2025
Reduced 37.65%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,882
shares
|
$625,628
0.06% of portfolio
|
Q3 2024
Added 109.89%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
4,881
shares
|
$625,500
0.31% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
4,819
shares
|
$617,554
0.29% of portfolio
|
Q1 2024
Added 500.12%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
4,804
shares
|
$615,632
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
4,735
shares
|
$606,790
0.12% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
4,720
shares
|
$604,868
0.01% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
4,662
shares
|
$597,435
0.06% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
4,650
shares
|
$595,897
0.25% of portfolio
|
Q2 2024
Added 10.71%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
4,649
shares
|
$595,769
0.08% of portfolio
|
Q2 2025
Added 23.28%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
4,600
shares
|
$589,490
0.0% of portfolio
|
Q2 2025
Reduced 56.19%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
4,589
shares
|
$588,080
0.02% of portfolio
|
Q2 2025
Added 105.78%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,537
shares
|
$581,416
0.05% of portfolio
|
Q2 2020
Reduced 3.88%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
4,462
shares
|
$571,805
0.22% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,438
shares
|
$568,729
0.02% of portfolio
|
Q2 2025
Added 18.5%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,392
shares
|
$562,834
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,392
shares
|
$562,834
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,381
shares
|
$561,425
0.04% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,375
shares
|
$560,656
0.01% of portfolio
|
Q2 2025
Added 172.59%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
4,351
shares
|
$557,580
0.01% of portfolio
|
Q2 2025
Reduced 88.77%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
4,323
shares
|
$553,992
0.55% of portfolio
|
Q4 2023
Reduced 83.25%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
4,314
shares
|
$552,839
0.45% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
4,308
shares
|
$552,070
0.24% of portfolio
|
Q1 2025
Reduced 12.26%
|