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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,295
shares
|
$550,404
0.01% of portfolio
|
Q2 2025
Added 70.44%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
4,290
shares
|
$549,763
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
4,137
shares
|
$530,156
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
4,125
shares
|
$528,618
0.34% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
4,110
shares
|
$526,696
0.1% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
4,070
shares
|
$521,570
0.19% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
3,954
shares
|
$506,705
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,893
shares
|
$498,887
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,886
shares
|
$497,990
0.2% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,881
shares
|
$497,350
0.03% of portfolio
|
Q2 2025
Added 15.85%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
3,875
shares
|
$496,581
0.21% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,875
shares
|
$496,581
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
3,843
shares
|
$492,480
0.06% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Seldon Capital LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,786
shares
|
$485,175
0.25% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,776
shares
|
$483,894
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
3,757
shares
|
$481,459
0.0% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
3,736
shares
|
$478,768
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
3,727
shares
|
$477,615
0.1% of portfolio
|
Q2 2025
Added 30.18%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
3,654
shares
|
$468,260
0.28% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,650
shares
|
$467,747
0.01% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
3,650
shares
|
$467,747
0.03% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
3,648
shares
|
$467,491
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
3,642
shares
|
$466,722
0.15% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
3,639
shares
|
$466,337
0.12% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,610
shares
|
$462,621
0.04% of portfolio
|
Q2 2025
Added 19.93%
|