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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,600
shares
|
$461,340
0.01% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,595
shares
|
$460,699
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
3,502
shares
|
$448,781
0.0% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,473
shares
|
$445,064
0.01% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,429
shares
|
$439,426
0.05% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,426
shares
|
$439,041
0.43% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
3,395
shares
|
$435,069
0.28% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
3,390
shares
|
$434,428
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
3,342
shares
|
$428,277
0.01% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,333
shares
|
$427,123
0.0% of portfolio
|
Q2 2025
Added 14.65%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
3,273
shares
|
$419,434
0.0% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
3,268
shares
|
$418,794
0.0% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
3,255
shares
|
$417,128
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,213
shares
|
$411,745
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
3,160
shares
|
$404,954
0.0% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
3,122
shares
|
$400,084
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
3,065
shares
|
$392,779
0.01% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
3,000
shares
|
$384,450
0.04% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
3,000
shares
|
$384,450
0.05% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
3,000
shares
|
$384,450
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$384,450
0.04% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
2,993
shares
|
$383,552
0.17% of portfolio
|
Q2 2025
Reduced 43.19%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
2,914
shares
|
$373,429
0.03% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
2,880
shares
|
$369,072
0.01% of portfolio
|
Q2 2025
Reduced 48.74%
|
|
|
Simon Quick Advisors, LLC
|
Oct 08, 2025 Q2 2025 |
2,878
shares
|
$368,815
0.02% of portfolio
|
Q2 2025
Reduced 84.5%
|