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 555 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 |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,875
shares
|
$495,263
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
3,843
shares
|
$491,173
0.07% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
3,834
shares
|
$490,023
0.39% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,826
shares
|
$489,001
0.05% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,786
shares
|
$483,888
0.24% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 21, 2026 Q4 2025 |
3,657
shares
|
$467,401
0.28% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,650
shares
|
$466,506
0.01% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
3,650
shares
|
$466,506
0.03% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
3,648
shares
|
$466,250
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
3,639
shares
|
$465,100
0.12% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
3,638
shares
|
$464,972
0.05% of portfolio
|
Q4 2025
Added 249.14%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,627
shares
|
$463,566
0.0% of portfolio
|
Q3 2025
Added 14408.0%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
3,609
shares
|
$461,266
0.1% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,600
shares
|
$460,116
0.01% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
3,595
shares
|
$459,476
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
3,579
shares
|
$457,431
0.2% of portfolio
|
Q4 2025
Reduced 7.95%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 26, 2026 Q4 2025 |
3,571
shares
|
$456,409
0.02% of portfolio
|
Q4 2025
Added 31.53%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
3,565
shares
|
$455,642
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
3,559
shares
|
$454,875
0.03% of portfolio
|
Q4 2025
Reduced 9.12%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
3,550
shares
|
$453,725
0.11% of portfolio
|
Q3 2025
Reduced 46.11%
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
3,477
shares
|
$444,395
0.19% of portfolio
|
Q4 2025
Added 131.8%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
3,454
shares
|
$441,455
0.01% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,426
shares
|
$437,877
0.43% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
3,402
shares
|
$434,809
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jan 21, 2026 Q4 2025 |
3,339
shares
|
$426,757
0.27% of portfolio
|
Q4 2025
Reduced 1.68%
|
|