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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,314
shares
|
$423,562
0.01% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
3,302
shares
|
$422,028
0.01% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Legacy Advisors, LLC
|
Jan 27, 2026 Q4 2025 |
3,300
shares
|
$421,773
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
3,209
shares
|
$410,142
0.01% of portfolio
|
Q4 2025
Reduced 1.78%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
3,172
shares
|
$405,413
0.0% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,157
shares
|
$403,496
0.01% of portfolio
|
Q3 2025
Added 23.32%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
3,122
shares
|
$399,022
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
3,045
shares
|
$389,181
0.0% of portfolio
|
Q3 2025
Reduced 13.05%
|
|
|
Wallace Hart LLC
Lexington, KY |
Nov 04, 2025 Q3 2025 |
3,033
shares
|
$387,647
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
3,016
shares
|
$385,474
0.0% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$383,430
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$383,430
0.04% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
3,000
shares
|
$383,430
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,914
shares
|
$372,438
0.03% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Simon Quick Advisors, LLC
|
Jan 29, 2026 Q4 2025 |
2,881
shares
|
$368,220
0.02% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
2,862
shares
|
$365,792
0.03% of portfolio
|
Q4 2024
Added 500.0%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
2,820
shares
|
$360,424
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,818
shares
|
$360,168
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
2,810
shares
|
$359,146
0.05% of portfolio
|
Q4 2025
Reduced 6.33%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
2,755
shares
|
$352,116
0.0% of portfolio
|
Q4 2025
Added 181.41%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
2,730
shares
|
$348,921
0.17% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
High Point Wealth Management, LLC
Chester, NJ |
Jan 29, 2026 Q4 2025 |
2,728
shares
|
$348,665
0.33% of portfolio
|
Q4 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
2,706
shares
|
$345,853
0.02% of portfolio
|
Q1 2025
Reduced 33.28%
|
|
|
Red Door Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
2,671
shares
|
$341,380
0.04% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
2,646
shares
|
$338,185
0.09% of portfolio
|
Q1 2024
New holding
|
|