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 |
|---|---|---|---|---|---|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
2,392
shares
|
$306,534
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,348
shares
|
$300,896
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
2,329
shares
|
$298,461
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gouws Capital LLC
|
Aug 07, 2025 Q2 2025 |
2,300
shares
|
$294,745
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
2,280
shares
|
$292,182
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
2,266
shares
|
$290,387
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
2,262
shares
|
$289,875
0.03% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
2,260
shares
|
$289,619
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,250
shares
|
$288,337
0.07% of portfolio
|
Q4 2023
Added 19.68%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
2,250
shares
|
$288,337
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
2,234
shares
|
$286,287
0.12% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,199
shares
|
$281,801
0.01% of portfolio
|
Q2 2025
Reduced 75.82%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
2,184
shares
|
$279,879
0.01% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
2,178
shares
|
$279,110
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,131
shares
|
$273,087
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
2,130
shares
|
$272,959
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
2,100
shares
|
$269,115
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
2,100
shares
|
$269,115
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,097
shares
|
$268,730
0.5% of portfolio
|
Q4 2022
Reduced 12.63%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2,093
shares
|
$268,217
0.01% of portfolio
|
Q2 2025
Added 75.73%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,064
shares
|
$264,501
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,053
shares
|
$263,091
0.02% of portfolio
|
Q2 2025
Reduced 68.01%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,044
shares
|
$261,938
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
2,040
shares
|
$261,426
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
2,016
shares
|
$258,350
0.12% of portfolio
|
Q2 2025
New holding
|