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 |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,012
shares
|
$257,837
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
1,986
shares
|
$254,505
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
1,948
shares
|
$249,636
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
1,932
shares
|
$247,585
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
1,929
shares
|
$247,201
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
1,907
shares
|
$244,382
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,884
shares
|
$241,434
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
1,881
shares
|
$241,050
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 08, 2025 Q2 2025 |
1,847
shares
|
$236,693
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,800
shares
|
$230,670
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
1,800
shares
|
$230,670
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
1,800
shares
|
$230,670
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Jul 30, 2025 Q2 2025 |
1,800
shares
|
$230,670
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
1,800
shares
|
$230,670
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
1,800
shares
|
$230,670
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
1,782
shares
|
$228,363
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,722
shares
|
$220,674
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
1,620
shares
|
$207,603
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,570
shares
|
$201,195
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,534
shares
|
$196,582
0.07% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,498
shares
|
$191,968
0.02% of portfolio
|
Q3 2023
Reduced 22.58%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,488
shares
|
$190,687
0.08% of portfolio
|
Q2 2025
Added 69.09%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,455
shares
|
$186,458
0.06% of portfolio
|
Q2 2022
Reduced 6.43%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,410
shares
|
$180,691
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,361
shares
|
$174,412
0.07% of portfolio
|
Q2 2022
Reduced 6.84%
|