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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
1,606
shares
|
$205,262
0.01% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
1,603
shares
|
$204,879
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
1,588
shares
|
$202,962
0.01% of portfolio
|
Q3 2025
Reduced 27.09%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,570
shares
|
$200,661
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,512
shares
|
$193,248
0.0% of portfolio
|
Q3 2025
Added 730.77%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,498
shares
|
$191,459
0.02% of portfolio
|
Q3 2023
Reduced 22.58%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
1,488
shares
|
$190,181
0.05% of portfolio
|
Q2 2025
Added 69.09%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,455
shares
|
$185,963
0.06% of portfolio
|
Q2 2022
Reduced 6.43%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,378
shares
|
$176,122
0.01% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,361
shares
|
$173,949
0.07% of portfolio
|
Q2 2022
Reduced 6.84%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,260
shares
|
$161,040
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
1,233
shares
|
$157,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,174
shares
|
$150,048
0.54% of portfolio
|
Q3 2022
Added 6.82%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,157
shares
|
$147,876
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
1,062
shares
|
$135,734
0.05% of portfolio
|
Q4 2025
Reduced 30.77%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,045
shares
|
$133,561
0.0% of portfolio
|
Q2 2025
Added 120.46%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
996
shares
|
$127,298
0.01% of portfolio
|
Q2 2025
Reduced 20.06%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
990
shares
|
$126,531
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
970
shares
|
$123,975
0.31% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 28, 2026 Q4 2025 |
964
shares
|
$123,208
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
960
shares
|
$122,697
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
930
shares
|
$118,863
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
865
shares
|
$110,555
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
816
shares
|
$104,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
783
shares
|
$100,075
0.0% of portfolio
|
Q2 2025
Added 14.64%
|
|