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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
685
shares
|
$87,782
0.0% of portfolio
|
Q1 2025
Reduced 33.82%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
652
shares
|
$83,553
0.02% of portfolio
|
Q3 2025
Added 27.59%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
650
shares
|
$83,297
0.0% of portfolio
|
Q4 2024
Reduced 27.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
620
shares
|
$79,453
0.0% of portfolio
|
Q2 2025
Reduced 92.22%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
600
shares
|
$76,890
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
600
shares
|
$76,890
0.0% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
564
shares
|
$72,276
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
561
shares
|
$71,892
0.0% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
540
shares
|
$69,201
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
538
shares
|
$68,944
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
532
shares
|
$68,175
0.0% of portfolio
|
Q2 2023
Added 3.95%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
506
shares
|
$64,843
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
493
shares
|
$63,177
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
492
shares
|
$63,049
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
488
shares
|
$62,537
0.04% of portfolio
|
Q2 2022
Reduced 28.45%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
482
shares
|
$61,768
0.01% of portfolio
|
Q2 2025
Reduced 49.95%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
458
shares
|
$58,692
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
450
shares
|
$57,667
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
450
shares
|
$57,667
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
444
shares
|
$56,898
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
400
shares
|
$51,260
0.01% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
389
shares
|
$49,850
0.01% of portfolio
|
Q2 2025
Reduced 77.33%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
384
shares
|
$49,209
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
383
shares
|
$49,081
0.02% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
372
shares
|
$47,671
0.01% of portfolio
|
Q1 2024
Added 200.0%
|