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 484 institutions that hold shares in the stock, with a total of 28.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
325
shares
|
$37,053
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
315
shares
|
$35,913
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
300
shares
|
$34,203
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
286
shares
|
$32,606
0.0% of portfolio
|
Q1 2025
Added 580.95%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
282
shares
|
$32,150
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
282
shares
|
$32,150
0.01% of portfolio
|
Q2 2024
Added 252.5%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
264
shares
|
$30,098
0.07% of portfolio
|
Q1 2025
Added 633.33%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
258
shares
|
$29,414
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
254
shares
|
$28,958
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
252
shares
|
$28,730
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
252
shares
|
$28,730
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
240
shares
|
$27,362
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
237
shares
|
$27,020
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
225
shares
|
$25,652
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
222
shares
|
$25,310
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
210
shares
|
$23,942
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
210
shares
|
$23,942
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
184
shares
|
$20,977
0.0% of portfolio
|
Q2 2025
Reduced 66.48%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
182
shares
|
$20,749
0.0% of portfolio
|
Q1 2025
Reduced 55.39%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
168
shares
|
$19,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
168
shares
|
$19,153
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
154
shares
|
$17,557
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
150
shares
|
$17,101
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
144
shares
|
$16,417
0.0% of portfolio
|
Q1 2025
Reduced 44.62%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
138
shares
|
$15,733
0.0% of portfolio
|
Q1 2025
New holding
|