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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
364
shares
|
$46,646
0.01% of portfolio
|
Q2 2022
Added 308.99%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
350
shares
|
$44,852
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
330
shares
|
$42,289
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
300
shares
|
$38,445
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
282
shares
|
$36,138
0.01% of portfolio
|
Q2 2024
Added 252.5%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
258
shares
|
$33,062
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
254
shares
|
$32,550
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
252
shares
|
$32,293
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
250
shares
|
$32,037
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
240
shares
|
$30,756
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
237
shares
|
$30,371
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
225
shares
|
$28,833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
222
shares
|
$28,449
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
210
shares
|
$26,911
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
210
shares
|
$26,911
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
200
shares
|
$25,630
0.01% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
184
shares
|
$23,579
0.0% of portfolio
|
Q2 2025
Reduced 66.48%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
182
shares
|
$23,323
0.0% of portfolio
|
Q1 2025
Reduced 55.39%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
168
shares
|
$21,529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
168
shares
|
$21,529
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
166
shares
|
$21,272
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
154
shares
|
$19,735
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
150
shares
|
$19,222
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
144
shares
|
$18,453
0.0% of portfolio
|
Q1 2025
Reduced 44.62%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
138
shares
|
$17,684
0.0% of portfolio
|
Q1 2025
New holding
|