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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
132
shares
|
$16,915
0.0% of portfolio
|
Q1 2025
Reduced 62.71%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
120
shares
|
$15,378
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
120
shares
|
$15,378
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
114
shares
|
$14,609
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
110
shares
|
$14,096
0.0% of portfolio
|
Q3 2024
Reduced 47.62%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
100
shares
|
$12,815
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
93
shares
|
$11,917
0.0% of portfolio
|
Q2 2025
Reduced 17.7%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
93
shares
|
$11,917
0.0% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
78
shares
|
$9,995
0.0% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
75
shares
|
$9,611
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
73
shares
|
$9,354
0.0% of portfolio
|
Q1 2024
Added 508.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
70
shares
|
$8,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
70
shares
|
$8,970
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
67
shares
|
$8,586
0.0% of portfolio
|
Q1 2024
Added 509.09%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
45
shares
|
$5,766
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
42
shares
|
$5,382
0.0% of portfolio
|
Q2 2025
Reduced 85.31%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
41
shares
|
$5,254
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
39
shares
|
$4,997
0.01% of portfolio
|
Q2 2025
Reduced 85.23%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
36
shares
|
$4,613
0.0% of portfolio
|
Q2 2025
Reduced 99.46%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
35
shares
|
$4,485
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
26
shares
|
$3,331
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
25
shares
|
$3,203
0.0% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
21
shares
|
$2,691
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
21
shares
|
$2,691
0.0% of portfolio
|
Q3 2024
Reduced 91.03%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14
shares
|
$1,794
0.0% of portfolio
|
Q3 2023
New holding
|