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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
458
shares
|
$58,536
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
450
shares
|
$57,514
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
438
shares
|
$55,980
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
400
shares
|
$51,124
0.01% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
389
shares
|
$49,718
0.01% of portfolio
|
Q2 2025
Reduced 77.33%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
384
shares
|
$49,079
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
384
shares
|
$49,079
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
383
shares
|
$48,951
0.02% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
372
shares
|
$47,545
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
364
shares
|
$46,522
0.01% of portfolio
|
Q2 2022
Added 308.99%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
351
shares
|
$44,861
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
350
shares
|
$44,733
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
311
shares
|
$39,748
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
310
shares
|
$39,621
0.01% of portfolio
|
Q3 2025
Added 47.62%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
301
shares
|
$38,470
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
300
shares
|
$38,343
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
261
shares
|
$33,358
0.0% of portfolio
|
Q4 2025
Reduced 92.55%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
258
shares
|
$32,974
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
254
shares
|
$32,463
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
252
shares
|
$32,208
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
240
shares
|
$30,674
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 21, 2026 Q4 2025 |
237
shares
|
$30,290
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Jan 26, 2026 Q4 2025 |
227
shares
|
$29,012
0.0% of portfolio
|
Q4 2025
Reduced 57.81%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
222
shares
|
$28,373
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
213
shares
|
$27,223
0.0% of portfolio
|
Q3 2025
New holding
|
|