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 552 institutions that hold shares in the stock, with a total of 46 Million shares, which have been reported (via 13F filing form) to have a value of $5.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
98,767
shares
|
$12.6 Million
0.46% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
98,124
shares
|
$12.5 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
96,272
shares
|
$12.3 Million
3.14% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
95,685
shares
|
$12.2 Million
0.32% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
94,832
shares
|
$12.1 Million
8.04% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
92,014
shares
|
$11.8 Million
0.06% of portfolio
|
Q3 2025
Added 27.42%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
90,129
shares
|
$11.5 Million
4.68% of portfolio
|
Q4 2025
Reduced 7.22%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
89,163
shares
|
$11.4 Million
0.08% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
87,635
shares
|
$11.2 Million
0.05% of portfolio
|
Q3 2025
Added 30.58%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
84,685
shares
|
$10.8 Million
7.33% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
79,708
shares
|
$10.2 Million
2.52% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
74,502
shares
|
$9.52 Million
0.19% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
70,031
shares
|
$8.95 Million
0.0% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
69,476
shares
|
$8.88 Million
0.01% of portfolio
|
Q3 2025
Added 86.13%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
67,525
shares
|
$8.63 Million
2.06% of portfolio
|
Q4 2025
Reduced 2.37%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
65,157
shares
|
$8.33 Million
2.09% of portfolio
|
Q3 2021
Added 2.67%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
64,592
shares
|
$8.26 Million
0.02% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
64,220
shares
|
$8.21 Million
0.32% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
63,064
shares
|
$8.06 Million
0.02% of portfolio
|
Q3 2025
Added 29.02%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
61,607
shares
|
$7.87 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
61,236
shares
|
$7.83 Million
0.03% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
58,441
shares
|
$7.47 Million
0.03% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
58,134
shares
|
$7.43 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
57,100
shares
|
$7.3 Million
1.19% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
55,973
shares
|
$7.15 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.17%
|
|