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 |
|---|---|---|---|---|---|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
54,756
shares
|
$7 Million
2.49% of portfolio
|
Q4 2025
Added 327.01%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
54,433
shares
|
$6.96 Million
4.83% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
53,094
shares
|
$6.79 Million
3.25% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Jan 26, 2026 Q4 2025 |
52,963
shares
|
$6.77 Million
0.36% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
52,209
shares
|
$6.67 Million
0.03% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
52,071
shares
|
$6.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
51,245
shares
|
$6.55 Million
0.29% of portfolio
|
Q1 2025
Reduced 48.01%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
51,240
shares
|
$6.55 Million
2.05% of portfolio
|
Q4 2025
Reduced 4.04%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
50,038
shares
|
$6.4 Million
0.07% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
49,768
shares
|
$6.36 Million
0.0% of portfolio
|
Q3 2025
Added 27.87%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
49,727
shares
|
$6.36 Million
0.1% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
48,930
shares
|
$6.25 Million
1.45% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
46,884
shares
|
$5.99 Million
0.01% of portfolio
|
Q3 2025
Added 44.82%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
46,065
shares
|
$5.89 Million
1.82% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
44,863
shares
|
$5.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
41,200
shares
|
$5.27 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
38,980
shares
|
$4.98 Million
0.06% of portfolio
|
Q3 2025
Added 252.73%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
38,879
shares
|
$4.97 Million
0.08% of portfolio
|
Q3 2025
Added 684.01%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
38,748
shares
|
$4.95 Million
0.0% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Paragon Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
38,584
shares
|
$4.93 Million
1.45% of portfolio
|
Q4 2025
Reduced 6.84%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
36,104
shares
|
$4.61 Million
1.15% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jan 20, 2026 Q4 2025 |
35,557
shares
|
$4.54 Million
1.14% of portfolio
|
Q4 2025
Reduced 1.76%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
34,694
shares
|
$4.43 Million
0.03% of portfolio
|
Q4 2025
Reduced 48.99%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
34,404
shares
|
$4.4 Million
0.0% of portfolio
|
Q3 2025
Added 46.79%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
33,773
shares
|
$4.32 Million
2.38% of portfolio
|
Q3 2025
Reduced 26.6%
|
|