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 |
|---|---|---|---|---|---|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 27, 2026 Q4 2025 |
33,544
shares
|
$4.29 Million
0.47% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
33,512
shares
|
$4.28 Million
3.0% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
33,206
shares
|
$4.24 Million
0.36% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
30,676
shares
|
$3.92 Million
0.01% of portfolio
|
Q4 2025
Reduced 16.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
30,624
shares
|
$3.91 Million
0.04% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
30,617
shares
|
$3.91 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
29,609
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2025
Added 180.36%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
29,512
shares
|
$3.77 Million
0.21% of portfolio
|
Q3 2025
Added 67.6%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
29,497
shares
|
$3.77 Million
0.05% of portfolio
|
Q3 2025
Added 27.3%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
29,387
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
29,165
shares
|
$3.73 Million
0.42% of portfolio
|
Q4 2025
Reduced 5.31%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
28,754
shares
|
$3.68 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jan 14, 2026 Q4 2025 |
28,003
shares
|
$3.58 Million
1.59% of portfolio
|
Q4 2025
Reduced 1.62%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
27,599
shares
|
$3.53 Million
0.14% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jan 22, 2026 Q4 2025 |
27,259
shares
|
$3.48 Million
2.8% of portfolio
|
Q4 2025
Reduced 11.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
27,144
shares
|
$3.47 Million
0.01% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
25,931
shares
|
$3.31 Million
1.63% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
25,566
shares
|
$3.27 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
25,452
shares
|
$3.25 Million
0.2% of portfolio
|
Q3 2025
Added 40.12%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
24,455
shares
|
$3.13 Million
0.03% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
23,697
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,891
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
Added 11.29%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
21,822
shares
|
$2.79 Million
0.02% of portfolio
|
Q3 2023
Reduced 20.21%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
20,087
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
19,347
shares
|
$2.47 Million
0.07% of portfolio
|
Q3 2025
Added 241737.5%
|
|