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 |
|---|---|---|---|---|---|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
30,431
shares
|
$3.9 Million
1.86% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
29,434
shares
|
$3.77 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
29,119
shares
|
$3.73 Million
0.0% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
28,587
shares
|
$3.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
27,699
shares
|
$3.55 Million
0.14% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
27,442
shares
|
$3.52 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
25,829
shares
|
$3.31 Million
0.07% of portfolio
|
Q3 2025
Added 22.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
25,154
shares
|
$3.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 33.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
24,627
shares
|
$3.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
24,174
shares
|
$3.1 Million
0.16% of portfolio
|
Q2 2025
Reduced 48.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
23,619
shares
|
$3.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
23,519
shares
|
$3.01 Million
0.13% of portfolio
|
Q2 2025
Reduced 32.3%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
23,437
shares
|
$3 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.47%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
23,172
shares
|
$2.97 Million
0.04% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
22,764
shares
|
$2.92 Million
1.38% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
22,489
shares
|
$2.88 Million
2.06% of portfolio
|
Q3 2025
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
21,960
shares
|
$2.81 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
21,956
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,891
shares
|
$2.81 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
|
$2.8 Million
0.02% of portfolio
|
Q3 2023
Reduced 20.21%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
21,820
shares
|
$2.8 Million
0.02% of portfolio
|
Q2 2025
Added 129.18%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
21,000
shares
|
$2.69 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
20,363
shares
|
$2.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
20,202
shares
|
$2.59 Million
1.2% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
19,322
shares
|
$2.48 Million
2.58% of portfolio
|
Q2 2025
Reduced 25.23%
|