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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
19,099
shares
|
$2.44 Million
0.13% of portfolio
|
Q3 2025
Reduced 20.99%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 20, 2026 Q4 2025 |
19,097
shares
|
$2.44 Million
1.9% of portfolio
|
Q4 2025
Reduced 1.16%
|
|
|
Shelton Wealth Management, LLC
|
Jan 26, 2026 Q4 2025 |
18,935
shares
|
$2.42 Million
1.08% of portfolio
|
Q4 2025
Reduced 6.27%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
18,655
shares
|
$2.38 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
18,409
shares
|
$2.35 Million
0.5% of portfolio
|
Q4 2025
Reduced 8.57%
|
|
|
Financial Management Professionals, Inc.
|
Jan 27, 2026 Q4 2025 |
18,181
shares
|
$2.32 Million
0.25% of portfolio
|
Q4 2025
New holding
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
17,438
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
17,306
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.18%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
17,048
shares
|
$2.18 Million
0.21% of portfolio
|
Q4 2025
Reduced 1.3%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,758
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Added 94.93%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
16,400
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Added 256.52%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,345
shares
|
$2.09 Million
0.19% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Ak Global Asset Management, LLC
Oakland, CA |
Jan 21, 2026 Q4 2025 |
16,237
shares
|
$2.08 Million
1.83% of portfolio
|
Q4 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
16,028
shares
|
$2.05 Million
0.7% of portfolio
|
Q3 2025
Added 15.87%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
15,720
shares
|
$2.01 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Security Financial Services, Inc.
|
Jan 27, 2026 Q4 2025 |
15,567
shares
|
$1.99 Million
0.35% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
15,509
shares
|
$1.98 Million
0.4% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,452
shares
|
$1.97 Million
0.12% of portfolio
|
Q3 2022
Added 55.28%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
15,301
shares
|
$1.96 Million
0.26% of portfolio
|
Q3 2025
Reduced 27.14%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
15,080
shares
|
$1.93 Million
0.23% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
14,855
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
14,688
shares
|
$1.88 Million
0.13% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
14,400
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
14,340
shares
|
$1.83 Million
0.18% of portfolio
|
Q1 2024
Added 376.73%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,239
shares
|
$1.82 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.28%
|
|