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 |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
13,500
shares
|
$1.73 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
13,461
shares
|
$1.72 Million
0.06% of portfolio
|
Q4 2025
Reduced 3.38%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
13,270
shares
|
$1.7 Million
0.23% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,158
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 45.72%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
12,843
shares
|
$1.64 Million
0.23% of portfolio
|
Q4 2025
Added 2.84%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
12,572
shares
|
$1.61 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
12,456
shares
|
$1.59 Million
0.38% of portfolio
|
Q4 2025
Reduced 28.29%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
12,253
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Added 226.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
12,222
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
12,213
shares
|
$1.56 Million
0.54% of portfolio
|
Q3 2025
Added 20.77%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
12,084
shares
|
$1.54 Million
1.13% of portfolio
|
Q3 2025
Added 9.34%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
11,904
shares
|
$1.52 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 12, 2026 Q4 2025 |
11,826
shares
|
$1.51 Million
0.37% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Jan 22, 2026 Q4 2025 |
11,767
shares
|
$1.5 Million
0.42% of portfolio
|
Q4 2025
Reduced 10.92%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
11,626
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
11,413
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
Added 34.62%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
11,410
shares
|
$1.46 Million
0.98% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
11,368
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 32.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,181
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
11,119
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
10,819
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
10,812
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
Added 67.71%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
10,800
shares
|
$1.38 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
10,782
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,560
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Added 17.8%
|
|