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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
12,488
shares
|
$1.6 Million
0.23% of portfolio
|
Q2 2025
Added 21.17%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,904
shares
|
$1.53 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
11,861
shares
|
$1.52 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 15, 2025 Q3 2025 |
11,826
shares
|
$1.52 Million
0.38% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
11,626
shares
|
$1.49 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
11,375
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
11,221
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
11,052
shares
|
$1.42 Million
1.05% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
11,051
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
10,800
shares
|
$1.38 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
10,782
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
10,561
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
10,113
shares
|
$1.3 Million
0.47% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
10,090
shares
|
$1.29 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
9,784
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
9,774
shares
|
$1.25 Million
0.07% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,760
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2024
Added 499.88%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
9,750
shares
|
$1.25 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
9,731
shares
|
$1.25 Million
0.34% of portfolio
|
Q1 2025
Reduced 76.48%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,582
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
9,418
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
9,221
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2025
Added 61.52%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
9,150
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
9,004
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.52%
|