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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,964
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.92%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
8,837
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 24.08%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
8,767
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
8,707
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
8,705
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,648
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Added 387.76%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
8,635
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
8,597
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
8,579
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
8,520
shares
|
$1.09 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
8,478
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.55%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
8,226
shares
|
$1.05 Million
0.53% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,127
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
7,980
shares
|
$1.02 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,784
shares
|
$997,519
0.02% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
7,595
shares
|
$973,299
0.49% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
7,568
shares
|
$969,839
0.17% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
7,389
shares
|
$946,900
0.12% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
7,358
shares
|
$942,927
0.06% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
7,329
shares
|
$939,211
0.25% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,133
shares
|
$914,093
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,110
shares
|
$911,146
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
7,105
shares
|
$910,505
0.11% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,095
shares
|
$909,224
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
7,076
shares
|
$906,789
0.03% of portfolio
|
Q2 2025
Added 1.36%
|