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 |
|---|---|---|---|---|---|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
7,050
shares
|
$903,457
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
6,808
shares
|
$872,445
0.35% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
6,788
shares
|
$869,882
0.19% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
6,753
shares
|
$865,396
2.15% of portfolio
|
Q3 2023
Added 11.47%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
6,714
shares
|
$860,399
0.13% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
6,621
shares
|
$848,481
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,618
shares
|
$848,096
0.01% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
6,588
shares
|
$844,252
0.48% of portfolio
|
Q2 2025
Added 71.56%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
6,447
shares
|
$826,183
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,439
shares
|
$825,157
0.02% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,406
shares
|
$820,928
0.02% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
6,404
shares
|
$820,672
0.01% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,404
shares
|
$820,672
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
6,380
shares
|
$817,597
0.34% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
6,300
shares
|
$807,345
0.17% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
6,262
shares
|
$802,475
0.13% of portfolio
|
Q2 2025
Reduced 26.91%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
6,156
shares
|
$788,891
0.05% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
6,125
shares
|
$784,918
0.01% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,124
shares
|
$784,790
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
6,084
shares
|
$779,664
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
6,061
shares
|
$776,717
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
6,047
shares
|
$774,923
0.25% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
6,044
shares
|
$774,538
0.06% of portfolio
|
Q2 2025
Added 37.96%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
5,945
shares
|
$761,851
0.55% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
5,935
shares
|
$760,570
0.16% of portfolio
|
Q2 2025
Reduced 3.61%
|