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 |
|---|---|---|---|---|---|
|
Tandem Capital Management Corp
|
Jan 23, 2026 Q4 2025 |
7,715
shares
|
$986,054
0.51% of portfolio
|
Q4 2025
Added 1.58%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
7,595
shares
|
$970,716
0.03% of portfolio
|
Q4 2025
Added 35.92%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,501
shares
|
$958,702
0.0% of portfolio
|
Q3 2025
Added 92.68%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
7,444
shares
|
$951,417
0.01% of portfolio
|
Q3 2025
Added 16.24%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
7,392
shares
|
$944,771
0.12% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
7,329
shares
|
$936,719
0.26% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Grandview Asset Management LLC
|
Jan 23, 2026 Q4 2025 |
7,230
shares
|
$924,066
0.26% of portfolio
|
Q4 2025
Added 146.93%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,134
shares
|
$911,796
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
7,122
shares
|
$910,262
0.16% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,110
shares
|
$908,729
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,095
shares
|
$906,811
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
7,050
shares
|
$901,060
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
6,994
shares
|
$893,903
0.13% of portfolio
|
Q4 2025
Added 39.96%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
6,978
shares
|
$891,858
0.02% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
6,927
shares
|
$885,339
0.05% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
6,913
shares
|
$883,550
0.02% of portfolio
|
Q3 2025
Added 470.38%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
6,874
shares
|
$878,565
0.0% of portfolio
|
Q3 2025
Added 12.25%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
6,837
shares
|
$873,836
0.73% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
6,827
shares
|
$872,558
0.01% of portfolio
|
Q3 2025
Reduced 51.87%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
6,808
shares
|
$870,130
0.36% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
6,773
shares
|
$865,657
0.2% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
6,753
shares
|
$863,100
2.15% of portfolio
|
Q3 2023
Added 11.47%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
6,688
shares
|
$854,793
0.33% of portfolio
|
Q3 2025
Added 17.79%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
6,621
shares
|
$846,230
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,618
shares
|
$845,846
0.01% of portfolio
|
Q2 2025
Added 4.68%
|
|