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 533 institutions that hold shares in the stock, with a total of 32.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,619,861
shares
|
$336 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,224,918
shares
|
$285 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,929,928
shares
|
$247 Million
5.14% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,914,312
shares
|
$245 Million
0.57% of portfolio
|
Q3 2025
Added 915.17%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,784,481
shares
|
$229 Million
5.26% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
1,729,204
shares
|
$222 Million
1.69% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,529,365
shares
|
$196 Million
0.09% of portfolio
|
Q2 2025
Added 32.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,227,277
shares
|
$157 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,194,332
shares
|
$153 Million
0.05% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
969,152
shares
|
$124 Million
0.2% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
909,378
shares
|
$117 Million
0.01% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
690,196
shares
|
$88.4 Million
0.02% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
642,019
shares
|
$82.3 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
582,918
shares
|
$74.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Gray Foundation
Cohoes, NY |
Oct 30, 2025 Q3 2025 |
559,116
shares
|
$71.7 Million
20.04% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
556,212
shares
|
$71.3 Million
0.01% of portfolio
|
Q2 2025
Added 23.82%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
490,020
shares
|
$62.8 Million
0.08% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
380,272
shares
|
$48.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
378,734
shares
|
$48.5 Million
0.88% of portfolio
|
Q2 2025
Added 570.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
356,584
shares
|
$45.7 Million
0.01% of portfolio
|
Q2 2025
Added 62.16%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
346,713
shares
|
$44.4 Million
5.18% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
335,430
shares
|
$43 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
284,903
shares
|
$36.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
273,334
shares
|
$35 Million
6.08% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
245,426
shares
|
$31.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.28%
|