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 508 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.43 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
|
$313 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,224,918
shares
|
$266 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,929,928
shares
|
$231 Million
5.14% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
1,729,204
shares
|
$207 Million
1.69% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,529,365
shares
|
$183 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
|
$147 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
|
$143 Million
0.05% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
909,378
shares
|
$109 Million
0.01% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
907,585
shares
|
$108 Million
0.18% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
690,196
shares
|
$82.5 Million
0.02% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
642,019
shares
|
$76.7 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
|
$69.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Gray Foundation
Cohoes, NY |
Aug 04, 2025 Q2 2025 |
559,116
shares
|
$66.8 Million
17.79% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
556,212
shares
|
$66.4 Million
0.01% of portfolio
|
Q2 2025
Added 23.82%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
488,814
shares
|
$58.4 Million
0.07% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
380,272
shares
|
$45.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
378,734
shares
|
$45.2 Million
0.88% of portfolio
|
Q2 2025
Added 570.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
356,584
shares
|
$42.6 Million
0.01% of portfolio
|
Q2 2025
Added 62.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
335,430
shares
|
$40.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
311,823
shares
|
$37.3 Million
4.62% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
284,903
shares
|
$34 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
273,334
shares
|
$32.7 Million
6.08% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
245,426
shares
|
$29.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
229,468
shares
|
$27.4 Million
8.59% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
218,882
shares
|
$26.1 Million
0.02% of portfolio
|
Q2 2025
Added 11.66%
|