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 |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
5,709
shares
|
$689,818
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
5,700
shares
|
$688,731
0.12% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
5,679
shares
|
$686,193
0.12% of portfolio
|
Q2 2025
Added 41.41%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
5,678
shares
|
$686,072
0.27% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
5,636
shares
|
$680,997
0.07% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
5,598
shares
|
$676,406
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
5,592
shares
|
$675,681
0.03% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,506
shares
|
$665,289
0.0% of portfolio
|
Q2 2025
Added 55.62%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,400
shares
|
$652,482
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,387
shares
|
$650,911
0.0% of portfolio
|
Q2 2025
Added 117.74%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
5,372
shares
|
$649,098
0.23% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
5,306
shares
|
$641,123
0.01% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,245
shares
|
$633,753
0.02% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
5,236
shares
|
$632,665
0.0% of portfolio
|
Q2 2025
Reduced 66.28%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
5,128
shares
|
$619,616
0.0% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
5,070
shares
|
$612,608
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
5,058
shares
|
$611,158
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,056
shares
|
$610,916
0.05% of portfolio
|
Q2 2025
Added 151.17%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,996
shares
|
$603,666
0.15% of portfolio
|
Q2 2025
Added 29.83%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
4,988
shares
|
$602,700
0.25% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
4,985
shares
|
$602,337
0.03% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
4,959
shares
|
$599,195
0.01% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
4,926
shares
|
$595,208
0.02% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
4,918
shares
|
$594,241
0.25% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,897
shares
|
$591,704
0.01% of portfolio
|
Q2 2025
Reduced 37.65%
|