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 |
|---|---|---|---|---|---|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,882
shares
|
$589,892
0.06% of portfolio
|
Q3 2024
Added 109.89%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
4,881
shares
|
$589,771
0.31% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
4,819
shares
|
$582,279
0.29% of portfolio
|
Q1 2024
Added 500.12%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
4,804
shares
|
$580,467
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
4,788
shares
|
$578,534
0.07% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
4,720
shares
|
$570,317
0.01% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
4,662
shares
|
$563,309
0.06% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
4,650
shares
|
$561,859
0.25% of portfolio
|
Q2 2024
Added 10.71%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
4,649
shares
|
$561,738
0.08% of portfolio
|
Q2 2025
Added 23.28%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
4,647
shares
|
$561,497
0.11% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
4,600
shares
|
$555,818
0.0% of portfolio
|
Q2 2025
Reduced 56.19%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
4,589
shares
|
$554,488
0.02% of portfolio
|
Q2 2025
Added 105.78%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,537
shares
|
$548,205
0.05% of portfolio
|
Q2 2020
Reduced 3.88%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,438
shares
|
$536,243
0.02% of portfolio
|
Q2 2025
Added 18.5%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,392
shares
|
$530,685
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,392
shares
|
$530,685
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,381
shares
|
$529,356
0.04% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,375
shares
|
$528,631
0.01% of portfolio
|
Q2 2025
Added 172.59%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
4,351
shares
|
$525,731
0.01% of portfolio
|
Q2 2025
Reduced 88.77%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
4,323
shares
|
$522,348
0.55% of portfolio
|
Q4 2023
Reduced 83.25%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
4,314
shares
|
$521,260
0.45% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
4,308
shares
|
$520,535
0.24% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,295
shares
|
$518,964
0.01% of portfolio
|
Q2 2025
Added 70.44%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
4,290
shares
|
$518,360
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
4,285
shares
|
$517,756
0.22% of portfolio
|
Q2 2025
Added 27.61%
|