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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
4,137
shares
|
$499,873
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
4,125
shares
|
$498,423
0.34% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
4,110
shares
|
$496,611
0.1% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
4,070
shares
|
$491,778
0.19% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
3,954
shares
|
$477,761
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,893
shares
|
$470,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,886
shares
|
$469,545
0.2% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,881
shares
|
$468,941
0.03% of portfolio
|
Q2 2025
Added 15.85%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,875
shares
|
$468,216
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
3,843
shares
|
$464,349
0.06% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Seldon Capital LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,786
shares
|
$457,462
0.25% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,776
shares
|
$456,254
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
3,757
shares
|
$453,958
0.0% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
3,736
shares
|
$451,420
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
3,727
shares
|
$450,333
0.1% of portfolio
|
Q2 2025
Added 30.18%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
3,654
shares
|
$441,512
0.28% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,650
shares
|
$441,029
0.01% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
3,650
shares
|
$441,029
0.03% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
3,648
shares
|
$440,787
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
3,642
shares
|
$440,062
0.15% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,610
shares
|
$436,196
0.04% of portfolio
|
Q2 2025
Added 19.93%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,600
shares
|
$434,988
0.01% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,595
shares
|
$434,383
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
3,511
shares
|
$424,234
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
3,502
shares
|
$423,146
0.0% of portfolio
|
Q2 2025
Added 10.68%
|