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 |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
2,706
shares
|
$326,965
0.02% of portfolio
|
Q1 2025
Reduced 33.28%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,700
shares
|
$326,241
0.06% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,671
shares
|
$322,736
0.04% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
2,646
shares
|
$319,716
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
2,644
shares
|
$319,474
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,627
shares
|
$317,420
0.05% of portfolio
|
Q2 2025
Reduced 20.66%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
2,619
shares
|
$316,453
0.03% of portfolio
|
Q2 2025
Reduced 37.69%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
2,604
shares
|
$314,641
0.15% of portfolio
|
Q2 2025
Reduced 63.19%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,596
shares
|
$313,674
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
2,592
shares
|
$313,191
0.11% of portfolio
|
Q2 2025
Reduced 75.29%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
2,580
shares
|
$311,741
0.07% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,560
shares
|
$309,324
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
2,520
shares
|
$304,491
0.18% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
2,516
shares
|
$304,008
0.09% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,508
shares
|
$303,041
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,500
shares
|
$302,075
0.08% of portfolio
|
Q1 2025
Reduced 43.31%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,450
shares
|
$296,033
0.01% of portfolio
|
Q2 2025
Reduced 28.96%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,448
shares
|
$295,791
0.11% of portfolio
|
Q2 2023
Reduced 20.13%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
2,412
shares
|
$291,441
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$289,992
0.06% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,400
shares
|
$289,992
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$289,992
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
2,392
shares
|
$289,025
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,348
shares
|
$283,708
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
2,329
shares
|
$281,413
0.0% of portfolio
|
Q2 2024
New holding
|