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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,312
shares
|
$279,358
0.04% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Gouws Capital LLC
|
Aug 07, 2025 Q2 2025 |
2,300
shares
|
$277,909
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
2,280
shares
|
$275,492
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
2,262
shares
|
$273,317
0.03% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
2,260
shares
|
$273,075
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
2,250
shares
|
$271,867
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,250
shares
|
$271,867
0.07% of portfolio
|
Q4 2023
Added 19.68%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
2,234
shares
|
$269,934
0.12% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,199
shares
|
$265,705
0.01% of portfolio
|
Q2 2025
Reduced 75.82%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
2,178
shares
|
$263,167
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
2,159
shares
|
$260,871
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,131
shares
|
$257,488
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
2,130
shares
|
$257,367
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
2,100
shares
|
$253,743
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
2,100
shares
|
$253,743
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,097
shares
|
$253,380
0.5% of portfolio
|
Q4 2022
Reduced 12.63%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2,093
shares
|
$252,897
0.01% of portfolio
|
Q2 2025
Added 75.73%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,064
shares
|
$249,393
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,053
shares
|
$248,063
0.02% of portfolio
|
Q2 2025
Reduced 68.01%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,044
shares
|
$246,976
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
2,040
shares
|
$246,493
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
2,016
shares
|
$243,593
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,012
shares
|
$243,109
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
1,999
shares
|
$241,539
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
1,986
shares
|
$239,968
0.04% of portfolio
|
Q2 2025
New holding
|