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 486 institutions that hold shares in the stock, with a total of 28.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,131
shares
|
$242,955
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,097
shares
|
$239,078
0.5% of portfolio
|
Q4 2022
Reduced 12.63%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,064
shares
|
$235,316
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
2,040
shares
|
$232,580
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
2,016
shares
|
$229,844
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,013
shares
|
$229,502
0.02% of portfolio
|
Q1 2025
Reduced 60.19%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,012
shares
|
$229,388
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
1,999
shares
|
$227,905
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
1,986
shares
|
$226,423
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
1,929
shares
|
$219,925
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,884
shares
|
$214,794
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
1,800
shares
|
$205,218
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,800
shares
|
$205,218
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,773
shares
|
$202,139
0.0% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,722
shares
|
$196,325
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
1,716
shares
|
$195,641
0.03% of portfolio
|
Q1 2024
Added 1083.45%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,605
shares
|
$182,986
0.0% of portfolio
|
Q1 2025
Added 702.5%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,570
shares
|
$178,995
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,534
shares
|
$174,891
0.07% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,498
shares
|
$170,786
0.02% of portfolio
|
Q3 2023
Reduced 22.58%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,488
shares
|
$169,646
0.08% of portfolio
|
Q2 2025
Added 69.09%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,455
shares
|
$165,884
0.06% of portfolio
|
Q2 2022
Reduced 6.43%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,450
shares
|
$165,314
0.01% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,410
shares
|
$160,754
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,361
shares
|
$155,167
0.07% of portfolio
|
Q2 2022
Reduced 6.84%
|