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 552 institutions that hold shares in the stock, with a total of 46.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
1,800
shares
|
$230,058
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
1,800
shares
|
$230,058
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
1,800
shares
|
$230,058
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
1,800
shares
|
$230,058
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,800
shares
|
$230,058
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
1,793
shares
|
$229,163
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
1,782
shares
|
$227,757
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
1,780
shares
|
$227,501
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
1,779
shares
|
$227,373
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
1,752
shares
|
$223,923
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
1,747
shares
|
$223,284
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
1,741
shares
|
$222,517
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
1,734
shares
|
$221,622
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
1,722
shares
|
$220,088
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,712
shares
|
$218,810
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
1,704
shares
|
$217,788
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
1,657
shares
|
$211,781
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
1,650
shares
|
$210,886
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
1,640
shares
|
$209,608
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
1,621
shares
|
$207,180
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
1,620
shares
|
$207,052
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
1,606
shares
|
$205,262
0.01% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
1,603
shares
|
$204,879
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
1,588
shares
|
$202,962
0.01% of portfolio
|
Q3 2025
Reduced 27.09%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,570
shares
|
$200,661
0.18% of portfolio
|
Q4 2021
New holding
|
|