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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
561
shares
|
$67,785
0.0% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
540
shares
|
$65,248
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
532
shares
|
$64,281
0.0% of portfolio
|
Q2 2023
Added 3.95%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
511
shares
|
$61,744
0.02% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
506
shares
|
$61,139
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
493
shares
|
$59,569
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
492
shares
|
$59,448
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
488
shares
|
$58,965
0.04% of portfolio
|
Q2 2022
Reduced 28.45%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
482
shares
|
$58,240
0.01% of portfolio
|
Q2 2025
Reduced 49.95%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
458
shares
|
$55,340
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
450
shares
|
$54,373
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
450
shares
|
$54,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
444
shares
|
$53,648
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
400
shares
|
$48,332
0.01% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
389
shares
|
$47,002
0.01% of portfolio
|
Q2 2025
Reduced 77.33%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
384
shares
|
$46,398
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
383
shares
|
$46,277
0.02% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
372
shares
|
$44,948
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
364
shares
|
$43,982
0.01% of portfolio
|
Q2 2022
Added 308.99%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
350
shares
|
$42,290
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
330
shares
|
$39,873
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
325
shares
|
$39,269
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
300
shares
|
$36,249
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
282
shares
|
$34,074
0.01% of portfolio
|
Q2 2024
Added 252.5%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
258
shares
|
$31,174
0.01% of portfolio
|
Q1 2024
Added 500.0%
|