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 |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
254
shares
|
$30,342
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
252
shares
|
$30,103
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
250
shares
|
$29,865
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
240
shares
|
$28,670
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
237
shares
|
$28,312
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
225
shares
|
$26,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
222
shares
|
$26,520
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
210
shares
|
$25,086
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
210
shares
|
$25,086
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
200
shares
|
$23,892
0.01% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
184
shares
|
$21,980
0.0% of portfolio
|
Q2 2025
Reduced 66.48%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
182
shares
|
$21,741
0.0% of portfolio
|
Q1 2025
Reduced 55.39%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
168
shares
|
$20,069
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
168
shares
|
$20,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
166
shares
|
$19,830
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
154
shares
|
$18,396
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
150
shares
|
$17,919
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
144
shares
|
$17,202
0.0% of portfolio
|
Q1 2025
Reduced 44.62%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
138
shares
|
$16,485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
132
shares
|
$15,768
0.0% of portfolio
|
Q1 2025
Reduced 62.71%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
120
shares
|
$14,335
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
114
shares
|
$13,618
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
110
shares
|
$13,140
0.0% of portfolio
|
Q3 2024
Reduced 47.62%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
100
shares
|
$11,946
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
93
shares
|
$11,109
0.0% of portfolio
|
Q2 2025
Reduced 17.7%
|