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 483 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 $3.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
25,446
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
25,154
shares
|
$2.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 33.14%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
24,414
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
Added 28.77%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
24,174
shares
|
$2.76 Million
0.16% of portfolio
|
Q2 2025
Reduced 48.76%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
23,776
shares
|
$2.71 Million
0.08% of portfolio
|
Q1 2025
Reduced 33.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
23,645
shares
|
$2.7 Million
0.01% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
22,864
shares
|
$2.61 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
22,599
shares
|
$2.58 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
21,889
shares
|
$2.5 Million
1.23% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
21,822
shares
|
$2.49 Million
0.02% of portfolio
|
Q3 2023
Reduced 20.21%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
21,820
shares
|
$2.49 Million
0.02% of portfolio
|
Q2 2025
Added 129.18%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
21,372
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Added 18.83%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
21,161
shares
|
$2.41 Million
0.06% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
21,023
shares
|
$2.4 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
20,817
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
20,481
shares
|
$2.34 Million
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
19,671
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
19,537
shares
|
$2.23 Million
0.01% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
19,260
shares
|
$2.2 Million
0.02% of portfolio
|
Q1 2025
Added 43.81%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
18,495
shares
|
$2.11 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
18,031
shares
|
$2.06 Million
0.55% of portfolio
|
Q1 2025
Reduced 88.07%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
17,924
shares
|
$2.04 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
17,827
shares
|
$2.03 Million
0.73% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
17,508
shares
|
$2 Million
0.01% of portfolio
|
Q1 2024
Added 500.82%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
17,373
shares
|
$1.98 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.8%
|