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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,164
shares
|
$2.17 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
17,767
shares
|
$2.12 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
17,609
shares
|
$2.1 Million
0.13% of portfolio
|
Q2 2025
Added 22.23%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
17,508
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2024
Added 500.82%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
17,373
shares
|
$2.08 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,878
shares
|
$2.02 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,345
shares
|
$1.95 Million
0.19% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
16,122
shares
|
$1.93 Million
0.83% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
15,511
shares
|
$1.85 Million
0.04% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
15,509
shares
|
$1.85 Million
0.4% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,452
shares
|
$1.85 Million
0.12% of portfolio
|
Q3 2022
Added 55.28%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
15,080
shares
|
$1.8 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
14,688
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
14,610
shares
|
$1.75 Million
0.51% of portfolio
|
Q2 2025
Reduced 18.97%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
14,523
shares
|
$1.73 Million
0.24% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
14,400
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
14,340
shares
|
$1.71 Million
0.16% of portfolio
|
Q1 2024
Added 376.73%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,239
shares
|
$1.7 Million
0.22% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
14,185
shares
|
$1.69 Million
0.02% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
13,833
shares
|
$1.65 Million
0.58% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
13,500
shares
|
$1.61 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
13,308
shares
|
$1.59 Million
0.06% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
13,158
shares
|
$1.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 45.72%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
12,968
shares
|
$1.55 Million
0.41% of portfolio
|
Q2 2025
Reduced 24.56%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
12,572
shares
|
$1.5 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.44%
|