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 |
|---|---|---|---|---|---|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
8,875
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
8,837
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Added 24.08%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
8,767
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
8,635
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
8,597
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
8,579
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
8,520
shares
|
$1.02 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
8,478
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.55%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
8,226
shares
|
$982,677
0.53% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,127
shares
|
$970,851
0.01% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
8,103
shares
|
$967,984
0.18% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
7,980
shares
|
$953,290
0.18% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,784
shares
|
$929,876
0.02% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
7,595
shares
|
$907,298
0.49% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
7,387
shares
|
$882,451
0.12% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
7,358
shares
|
$878,986
0.06% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
7,329
shares
|
$875,522
0.25% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,133
shares
|
$852,108
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,110
shares
|
$849,360
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
7,105
shares
|
$848,763
0.11% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,095
shares
|
$847,568
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
7,076
shares
|
$845,298
0.03% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
7,050
shares
|
$842,193
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
6,808
shares
|
$813,283
0.35% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
6,788
shares
|
$810,894
0.19% of portfolio
|
Q2 2025
Added 1.04%
|