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 |
|---|---|---|---|---|---|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
6,753
shares
|
$806,713
2.15% of portfolio
|
Q3 2023
Added 11.47%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
6,714
shares
|
$802,054
0.13% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,618
shares
|
$790,586
0.01% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
6,588
shares
|
$787,002
0.48% of portfolio
|
Q2 2025
Added 71.56%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
6,447
shares
|
$770,158
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,439
shares
|
$769,202
0.02% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,406
shares
|
$765,260
0.02% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
6,404
shares
|
$765,021
0.01% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,404
shares
|
$765,021
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
6,380
shares
|
$762,154
0.34% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
6,300
shares
|
$752,598
0.17% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
6,262
shares
|
$748,058
0.13% of portfolio
|
Q2 2025
Reduced 26.91%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
6,156
shares
|
$735,395
0.05% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
6,125
shares
|
$731,692
0.01% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,124
shares
|
$731,573
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
6,084
shares
|
$726,794
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
6,061
shares
|
$724,047
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
6,047
shares
|
$722,374
0.25% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
6,044
shares
|
$722,016
0.06% of portfolio
|
Q2 2025
Added 37.96%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
5,948
shares
|
$710,548
0.55% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
5,935
shares
|
$708,995
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
5,935
shares
|
$708,995
0.16% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
5,896
shares
|
$704,336
0.0% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
5,833
shares
|
$696,810
0.28% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
5,790
shares
|
$691,673
0.01% of portfolio
|
Q2 2025
Reduced 2.49%
|