iShares Expanded Tech SectorIGMETF
13F holders, Q1 2024 (March 31)338holders
1famous investor
$86.31avg. 13F price*
At the end of Q1 2024, 338 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings. The largest holders were Bank of America Corp. ($240.6M), Equitable Holdings, Inc. ($181.5M) and Morgan Stanley ($146.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Expanded Tech Sector
- CUSIP
- 464287549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $28.7M |
| Exits | 20 | $36.7M |
Ownership 338 holders
| Bank of America Corp. | 0.02% | Add +3.6% | 2,791,935 | $240.6M |
| Equitable Holdings, Inc. | 2.04% | Reduce -6.4% | 2,105,588 | $181.5M |
| Morgan Stanley | 0.01% | Add +2.2% | 1,699,676 | $146.5M |
| Bank of Montreal | 0.03% | Reduce -52.6% | 1,185,937 | $103.9M |
| Royal Bank of Canada | 0.02% | Reduce -2.3% | 1,184,067 | $102.0M |
| Cerity Partners LLC | 0.24% | Reduce -1.8% | 1,043,475 | $89.9M |
| Signature Estate & Investment Advisors LLC | 2.46% | Reduce -9.1% | 1,009,071 | $87.0M |
| LPL Financial LLC | 0.03% | Add +10.6% | 738,150 | $63.6M |
| Destination Wealth Management | 2.02% | Reduce -4.5% | 705,942 | $60.8M |
| JPMorgan Chase & Co. | 0.01% | Add +4.4% | 667,764 | $57.5M |
| Gray Foundation | 14.06% | No change | 522,084 | $45.0M |
| Wells Fargo & Company | 0.01% | Add +10.1% | 408,265 | $35.2M |
| UBS Group AG | 0.01% | Add +10.1% | 389,368 | $33.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +12.2% | 325,000 | $28.0M |
| Ameriprise Financial Inc. | 0.01% | Add +1.6% | 307,474 | $26.5M |
| Raymond James & Associates | 0.02% | Reduce -20.6% | 306,070 | $26.4M |
| GM Advisory Group, LLC | 1.74% | Add +6.3% | 287,719 | $24.8M |
| Portfolio Strategies, Inc. | 1.62% | Add +439.6% | 277,127 | $23.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +1.8% | 271,599 | $23.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.7% | 267,266 | $23.0M |
| Legacy Financial Strategies, LLC | 5.51% | Reduce -3.5% | 247,896 | $21.4M |
| Stuart Chaussee & Associates, Inc. | 5.87% | Reduce -1.8% | 236,766 | $20.4M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -15.5% | 204,773 | $17.6M |
| Susquehanna International Group, LLP | 0.03% | Add +57.8% | 198,626 | $17.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.8% | 189,817 | $16.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.9% | 175,290 | $15.1M |
| Mathes Company, Inc. | 5.36% | No change | 164,496 | $14.2M |
| Mariner, LLC | 0.03% | Add +3.8% | 164,412 | $14.2M |
| Bailard, Inc. | 0.37% | Reduce -6.4% | 156,937 | $13.5M |
| Stifel Financial Corp. | 0.01% | Reduce -1.4% | 125,807 | $10.8M |
| Cibc World Market Inc. | 0.03% | Reduce -0.8% | 123,066 | $10.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.12% | Add +104.6% | 118,824 | $10.2M |
| Truist Financial Corp. | 0.01% | Reduce -3.5% | 108,862 | $9.4M |
| CIC Wealth, LLC | 2.57% | Reduce -1.0% | 102,577 | $8.8M |
| Avestar Capital, LLC | 1.01% | Reduce -35.0% | 102,439 | $8.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -10.9% | 99,652 | $8.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.5% | 97,551 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.2% | 97,009 | $8.4M |
| HB Wealth Management, LLC | 0.10% | Add +45.1% | 94,801 | $8.2M |
| Prudential Financial Inc. | 0.01% | Add +28.8% | 92,134 | $7.9M |
| Northeast Financial Consultants Inc | 0.33% | New | 77,994 | $6.7M |
| White Lighthouse Investment Management Inc. | 1.33% | Reduce -4.8% | 75,823 | $6.5M |
| WealthBridge Capital Management, LLC | 2.07% | Reduce -0.6% | 71,393 | $6.2M |
| Meridian Wealth Management, LLC | 1.00% | No change | 69,612 | $6.0M |
| Dynamic Wealth Strategies, LLC | 5.11% | Reduce -1.3% | 69,338 | $6.0M |
| Deutsche Bank AG | 0.00% | No change | 66,660 | $5.7M |
| Scotia Capital Inc. | 0.03% | Add +0.5% | 66,648 | $5.7M |
| First Trust Advisors LP | 0.01% | Add +26.7% | 66,333 | $5.7M |
| Cwm, LLC | 0.03% | Reduce -0.3% | 63,941 | $5.5M |
| Transform Wealth, LLC | 0.51% | Add +8.1% | 62,678 | $5.4M |
| Asset Management Group, Inc. | 0.78% | Reduce -0.5% | 59,939 | $5.2M |
| Private Advisor Group, LLC | 0.04% | Add +15.7% | 59,629 | $5.1M |
| Graves Light Lenhart Wealth, Inc. | 0.57% | Reduce -9.5% | 57,024 | $4.9M |
| Apexium Financial, LP | 0.37% | Reduce -3.6% | 56,572 | $4.9M |
| Aft, Forsyth & Company, Inc. | 2.75% | Reduce -0.3% | 56,097 | $4.8M |
| Acima Private Wealth, LLC | 1.70% | No change | 53,400 | $4.6M |
| Cetera Investment Advisers | 0.01% | Add +751.3% | 51,231 | $4.4M |
| Humankind Investments LLC | 1.12% | No change | 48,930 | $4.2M |
| KKM Financial LLC | 2.05% | Add +63.6% | 48,817 | $4.2M |
| Sheets Smith Wealth Management | 0.46% | New | 47,595 | $4.1M |
| NewEdge Advisors, LLC | 0.03% | Add +5.3% | 45,431 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Add +4.4% | 43,454 | $3.7M |
| Interactive Financial Advisors, Inc. | 1.96% | Add +52.5% | 41,178 | $3.5M |
| Meridian Investment Counsel Inc. | 1.15% | Reduce -2.5% | 39,980 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | New | 39,461 | $3.4M |
| Milestone Investment Advisors LLC | 0.85% | Reduce -1.0% | 36,680 | $3.2M |
| Traphagen Investment Advisors LLC | 0.31% | Reduce -4.9% | 33,786 | $2.9M |
| Campion Asset Management | 2.23% | Add +3.2% | 33,534 | $2.9M |
| Advisory Services Network, LLC | 0.06% | Reduce -2.1% | 33,494 | $2.9M |
| Shelton Wealth Management, LLC | 1.80% | Reduce -23.8% | 33,216 | $2.9M |
| IHT Wealth Management, LLC | 0.11% | Reduce -0.9% | 32,564 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -32.0% | 32,505 | $2.8M |
| One Capital Management, LLC | 0.09% | No change | 29,850 | $2.6M |
| Alliancebernstein L.P. | 0.00% | New | 28,061 | $2.4M |
| Sowell Financial Services LLC | 0.11% | New | 27,514 | $2.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +1.7% | 27,234 | $2.3M |
| Clarity Wealth Advisors, LLC | 0.79% | Reduce -0.5% | 27,166 | $2.3M |
| National Philanthropic Trust | 0.05% | Reduce -20.7% | 27,083 | $2.3M |
| FMR LLC | 0.00% | Add +2.0% | 24,960 | $2.2M |
| Atria Investments, Inc | 0.03% | Reduce -15.8% | 24,589 | $2.1M |
| Midland Wealth Advisors, LLC | 0.13% | Reduce -0.3% | 24,558 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +79.0% | 24,303 | $2.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +8.9% | 23,680 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +0.5% | 23,634 | $2.0M |
| Captrust Financial Advisors | 0.01% | Add +6.0% | 22,962 | $2.0M |
| Fort Sheridan Advisors LLC | 0.37% | Reduce -0.3% | 22,949 | $2.0M |
| Brown Advisory Inc. | 0.00% | Add +226.5% | 22,080 | $1.9M |
| National Bank of Canada | 0.00% | Add +1.4% | 22,273 | $1.9M |
| Creative Planning | 0.00% | Add +3.8% | 21,416 | $1.8M |
| Stephens Inc. | 0.03% | Reduce -1.6% | 21,044 | $1.8M |
| Prospera Financial Services Inc | 0.05% | Add +7.8% | 20,361 | $1.8M |
| WESPAC Advisors, LLC | 1.01% | Add +6.7% | 20,106 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -82.8% | 4,409 | $1.7M |
| Houlihan Financial Resource Group, Ltd. | 0.75% | Add +0.1% | 19,322 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.0% | 18,907 | $1.6M |
| Smith, Moore & Co. | 0.17% | Add +7.0% | 18,353 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Add +50.0% | 18,102 | $1.6M |
| Webster Bank, N. A. | 0.17% | No change | 18,078 | $1.6M |
| Harmony Asset Management LLC | 0.63% | Add +37.8% | 17,804 | $1.5M |
| M&T Bank Corp | 0.01% | Add +0.1% | 17,508 | $1.5M |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.