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 |
| Nikulski Financial, Inc. | 0.50% | Add +17.0% | 17,346 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +446.7% | 17,090 | $1.5M |
| Caldwell Sutter Capital, Inc. | 0.70% | Reduce -3.5% | 16,902 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | No change | 16,699 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.8% | 16,324 | $1.4M |
| Capital Wealth Alliance, LLC | 0.78% | Add +25.8% | 15,385 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.9% | 15,384 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.9% | 15,240 | $1.3M |
| Security Financial Services, INC. | 0.29% | Reduce -9.7% | 15,112 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.05% | No change | 15,000 | $1.3M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -1.6% | 14,735 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +25.6% | 14,730 | $1.3M |
| Icon Wealth Advisors, LLC | 0.12% | No change | 14,688 | $1.3M |
| Crescent Grove Advisors, LLC | 0.13% | Reduce -20.6% | 14,340 | $1.2M |
| Legacy Edge Advisors, LLC | 0.24% | No change | 13,536 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -30.9% | 13,249 | $1.1M |
| CW Advisors, LLC | 0.02% | No change | 12,825 | $1.1M |
| Family Firm, Inc. | 0.27% | No change | 12,674 | $1.1M |
| Boston Family Office LLC | 0.08% | No change | 12,246 | $1.1M |
| Global Retirement Partners, LLC | 0.04% | Add +166.2% | 11,978 | $1.0M |
| Tactive Advisors, LLC | 0.55% | New | 11,948 | $1.0M |
| Ayalon Insurance Comp Ltd. | 0.34% | No change | 11,826 | $1.0M |
| RMR Wealth Builders | 0.11% | Add +12.6% | 10,313 | $889K |
| Baird Financial Group, Inc. | 0.00% | Add +0.5% | 10,170 | $876K |
| MML Investors Services, LLC | 0.00% | Add +14.0% | 10,109 | $871K |
| Hall Kathryn A. | 0.20% | No change | 9,990 | $861K |
| Creekmur Asset Management LLC | 0.29% | Reduce -5.3% | 9,816 | $846K |
| Clarius Group, LLC | 0.06% | No change | 9,774 | $842K |
| Composition Wealth, LLC | 0.02% | No change | 9,760 | $841K |
| Citigroup Inc. | 0.00% | Reduce -1.0% | 9,759 | $841K |
| Renaissance Technologies | 0.00% | Add +61.7% | 9,700 | $836K |
| Empirical Asset Management, LLC | 0.39% | New | 9,420 | $812K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,300 | $802K |
| Global Financial Private Client, LLC | 0.34% | Add +2.7% | 9,144 | $792K |
| Comerica Bank | 0.00% | Reduce -42.1% | 9,056 | $780K |
| Hazlett, Burt & Watson, Inc. | 0.47% | Add +122.5% | 9,039 | $779K |
| AlTi Global, Inc. | 0.02% | No change | 8,993 | $775K |
| Horizon Bancorp Inc. | 0.37% | Reduce -4.0% | 8,928 | $769K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 8,844 | $762K |
| US Bancorp \de | 0.00% | Reduce -3.8% | 8,484 | $731K |
| Kearns & Associates LLC | 0.55% | No change | 8,226 | $709K |
| Willis Johnson & Associates, Inc. | 0.06% | Reduce -7.2% | 8,216 | $708K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +30.9% | 8,103 | $698K |
| WealthTrust Axiom LLC | 0.22% | No change | 7,950 | $685K |
| Tyler-Stone Wealth Management | 0.30% | Add +2.0% | 7,911 | $682K |
| Jane Street Group, LLC | 0.00% | New | 7,693 | $663K |
| Kesler, Norman & Wride, LLC | 0.14% | Reduce -22.3% | 7,596 | $655K |
| One Wealth Advisors, LLC | 0.11% | No change | 7,560 | $652K |
| Synovus Financial Corp. | 0.01% | Reduce -15.3% | 7,548 | $651K |
| Cypress Wealth Services, LLC | 0.15% | No change | 7,534 | $649K |
| Keebeck Wealth Management | 0.10% | Reduce -3.3% | 7,494 | $646K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.0% | 7,412 | $639K |
| Embree Financial Group | 0.12% | No change | 7,370 | $635K |
| Lazard Asset Management LLC | 0.00% | No change | 7,110 | $612K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +10.7% | 7,093 | $611K |
| Prio Wealth Limited Partnership | 0.02% | No change | 7,050 | $608K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.15% | No change | 7,020 | $605K |
| Mystic Asset Management, Inc. | 0.25% | No change | 6,918 | $596K |
| Retirement Planning Co of New England, Inc. | 0.32% | Reduce -22.8% | 6,851 | $590K |
| Bristlecone Advisors, LLC | 0.05% | No change | 6,696 | $577K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +0.2% | 6,659 | $574K |
| D.A. Davidson & Co. | 0.01% | Add +1.7% | 6,654 | $573K |
| Eastern Bank | 0.02% | Reduce -8.7% | 6,450 | $556K |
| Bollard Group LLC | 0.02% | No change | 6,393 | $551K |
| Hilltop Holdings Inc. | 0.06% | New | 6,354 | $548K |
| Franklin Resources Inc. | 0.00% | No change | 6,228 | $537K |
| Schmidt P J Investment Management Inc. | 0.10% | Add +2.4% | 6,198 | $534K |
| Sunbelt Securities, Inc. | 0.06% | Add +423.1% | 6,183 | $533K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -12.8% | 6,169 | $532K |
| J.W. Cole Advisors, Inc. | 0.03% | No change | 6,012 | $521K |
| Private Capital Management LLC | 0.11% | No change | 6,000 | $517K |
| Walled Lake Planning & Wealth Management, LLC | 0.21% | Add +17.5% | 5,924 | $511K |
| United Community Bank | 0.19% | No change | 5,820 | $502K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.6% | 5,784 | $498K |
| SOA Wealth Advisors, LLC. | 0.10% | No change | 5,761 | $496K |
| St. Johns Investment Management Company, LLC | 0.24% | No change | 5,718 | $493K |
| Tufton Capital Management | 0.10% | No change | 5,700 | $491K |
| Biondo Investment Advisors, LLC | 0.08% | New | 5,660 | $488K |
| Becker Capital Management Inc. | 0.02% | No change | 5,598 | $482K |
| Grassi Investment Management | 0.04% | No change | 5,555 | $479K |
| Moors & Cabot, Inc. | 0.03% | No change | 5,449 | $470K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.3% | 5,412 | $466K |
| Buckingham Strategic Wealth, LLC | 0.00% | No change | 5,400 | $465K |
| Saxon Interests, Inc. | 0.22% | Reduce -0.6% | 5,382 | $464K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 5,100 | $440K |
| Sawgrass Asset Management LLC | 0.05% | No change | 5,070 | $437K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 5,070 | $437K |
| Fifth Third Bancorp | 0.00% | Reduce -2.2% | 4,992 | $430K |
| Commerce Bank | 0.00% | Reduce -19.6% | 4,938 | $426K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 4,926 | $425K |
| Sigma Planning Corp | 0.01% | New | 4,921 | $424K |
| SpiderRock Advisors, LLC | 0.01% | — | 4,950 | $422K |
| Safeguard Investment Advisory Group, LLC | 0.14% | Reduce -0.2% | 4,876 | $420K |
| Orleans Capital Management Corp. | 0.27% | No change | 4,819 | $415K |
| Orange Investment Advisors, Inc. | 0.05% | No change | 4,800 | $414K |
| Citizens National Bank Trust Department | 0.09% | Add +143.3% | 4,657 | $401K |
| Tandem Capital Management Corp. | 0.23% | New | 4,614 | $398K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.6% | 4,581 | $395K |
| Capital Market Strategies LLC | 0.30% | No change | 4,530 | $390K |
| Geller Advisors LLC | 0.03% | Add +2.2% | 4,420 | $381K |
| Aries Wealth Management | 0.12% | No change | 4,410 | $380K |
| Quadrature Capital Ltd | 0.01% | New | 4,391 | $379K |
| Glenmede Trust Co. NA | 0.00% | New | 4,392 | $379K |
| Southland Equity Partners LLC | 0.11% | Add +8.7% | 4,358 | $376K |
| Valued Retirements, Inc. | 0.60% | No change | 4,344 | $374K |
| 4J Wealth Management LLC | 0.32% | No change | 4,314 | $372K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,290 | $370K |
| Kickstand Ventures, Llc. | 0.10% | Reduce -0.4% | 4,250 | $366K |
| Manchester Capital Management LLC | 0.05% | No change | 4,248 | $366K |
| Beaton Management Co. Inc. | 0.20% | No change | 4,200 | $362K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +19.1% | 4,175 | $360K |
| Patten Group, Inc. | 0.09% | No change | 4,110 | $354K |
| High Falls Advisors, Inc | 0.09% | Add +0.1% | 4,068 | $351K |
| Roundview Capital LLC | 0.03% | No change | 4,056 | $350K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.3% | 4,036 | $348K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.3% | 3,982 | $343K |
| Kennedy Investment Group, Inc. | 0.18% | No change | 3,960 | $341K |
| Peoples Bank | 0.19% | Add +8.8% | 3,942 | $340K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | No change | 3,932 | $339K |
| Snowden Capital Advisors LLC | 0.01% | Add +31.4% | 3,918 | $338K |
| Seldon Capital LP | 0.20% | No change | 3,786 | $326K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +2.9% | 3,716 | $320K |
| Paragon Financial Partners, Inc. | 0.26% | Reduce -15.8% | 3,691 | $318K |
| Wealthspire Advisors, LLC | 0.00% | No change | 3,600 | $310K |
| Red Door Wealth Management, LLC | 0.06% | No change | 3,562 | $307K |
| Ieq Capital, LLC | 0.00% | No change | 3,538 | $305K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -13.6% | 3,516 | $303K |
| Blankinship & Foster, LLC | 0.08% | Reduce -27.0% | 3,492 | $301K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,474 | $299K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,450 | $297K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.6% | 3,448 | $297K |
| Norwood Financial Corp | 0.43% | No change | 3,426 | $295K |
| Channel Wealth LLC | 0.12% | No change | 3,402 | $293K |
| TFC Financial Management, Inc. | 0.05% | No change | 3,210 | $277K |
| Savant Capital, LLC | 0.00% | No change | 3,176 | $274K |
| PFG Investments, LLC | 0.02% | Add +3.5% | 3,136 | $270K |
| International Assets Investment Management, LLC | 0.03% | Reduce -7.0% | 3,064 | $266K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 3,030 | $261K |
| LM Advisors LLC | 0.05% | No change | 3,000 | $259K |
| WNY Asset Management, LLC | 0.04% | No change | 3,000 | $259K |
| Dakota Wealth Management | 0.01% | No change | 3,000 | $259K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.9% | 3,000 | $259K |
| Financial Advocates Investment Management | 0.01% | No change | 2,948 | $254K |
| Choreo, LLC | 0.01% | No change | 2,922 | $252K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 2,862 | $247K |
| Westside Investment Management, Inc. | 0.06% | No change | 2,832 | $244K |
| HRT Financial LP | 0.00% | New | 2,840 | $244K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -46.0% | 2,813 | $242K |
| Horst & Graben Wealth Management LLC | 0.05% | New | 2,673 | $230K |
| Beacon Financial Group | 0.03% | Reduce -2.6% | 2,670 | $230K |
| Guidance Point Advisors, LLC | 0.08% | New | 2,665 | $230K |
| Scott & Selber, Inc. | 0.08% | New | 2,646 | $228K |
| Baker Avenue Asset Management, LP | 0.01% | New | 2,640 | $228K |
| Rollins Financial Advisors, LLC | 0.04% | New | 2,598 | $224K |
| Eq LLC | 0.14% | New | 2,583 | $223K |
| Bank of New Hampshire | 0.06% | No change | 2,580 | $222K |
| Derbend Asset Management | 0.11% | New | 2,508 | $216K |
| TSA Wealth Managment LLC | 0.09% | New | 2,491 | $215K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,588 | $214K |
| Harbour Trust & Investment Management Co | 0.03% | New | 2,478 | $214K |
| Strategic Blueprint, LLC | 0.01% | New | 2,436 | $210K |
| Apollon Wealth Management, LLC | 0.01% | New | 2,423 | $209K |
| Manhattan West Asset Management, LLC | 0.05% | New | 2,412 | $208K |
| BlueChip Wealth Advisors LLC | 0.13% | New | 2,392 | $206K |
| Calton & Associates, Inc. | 0.10% | New | 2,381 | $205K |
| Principal Securities, Inc. | 0.01% | Add +25.4% | 2,280 | $196K |
| BlackRock Inc. | 0.00% | New | 1,884 | $162K |
| Whittier Trust Co. | 0.00% | No change | 1,836 | $158K |
| Advisors Preferred, LLC | 0.03% | New | 1,812 | $157K |
| Bell Investment Advisors, Inc | 0.03% | Add +97.2% | 1,716 | $148K |
| Elevation Wealth Partners, LLC | 0.07% | Reduce -44.5% | 1,548 | $133K |
| Jones Financial Companies LLLP | 0.00% | New | 1,485 | $128K |
| Garde Capital, Inc. | 0.01% | No change | 1,410 | $121K |
| Montag A & Associates Inc. | 0.01% | Add +3.9% | 1,315 | $113K |
| Ancora Advisors LLC | 0.00% | Add +0.2% | 1,311 | $113K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.8% | 1,302 | $112K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,272 | $110K |
| Smartleaf Asset Management LLC | 0.02% | New | 1,260 | $109K |
| Bogart Wealth, LLC | 0.01% | No change | 1,206 | $104K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,199 | $103K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,068 | $93K |
| HM Payson & Co. | 0.00% | Add +40.3% | 1,044 | $90K |
| Capital Analysts, LLC | 0.00% | No change | 996 | $86K |
| Colonial Trust Co / SC | 0.02% | No change | 990 | $85K |
| Cape Investment Advisory, Inc. | 0.04% | Add +136.8% | 966 | $83K |
| Independence Bank of Kentucky | 0.02% | No change | 960 | $83K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.1% | 857 | $74K |
| Kelly Financial Services LLC | 0.03% | Add +0.5% | 802 | $69K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 780 | $69K |
| Avior Wealth Management, LLC | 0.00% | Add +0.3% | 740 | $64K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 636 | $55K |
| Y.D. More Investments Ltd | 0.01% | No change | 600 | $52K |
| Quadrant Capital Group LLC | 0.00% | Reduce -4.8% | 594 | $51K |
| Caitlin John, LLC | 0.04% | No change | 552 | $48K |
| Missouri Trust & Investment Co | 0.02% | No change | 540 | $47K |
| Concord Wealth Partners | 0.01% | Reduce -0.4% | 496 | $43K |
| Cambridge Trust Co. | 0.00% | No change | 492 | $42K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 450 | $39K |
| Atticus Wealth Management, LLC | 0.01% | No change | 444 | $38K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -83.3% | 80 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -43.8% | 428 | $35K |
| Fortis Group Advisors, LLC | 0.01% | Reduce -50.0% | 402 | $35K |
| Pittenger & Anderson Inc. | 0.00% | No change | 390 | $34K |
| Anchor Investment Management, LLC | 0.00% | No change | 384 | $33K |
| Investors Research Corp | 0.01% | Reduce -50.0% | 372 | $32K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 318 | $27K |
| Allworth Financial LP | 0.00% | Add +1.0% | 309 | $27K |
| Matrix Private Capital Group LLC | 0.02% | No change | 300 | $26K |
| Blair William & Co. | 0.00% | No change | 300 | $26K |
| Key Financial Inc | 0.01% | No change | 258 | $22K |
| Northwest Capital Management Inc | 0.01% | No change | 252 | $22K |
| Colonial Trust Advisors | 0.00% | No change | 240 | $21K |
| Asset Dedication, LLC | 0.00% | No change | 234 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 222 | $19K |
| Avion Wealth | 0.01% | No change | 210 | $19K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -83.3% | 217 | $19K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 210 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.8% | 187 | $16K |
| Beacon Capital Management, LLC | 0.00% | No change | 168 | $14K |
| Spire Wealth Management | 0.00% | No change | 156 | $13K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 150 | $13K |
| Venturi Wealth Management, LLC | 0.00% | No change | 150 | $13K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 120 | $10K |
| Archer Investment Corp | 0.00% | No change | 114 | $10K |
| Dunhill Financial, LLC | 0.01% | Reduce -2.1% | 94 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.1% | 91 | $8K |
| Realta Investment Advisors | 0.00% | New | 84 | $7K |
| Penserra Capital Management LLC | 0.00% | New | 89 | $7K |
| Founders Financial Alliance, LLC | 0.00% | Add +1.4% | 73 | $6K |
| Cardiff Park Advisors, LLC | 0.00% | Add +1.5% | 67 | $6K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 66 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 60 | $5K |
| NewSquare Capital LLC | 0.00% | No change | 60 | $5K |
| First Horizon Advisors, Inc. | 0.00% | New | 45 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | — | 41 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 30 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 18 | $2K |
| Horizon Investments, LLC | 0.00% | Reduce -90.3% | 18 | $2K |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.