iShares Expanded Tech SectorIGMETF
13F holders, Q2 2024 (June 30)369holders +31
47new positions
15sold out
$94.25avg. 13F price*
At the end of Q2 2024, 369 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, up 31 from Q1 2024. 47 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($265.6M), Equitable Holdings, Inc. ($189.2M) and Morgan Stanley ($185.3M).
- Company
- iShares Expanded Tech Sector
- CUSIP
- 464287549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $40.3M |
| Exits | 15 | $21.3M |
All 13F filers, Q1 2024 → Q2 2024: 2,928,168 shares bought and 1,292,884 shares sold, net +1,635,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 369 holders
| Bank of America Corp. | 0.03% | Add +0.9% | 2,816,309 | $265.6M |
| Equitable Holdings, Inc. | 1.99% | Reduce -4.7% | 2,005,873 | $189.2M |
| Morgan Stanley | 0.01% | Add +15.6% | 1,965,058 | $185.3M |
| Signature Estate & Investment Advisors LLC | 4.21% | Add +76.7% | 1,783,263 | $168.2M |
| Royal Bank of Canada | 0.03% | Add +0.8% | 1,193,697 | $112.6M |
| Cerity Partners LLC | 0.25% | Reduce -5.2% | 988,889 | $93.3M |
| LPL Financial LLC | 0.04% | Add +17.7% | 868,769 | $81.9M |
| Ameriprise Financial Inc. | 0.02% | Add +162.1% | 805,725 | $76.0M |
| Bank of Montreal | 0.02% | Reduce -38.6% | 727,942 | $69.0M |
| Destination Wealth Management | 2.10% | Reduce -4.7% | 672,496 | $63.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.1% | 647,275 | $61.0M |
| Gray Foundation | 15.06% | No change | 522,084 | $49.2M |
| Wells Fargo & Company | 0.01% | Add +6.6% | 435,364 | $41.1M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +57.5% | 427,716 | $40.3M |
| UBS Group AG | 0.01% | Add +2.9% | 400,753 | $37.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.3% | 313,372 | $29.6M |
| Portfolio Strategies, Inc. | 3.97% | Add +11.4% | 308,821 | $29.1M |
| Raymond James & Associates | 0.02% | Reduce -2.0% | 300,032 | $28.3M |
| GM Advisory Group, LLC | 1.79% | Add +2.1% | 293,677 | $27.7M |
| Legacy Financial Strategies, LLC | 6.08% | Add +5.8% | 262,305 | $25.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.12% | Reduce -19.7% | 261,000 | $24.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +32.4% | 251,337 | $23.7M |
| Stuart Chaussee & Associates, Inc. | 6.09% | Reduce -0.9% | 234,646 | $22.1M |
| Janney Montgomery Scott LLC | 0.06% | Add +1.1% | 207,099 | $19.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.2% | 179,089 | $16.9M |
| Mariner, LLC | 0.03% | Add +5.6% | 173,631 | $16.4M |
| Mathes Company, Inc. | 5.64% | Reduce -0.7% | 163,358 | $15.4M |
| Bailard, Inc. | 0.40% | Reduce -3.0% | 152,314 | $14.4M |
| Osaic Holdings, Inc. | 0.03% | Add +52.2% | 151,640 | $14.3M |
| SteelPeak Wealth, LLC | 0.63% | New | 142,159 | $13.4M |
| Stifel Financial Corp. | 0.01% | Add +7.0% | 134,660 | $12.7M |
| Cibc World Market Inc. | 0.03% | Add +1.7% | 125,143 | $11.8M |
| HB Wealth Management, LLC | 0.13% | Add +26.4% | 119,785 | $11.3M |
| Prudential Financial Inc. | 0.02% | Add +23.9% | 114,155 | $10.8M |
| Northeast Financial Consultants Inc | 0.50% | Add +46.1% | 113,948 | $10.7M |
| Truist Financial Corp. | 0.02% | Add +2.1% | 111,116 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +10.6% | 107,259 | $10.1M |
| CIC Wealth, LLC | 2.66% | Reduce -0.3% | 102,321 | $9.6M |
| Avestar Capital, LLC | 1.03% | Reduce -3.4% | 98,955 | $9.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -3.4% | 94,242 | $8.9M |
| NewEdge Advisors, LLC | 0.06% | Add +92.3% | 87,344 | $8.2M |
| Fairscale Capital, LLC | 6.79% | — | 78,482 | $7.6M |
| White Lighthouse Investment Management Inc. | 1.42% | Add +2.8% | 77,928 | $7.3M |
| Midland Wealth Advisors, LLC | 0.41% | Add +199.8% | 73,621 | $6.9M |
| WealthBridge Capital Management, LLC | 2.15% | Reduce -3.5% | 68,932 | $6.5M |
| Belpointe Asset Management LLC | 0.44% | New | 67,104 | $6.3M |
| Deutsche Bank AG | 0.00% | No change | 66,660 | $6.3M |
| Dynamic Wealth Strategies, LLC | 5.34% | Reduce -4.9% | 65,922 | $6.2M |
| Cwm, LLC | 0.03% | Reduce -0.0% | 63,918 | $6.0M |
| Scotia Capital Inc. | 0.03% | Reduce -5.2% | 63,188 | $6.0M |
| Transform Wealth, LLC | 0.45% | Add +0.6% | 63,043 | $5.9M |
| Private Advisor Group, LLC | 0.04% | Add +3.1% | 61,507 | $5.8M |
| First Trust Advisors LP | 0.01% | Reduce -9.3% | 60,165 | $5.7M |
| Asset Management Group, Inc. | 0.86% | Reduce -0.1% | 59,903 | $5.6M |
| Graves Light Lenhart Wealth, Inc. | 0.62% | No change | 57,024 | $5.4M |
| Aft, Forsyth & Company, Inc. | 2.60% | Add +0.3% | 56,243 | $5.3M |
| Apexium Financial, LP | 0.38% | Reduce -1.1% | 55,970 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Add +70.2% | 55,331 | $5.2M |
| Acima Private Wealth, LLC | 1.85% | No change | 53,400 | $5.0M |
| Humankind Investments LLC | 1.22% | No change | 48,930 | $4.6M |
| Cetera Investment Advisers | 0.01% | Reduce -6.0% | 48,164 | $4.5M |
| Sheets Smith Wealth Management | 0.54% | Add +0.1% | 47,665 | $4.5M |
| KKM Financial LLC | 2.10% | Reduce -12.4% | 42,784 | $4.4M |
| Bank of New York Mellon Corp | 0.00% | Add +5.8% | 45,979 | $4.3M |
| Interactive Financial Advisors, Inc. | 2.14% | Add +0.2% | 41,263 | $3.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.0% | 40,629 | $3.8M |
| Meridian Investment Counsel Inc. | 1.19% | No change | 39,980 | $3.8M |
| Advisory Services Network, LLC | 0.07% | Add +9.3% | 36,624 | $3.5M |
| Milestone Investment Advisors LLC | 0.90% | Reduce -2.6% | 35,718 | $3.4M |
| Campion Asset Management | 2.59% | Add +4.3% | 34,962 | $3.3M |
| Traphagen Investment Advisors LLC | 0.34% | Reduce -0.4% | 33,654 | $3.2M |
| Pinnacle Family Advisors, LLC | 1.73% | New | 33,171 | $3.1M |
| IHT Wealth Management, LLC | 0.11% | Reduce -3.2% | 31,521 | $3.0M |
| One Capital Management, LLC | 0.10% | Add +2.2% | 30,504 | $2.9M |
| Manufacturers Life Insurance Company, The | 0.00% | New | 29,800 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +561.9% | 29,182 | $2.8M |
| FMR LLC | 0.00% | Add +15.2% | 28,753 | $2.7M |
| Shelton Wealth Management, LLC | 1.59% | Reduce -15.4% | 28,102 | $2.7M |
| Sowell Financial Services LLC | 0.12% | Reduce -0.1% | 27,485 | $2.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Reduce -0.1% | 27,193 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | — | 28,427 | $2.4M |
| Clarity Wealth Advisors, LLC | 0.76% | Reduce -8.3% | 24,913 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +4.3% | 24,660 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.1% | 24,279 | $2.3M |
| Captrust Financial Advisors | 0.01% | Reduce -0.2% | 22,926 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +20.1% | 22,717 | $2.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -6.0% | 22,272 | $2.1M |
| National Bank of Canada | 0.00% | Reduce -1.1% | 22,025 | $2.1M |
| Fort Sheridan Advisors LLC | 0.33% | Reduce -5.0% | 21,792 | $2.1M |
| Stephens Inc. | 0.03% | Add +1.7% | 21,403 | $2.0M |
| Creative Planning | 0.00% | Reduce -3.9% | 20,585 | $1.9M |
| Fortis Group Advisors, LLC | 0.38% | Add +4941.0% | 20,265 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -28.4% | 20,105 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +51.0% | 20,002 | $1.9M |
| IMC-Chicago, LLC | 0.06% | New | 19,709 | $1.9M |
| Prospera Financial Services Inc | 0.05% | Reduce -3.7% | 19,599 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.8% | 19,353 | $1.8M |
| Money Concepts Capital Corp. | 0.15% | New | 18,926 | $1.8M |
| Smith, Moore & Co. | 0.18% | Add +1.8% | 18,674 | $1.8M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 18,102 | $1.7M |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.