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 |
| Webster Bank, N. A. | 0.19% | No change | 18,078 | $1.7M |
| Harmony Asset Management LLC | 0.70% | Reduce -0.4% | 17,736 | $1.7M |
| M&T Bank Corp | 0.01% | No change | 17,508 | $1.7M |
| Perigon Wealth Management, LLC | 0.05% | Add +4.3% | 17,423 | $1.6M |
| Nikulski Financial, Inc. | 0.52% | No change | 17,346 | $1.6M |
| Caldwell Sutter Capital, Inc. | 0.79% | No change | 16,902 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.5% | 16,902 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -1.4% | 16,860 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -33.4% | 16,379 | $1.5M |
| Fiducient Advisors LLC | 0.21% | New | 16,080 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.0% | 15,851 | $1.5M |
| Brown Advisory Inc. | 0.00% | Reduce -28.7% | 15,749 | $1.5M |
| National Philanthropic Trust | 0.03% | Reduce -43.5% | 15,310 | $1.4M |
| WESPAC Advisors, LLC | 1.11% | Reduce -25.3% | 15,016 | $1.4M |
| Clifford Swan Investment Counsel LLC | 0.05% | No change | 15,000 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Add +276.3% | 14,985 | $1.4M |
| Security Financial Services, INC. | 0.31% | Reduce -1.4% | 14,901 | $1.4M |
| Crescent Grove Advisors, LLC | 0.15% | No change | 14,340 | $1.4M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -4.8% | 14,033 | $1.3M |
| Legacy Edge Advisors, LLC | 0.23% | Reduce -0.9% | 13,412 | $1.3M |
| Global Retirement Partners, LLC | 0.04% | Add +9.3% | 13,092 | $1.2M |
| CW Advisors, LLC | 0.02% | Add +0.1% | 12,831 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.6% | 12,696 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -17.8% | 12,108 | $1.1M |
| Boston Family Office LLC | 0.08% | Reduce -2.8% | 11,904 | $1.1M |
| Ayalon Insurance Comp Ltd. | 0.37% | No change | 11,826 | $1.1M |
| Family Firm, Inc. | 0.25% | Reduce -7.0% | 11,791 | $1.1M |
| Capital Wealth Alliance, LLC | 0.61% | Reduce -26.4% | 11,322 | $1.1M |
| AlTi Global, Inc. | 0.03% | Add +20.9% | 10,871 | $1.0M |
| US Bancorp \de | 0.00% | Add +26.9% | 10,768 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +3.4% | 10,449 | $985K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.4% | 10,029 | $946K |
| Hall Kathryn A. | 0.22% | No change | 9,990 | $942K |
| Empirical Asset Management, LLC | 0.35% | Add +339.2% | 41,369 | $930K |
| Citigroup Inc. | 0.00% | Add +0.3% | 9,785 | $923K |
| Clarius Group, LLC | 0.07% | No change | 9,774 | $922K |
| Composition Wealth, LLC | 0.02% | No change | 9,760 | $920K |
| RMR Wealth Builders | 0.10% | Reduce -6.2% | 9,670 | $912K |
| Hazlett, Burt & Watson, Inc. | 0.47% | Add +6.4% | 9,616 | $906K |
| One Wealth Advisors, LLC | 0.19% | Add +33.8% | 10,112 | $889K |
| Global Financial Private Client, LLC | 0.37% | Add +2.7% | 9,394 | $886K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,300 | $877K |
| Compound Planning, Inc. | 0.06% | New | 9,278 | $875K |
| Creekmur Asset Management LLC | 0.22% | Reduce -7.6% | 9,070 | $855K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 8,844 | $834K |
| Comerica Bank | 0.00% | Reduce -3.4% | 8,748 | $825K |
| Kearns & Associates LLC | 0.58% | No change | 8,226 | $776K |
| Willis Johnson & Associates, Inc. | 0.06% | No change | 8,216 | $775K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +1.0% | 8,187 | $772K |
| WealthTrust Axiom LLC | 0.25% | No change | 7,950 | $750K |
| Tyler-Stone Wealth Management | 0.31% | No change | 7,911 | $746K |
| &partners | 0.03% | New | 7,752 | $731K |
| Cypress Wealth Services, LLC | 0.16% | Add +0.1% | 7,543 | $711K |
| Keebeck Wealth Management | 0.10% | Add +0.4% | 7,527 | $710K |
| Kesler, Norman & Wride, LLC | 0.15% | Reduce -1.5% | 7,481 | $706K |
| Hilltop Holdings Inc. | 0.08% | Add +17.4% | 7,459 | $703K |
| Raymond James Trust N.A. | 0.02% | Add +28.3% | 7,420 | $700K |
| Embree Financial Group | 0.13% | Add +0.0% | 7,372 | $695K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.6% | 7,219 | $681K |
| Mystic Asset Management, Inc. | 0.27% | Add +3.1% | 7,133 | $673K |
| Lazard Asset Management LLC | 0.00% | No change | 7,110 | $670K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +0.0% | 7,095 | $669K |
| Prio Wealth Limited Partnership | 0.02% | No change | 7,050 | $665K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.16% | No change | 7,020 | $662K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +11.8% | 6,899 | $651K |
| Retirement Planning Co of New England, Inc. | 0.35% | Reduce -0.1% | 6,842 | $645K |
| Schmidt P J Investment Management Inc. | 0.12% | Add +8.5% | 6,726 | $634K |
| Bristlecone Advisors, LLC | 0.05% | No change | 6,696 | $632K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +0.4% | 6,685 | $630K |
| Synovus Financial Corp. | 0.01% | Reduce -13.4% | 6,539 | $617K |
| D.A. Davidson & Co. | 0.01% | Reduce -2.3% | 6,504 | $613K |
| Walled Lake Planning & Wealth Management, LLC | 0.25% | Add +9.6% | 6,494 | $612K |
| EP Wealth Advisors, LLC | 0.01% | Add +20.0% | 6,493 | $612K |
| Bollard Group LLC | 0.02% | Add +0.0% | 6,395 | $603K |
| Eastern Bank | 0.02% | Reduce -2.2% | 6,309 | $595K |
| Citizens National Bank Trust Department | 0.13% | Add +34.5% | 6,264 | $591K |
| Clearstead Advisors, LLC | 0.01% | New | 6,222 | $587K |
| Fifth Third Bancorp | 0.00% | Add +23.9% | 6,187 | $583K |
| Franklin Resources Inc. | 0.00% | Reduce -1.6% | 6,128 | $578K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -1.1% | 6,116 | $577K |
| J.W. Cole Advisors, Inc. | 0.03% | No change | 6,012 | $567K |
| Private Capital Management LLC | 0.11% | No change | 6,000 | $566K |
| Arkadios Wealth Advisors | 0.04% | New | 5,946 | $561K |
| United Community Bank | 0.22% | No change | 5,820 | $549K |
| SOA Wealth Advisors, LLC. | 0.11% | Add +0.0% | 5,763 | $544K |
| St. Johns Investment Management Company, LLC | 0.26% | No change | 5,718 | $539K |
| Tufton Capital Management | 0.10% | No change | 5,700 | $538K |
| Becker Capital Management Inc. | 0.02% | No change | 5,598 | $528K |
| Biondo Investment Advisors, LLC | 0.08% | Reduce -2.1% | 5,540 | $522K |
| Moors & Cabot, Inc. | 0.03% | No change | 5,449 | $514K |
| Jones Financial Companies LLLP | 0.00% | Add +264.0% | 5,405 | $510K |
| Buckingham Strategic Wealth, LLC | 0.01% | No change | 5,400 | $509K |
| Saxon Interests, Inc. | 0.24% | Reduce -1.1% | 5,321 | $502K |
| Tandem Capital Management Corp. | 0.27% | Add +11.1% | 5,124 | $500K |
| Jane Street Group, LLC | 0.00% | Reduce -33.0% | 5,158 | $486K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 5,100 | $481K |
| Sawgrass Asset Management LLC | 0.05% | No change | 5,070 | $478K |
| Bouchey Financial Group, Ltd. | 0.05% | No change | 5,070 | $478K |
| Freestone Capital Holdings, LLC | 0.02% | Add +1.0% | 4,976 | $469K |
| SpiderRock Advisors, LLC | 0.01% | No change | 4,950 | $467K |
| Commerce Bank | 0.00% | No change | 4,938 | $466K |
| Horizon Bancorp Inc. | 0.22% | Reduce -45.0% | 4,910 | $463K |
| Safeguard Investment Advisory Group, LLC | 0.14% | Add +0.0% | 4,878 | $460K |
| Sigma Planning Corp | 0.01% | Reduce -2.0% | 4,823 | $455K |
| Orleans Capital Management Corp. | 0.29% | No change | 4,819 | $455K |
| Beaton Management Co. Inc. | 0.24% | Add +10.7% | 4,650 | $439K |
| Southland Equity Partners LLC | 0.12% | Add +5.1% | 4,580 | $432K |
| Capital Market Strategies LLC | 0.27% | No change | 4,530 | $427K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.6% | 4,510 | $425K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +29.4% | 4,462 | $421K |
| Kickstand Ventures, Llc. | 0.11% | Add +3.8% | 4,411 | $416K |
| Aries Wealth Management | 0.13% | No change | 4,410 | $416K |
| Valmark Advisers, Inc. | 0.01% | Add +8.9% | 4,397 | $415K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,392 | $414K |
| Grassi Investment Management | 0.04% | Reduce -21.6% | 4,355 | $411K |
| Valued Retirements, Inc. | 0.62% | No change | 4,344 | $410K |
| 4J Wealth Management LLC | 0.34% | No change | 4,314 | $407K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,290 | $405K |
| Oppenheimer & Co. Inc. | 0.01% | Add +21.0% | 4,253 | $401K |
| Manchester Capital Management LLC | 0.05% | No change | 4,248 | $401K |
| Patten Group, Inc. | 0.09% | No change | 4,110 | $388K |
| Roundview Capital LLC | 0.03% | No change | 4,056 | $383K |
| High Falls Advisors, Inc | 0.09% | Reduce -0.4% | 4,051 | $382K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -5.0% | 3,965 | $374K |
| Kennedy Investment Group, Inc. | 0.19% | No change | 3,960 | $373K |
| Peoples Bank | 0.19% | Reduce -0.1% | 3,940 | $372K |
| Hubbell Strickland Wealth Management, LLC | 0.19% | Add +0.0% | 3,933 | $371K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.0% | 3,919 | $370K |
| PGIM Custom Harvest LLC | 0.01% | New | 3,911 | $369K |
| Geller Advisors LLC | 0.03% | Reduce -12.7% | 3,861 | $364K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 3,830 | $361K |
| Seldon Capital LP | 0.20% | No change | 3,786 | $357K |
| Orange Investment Advisors, Inc. | 0.05% | Reduce -83.3% | 800 | $354K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +0.5% | 3,734 | $352K |
| Paragon Financial Partners, Inc. | 0.27% | Add +0.0% | 3,692 | $348K |
| Advisors Preferred, LLC | 0.06% | Add +99.6% | 3,616 | $343K |
| Wealthspire Advisors, LLC | 0.00% | No change | 3,600 | $340K |
| Ieq Capital, LLC | 0.00% | No change | 3,538 | $334K |
| TPG Advisors LLC | 0.28% | — | 3,505 | $331K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,450 | $325K |
| Choreo, LLC | 0.01% | Add +16.1% | 3,392 | $322K |
| Channel Wealth LLC | 0.12% | No change | 3,402 | $321K |
| Waverly Advisors, LLC | 0.01% | New | 3,384 | $319K |
| Legacy Advisors, LLC | 0.04% | New | 3,300 | $311K |
| Gsa Capital Partners LLP | 0.02% | New | 3,261 | $308K |
| TFC Financial Management, Inc. | 0.05% | No change | 3,210 | $303K |
| waypoint wealth counsel | 0.23% | New | 3,208 | $303K |
| PFG Investments, LLC | 0.02% | Add +0.7% | 3,159 | $298K |
| Independent Advisor Alliance | 0.01% | New | 3,145 | $297K |
| International Assets Investment Management, LLC | 0.03% | Add +2.0% | 3,125 | $295K |
| SageView Advisory Group, LLC | 0.02% | New | 3,081 | $291K |
| Consolidated Portfolio Review Corp | 0.07% | New | 3,032 | $286K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.0% | 3,031 | $286K |
| LM Advisors LLC | 0.06% | No change | 3,000 | $283K |
| WNY Asset Management, LLC | 0.04% | No change | 3,000 | $283K |
| Dakota Wealth Management | 0.01% | No change | 3,000 | $283K |
| Park Avenue Securities LLC | 0.00% | New | 2,991 | $282K |
| Financial Advocates Investment Management | 0.02% | Add +0.0% | 2,949 | $278K |
| Banque Cantonale Vaudoise | 0.01% | New | 2,935 | $277K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 2,862 | $270K |
| Blankinship & Foster, LLC | 0.07% | Reduce -18.5% | 2,846 | $268K |
| Westside Investment Management, Inc. | 0.06% | No change | 2,832 | $267K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.0% | 2,814 | $265K |
| Almanack Investment Partners, LLC. | 0.04% | New | 2,814 | $265K |
| Horst & Graben Wealth Management LLC | 0.05% | Add +5.3% | 2,814 | $265K |
| Beacon Financial Group | 0.03% | Add +4.5% | 2,789 | $263K |
| Red Door Wealth Management, LLC | 0.04% | Reduce -25.0% | 2,672 | $252K |
| Farther Finance Advisors, LLC | 0.01% | Add +209.4% | 2,652 | $252K |
| Guidance Point Advisors, LLC | 0.08% | Add +0.1% | 2,667 | $252K |
| Scott & Selber, Inc. | 0.08% | No change | 2,646 | $250K |
| CX Institutional | 0.01% | New | 2,648 | $250K |
| Trexquant Investment LP | 0.00% | New | 2,646 | $250K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 2,640 | $249K |
| TSA Wealth Managment LLC | 0.11% | Add +5.6% | 2,631 | $248K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 2,598 | $245K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 2,588 | $244K |
| Eq LLC | 0.15% | No change | 2,583 | $244K |
| Bank of New Hampshire | 0.06% | No change | 2,580 | $243K |
| HRT Financial LP | 0.00% | Reduce -9.7% | 2,564 | $241K |
| Strategic Blueprint, LLC | 0.02% | Add +4.7% | 2,550 | $240K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +110.4% | 2,523 | $238K |
| Principal Securities, Inc. | 0.01% | Add +10.5% | 2,520 | $238K |
| Strait & Sound Wealth Management LLC | 0.12% | New | 2,478 | $234K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,430 | $229K |
| Apollon Wealth Management, LLC | 0.01% | No change | 2,423 | $228K |
| Manhattan West Asset Management, LLC | 0.06% | No change | 2,412 | $227K |
| Adero Partners, LLC | 0.02% | New | 2,400 | $226K |
| BlueChip Wealth Advisors LLC | 0.13% | No change | 2,392 | $226K |
| Harbour Trust & Investment Management Co | 0.03% | Reduce -4.8% | 2,358 | $222K |
| Advisors Capital Management, LLC | 0.00% | New | 2,329 | $220K |
| Alera Investment Advisors, LLC | 0.03% | New | 2,326 | $219K |
| GEM Asset Management, LLC | 0.13% | New | 2,250 | $212K |
| Castle Rock Wealth Management, LLC | 0.05% | New | 2,160 | $205K |
| Argent Trust Co | 0.01% | New | 2,130 | $201K |
| Everpar Advisors LLC | 0.10% | New | 2,128 | $201K |
| BlackRock Inc. | 0.00% | No change | 1,884 | $178K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -37.7% | 1,870 | $176K |
| Whittier Trust Co. | 0.00% | No change | 1,836 | $173K |
| Rosenberg Matthew Hamilton | 0.05% | New | 1,722 | $163K |
| Bell Investment Advisors, Inc | 0.03% | No change | 1,716 | $162K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 1,548 | $146K |
| Cape Investment Advisory, Inc. | 0.06% | Add +46.2% | 1,412 | $133K |
| Garde Capital, Inc. | 0.01% | No change | 1,410 | $133K |
| Harbour Investments, Inc. | 0.00% | Add +4.6% | 1,362 | $128K |
| Montag A & Associates Inc. | 0.01% | No change | 1,315 | $124K |
| Ancora Advisors LLC | 0.00% | No change | 1,311 | $124K |
| Smartleaf Asset Management LLC | 0.02% | No change | 1,260 | $119K |
| Bogart Wealth, LLC | 0.01% | No change | 1,206 | $114K |
| Tortoise Investment Management, LLC | 0.01% | New | 1,110 | $105K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,068 | $105K |
| Motco | 0.01% | New | 1,027 | $97K |
| Capital Analysts, LLC | 0.00% | No change | 996 | $94K |
| Colonial Trust Co / SC | 0.02% | No change | 990 | $93K |
| Independence Bank of Kentucky | 0.02% | No change | 960 | $91K |
| HM Payson & Co. | 0.00% | Reduce -14.4% | 894 | $84K |
| Kelly Financial Services LLC | 0.03% | No change | 802 | $76K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 780 | $74K |
| Avior Wealth Management, LLC | 0.00% | Add +0.1% | 741 | $70K |
| Creative Financial Designs Inc. | 0.01% | New | 655 | $62K |
| Qube Research & Technologies Ltd | 0.00% | Add +195.8% | 642 | $61K |
| Belvedere Trading LLC | 0.00% | New | 630 | $59K |
| Y.D. More Investments Ltd | 0.01% | No change | 600 | $57K |
| Quadrant Capital Group LLC | 0.00% | No change | 594 | $56K |
| Spire Wealth Management | 0.00% | Add +256.4% | 556 | $52K |
| Concord Wealth Partners | 0.01% | Add +10.3% | 547 | $52K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 450 | $42K |
| Atticus Wealth Management, LLC | 0.01% | No change | 444 | $42K |
| Caitlin John, LLC | 0.03% | Reduce -20.6% | 438 | $41K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 428 | $39K |
| Missouri Trust & Investment Co | 0.01% | Reduce -25.9% | 400 | $38K |
| Pittenger & Anderson Inc. | 0.00% | No change | 390 | $37K |
| Family Asset Management, LLC | 0.02% | New | 388 | $37K |
| Anchor Investment Management, LLC | 0.00% | No change | 384 | $36K |
| Investors Research Corp | 0.01% | No change | 372 | $35K |
| Mather Group, Llc. | 0.00% | New | 354 | $31K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 318 | $30K |
| Allworth Financial LP | 0.00% | No change | 309 | $29K |
| Matrix Private Capital Group LLC | 0.02% | No change | 300 | $28K |
| Blair William & Co. | 0.00% | No change | 300 | $28K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +252.5% | 282 | $27K |
| Key Financial Inc | 0.01% | No change | 258 | $24K |
| Northwest Capital Management Inc | 0.01% | No change | 252 | $24K |
| Hollencrest Capital Management | 0.00% | New | 250 | $24K |
| Colonial Trust Advisors | 0.00% | No change | 240 | $23K |
| Asset Dedication, LLC | 0.00% | No change | 234 | $22K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 222 | $21K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 210 | $20K |
| Trust Co. of Vermont | 0.00% | New | 210 | $20K |
| Avion Wealth | 0.01% | No change | 210 | $19K |
| Simplex Trading, LLC | 0.00% | New | 194 | $18K |
| Beacon Capital Management, LLC | 0.00% | No change | 168 | $16K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 150 | $14K |
| Venturi Wealth Management, LLC | 0.00% | No change | 150 | $14K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 120 | $11K |
| Archer Investment Corp | 0.00% | No change | 114 | $11K |
| Dunhill Financial, LLC | 0.01% | No change | 94 | $9K |
| Cornerstone Planning Group LLC | 0.00% | No change | 91 | $8K |
| Realta Investment Advisors | 0.00% | Reduce -7.1% | 78 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 73 | $7K |
| Castleview Partners, LLC | 0.00% | New | 70 | $7K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 67 | $6K |
| LRI Investments, LLC | 0.00% | New | 66 | $6K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 66 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 60 | $6K |
| Headlands Technologies LLC | 0.00% | New | 44 | $4K |
| Larson Financial Group LLC | 0.00% | Add +40.0% | 42 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 41 | $4K |
| Horizon Investments, LLC | 0.00% | No change | 18 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.4% | 16 | $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.