iShares Expanded Tech SectorIGMETF
13F holders, Q3 2024 (September 30)383holders +14
37new positions
21sold out
2famous investors
$95.82avg. 13F price*
At the end of Q3 2024, 383 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, up 14 from Q2 2024. 37 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($272.7M), Morgan Stanley ($203.9M) and Equitable Holdings, Inc. ($188.7M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $68.7M |
| Exits | 21 | $10.4M |
All 13F filers, Q2 2024 → Q3 2024: 2,221,692 shares bought and 1,122,302 shares sold, net +1,099,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 383 holders
| Bank of America Corp. | 0.02% | Add +0.9% | 2,842,527 | $272.7M |
| Morgan Stanley | 0.01% | Add +8.2% | 2,125,533 | $203.9M |
| Equitable Holdings, Inc. | 1.83% | Reduce -2.0% | 1,966,549 | $188.7M |
| Signature Estate & Investment Advisors LLC | 4.11% | Add +4.0% | 1,855,115 | $178.0M |
| Royal Bank of Canada | 0.03% | Add +1.3% | 1,209,559 | $116.0M |
| Bank of Montreal | 0.05% | Add +64.7% | 1,199,146 | $114.7M |
| Cerity Partners LLC | 0.21% | Add +0.1% | 989,609 | $94.9M |
| LPL Financial LLC | 0.04% | Add +3.1% | 896,091 | $86.0M |
| JPMorgan Chase & Co. | 0.01% | Add +13.6% | 735,364 | $70.6M |
| Destination Wealth Management | 1.99% | Reduce -0.5% | 669,441 | $64.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -24.4% | 609,399 | $58.6M |
| Gray Foundation | 14.86% | No change | 522,084 | $50.1M |
| Wells Fargo & Company | 0.01% | Add +2.7% | 447,215 | $42.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +35.5% | 424,530 | $40.7M |
| Wellington Management Group LLP | 0.01% | New | 421,471 | $40.4M |
| UBS Group AG | 0.01% | Add +2.1% | 409,058 | $39.2M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -21.6% | 335,430 | $32.2M |
| Portfolio Strategies, Inc. | 3.95% | Reduce -1.3% | 304,701 | $29.2M |
| Commonwealth Equity Services, LLC | 0.04% | Add +14.2% | 287,037 | $27.5M |
| Raymond James & Associates | 0.02% | Reduce -5.0% | 284,903 | $27.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Reduce -1.5% | 257,000 | $24.6M |
| Legacy Financial Strategies, LLC | 5.20% | Reduce -6.4% | 245,622 | $23.6M |
| Stuart Chaussee & Associates, Inc. | 5.85% | Reduce -1.0% | 232,276 | $22.3M |
| Janney Montgomery Scott LLC | 0.06% | Add +0.4% | 207,919 | $19.9M |
| Truist Financial Corp. | 0.03% | Add +78.2% | 198,039 | $19.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.3% | 183,219 | $17.6M |
| Stifel Financial Corp. | 0.02% | Add +30.6% | 175,854 | $16.9M |
| Osaic Holdings, Inc. | 0.04% | Add +10.2% | 167,106 | $16.0M |
| Mathes Company, Inc. | 5.58% | Reduce -0.1% | 163,283 | $15.7M |
| Bailard, Inc. | 0.38% | Reduce -0.3% | 151,798 | $14.6M |
| Mariner, LLC | 0.02% | Reduce -21.9% | 135,686 | $13.0M |
| HB Wealth Management, LLC | 0.13% | Add +8.6% | 130,115 | $12.5M |
| Prudential Financial Inc. | 0.02% | Add +11.6% | 127,378 | $12.2M |
| Cibc World Market Inc. | 0.03% | Reduce -3.8% | 120,338 | $11.5M |
| Northeast Financial Consultants Inc | 0.48% | Add +1.2% | 115,348 | $11.1M |
| CIC Wealth, LLC | 2.57% | Add +1.4% | 103,759 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -4.2% | 102,721 | $9.9M |
| GM Advisory Group, LLC | 0.57% | Reduce -66.2% | 99,372 | $9.5M |
| Belpointe Asset Management LLC | 0.57% | Add +47.0% | 98,647 | $9.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.8% | 92,597 | $8.9M |
| Transform Wealth, LLC | 0.59% | Add +46.8% | 92,533 | $8.9M |
| Fairscale Capital, LLC | 6.89% | Add +4.4% | 81,925 | $7.9M |
| White Lighthouse Investment Management Inc. | 1.36% | Add +1.2% | 78,894 | $7.6M |
| NewEdge Advisors, LLC | 0.05% | Reduce -11.4% | 77,346 | $7.4M |
| Midland Wealth Advisors, LLC | 0.41% | Reduce -0.1% | 73,576 | $7.1M |
| WealthBridge Capital Management, LLC | 1.90% | Reduce -0.2% | 68,818 | $6.6M |
| Deutsche Bank AG | 0.00% | No change | 66,660 | $6.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.18% | New | 65,711 | $6.3M |
| Dynamic Wealth Strategies, LLC | 5.12% | Reduce -0.8% | 65,396 | $6.3M |
| Scotia Capital Inc. | 0.03% | Add +1.2% | 63,955 | $6.1M |
| Meridian Wealth Management, LLC | 0.30% | New | 63,442 | $6.1M |
| Cwm, LLC | 0.03% | Reduce -2.4% | 62,390 | $6.0M |
| Private Advisor Group, LLC | 0.04% | Add +0.9% | 62,078 | $6.0M |
| Asset Management Group, Inc. | 0.81% | Reduce -0.3% | 59,708 | $5.7M |
| Baker Avenue Asset Management, LP | 0.18% | Add +2107.3% | 58,273 | $5.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +92.1% | 54,612 | $5.5M |
| Graves Light Lenhart Wealth, Inc. | 0.67% | Reduce -0.2% | 56,892 | $5.5M |
| First Trust Advisors LP | 0.01% | Reduce -5.7% | 56,740 | $5.4M |
| Aft, Forsyth & Company, Inc. | 2.65% | Reduce -0.4% | 56,039 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +14.7% | 55,219 | $5.3M |
| Acima Private Wealth, LLC | 1.72% | No change | 53,400 | $5.1M |
| Apexium Financial, LP | 0.34% | Reduce -4.7% | 53,331 | $5.1M |
| Rwa Wealth Partners, LLC | 0.06% | Add +175.2% | 49,821 | $4.8M |
| Humankind Investments LLC | 1.69% | No change | 48,930 | $4.7M |
| Bank of New York Mellon Corp | 0.00% | Add +2.4% | 47,058 | $4.5M |
| Interactive Financial Advisors, Inc. | 2.12% | Add +4.0% | 42,919 | $4.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.4% | 42,812 | $4.1M |
| Meridian Investment Counsel Inc. | 1.14% | Reduce -2.0% | 39,180 | $3.8M |
| KKM Financial LLC | 1.81% | Reduce -11.0% | 38,089 | $3.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -32.6% | 37,286 | $3.6M |
| One Capital Management, LLC | 0.11% | Add +21.1% | 36,955 | $3.5M |
| Advisory Services Network, LLC | 0.07% | No change | 36,624 | $3.5M |
| Campion Asset Management | 2.47% | Add +0.2% | 35,028 | $3.4M |
| Sheets Smith Wealth Management | 0.40% | Reduce -27.9% | 34,370 | $3.3M |
| Milestone Investment Advisors LLC | 0.90% | Reduce -6.4% | 33,428 | $3.2M |
| Traphagen Investment Advisors LLC | 0.32% | Reduce -1.0% | 33,309 | $3.2M |
| IHT Wealth Management, LLC | 0.09% | Add +1.8% | 32,089 | $3.1M |
| FMR LLC | 0.00% | Add +8.8% | 31,272 | $3.0M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +2.9% | 30,039 | $2.9M |
| Spectrum Wealth Counsel, LLC | 0.34% | New | 29,605 | $2.8M |
| Alliancebernstein L.P. | 0.00% | Add +42.8% | 28,717 | $2.8M |
| Sowell Financial Services LLC | 0.12% | Add +0.0% | 27,487 | $2.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Reduce -4.4% | 26,003 | $2.5M |
| Shelton Wealth Management, LLC | 1.41% | Reduce -8.2% | 25,799 | $2.5M |
| Clarity Wealth Advisors, LLC | 0.68% | Reduce -2.3% | 24,340 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.1% | 24,243 | $2.3M |
| Creative Planning | 0.00% | Add +16.3% | 23,947 | $2.3M |
| Captrust Financial Advisors | 0.01% | No change | 22,926 | $2.2M |
| Stephens Inc. | 0.03% | Add +6.9% | 22,879 | $2.2M |
| Fort Sheridan Advisors LLC | 0.32% | Add +1.8% | 22,179 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -26.2% | 22,000 | $2.1M |
| National Bank of Canada | 0.00% | Reduce -0.5% | 21,914 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.1% | 21,785 | $2.1M |
| Harmony Asset Management LLC | 0.75% | Add +19.2% | 21,141 | $2.0M |
| Prospera Financial Services Inc | 0.05% | Add +4.4% | 20,453 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.7% | 20,776 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +1.6% | 20,319 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Add +32.6% | 19,875 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.0% | 18,575 | $1.8M |
| Houlihan Financial Resource Group, Ltd. | 0.74% | New | 18,529 | $1.8M |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.