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 |
| Perigon Wealth Management, LLC | 0.05% | Add +4.4% | 18,191 | $1.7M |
| Webster Bank, N. A. | 0.18% | No change | 18,078 | $1.7M |
| Smith, Moore & Co. | 0.17% | Reduce -3.2% | 18,074 | $1.7M |
| M&T Bank Corp | 0.01% | No change | 17,508 | $1.7M |
| Caldwell Sutter Capital, Inc. | 0.76% | No change | 16,902 | $1.6M |
| Avestar Capital, LLC | 0.17% | Reduce -83.7% | 16,168 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.6% | 15,950 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -6.0% | 15,888 | $1.5M |
| Brown Advisory Inc. | 0.00% | Add +0.8% | 15,874 | $1.5M |
| Tyler-Stone Wealth Management | 0.29% | Add +100.0% | 15,826 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -6.5% | 15,760 | $1.5M |
| Security Financial Services, INC. | 0.30% | Add +3.7% | 15,459 | $1.5M |
| Nikulski Financial, Inc. | 0.44% | Reduce -11.7% | 15,317 | $1.5M |
| Fiducient Advisors LLC | 0.17% | Reduce -6.2% | 15,080 | $1.4M |
| Clifford Swan Investment Counsel LLC | 0.05% | No change | 15,000 | $1.4M |
| Icon Wealth Advisors, LLC | 0.12% | New | 14,688 | $1.4M |
| Crescent Grove Advisors, LLC | 0.14% | No change | 14,340 | $1.4M |
| Global Retirement Partners, LLC | 0.04% | Add +7.3% | 14,041 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +30.6% | 13,650 | $1.3M |
| Keebeck Wealth Management | 0.19% | Add +77.3% | 13,344 | $1.3M |
| Legacy Edge Advisors, LLC | 0.20% | Reduce -0.9% | 13,290 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +7.1% | 12,964 | $1.2M |
| CW Advisors, LLC | 0.02% | Add +0.1% | 12,843 | $1.2M |
| Hilltop Holdings Inc. | 0.08% | Add +71.8% | 12,817 | $1.2M |
| Family Firm, Inc. | 0.26% | Add +5.4% | 12,430 | $1.2M |
| Summitry LLC | 0.06% | New | 12,180 | $1.2M |
| National Philanthropic Trust | 0.02% | Reduce -21.0% | 12,101 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +123.2% | 12,062 | $1.2M |
| Boston Family Office LLC | 0.08% | No change | 11,904 | $1.1M |
| Bleakley Financial Group, LLC | 0.03% | New | 11,898 | $1.1M |
| Ayalon Insurance Comp Ltd. | 0.35% | No change | 11,826 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.3% | 11,268 | $1.1M |
| US Bancorp \de | 0.00% | Add +4.1% | 11,207 | $1.1M |
| AlTi Global, Inc. | 0.03% | Add +0.0% | 10,873 | $1.0M |
| WealthShield Partners, LLC | 0.14% | New | 10,800 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -34.6% | 10,719 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +41.6% | 10,221 | $981K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.3% | 10,004 | $960K |
| Hall Kathryn A. | 0.20% | No change | 9,990 | $958K |
| Empirical Asset Management, LLC | 0.34% | No change | 41,369 | $945K |
| Clarius Group, LLC | 0.07% | No change | 9,774 | $938K |
| Composition Wealth, LLC | 0.02% | No change | 9,760 | $936K |
| Comerica Bank | 0.00% | Add +11.5% | 9,754 | $936K |
| Hazlett, Burt & Watson, Inc. | 0.43% | Add +1.1% | 9,718 | $933K |
| RMR Wealth Builders | 0.10% | Reduce -0.6% | 9,614 | $922K |
| Jane Street Group, LLC | 0.00% | Add +86.1% | 9,600 | $921K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -93.3% | 9,490 | $910K |
| Capital Wealth Alliance, LLC | 0.53% | Reduce -16.4% | 9,464 | $908K |
| Global Financial Private Client, LLC | 0.35% | Add +0.1% | 9,401 | $902K |
| One Wealth Advisors, LLC | 0.14% | Reduce -7.7% | 9,335 | $896K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,300 | $893K |
| D. E. Shaw & Co. | 0.00% | New | 9,300 | $892K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +12.6% | 9,221 | $885K |
| Creekmur Asset Management LLC | 0.20% | Add +0.1% | 9,075 | $871K |
| PGIM Custom Harvest LLC | 0.02% | Add +131.4% | 9,050 | $868K |
| Citigroup Inc. | 0.00% | Reduce -9.8% | 8,823 | $846K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -1.4% | 8,723 | $837K |
| Kearns & Associates LLC | 0.52% | No change | 8,226 | $789K |
| Willis Johnson & Associates, Inc. | 0.06% | Reduce -2.1% | 8,045 | $772K |
| WealthTrust Axiom LLC | 0.23% | No change | 7,950 | $763K |
| Raymond James Trust N.A. | 0.02% | Add +4.9% | 7,784 | $747K |
| Cypress Wealth Services, LLC | 0.15% | Add +2.9% | 7,759 | $744K |
| &partners | 0.01% | Reduce -4.3% | 7,422 | $712K |
| Embree Financial Group | 0.13% | Add +0.1% | 7,378 | $708K |
| Mystic Asset Management, Inc. | 0.26% | No change | 7,133 | $684K |
| Citizens National Bank Trust Department | 0.14% | Add +13.5% | 7,111 | $682K |
| Lazard Asset Management LLC | 0.00% | No change | 7,110 | $682K |
| Benjamin Edwards Inc. | 0.01% | New | 7,094 | $681K |
| Prio Wealth Limited Partnership | 0.02% | No change | 7,050 | $676K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.15% | No change | 7,020 | $673K |
| Schmidt P J Investment Management Inc. | 0.11% | Add +2.9% | 6,920 | $664K |
| Retirement Planning Co of New England, Inc. | 0.33% | Reduce -0.1% | 6,835 | $656K |
| Walled Lake Planning & Wealth Management, LLC | 0.24% | Add +3.9% | 6,745 | $647K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +0.2% | 6,698 | $643K |
| Bristlecone Advisors, LLC | 0.05% | No change | 6,696 | $642K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.9% | 6,564 | $630K |
| Synovus Financial Corp. | 0.01% | Add +0.0% | 6,540 | $627K |
| D.A. Davidson & Co. | 0.01% | No change | 6,504 | $624K |
| Kowal Investment Group, LLC | 0.11% | New | 6,404 | $614K |
| Bollard Group LLC | 0.02% | Add +0.1% | 6,400 | $614K |
| Franklin Resources Inc. | 0.00% | No change | 6,128 | $608K |
| Kesler, Norman & Wride, LLC | 0.12% | Reduce -16.3% | 6,259 | $601K |
| Fifth Third Bancorp | 0.00% | No change | 6,187 | $594K |
| Eastern Bank | 0.01% | Reduce -2.1% | 6,179 | $593K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +133.7% | 5,895 | $585K |
| Moors & Cabot, Inc. | 0.03% | Add +11.0% | 6,049 | $580K |
| J.W. Cole Advisors, Inc. | 0.02% | No change | 6,012 | $577K |
| Arkadios Wealth Advisors | 0.03% | Add +1.0% | 6,005 | $576K |
| Private Capital Management LLC | 0.10% | No change | 6,000 | $576K |
| SOA Wealth Advisors, LLC. | 0.11% | Add +0.1% | 5,769 | $553K |
| Tufton Capital Management | 0.10% | No change | 5,700 | $547K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -13.0% | 5,648 | $542K |
| Focus Partners Wealth | 0.00% | New | 5,645 | $542K |
| Tandem Capital Management Corp. | 0.28% | Add +9.3% | 5,600 | $537K |
| Becker Capital Management Inc. | 0.02% | No change | 5,598 | $537K |
| Biondo Investment Advisors, LLC | 0.07% | Add +0.5% | 5,565 | $534K |
| Integrated Wealth Concepts LLC | 0.01% | Add +22.6% | 5,531 | $531K |
| waypoint wealth counsel | 0.34% | Add +64.0% | 5,262 | $505K |
| Sigma Planning Corp | 0.02% | Add +9.1% | 5,261 | $505K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 5,100 | $489K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 5,070 | $486K |
| Southland Equity Partners LLC | 0.12% | Add +10.0% | 5,037 | $483K |
| Saxon Interests, Inc. | 0.22% | Reduce -5.8% | 5,015 | $481K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 4,976 | $477K |
| St. Johns Investment Management Company, LLC | 0.22% | Reduce -13.1% | 4,968 | $477K |
| Commerce Bank | 0.00% | No change | 4,938 | $474K |
| Horizon Bancorp Inc. | 0.22% | No change | 4,910 | $471K |
| Alera Investment Advisors, LLC | 0.06% | Add +109.9% | 4,882 | $468K |
| Sawgrass Asset Management LLC | 0.05% | Reduce -4.3% | 4,854 | $466K |
| Orleans Capital Management Corp. | 0.26% | No change | 4,819 | $462K |
| Safeguard Investment Advisory Group, LLC | 0.13% | Reduce -1.6% | 4,798 | $460K |
| Valmark Advisers, Inc. | 0.01% | Add +8.4% | 4,766 | $457K |
| Clearstead Advisors, LLC | 0.01% | Reduce -24.9% | 4,672 | $448K |
| Beaton Management Co. Inc. | 0.23% | No change | 4,650 | $446K |
| Kennedy Investment Group, Inc. | 0.20% | Add +14.7% | 4,540 | $436K |
| Marshall Wace, LLP | 0.00% | New | 4,433 | $425K |
| Kickstand Ventures, Llc. | 0.11% | Add +0.1% | 4,416 | $424K |
| Aries Wealth Management | 0.12% | No change | 4,410 | $423K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,392 | $421K |
| Capital Market Strategies LLC | 0.25% | Reduce -4.5% | 4,325 | $415K |
| Valued Retirements, Inc. | 0.57% | Reduce -0.5% | 4,323 | $415K |
| 4J Wealth Management LLC | 0.32% | No change | 4,314 | $414K |
| Strategic Blueprint, LLC | 0.03% | Add +69.2% | 4,314 | $414K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,290 | $412K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.2% | 4,261 | $409K |
| Grassi Investment Management | 0.04% | Reduce -2.3% | 4,255 | $408K |
| Manchester Capital Management LLC | 0.05% | No change | 4,248 | $408K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +13.0% | 4,220 | $405K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +8.2% | 4,143 | $397K |
| Patten Group, Inc. | 0.09% | No change | 4,110 | $394K |
| Roundview Capital LLC | 0.03% | No change | 4,056 | $389K |
| Park Avenue Securities LLC | 0.00% | Add +35.1% | 4,040 | $388K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +1.8% | 4,037 | $387K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -10.9% | 3,976 | $381K |
| Kathmere Capital Management, LLC | 0.04% | New | 3,954 | $379K |
| Peoples Bank | 0.19% | Reduce -0.3% | 3,928 | $377K |
| Hubbell Strickland Wealth Management, LLC | 0.18% | Reduce -0.1% | 3,927 | $377K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.1% | 3,924 | $377K |
| Geller Advisors LLC | 0.03% | Add +0.4% | 3,875 | $372K |
| Seldon Capital LP | 0.20% | No change | 3,786 | $363K |
| Beacon Financial Group | 0.04% | Add +32.8% | 3,704 | $355K |
| Paragon Financial Partners, Inc. | 0.26% | Add +0.1% | 3,694 | $354K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -27.3% | 3,600 | $345K |
| Wealthspire Advisors, LLC | 0.00% | No change | 3,600 | $345K |
| Horst & Graben Wealth Management LLC | 0.06% | Add +27.6% | 3,590 | $344K |
| Ieq Capital, LLC | 0.00% | No change | 3,538 | $339K |
| TPG Advisors LLC | 0.26% | Add +0.6% | 3,525 | $338K |
| Channel Wealth LLC | 0.11% | Add +2.1% | 3,475 | $333K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,450 | $331K |
| Waverly Advisors, LLC | 0.01% | Reduce -0.1% | 3,381 | $324K |
| Independent Advisor Alliance | 0.01% | Add +5.2% | 3,307 | $317K |
| Legacy Advisors, LLC | 0.03% | No change | 3,300 | $317K |
| TSA Wealth Managment LLC | 0.13% | Add +23.5% | 3,249 | $312K |
| TFC Financial Management, Inc. | 0.05% | No change | 3,210 | $308K |
| PFG Investments, LLC | 0.02% | No change | 3,159 | $303K |
| Consolidated Portfolio Review Corp | 0.07% | Add +4.0% | 3,153 | $302K |
| Compound Planning, Inc. | 0.02% | Reduce -66.9% | 3,070 | $295K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 3,048 | $292K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.1% | 3,034 | $291K |
| Tortoise Investment Management, LLC | 0.03% | Add +171.2% | 3,010 | $289K |
| LM Advisors LLC | 0.06% | No change | 3,000 | $288K |
| Salvus Wealth Management, LLC | 0.18% | New | 3,000 | $288K |
| WNY Asset Management, LLC | 0.03% | No change | 3,000 | $288K |
| Dakota Wealth Management | 0.01% | No change | 3,000 | $288K |
| Quotient Wealth Partners, LLC | 0.01% | New | 2,951 | $283K |
| Banque Cantonale Vaudoise | 0.01% | No change | 2,935 | $282K |
| Choreo, LLC | 0.00% | Reduce -12.7% | 2,960 | $279K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 2,862 | $275K |
| Strait & Sound Wealth Management LLC | 0.13% | Add +14.6% | 2,840 | $272K |
| SageView Advisory Group, LLC | 0.01% | Reduce -8.0% | 2,836 | $272K |
| Westside Investment Management, Inc. | 0.06% | No change | 2,832 | $272K |
| Financial Advocates Investment Management | 0.02% | Reduce -4.2% | 2,825 | $271K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.1% | 2,817 | $270K |
| High Falls Advisors, Inc | 0.06% | Reduce -33.0% | 2,713 | $260K |
| Red Door Wealth Management, LLC | 0.04% | No change | 2,672 | $256K |
| Guidance Point Advisors, LLC | 0.08% | Add +0.1% | 2,670 | $256K |
| Scott & Selber, Inc. | 0.08% | No change | 2,646 | $254K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,644 | $254K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.0% | 2,589 | $248K |
| Bank of New Hampshire | 0.06% | No change | 2,580 | $248K |
| Everpar Advisors LLC | 0.13% | Add +21.1% | 2,578 | $247K |
| QRG Capital Management, Inc. | 0.00% | New | 2,578 | $247K |
| Cape Investment Advisory, Inc. | 0.10% | Add +81.6% | 2,564 | $246K |
| Principal Securities, Inc. | 0.01% | No change | 2,520 | $242K |
| Apollon Wealth Management, LLC | 0.01% | No change | 2,423 | $232K |
| Trexquant Investment LP | 0.00% | Reduce -8.7% | 2,417 | $232K |
| Manhattan West Asset Management, LLC | 0.06% | No change | 2,412 | $231K |
| Adero Partners, LLC | 0.02% | No change | 2,400 | $230K |
| BlueChip Wealth Advisors LLC | 0.12% | No change | 2,392 | $229K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -90.3% | 2,379 | $228K |
| Harbour Trust & Investment Management Co | 0.03% | No change | 2,358 | $226K |
| Advisors Capital Management, LLC | 0.00% | No change | 2,329 | $223K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,311 | $222K |
| GEM Asset Management, LLC | 0.12% | No change | 2,250 | $215K |
| Eq LLC | 0.11% | Reduce -13.5% | 2,234 | $214K |
| MA Private Wealth | 0.04% | New | 2,201 | $211K |
| Renaissance Technologies | 0.00% | New | 2,200 | $211K |
| Money Concepts Capital Corp. | 0.02% | Reduce -88.5% | 2,182 | $209K |
| Blankinship & Foster, LLC | 0.05% | Reduce -23.6% | 2,175 | $209K |
| Castle Rock Wealth Management, LLC | 0.05% | No change | 2,160 | $208K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 2,162 | $207K |
| Spire Wealth Management | 0.01% | Add +287.8% | 2,156 | $207K |
| Argent Trust Co | 0.01% | No change | 2,130 | $204K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -13.3% | 2,106 | $202K |
| Middleton & Co. Inc. | 0.02% | New | 2,100 | $201K |
| Calamos Wealth Management LLC | 0.01% | New | 2,100 | $201K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -66.0% | 2,082 | $200K |
| BlackRock, Inc. | 0.00% | — | 1,884 | $181K |
| Whittier Trust Co. | 0.00% | No change | 1,836 | $176K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 1,722 | $165K |
| Bell Investment Advisors, Inc | 0.03% | No change | 1,716 | $165K |
| Harbour Investments, Inc. | 0.00% | Add +25.3% | 1,706 | $164K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 1,548 | $149K |
| Centaurus Financial, Inc. | 0.01% | New | 1,510 | $145K |
| Garde Capital, Inc. | 0.01% | No change | 1,410 | $135K |
| Montag A & Associates Inc. | 0.01% | No change | 1,315 | $126K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -51.4% | 1,289 | $124K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,260 | $120K |
| Creative Financial Designs Inc. | 0.01% | Add +89.3% | 1,240 | $119K |
| Ancora Advisors LLC | 0.00% | Reduce -7.5% | 1,212 | $116K |
| Bogart Wealth, LLC | 0.01% | Reduce -1.7% | 1,186 | $114K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,068 | $102K |
| Colonial Trust Co / SC | 0.01% | No change | 990 | $95K |
| Independence Bank of Kentucky | 0.02% | No change | 960 | $92K |
| Capital Analysts, LLC | 0.00% | Reduce -4.2% | 954 | $92K |
| HM Payson & Co. | 0.00% | No change | 894 | $86K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 780 | $73K |
| Avior Wealth Management, LLC | 0.00% | No change | 741 | $71K |
| United Community Bank | 0.03% | Reduce -87.6% | 720 | $69K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -61.5% | 720 | $69K |
| Qube Research & Technologies Ltd | 0.00% | Add +12.0% | 719 | $69K |
| Assetmark, Inc. | 0.00% | New | 658 | $63K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +43.9% | 616 | $59K |
| Y.D. More Investments Ltd | 0.01% | No change | 600 | $58K |
| Bokf, NA | 0.00% | New | 600 | $57K |
| Quadrant Capital Group LLC | 0.00% | Reduce -4.5% | 567 | $54K |
| Concord Wealth Partners | 0.01% | No change | 547 | $52K |
| Northwest Financial Advisors | 0.04% | New | 540 | $52K |
| Caitlin John, LLC | 0.03% | No change | 438 | $45K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 450 | $43K |
| Atticus Wealth Management, LLC | 0.01% | No change | 444 | $43K |
| Fortis Group Advisors, LLC | 0.01% | Reduce -98.0% | 402 | $39K |
| Missouri Trust & Investment Co | 0.01% | No change | 400 | $38K |
| Anchor Investment Management, LLC | 0.00% | No change | 384 | $37K |
| Family Asset Management, LLC | 0.02% | Reduce -1.3% | 383 | $37K |
| Investors Research Corp | 0.01% | No change | 372 | $36K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 318 | $31K |
| Allworth Financial LP | 0.00% | No change | 309 | $30K |
| Headlands Technologies LLC | 0.00% | Add +586.4% | 302 | $29K |
| Matrix Private Capital Group LLC | 0.02% | No change | 300 | $29K |
| Blair William & Co. | 0.00% | No change | 300 | $29K |
| Financial Gravity Companies, Inc. | 0.01% | — | 282 | $27K |
| Key Financial Inc | 0.01% | No change | 258 | $25K |
| Northwest Capital Management Inc | 0.01% | No change | 252 | $24K |
| Colonial Trust Advisors | 0.00% | No change | 240 | $23K |
| Indiana Trust & Investment Management Co | 0.01% | New | 237 | $23K |
| NorthRock Partners, LLC | 0.00% | New | 225 | $22K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 222 | $21K |
| Trust Co. of Vermont | 0.00% | No change | 210 | $20K |
| Avion Wealth | 0.01% | No change | 210 | $20K |
| St Germain D J Co. Inc. | 0.00% | New | 186 | $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 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | New | 117 | $11K |
| Archer Investment Corp | 0.00% | No change | 114 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -47.6% | 110 | $11K |
| Dunhill Financial, LLC | 0.00% | No change | 94 | $9K |
| Realta Investment Advisors | 0.00% | No change | 78 | $8K |
| Founders Financial Alliance, LLC | 0.00% | No change | 73 | $7K |
| LRI Investments, LLC | 0.00% | No change | 66 | $7K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 67 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 60 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -40.7% | 54 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 42 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 41 | $4K |
| LGT Financial Advisors LLC | 0.01% | New | 39 | $4K |
| Asset Dedication, LLC | 0.00% | Reduce -91.0% | 21 | $2K |
| Horizon Investments, LLC | 0.00% | Add +11.1% | 20 | $2K |
| Earned Wealth Advisors, LLC | 0.00% | New | 12 | $1K |
| New Republic Capital, LLC | 0.00% | New | 10 | $959 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -43.8% | 9 | $863 |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.