iShares Expanded Tech SectorIGMETF
13F holders, Q4 2024 (December 31)416holders +33
38new positions
18sold out
1famous investor
$102.01avg. 13F price*
At the end of Q4 2024, 416 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, up 33 from Q3 2024. 38 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($297.4M), Morgan Stanley ($240.1M) and Signature Estate & Investment Advisors LLC ($189.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $9.7M |
| Exits | 18 | $22.1M |
All 13F filers, Q3 2024 → Q4 2024: 2,115,130 shares bought and 1,177,393 shares sold, net +937,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 416 holders
| Bank of America Corp. | 0.03% | Add +2.5% | 2,912,934 | $297.4M |
| Morgan Stanley | 0.02% | Add +10.6% | 2,351,390 | $240.1M |
| Signature Estate & Investment Advisors LLC | 4.74% | Add +0.0% | 1,855,454 | $189.4M |
| Equitable Holdings, Inc. | 1.80% | Reduce -6.0% | 1,847,477 | $188.6M |
| Royal Bank of Canada | 0.03% | Add +1.0% | 1,221,272 | $124.7M |
| Bank of Montreal | 0.06% | Reduce -1.5% | 1,181,553 | $120.6M |
| LPL Financial LLC | 0.05% | Add +29.6% | 1,161,225 | $118.5M |
| Cerity Partners LLC | 0.20% | Reduce -9.0% | 900,243 | $91.9M |
| JPMorgan Chase & Co. | 0.01% | Add +6.8% | 785,114 | $80.2M |
| Destination Wealth Management | 2.05% | Reduce -4.2% | 641,603 | $65.5M |
| Ameriprise Financial Inc. | 0.02% | Add +3.9% | 632,889 | $64.6M |
| Raymond James Financial Inc. | 0.02% | — | 631,982 | $64.5M |
| Gray Foundation | 16.28% | Add +7.1% | 559,116 | $57.1M |
| UBS Group AG | 0.01% | Add +3.7% | 424,146 | $43.3M |
| Wells Fargo & Company | 0.01% | Reduce -10.3% | 401,343 | $41.0M |
| SteelPeak Wealth, LLC | 1.61% | Add +3895.6% | 379,180 | $38.7M |
| Portfolio Strategies, Inc. | 4.34% | Reduce -1.8% | 299,283 | $30.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.1% | 296,086 | $30.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -36.2% | 270,674 | $27.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Add +3.9% | 267,000 | $27.5M |
| Allworth Financial LP | 0.15% | Add +81664.1% | 252,651 | $27.0M |
| Legacy Financial Strategies, LLC | 5.57% | Add +3.0% | 253,112 | $25.9M |
| Stuart Chaussee & Associates, Inc. | 5.86% | Reduce -0.3% | 231,592 | $23.6M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -1.5% | 204,865 | $20.9M |
| Stifel Financial Corp. | 0.02% | Add +1.8% | 178,969 | $18.3M |
| Truist Financial Corp. | 0.03% | Reduce -11.9% | 174,479 | $17.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.8% | 168,887 | $17.2M |
| Wellington Management Group LLP | 0.00% | Reduce -63.1% | 155,388 | $15.9M |
| Mathes Company, Inc. | 5.74% | Reduce -6.4% | 152,819 | $15.6M |
| Bailard, Inc. | 0.40% | Reduce 0.0% | 151,791 | $15.5M |
| RFG - Bristol Wealth Advisors, LLC | 5.06% | — | 151,132 | $15.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -9.6% | 150,999 | $15.4M |
| Mariner, LLC | 0.03% | Add +7.9% | 146,458 | $15.0M |
| HB Wealth Management, LLC | 0.14% | Add +2.7% | 133,620 | $13.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.35% | Add +84.8% | 121,435 | $12.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +14.6% | 117,681 | $12.0M |
| Northeast Financial Consultants Inc | 0.49% | Reduce -1.4% | 113,796 | $11.6M |
| Cibc World Market Inc. | 0.03% | Reduce -6.1% | 113,048 | $11.5M |
| Independent Advisor Alliance | 0.14% | Add +3103.9% | 105,954 | $10.8M |
| Apollon Wealth Management, LLC | 0.24% | Add +4166.1% | 103,367 | $10.6M |
| GM Advisory Group, LLC | 0.56% | Reduce -0.5% | 98,900 | $10.1M |
| Transform Wealth, LLC | 0.56% | Add +6.5% | 98,567 | $10.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.6% | 90,149 | $9.2M |
| &partners | 0.11% | Add +1091.3% | 88,418 | $9.2M |
| Belpointe Asset Management LLC | 0.55% | Reduce -0.0% | 98,606 | $9.2M |
| Fairscale Capital, LLC | 7.18% | Reduce -0.3% | 81,679 | $8.3M |
| White Lighthouse Investment Management Inc. | 1.41% | Reduce -0.1% | 78,815 | $8.0M |
| NewEdge Advisors, LLC | 0.05% | Reduce -0.4% | 77,016 | $7.9M |
| Cetera Investment Advisers | 0.02% | Add +36.9% | 75,614 | $7.7M |
| WealthBridge Capital Management, LLC | 1.96% | Add +0.2% | 68,979 | $7.0M |
| Scotia Capital Inc. | 0.04% | Add +4.6% | 66,913 | $6.8M |
| Baker Avenue Asset Management, LP | 0.21% | Add +14.8% | 66,892 | $6.8M |
| Deutsche Bank AG | 0.00% | No change | 66,660 | $6.8M |
| Dynamic Wealth Strategies, LLC | 5.98% | Add +0.6% | 65,812 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +14.2% | 62,340 | $6.6M |
| Private Advisor Group, LLC | 0.04% | Add +1.5% | 63,034 | $6.4M |
| Meridian Wealth Management, LLC | 0.30% | Reduce -0.8% | 62,938 | $6.4M |
| Cwm, LLC | 0.03% | Add +0.6% | 62,757 | $6.4M |
| First Trust Advisors LP | 0.01% | Add +4.5% | 59,283 | $6.1M |
| Asset Management Group, Inc. | 1.07% | Reduce -1.6% | 58,728 | $6.0M |
| Graves Light Lenhart Wealth, Inc. | 0.72% | Reduce -0.5% | 56,634 | $5.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +154.2% | 55,921 | $5.7M |
| Aft, Forsyth & Company, Inc. | 2.71% | Reduce -3.5% | 54,093 | $5.5M |
| KKM Financial LLC | 2.29% | Add +39.4% | 53,112 | $5.5M |
| Acima Private Wealth, LLC | 1.84% | No change | 53,400 | $5.5M |
| Advisory Services Network, LLC | 0.10% | Add +39.2% | 50,970 | $5.2M |
| Apexium Financial, LP | 0.31% | Reduce -5.0% | 50,658 | $5.2M |
| Rwa Wealth Partners, LLC | 0.06% | No change | 49,821 | $5.1M |
| Humankind Investments LLC | 1.26% | No change | 48,930 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +114.3% | 46,676 | $4.8M |
| Interactive Financial Advisors, Inc. | 2.45% | Add +6.5% | 45,704 | $4.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.7% | 45,266 | $4.6M |
| Midland Wealth Advisors, LLC | 0.23% | Reduce -49.2% | 37,365 | $3.8M |
| HighTower Advisors, LLC | 0.01% | Add +0.1% | 37,318 | $3.8M |
| Meridian Investment Counsel Inc. | 1.13% | Reduce -5.0% | 37,230 | $3.8M |
| Milestone Investment Advisors LLC | 1.01% | Add +8.9% | 36,402 | $3.7M |
| One Capital Management, LLC | 0.12% | Reduce -2.7% | 35,971 | $3.7M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Add +15.7% | 34,742 | $3.5M |
| Sheets Smith Wealth Management | 0.43% | Add +0.1% | 34,400 | $3.5M |
| Campion Asset Management | 2.65% | Reduce -2.0% | 34,336 | $3.5M |
| Traphagen Investment Advisors LLC | 0.34% | Reduce -1.6% | 32,778 | $3.3M |
| FMR LLC | 0.00% | Add +4.2% | 32,584 | $3.3M |
| IHT Wealth Management, LLC | 0.10% | Reduce -3.1% | 31,104 | $3.2M |
| Spectrum Wealth Counsel, LLC | 0.36% | Add +0.3% | 29,682 | $3.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +81.9% | 29,018 | $3.0M |
| Sowell Financial Services LLC | 0.15% | Add +1.4% | 27,885 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +22.4% | 25,439 | $2.6M |
| Stephens Inc. | 0.04% | Add +7.2% | 24,535 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +30.2% | 24,187 | $2.5M |
| Shelton Wealth Management, LLC | 1.33% | Reduce -7.6% | 23,841 | $2.4M |
| Clarity Wealth Advisors, LLC | 0.65% | Reduce -3.9% | 23,389 | $2.4M |
| Journey Beyond Wealth, LLC | 2.24% | — | 23,337 | $2.4M |
| Captrust Financial Advisors | 0.01% | Add +0.7% | 23,081 | $2.4M |
| Brown Advisory Inc. | 0.00% | Add +42.9% | 22,689 | $2.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Reduce -14.1% | 22,347 | $2.3M |
| Fort Sheridan Advisors LLC | 0.33% | Add +0.0% | 22,184 | $2.3M |
| Creative Planning | 0.00% | Reduce -8.0% | 22,042 | $2.3M |
| National Bank of Canada | 0.00% | Reduce -1.8% | 21,512 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +73.3% | 20,901 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +28.1% | 20,356 | $2.1M |
| Perigon Wealth Management, LLC | 0.05% | Add +6.8% | 19,432 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -34.0% | 18,959 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -4.7% | 18,948 | $1.9M |
| Houlihan Financial Resource Group, Ltd. | 0.82% | Add +1.1% | 18,729 | $1.9M |
| BXM Wealth LLC | 2.66% | — | 18,582 | $1.9M |
| Simon Quick Advisors, LLC | 0.11% | Add +559.3% | 18,573 | $1.9M |
| Webster Bank, N. A. | 0.20% | No change | 18,078 | $1.8M |
| US Bancorp \de | 0.00% | Add +60.5% | 17,985 | $1.8M |
| Smith, Moore & Co. | 0.17% | Reduce -0.8% | 17,924 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +29.1% | 17,621 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +56.3% | 17,615 | $1.8M |
| Tyler-Stone Wealth Management | 0.32% | Add +10.7% | 17,519 | $1.8M |
| M&T Bank Corp | 0.01% | No change | 17,508 | $1.8M |
| Nikulski Financial, Inc. | 0.52% | Add +12.9% | 17,298 | $1.8M |
| Caldwell Sutter Capital, Inc. | 0.80% | No change | 16,902 | $1.7M |
| Global Retirement Partners, LLC | 0.05% | Add +10.9% | 15,574 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -24.1% | 15,423 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -2.2% | 15,420 | $1.6M |
| Security Financial Services, INC. | 0.32% | Reduce -0.9% | 15,326 | $1.6M |
| Avestar Capital, LLC | 0.14% | Reduce -5.9% | 15,219 | $1.6M |
| Fiducient Advisors LLC | 0.19% | No change | 15,080 | $1.5M |
| Clifford Swan Investment Counsel LLC | 0.06% | No change | 15,000 | $1.5M |
| Diversify Advisory Services, LLC | 0.08% | New | 15,062 | $1.5M |
| Icon Wealth Advisors, LLC | 0.12% | No change | 14,688 | $1.5M |
| Crescent Grove Advisors, LLC | 0.15% | No change | 14,340 | $1.5M |
| Harmony Asset Management LLC | 0.58% | Reduce -32.7% | 14,237 | $1.5M |
| Concourse Financial Group Securities, Inc. | 0.08% | Add +43.5% | 13,233 | $1.4M |
| Keebeck Wealth Management | 0.20% | Add +0.8% | 13,449 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +104.0% | 13,393 | $1.4M |
| Legacy Edge Advisors, LLC | 0.22% | Reduce -0.8% | 13,190 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -45.7% | 13,158 | $1.3M |
| Hilltop Holdings Inc. | 0.08% | Add +2.3% | 13,114 | $1.3M |
| Renaissance Technologies | 0.00% | Add +495.4% | 13,100 | $1.3M |
| CW Advisors, LLC | 0.02% | Reduce -0.3% | 12,806 | $1.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.3% | 12,792 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +3.0% | 12,253 | $1.3M |
| Family Firm, Inc. | 0.28% | Reduce -1.6% | 12,229 | $1.2M |
| Atria Investments, Inc | 0.02% | Add +12.9% | 12,101 | $1.2M |
| Boston Family Office LLC | 0.08% | No change | 11,904 | $1.2M |
| Ayalon Insurance Comp Ltd. | 0.37% | No change | 11,826 | $1.2M |
| Copia Wealth Management | 1.14% | — | 11,710 | $1.2M |
| Sagespring Wealth Partners, LLC | 0.03% | — | 11,091 | $1.1M |
| Capital Wealth Alliance, LLC | 0.64% | Add +16.7% | 11,046 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 11,042 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | New | 10,811 | $1.1M |
| Westwind Capital | 0.24% | New | 10,776 | $1.1M |
| Global Financial Private Client, LLC | 0.41% | Add +14.0% | 10,720 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +2.9% | 10,513 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.46% | Add +4.0% | 10,111 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.7% | 9,934 | $1.0M |
| Empirical Asset Management, LLC | 0.33% | No change | 41,369 | $1.0M |
| Clarius Group, LLC | 0.07% | No change | 9,774 | $998K |
| Composition Wealth, LLC | 0.02% | No change | 9,760 | $996K |
| Comerica Bank | 0.00% | Reduce -0.3% | 9,723 | $993K |
| RMR Wealth Builders | 0.10% | Reduce -0.3% | 9,588 | $979K |
| PGIM Custom Harvest LLC | 0.02% | Add +3.3% | 9,351 | $955K |
| AlTi Global, Inc. | 0.02% | Reduce -14.1% | 9,341 | $954K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,300 | $949K |
| One Wealth Advisors, LLC | 0.14% | Reduce -0.7% | 9,267 | $946K |
| Creekmur Asset Management LLC | 0.21% | Add +0.0% | 9,077 | $927K |
| Bawa N Mallick Trust | 0.40% | — | 9,000 | $919K |
| Citigroup Inc. | 0.00% | Add +1.1% | 8,919 | $911K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 8,723 | $891K |
| Comprehensive Financial Planning, Inc. | 0.72% | — | 8,361 | $854K |
| Kearns & Associates LLC | 0.54% | No change | 8,226 | $840K |
| Willis Johnson & Associates, Inc. | 0.06% | Add +1.9% | 8,198 | $837K |
| Kesler, Norman & Wride, LLC | 0.18% | Add +27.2% | 7,959 | $813K |
| WealthTrust Axiom LLC | 0.24% | No change | 7,950 | $812K |
| Cypress Wealth Services, LLC | 0.16% | Reduce -0.1% | 7,752 | $791K |
| Citizens National Bank Trust Department | 0.17% | Add +8.8% | 7,737 | $790K |
| Kane Investment Management, Inc. | 0.43% | — | 7,603 | $776K |
| Bank of New York Mellon Corp | 0.00% | Reduce -83.8% | 7,600 | $776K |
| Embree Financial Group | 0.13% | Add +0.0% | 7,381 | $754K |
| Tandem Capital Management Corp. | 0.39% | Add +28.9% | 7,220 | $737K |
| Benjamin Edwards Inc. | 0.01% | Add +0.0% | 7,097 | $725K |
| Mystic Asset Management, Inc. | 0.19% | Reduce -0.4% | 7,103 | $725K |
| Lazard Asset Management LLC | 0.00% | No change | 7,110 | $725K |
| Walled Lake Planning & Wealth Management, LLC | 0.27% | Add +4.1% | 7,021 | $717K |
| Schmidt P J Investment Management Inc. | 0.12% | Reduce -0.3% | 6,901 | $705K |
| Retirement Planning Co of New England, Inc. | 0.34% | Reduce -0.2% | 6,823 | $697K |
| Park Avenue Securities LLC | 0.01% | Add +68.3% | 6,800 | $694K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +0.0% | 6,699 | $684K |
| Bristlecone Advisors, LLC | 0.05% | No change | 6,696 | $684K |
| Eastern Bank | 0.01% | Add +6.8% | 6,599 | $674K |
| Arkadios Wealth Advisors | 0.04% | Add +9.6% | 6,584 | $672K |
| Synovus Financial Corp. | 0.01% | Reduce -0.0% | 6,539 | $668K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +10.3% | 6,504 | $664K |
| Focus Partners Wealth | 0.00% | Add +15.1% | 6,495 | $663K |
| D.A. Davidson & Co. | 0.01% | Reduce -1.5% | 6,404 | $654K |
| Biondo Investment Advisors, LLC | 0.09% | Add +14.8% | 6,390 | $652K |
| EP Wealth Advisors, LLC | 0.01% | Add +11.6% | 6,301 | $643K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.15% | Reduce -10.3% | 6,300 | $643K |
| Fifth Third Bancorp | 0.00% | No change | 6,187 | $632K |
| Franklin Resources Inc. | 0.00% | No change | 6,128 | $626K |
| Family Office Research LLC | 0.27% | — | 6,037 | $616K |
| Clearstead Advisors, LLC | 0.01% | Add +28.9% | 6,022 | $615K |
| J.W. Cole Advisors, Inc. | 0.02% | No change | 6,012 | $614K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +49.9% | 5,958 | $608K |
| Ridgeline Wealth, LLC | 0.50% | — | 5,953 | $608K |
| Bollard Group LLC | 0.02% | Reduce -7.9% | 5,893 | $602K |
| Integrated Wealth Concepts LLC | 0.01% | Add +4.6% | 5,784 | $590K |
| SOA Wealth Advisors, LLC. | 0.11% | Add +0.1% | 5,772 | $589K |
| Sigma Planning Corp | 0.02% | Add +8.6% | 5,713 | $583K |
| Tufton Capital Management | 0.11% | No change | 5,700 | $582K |
| Becker Capital Management Inc. | 0.02% | No change | 5,598 | $572K |
| Ieq Capital, LLC | 0.01% | Add +55.6% | 5,506 | $562K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +4.9% | 5,351 | $546K |
| Southland Equity Partners LLC | 0.13% | Add +5.3% | 5,303 | $541K |
| waypoint wealth counsel | 0.35% | Add +0.1% | 5,265 | $537K |
| Sunbelt Securities, Inc. | 0.05% | Add +142.8% | 5,056 | $521K |
| Bouchey Financial Group, Ltd. | 0.05% | No change | 5,070 | $518K |
| Valmark Advisers, Inc. | 0.01% | Add +6.3% | 5,067 | $517K |
| Orleans Capital Management Corp. | 0.29% | No change | 4,819 | $513K |
| Saxon Interests, Inc. | 0.23% | Reduce -0.2% | 5,006 | $511K |
| St. Johns Investment Management Company, LLC | 0.24% | No change | 4,968 | $507K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -1.0% | 4,926 | $503K |
| Horizon Bancorp Inc. | 0.24% | No change | 4,910 | $501K |
| Commerce Bank | 0.00% | Reduce -2.7% | 4,803 | $490K |
| Safeguard Investment Advisory Group, LLC | 0.13% | Add +0.1% | 4,801 | $490K |
| Oppenheimer & Co. Inc. | 0.01% | Add +10.6% | 4,711 | $481K |
| Sawgrass Asset Management LLC | 0.05% | Reduce -4.0% | 4,662 | $476K |
| Beaton Management Co. Inc. | 0.24% | No change | 4,650 | $475K |
| Snowden Capital Advisors LLC | 0.01% | Add +17.9% | 4,626 | $472K |
| Kennedy Investment Group, Inc. | 0.21% | No change | 4,540 | $463K |
| Aries Wealth Management | 0.12% | No change | 4,410 | $450K |
| Kickstand Ventures, Llc. | 0.11% | Reduce -0.5% | 4,394 | $449K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,392 | $448K |
| Capital Market Strategies LLC | 0.26% | No change | 4,325 | $442K |
| Valued Retirements, Inc. | 0.59% | No change | 4,323 | $441K |
| 4J Wealth Management LLC | 0.36% | No change | 4,314 | $440K |
| Strategic Blueprint, LLC | 0.03% | Reduce -0.3% | 4,300 | $439K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,290 | $438K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +1.6% | 4,288 | $438K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +6.1% | 4,285 | $438K |
| Etesian Wealth Advisors, Inc. | 0.19% | New | 4,273 | $436K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +40.5% | 4,262 | $435K |
| Grassi Investment Management | 0.04% | No change | 4,255 | $434K |
| Manchester Capital Management LLC | 0.05% | No change | 4,248 | $434K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 4,131 | $422K |
| Patten Group, Inc. | 0.09% | No change | 4,110 | $420K |
| Wealthspire Advisors, LLC | 0.00% | Add +13.0% | 4,069 | $415K |
| Roundview Capital LLC | 0.03% | No change | 4,056 | $414K |
| Kathmere Capital Management, LLC | 0.04% | No change | 3,954 | $404K |
| Hubbell Strickland Wealth Management, LLC | 0.19% | Add +0.1% | 3,929 | $401K |
| Peoples Bank | 0.24% | Reduce -0.3% | 3,917 | $400K |
| Geller Advisors LLC | 0.03% | No change | 3,875 | $396K |
| Forefront Wealth Partners, LLC | 0.29% | — | 3,840 | $392K |
| IFP Advisors, Inc | 0.01% | New | 3,829 | $391K |
| Guidance Point Advisors, LLC | 0.11% | Add +43.3% | 3,826 | $391K |
| Seldon Capital LP | 0.16% | No change | 3,786 | $387K |
| Paragon Financial Partners, Inc. | 0.28% | Reduce -1.2% | 3,651 | $373K |
| Beacon Financial Group | 0.04% | Reduce -1.5% | 3,650 | $373K |
| Horst & Graben Wealth Management LLC | 0.07% | Add +0.8% | 3,618 | $369K |
| Compound Planning, Inc. | 0.02% | Add +14.8% | 3,524 | $360K |
| Waverly Advisors, LLC | 0.01% | Add +3.6% | 3,504 | $358K |
| Qube Research & Technologies Ltd | 0.00% | Add +384.7% | 3,485 | $356K |
| Channel Wealth LLC | 0.12% | No change | 3,475 | $355K |
| TPG Advisors LLC | 0.28% | Reduce -2.0% | 3,453 | $353K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,450 | $352K |
| Moors & Cabot, Inc. | 0.02% | Reduce -43.0% | 3,449 | $352K |
| Legacy Advisors, LLC | 0.03% | No change | 3,300 | $337K |
| International Assets Investment Management, LLC | 0.03% | New | 3,237 | $331K |
| TSA Wealth Managment LLC | 0.13% | Reduce -0.7% | 3,225 | $329K |
| Consolidated Portfolio Review Corp | 0.05% | Add +0.2% | 3,160 | $323K |
| PFG Investments, LLC | 0.02% | No change | 3,159 | $323K |
| Strait & Sound Wealth Management LLC | 0.14% | Add +7.4% | 3,051 | $311K |
| Centaurus Financial, Inc. | 0.02% | Add +101.9% | 3,049 | $311K |
| Tortoise Investment Management, LLC | 0.03% | No change | 3,010 | $307K |
| TFC Financial Management, Inc. | 0.05% | Reduce -6.5% | 3,000 | $306K |
| WNY Asset Management, LLC | 0.04% | No change | 3,000 | $306K |
| Dakota Wealth Management | 0.01% | No change | 3,000 | $306K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +42.4% | 2,998 | $306K |
| LM Advisors LLC | 0.06% | No change | 3,000 | $306K |
| SageView Advisory Group, LLC | 0.01% | Add +5.5% | 2,992 | $305K |
| Choreo, LLC | 0.00% | No change | 2,960 | $303K |
| Cape Investment Advisory, Inc. | 0.12% | Add +14.4% | 2,933 | $299K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -1.5% | 2,907 | $297K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -5.2% | 2,889 | $295K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 2,862 | $292K |
| Spire Wealth Management | 0.01% | Add +31.8% | 2,841 | $290K |
| Flow Traders U.S. LLC | 0.01% | New | 2,842 | $290K |
| Financial Advocates Investment Management | 0.02% | Add +0.3% | 2,834 | $289K |
| Westside Investment Management, Inc. | 0.06% | No change | 2,832 | $289K |
| Red Door Wealth Management, LLC | 0.04% | No change | 2,672 | $273K |
| Scott & Selber, Inc. | 0.08% | No change | 2,646 | $270K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 2,644 | $270K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.1% | 2,592 | $265K |
| Bank of New Hampshire | 0.07% | No change | 2,580 | $263K |
| QRG Capital Management, Inc. | 0.00% | No change | 2,578 | $263K |
| Leavell Investment Management, Inc. | 0.01% | New | 2,575 | $263K |
| Principal Securities, Inc. | 0.01% | No change | 2,520 | $257K |
| Everpar Advisors LLC | 0.13% | Reduce -2.6% | 2,510 | $256K |
| Ring Mountain Capital, LLC | 0.17% | — | 2,504 | $256K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,503 | $256K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 2,503 | $256K |
| High Falls Advisors, Inc | 0.06% | Reduce -9.1% | 2,467 | $252K |
| Trexquant Investment LP | 0.00% | Add +1.7% | 2,458 | $251K |
| Manhattan West Asset Management, LLC | 0.07% | Reduce -0.5% | 2,400 | $245K |
| Adero Partners, LLC | 0.02% | No change | 2,400 | $245K |
| BlueChip Wealth Advisors LLC | 0.14% | No change | 2,392 | $244K |
| Advisors Capital Management, LLC | 0.00% | No change | 2,329 | $238K |
| Harbour Trust & Investment Management Co | 0.03% | Reduce -4.1% | 2,262 | $231K |
| McGrath & Associates, Inc. | 0.47% | — | 2,260 | $231K |
| GEM Asset Management, LLC | 0.13% | No change | 2,250 | $230K |
| Jordan Park Group LLC | 0.02% | New | 2,250 | $230K |
| Eq LLC | 0.11% | No change | 2,234 | $228K |
| Magnus Financial Group LLC | 0.02% | New | 2,233 | $228K |
| Blankinship & Foster, LLC | 0.05% | No change | 2,175 | $222K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.9% | 2,151 | $220K |
| Money Concepts Capital Corp. | 0.02% | Reduce -2.3% | 2,132 | $218K |
| Argent Trust Co | 0.01% | No change | 2,130 | $217K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -1.6% | 2,128 | $217K |
| Middleton & Co. Inc. | 0.02% | No change | 2,100 | $214K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,100 | $214K |
| MA Private Wealth | 0.04% | Reduce -4.7% | 2,098 | $214K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 2,064 | $211K |
| Bragg Financial Advisors, Inc | 0.01% | New | 2,044 | $209K |
| Great Waters Wealth Management | 0.03% | New | 2,040 | $208K |
| Patriot Investment Management Group, Inc. | 0.02% | New | 1,999 | $204K |
| Fourth Dimension Wealth, LLC | 0.11% | — | 1,978 | $202K |
| Apeiron RIA LLC | 0.06% | New | 1,977 | $202K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 1,966 | $200K |
| Farther Finance Advisors, LLC | 0.01% | Add +46.5% | 1,889 | $193K |
| BlackRock, Inc. | 0.00% | Add +0.1% | 1,886 | $193K |
| Harbour Investments, Inc. | 0.01% | Add +8.5% | 1,851 | $189K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 1,722 | $176K |
| Bell Investment Advisors, Inc | 0.03% | No change | 1,716 | $175K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.06% | — | 1,620 | $165K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 1,548 | $158K |
| Garde Capital, Inc. | 0.01% | No change | 1,410 | $144K |
| Montag A & Associates Inc. | 0.01% | Add +4.6% | 1,375 | $140K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,260 | $130K |
| Ameriflex Group, Inc. | 0.06% | — | 1,203 | $126K |
| TCTC Holdings, LLC | 0.00% | New | 1,233 | $126K |
| Ancora Advisors LLC | 0.00% | No change | 1,212 | $124K |
| Bogart Wealth, LLC | 0.01% | Add +1.3% | 1,201 | $123K |
| FLP Wealth Management, LLC | 0.31% | — | 1,200 | $123K |
| Barclays PLC | 0.00% | New | 1,200 | $123K |
| Creative Financial Designs Inc. | 0.01% | Reduce -6.6% | 1,158 | $118K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,068 | $110K |
| Colonial Trust Co / SC | 0.01% | No change | 990 | $101K |
| Independence Bank of Kentucky | 0.02% | No change | 960 | $98K |
| Capital Analysts, LLC | 0.00% | No change | 954 | $97K |
| Assetmark, Inc. | 0.00% | Add +41.5% | 931 | $95K |
| Synergy Asset Management, LLC | 0.01% | New | 930 | $89K |
| Whittier Trust Co. | 0.00% | Reduce -53.9% | 847 | $86K |
| CENTRAL TRUST Co | 0.00% | New | 816 | $83K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -4.5% | 745 | $76K |
| Avior Wealth Management, LLC | 0.00% | Add +0.1% | 742 | $76K |
| United Community Bank | 0.03% | No change | 720 | $74K |
| Vermillion Wealth Management, Inc. | 0.04% | — | 680 | $69K |
| HM Payson & Co. | 0.00% | Reduce -27.3% | 650 | $66K |
| AE Wealth Management LLC | 0.00% | New | 641 | $65K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.2% | 615 | $63K |
| Y.D. More Investments Ltd | 0.01% | No change | 600 | $61K |
| Bokf, NA | 0.00% | No change | 600 | $61K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -20.4% | 573 | $58K |
| Quadrant Capital Group LLC | 0.00% | No change | 567 | $58K |
| TruNorth Capital Management, LLC | 0.02% | New | 564 | $58K |
| Concord Wealth Partners | 0.01% | Reduce -0.9% | 542 | $55K |
| Navigoe, LLC | 0.05% | — | 540 | $55K |
| AdvisorNet Financial, Inc | 0.00% | Add +796.7% | 538 | $55K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 505 | $52K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 450 | $46K |
| Atticus Wealth Management, LLC | 0.01% | No change | 444 | $45K |
| Caitlin John, LLC | 0.03% | No change | 438 | $45K |
| Transcendent Capital Group LLC | 0.02% | New | 416 | $42K |
| MAI Capital Management | 0.00% | New | 408 | $42K |
| Missouri Trust & Investment Co | 0.01% | No change | 400 | $41K |
| Anchor Investment Management, LLC | 0.00% | No change | 384 | $39K |
| Investors Research Corp | 0.01% | No change | 372 | $38K |
| Howe & Rusling Inc. | 0.00% | New | 363 | $37K |
| Chilton Capital Management LLC | 0.00% | New | 360 | $37K |
| Private Wealth Management Group, LLC | 0.01% | New | 354 | $36K |
| Fortis Group Advisors, LLC | 0.01% | Reduce -11.9% | 354 | $36K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 318 | $32K |
| Matrix Private Capital Group LLC | 0.02% | No change | 300 | $31K |
| Towne Trust Company, N.A | 0.01% | New | 300 | $31K |
| Blair William & Co. | 0.00% | No change | 300 | $31K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 294 | $30K |
| Morling Financial Advisors, LLC | 0.01% | New | 289 | $30K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 282 | $29K |
| Aptus Capital Advisors, LLC | 0.00% | New | 260 | $27K |
| Key Financial Inc | 0.01% | No change | 258 | $26K |
| Northwest Capital Management Inc | 0.01% | No change | 252 | $26K |
| Colonial Trust Advisors | 0.00% | No change | 240 | $25K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 237 | $24K |
| NorthRock Partners, LLC | 0.00% | No change | 225 | $23K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 222 | $23K |
| Trust Co. of Vermont | 0.00% | No change | 210 | $21K |
| Avion Wealth | 0.01% | No change | 210 | $21K |
| First Horizon Advisors, Inc. | 0.00% | New | 200 | $20K |
| Beacon Capital Management, LLC | 0.00% | No change | 168 | $17K |
| Accredited Wealth Management, LLC | 0.01% | — | 154 | $16K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 150 | $15K |
| Venturi Wealth Management, LLC | 0.00% | No change | 150 | $15K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 120 | $12K |
| Atala Financial Inc | 0.01% | — | 120 | $12K |
| Archer Investment Corp | 0.00% | No change | 114 | $12K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 110 | $11K |
| Graney & King, LLC | 0.01% | — | 100 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -18.8% | 95 | $10K |
| Dunhill Financial, LLC | 0.00% | No change | 94 | $10K |
| Realta Investment Advisors | 0.00% | No change | 78 | $8K |
| Founders Financial Alliance, LLC | 0.00% | No change | 73 | $7K |
| Van Eck Associates Corp. | 0.00% | New | 70 | $7K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 67 | $7K |
| LRI Investments, LLC | 0.00% | No change | 66 | $7K |
| Headlands Technologies LLC | 0.00% | Reduce -79.1% | 63 | $6K |
| 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% | Reduce -7.7% | 36 | $4K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 24 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 21 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 20 | $2K |
| New Republic Capital, LLC | 0.00% | No change | 10 | $1K |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.