iShares Expanded Tech SectorIGMETF
13F holders, Q1 2025 (March 31)422holders +6
40new positions
35sold out
3famous investors
$90.68avg. 13F price*
At the end of Q1 2025, 422 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, up 6 from Q4 2024. 40 opened new positions and 35 sold out. The largest holders were Bank of America Corp. ($269.1M), Morgan Stanley ($206.2M) and Signature Estate & Investment Advisors LLC ($172.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Expanded Tech Sector
- CUSIP
- 464287549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $50.7M |
| Exits | 35 | $7.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,926,710 shares bought and 1,426,589 shares sold, net +500,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 422 holders
| Bank of America Corp. | 0.02% | Add +1.9% | 2,968,453 | $269.1M |
| Morgan Stanley | 0.01% | Reduce -3.3% | 2,273,880 | $206.2M |
| Signature Estate & Investment Advisors LLC | 4.54% | Add +2.3% | 1,897,988 | $172.1M |
| Equitable Holdings, Inc. | 1.54% | Reduce -3.3% | 1,786,676 | $162.0M |
| Royal Bank of Canada | 0.03% | Add +3.1% | 1,259,022 | $114.2M |
| LPL Financial LLC | 0.04% | Reduce -0.2% | 1,158,943 | $105.1M |
| Bank of Montreal | 0.06% | Reduce -2.2% | 1,155,061 | $104.7M |
| JPMorgan Chase & Co. | 0.01% | Add +15.8% | 909,378 | $82.5M |
| Cerity Partners LLC | 0.17% | Add +0.1% | 901,608 | $81.7M |
| Destination Wealth Management | 1.85% | Add +0.8% | 646,591 | $58.6M |
| Raymond James Financial Inc. | 0.02% | Add +1.7% | 642,513 | $58.3M |
| Ameriprise Financial Inc. | 0.02% | Add +0.7% | 637,189 | $57.8M |
| Gray Foundation | 15.81% | No change | 559,116 | $50.7M |
| UBS Group AG | 0.01% | Add +5.9% | 449,205 | $40.7M |
| Commonwealth Equity Services, LLC | 0.06% | Add +45.0% | 429,228 | $38.9M |
| Wells Fargo & Company | 0.01% | Add +6.6% | 427,696 | $38.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.91% | Add +182.1% | 342,590 | $31.1M |
| Portfolio Strategies, Inc. | 4.31% | Add +2.5% | 306,642 | $27.8M |
| Legacy Financial Strategies, LLC | 5.13% | Add +2.5% | 259,316 | $23.5M |
| Two Sigma Investments, LP | 0.05% | New | 247,500 | $22.4M |
| Allworth Financial LP | 0.13% | Reduce -2.6% | 246,110 | $22.4M |
| Osaic Holdings, Inc. | 0.05% | Add +56.6% | 236,482 | $21.4M |
| Stuart Chaussee & Associates, Inc. | 5.19% | Reduce -0.9% | 229,558 | $20.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -18.8% | 219,891 | $19.9M |
| Wellington Management Group LLP | 0.00% | Add +34.5% | 208,956 | $18.9M |
| Stifel Financial Corp. | 0.02% | Add +9.5% | 196,031 | $17.8M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -8.4% | 187,655 | $17.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.0% | 179,105 | $16.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -38.6% | 164,000 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +26.6% | 148,988 | $13.5M |
| Mathes Company, Inc. | 5.41% | Reduce -4.8% | 145,499 | $13.2M |
| HB Wealth Management, LLC | 0.11% | Add +7.8% | 144,021 | $13.1M |
| Mariner, LLC | 0.02% | Reduce -4.9% | 139,249 | $12.6M |
| Bailard, Inc. | 0.32% | Reduce -10.8% | 135,464 | $12.3M |
| Sagespring Wealth Partners, LLC | 0.29% | Add +1024.6% | 124,731 | $11.3M |
| Cetera Investment Advisers | 0.02% | Add +60.7% | 121,489 | $11.0M |
| Northeast Financial Consultants Inc | 0.45% | Reduce -2.3% | 111,146 | $10.1M |
| Cibc World Market Inc. | 0.02% | Reduce -3.7% | 108,840 | $9.9M |
| Apollon Wealth Management, LLC | 0.20% | Reduce -0.8% | 102,525 | $9.3M |
| Truist Financial Corp. | 0.01% | Reduce -43.8% | 98,015 | $8.9M |
| GM Advisory Group, LLC | 0.47% | Reduce -3.6% | 95,298 | $8.6M |
| Sanctuary Advisors, LLC | 0.06% | Add +40.6% | 87,635 | $7.9M |
| &partners | 0.08% | Reduce -1.1% | 87,458 | $7.9M |
| Shira Ridge Wealth Management | 3.92% | New | 86,681 | $7.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.0% | 82,904 | $7.5M |
| White Lighthouse Investment Management Inc. | 1.30% | Add +1.9% | 80,350 | $7.3M |
| Fairscale Capital, LLC | 6.53% | Reduce -2.3% | 79,785 | $7.2M |
| NewEdge Advisors, LLC | 0.04% | Reduce -4.5% | 73,530 | $6.7M |
| Baker Avenue Asset Management, LP | 0.20% | Add +5.6% | 70,623 | $6.4M |
| WealthBridge Capital Management, LLC | 1.78% | Add +0.6% | 69,360 | $6.3M |
| Deutsche Bank AG | 0.00% | Add +2.4% | 68,230 | $6.2M |
| Dynamic Wealth Strategies, LLC | 5.07% | Add +2.3% | 67,303 | $6.1M |
| Cwm, LLC | 0.02% | Add +4.1% | 65,354 | $5.9M |
| Meridian Wealth Management, LLC | 0.28% | Add +2.0% | 64,220 | $5.8M |
| Scotia Capital Inc. | 0.03% | Reduce -6.4% | 62,614 | $5.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -1.6% | 62,025 | $5.6M |
| Asset Management Group, Inc. | 0.97% | Reduce -1.7% | 57,704 | $5.2M |
| Graves Light Lenhart Wealth, Inc. | 0.63% | No change | 56,634 | $5.1M |
| PGIM Custom Harvest LLC | 0.12% | Add +504.4% | 56,516 | $5.1M |
| Aft, Forsyth & Company, Inc. | 2.63% | Reduce -0.7% | 53,743 | $4.9M |
| KKM Financial LLC | 2.05% | Reduce -1.6% | 52,243 | $4.8M |
| Acima Private Wealth, LLC | 1.74% | No change | 53,400 | $4.8M |
| First Trust Advisors LP | 0.00% | Reduce -12.2% | 52,028 | $4.7M |
| Transform Wealth, LLC | 0.28% | Reduce -48.0% | 51,245 | $4.6M |
| Advisory Services Network, LLC | 0.09% | Reduce -1.4% | 50,230 | $4.6M |
| Rwa Wealth Partners, LLC | 0.06% | No change | 49,821 | $4.5M |
| Integrity Investment Advisors, LLC | 4.12% | — | 49,739 | $4.5M |
| Humankind Investments LLC | 1.15% | No change | 48,930 | $4.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -15.4% | 47,315 | $4.3M |
| Midland Wealth Advisors, LLC | 0.25% | Add +26.5% | 47,272 | $4.3M |
| Apexium Financial, LP | 0.26% | Reduce -6.9% | 47,180 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.0% | 46,643 | $4.2M |
| Interactive Financial Advisors, Inc. | 2.20% | Add +0.5% | 45,937 | $4.2M |
| Belpointe Asset Management LLC | 0.19% | Reduce -58.3% | 41,110 | $3.7M |
| Creative Planning | 0.00% | Add +78.8% | 39,404 | $3.6M |
| Quadrature Capital Ltd | 0.08% | New | 38,749 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -19.4% | 37,620 | $3.4M |
| Prostatis Group LLC | 1.05% | New | 36,827 | $3.3M |
| Meridian Investment Counsel Inc. | 0.98% | Reduce -1.2% | 36,795 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.7% | 34,816 | $3.2M |
| Campion Asset Management | 2.41% | Add +0.2% | 34,391 | $3.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +53.8% | 34,367 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.8% | 34,192 | $3.1M |
| Sheets Smith Wealth Management | 0.38% | Reduce -0.9% | 34,090 | $3.1M |
| Spectrum Wealth Counsel, LLC | 0.36% | Add +11.9% | 33,206 | $3.0M |
| Milestone Investment Advisors LLC | 0.83% | Reduce -9.2% | 33,050 | $3.0M |
| Traphagen Investment Advisors LLC | 0.31% | Reduce -0.0% | 32,767 | $3.0M |
| OneDigital Investment Advisors LLC | 0.03% | Add +67.7% | 31,769 | $2.9M |
| FMR LLC | 0.00% | Reduce -3.6% | 31,406 | $2.8M |
| Keystone Global Partners, LLC | 1.99% | — | 31,300 | $2.8M |
| IHT Wealth Management, LLC | 0.09% | Reduce -3.1% | 30,124 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.8% | 29,948 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -17.7% | 28,581 | $2.6M |
| Sowell Financial Services LLC | 0.12% | Add +0.1% | 27,920 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +30.4% | 27,249 | $2.5M |
| Journey Beyond Wealth, LLC | 2.31% | Add +16.7% | 27,232 | $2.5M |
| Brown Advisory Inc. | 0.00% | Add +19.8% | 27,172 | $2.5M |
| BXM Wealth LLC | 2.81% | Add +39.1% | 25,842 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.0% | 25,446 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +28.8% | 24,414 | $2.2M |
| One Capital Management, LLC | 0.07% | Reduce -33.9% | 23,776 | $2.2M |
| Captrust Financial Advisors | 0.01% | Add +2.4% | 23,645 | $2.1M |
| Stephens Inc. | 0.03% | Reduce -6.8% | 22,864 | $2.1M |
| Clarity Wealth Advisors, LLC | 0.57% | Reduce -3.4% | 22,599 | $2.0M |
| Shelton Wealth Management, LLC | 1.15% | Reduce -7.2% | 22,120 | $2.0M |
| US Bancorp \de | 0.00% | Add +18.8% | 21,372 | $1.9M |
| Fort Sheridan Advisors LLC | 0.29% | Reduce -5.2% | 21,023 | $1.9M |
| National Bank of Canada | 0.00% | Reduce -3.2% | 20,817 | $1.9M |
| Financial Freedom, LLC | 1.07% | New | 20,481 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.4% | 19,671 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +10.9% | 19,537 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +43.8% | 19,260 | $1.7M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -2.3% | 18,984 | $1.7M |
| Simon Quick Advisors, LLC | 0.10% | Reduce -0.4% | 18,495 | $1.7M |
| RFG - Bristol Wealth Advisors, LLC | 0.55% | Reduce -88.1% | 18,031 | $1.6M |
| Smith, Moore & Co. | 0.15% | No change | 17,924 | $1.6M |
| Webster Bank, N. A. | 0.18% | Reduce -1.1% | 17,873 | $1.6M |
| Houlihan Financial Resource Group, Ltd. | 0.73% | Reduce -4.8% | 17,827 | $1.6M |
| M&T Bank Corp | 0.01% | No change | 17,508 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.4% | 17,369 | $1.6M |
| Nikulski Financial, Inc. | 0.47% | Reduce -0.6% | 17,190 | $1.6M |
| Security Financial Services, INC. | 0.31% | Add +10.7% | 16,959 | $1.5M |
| Caldwell Sutter Capital, Inc. | 0.73% | No change | 16,902 | $1.5M |
| GTS Securities LLC | 0.06% | New | 16,086 | $1.5M |
| Corient Private Wealth LP | 0.00% | New | 15,528 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -0.7% | 15,316 | $1.4M |
| Keebeck Wealth Management | 0.20% | Add +13.0% | 15,193 | $1.4M |
| Fiducient Advisors LLC | 0.17% | No change | 15,080 | $1.4M |
| Clifford Swan Investment Counsel LLC | 0.05% | No change | 15,000 | $1.4M |
| Icon Wealth Advisors, LLC | 0.11% | No change | 14,688 | $1.3M |
| Harmony Asset Management LLC | 0.55% | Add +1.7% | 14,474 | $1.3M |
| Hilltop Holdings Inc. | 0.08% | Add +9.9% | 14,407 | $1.3M |
| Crescent Grove Advisors, LLC | 0.14% | No change | 14,340 | $1.3M |
| Family Firm, Inc. | 0.28% | Add +13.1% | 13,825 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +131.9% | 13,412 | $1.2M |
| Diversify Advisory Services, LLC | 0.08% | Reduce -13.1% | 13,084 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | No change | 13,158 | $1.2M |
| One Wealth Advisors, LLC | 0.18% | Add +41.1% | 13,080 | $1.2M |
| Legacy Edge Advisors, LLC | 0.18% | Reduce -1.0% | 13,061 | $1.2M |
| CW Advisors, LLC | 0.01% | Reduce -0.1% | 12,790 | $1.2M |
| Tyler-Stone Wealth Management | 0.21% | Reduce -27.2% | 12,756 | $1.2M |
| Avestar Capital, LLC | 0.11% | Reduce -18.8% | 12,351 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +0.9% | 12,212 | $1.1M |
| Copia Wealth Management | 1.02% | Add +3.6% | 12,134 | $1.1M |
| Boston Family Office LLC | 0.08% | No change | 11,904 | $1.1M |
| Ayalon Insurance Comp Ltd. | 0.35% | No change | 11,826 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +79.9% | 11,702 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +171.2% | 11,557 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.5% | 11,206 | $1.0M |
| CFS Investment Advisory Services, LLC | 0.09% | Add +282.9% | 11,063 | $1.0M |
| Westwind Capital | 0.25% | Add +2.1% | 11,006 | $998K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,811 | $981K |
| WealthShield Partners, LLC | 0.13% | New | 10,800 | $979K |
| Ascent Group, LLC | 0.04% | New | 10,534 | $955K |
| Renaissance Technologies | 0.00% | Reduce -19.9% | 10,500 | $952K |
| Global Financial Private Client, LLC | 0.36% | Reduce -2.1% | 10,491 | $951K |
| Comerica Bank | 0.00% | Add +7.6% | 10,462 | $949K |
| Baird Financial Group, Inc. | 0.00% | Add +4.1% | 10,340 | $938K |
| Unique Wealth, LLC | 0.18% | New | 10,306 | $934K |
| Comprehensive Financial Planning, Inc. | 0.90% | Add +21.9% | 10,192 | $924K |
| Hazlett, Burt & Watson, Inc. | 0.41% | No change | 10,111 | $917K |
| Clarius Group, LLC | 0.06% | No change | 9,774 | $886K |
| Composition Wealth, LLC | 0.02% | No change | 9,760 | $885K |
| Empirical Asset Management, LLC | 0.30% | Reduce -76.5% | 9,731 | $882K |
| Wealthspire Advisors, LLC | 0.01% | Add +134.4% | 9,538 | $865K |
| Quotient Wealth Partners, LLC | 0.03% | Add +228.0% | 9,536 | $865K |
| Park Avenue Securities LLC | 0.01% | Add +40.0% | 9,521 | $863K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,300 | $843K |
| Beacon Financial Group | 0.09% | Add +154.5% | 9,288 | $842K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -41.0% | 9,095 | $825K |
| Creekmur Asset Management LLC | 0.17% | Add +0.0% | 9,080 | $823K |
| Bawa N Mallick Trust | 0.39% | No change | 9,000 | $816K |
| Northern Trust Corp. | 0.00% | Reduce -29.9% | 8,964 | $813K |
| Citigroup Inc. | 0.00% | Reduce -0.9% | 8,840 | $802K |
| AlTi Global, Inc. | 0.02% | Reduce -6.2% | 8,765 | $795K |
| Citadel Advisors | 0.00% | New | 8,717 | $790K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -1.0% | 8,635 | $783K |
| Kesler, Norman & Wride, LLC | 0.15% | Add +7.6% | 8,567 | $777K |
| Cypress Wealth Services, LLC | 0.15% | Add +7.2% | 8,313 | $754K |
| Kearns & Associates LLC | 0.48% | No change | 8,226 | $746K |
| Citizens National Bank Trust Department | 0.16% | Add +4.0% | 8,048 | $730K |
| TD Waterhouse Canada Inc. | 0.01% | Add +969.8% | 7,970 | $729K |
| WealthTrust Axiom LLC | 0.22% | No change | 7,950 | $721K |
| SCS Capital Management LLC | 0.01% | New | 7,854 | $712K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -25.6% | 7,827 | $710K |
| Tandem Capital Management Corp. | 0.38% | Add +4.2% | 7,525 | $682K |
| Embree Financial Group | 0.11% | Add +0.0% | 7,384 | $669K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -10.4% | 7,341 | $666K |
| Benjamin Edwards Inc. | 0.01% | Add +0.3% | 7,122 | $646K |
| Lazard Asset Management LLC | 0.00% | No change | 7,110 | $644K |
| Kane Investment Management, Inc. | 0.31% | Reduce -6.9% | 7,075 | $641K |
| Arkadios Wealth Advisors | 0.02% | Add +6.0% | 6,981 | $633K |
| Biondo Investment Advisors, LLC | 0.09% | Add +8.2% | 6,915 | $627K |
| Schmidt P J Investment Management Inc. | 0.11% | Reduce -0.2% | 6,886 | $624K |
| Retirement Planning Co of New England, Inc. | 0.31% | Add +0.0% | 6,826 | $619K |
| Capital Investment Advisors, LLC | 0.01% | New | 6,762 | $613K |
| Sigma Planning Corp | 0.02% | Add +17.9% | 6,737 | $611K |
| TSA Wealth Managment LLC | 0.24% | Add +108.5% | 6,723 | $610K |
| Mystic Asset Management, Inc. | 0.16% | Reduce -5.4% | 6,718 | $609K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +0.1% | 6,705 | $608K |
| Bristlecone Advisors, LLC | 0.05% | No change | 6,696 | $607K |
| Focus Partners Wealth | 0.00% | Reduce -0.8% | 6,444 | $584K |
| D.A. Davidson & Co. | 0.00% | No change | 6,404 | $581K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.3% | 6,322 | $573K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.14% | No change | 6,300 | $571K |
| Synovus Financial Corp. | 0.01% | Reduce -5.4% | 6,184 | $561K |
| Eastern Bank | 0.01% | Reduce -6.4% | 6,179 | $560K |
| Kickstand Ventures, Llc. | 0.14% | Add +40.1% | 6,157 | $558K |
| Franklin Resources Inc. | 0.00% | No change | 6,128 | $556K |
| Fifth Third Bancorp | 0.00% | Reduce -2.0% | 6,061 | $550K |
| Family Office Research LLC | 0.26% | Reduce -1.4% | 5,954 | $540K |
| Ridgeline Wealth, LLC | 0.46% | No change | 5,953 | $540K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.4% | 5,938 | $538K |
| Bollard Group LLC | 0.01% | Add +0.0% | 5,895 | $535K |
| Strategic Blueprint, LLC | 0.03% | Add +36.1% | 5,853 | $531K |
| SOA Wealth Advisors, LLC. | 0.11% | Add +0.1% | 5,775 | $524K |
| Southland Equity Partners LLC | 0.12% | Add +8.4% | 5,751 | $521K |
| Tufton Capital Management | 0.10% | No change | 5,700 | $517K |
| Bank of New York Mellon Corp | 0.00% | Reduce -25.5% | 5,663 | $513K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -98.5% | 5,618 | $509K |
| Becker Capital Management Inc. | 0.02% | No change | 5,598 | $508K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -7.3% | 5,522 | $501K |
| Kennedy Investment Group, Inc. | 0.23% | Add +20.7% | 5,479 | $497K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 5,351 | $485K |
| Strait & Sound Wealth Management LLC | 0.22% | Add +73.7% | 5,299 | $480K |
| waypoint wealth counsel | 0.30% | Add +0.1% | 5,268 | $478K |
| Etesian Wealth Advisors, Inc. | 0.20% | Add +22.3% | 5,225 | $474K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 5,070 | $460K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.2% | 5,058 | $459K |
| Capital Wealth Alliance, LLC | 0.27% | Reduce -54.4% | 5,039 | $457K |
| Harbour Investments, Inc. | 0.01% | Add +171.1% | 5,018 | $455K |
| Saxon Interests, Inc. | 0.21% | Reduce -0.4% | 4,988 | $452K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 4,926 | $447K |
| St. Johns Investment Management Company, LLC | 0.22% | Reduce -1.0% | 4,918 | $446K |
| Orleans Capital Management Corp. | 0.26% | No change | 4,819 | $437K |
| Commerce Bank | 0.00% | No change | 4,803 | $435K |
| Safeguard Investment Advisory Group, LLC | 0.12% | Add +0.0% | 4,802 | $435K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +10.6% | 4,743 | $430K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.8% | 4,674 | $424K |
| Sawgrass Asset Management LLC | 0.05% | No change | 4,662 | $423K |
| Beaton Management Co. Inc. | 0.22% | No change | 4,650 | $422K |
| Leavell Investment Management, Inc. | 0.02% | Add +80.4% | 4,645 | $421K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +8.0% | 4,460 | $404K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +2.2% | 4,381 | $401K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,392 | $398K |
| Valued Retirements, Inc. | 0.52% | No change | 4,323 | $392K |
| 4J Wealth Management LLC | 0.31% | No change | 4,314 | $391K |
| Horizon Bancorp Inc. | 0.22% | Reduce -12.3% | 4,308 | $391K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,290 | $389K |
| Grassi Investment Management | 0.04% | No change | 4,255 | $386K |
| Manchester Capital Management LLC | 0.05% | No change | 4,248 | $385K |
| Wealth Alliance, LLC | 0.05% | New | 4,203 | $381K |
| Independent Advisor Alliance | 0.01% | Reduce -96.0% | 4,194 | $380K |
| Fourth Dimension Wealth, LLC | 0.18% | Add +111.1% | 4,175 | $379K |
| Capital Market Strategies LLC | 0.25% | Reduce -4.6% | 4,125 | $374K |
| Patten Group, Inc. | 0.09% | No change | 4,110 | $373K |
| Horst & Graben Wealth Management LLC | 0.07% | Add +11.0% | 4,016 | $364K |
| Kathmere Capital Management, LLC | 0.03% | No change | 3,954 | $359K |
| Waverly Advisors, LLC | 0.00% | Add +12.2% | 3,933 | $357K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -16.0% | 3,887 | $352K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Reduce -1.1% | 3,884 | $352K |
| Guidance Point Advisors, LLC | 0.10% | Add +0.6% | 3,848 | $349K |
| Forefront Wealth Partners, LLC | 0.24% | No change | 3,840 | $348K |
| Seldon Capital LP | 0.22% | No change | 3,786 | $343K |
| Rollins Financial Advisors, LLC | 0.06% | New | 3,771 | $342K |
| Compound Planning, Inc. | 0.02% | Add +6.3% | 3,745 | $340K |
| IFP Advisors, Inc | 0.01% | Reduce -4.0% | 3,674 | $333K |
| Paragon Financial Partners, Inc. | 0.26% | Add +0.0% | 3,652 | $331K |
| Diversified Trust Co. | 0.01% | New | 3,648 | $331K |
| Walled Lake Planning & Wealth Management, LLC | 0.12% | Reduce -48.1% | 3,646 | $331K |
| Ieq Capital, LLC | 0.00% | Reduce -35.7% | 3,538 | $321K |
| Avid Wealth Partners LLC | 0.21% | New | 3,477 | $315K |
| Channel Wealth LLC | 0.10% | No change | 3,475 | $315K |
| Moors & Cabot, Inc. | 0.02% | No change | 3,449 | $313K |
| TPG Advisors LLC | 0.25% | Reduce -0.5% | 3,435 | $311K |
| Everpar Advisors LLC | 0.16% | Add +33.8% | 3,358 | $305K |
| Centaurus Financial, Inc. | 0.02% | Add +9.9% | 3,350 | $304K |
| Spire Wealth Management | 0.01% | Add +16.8% | 3,319 | $301K |
| Claro Advisors Inc. | 0.04% | New | 3,311 | $300K |
| Legacy Advisors, LLC | 0.03% | No change | 3,300 | $299K |
| Cape Investment Advisory, Inc. | 0.12% | Add +12.4% | 3,297 | $299K |
| BlackRock, Inc. | 0.00% | Add +70.9% | 3,224 | $292K |
| Consolidated Portfolio Review Corp | 0.05% | Add +0.4% | 3,172 | $288K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +47.1% | 3,164 | $287K |
| International Assets Investment Management, LLC | 0.03% | Reduce -2.3% | 3,162 | $287K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -9.6% | 3,150 | $286K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -9.3% | 3,130 | $284K |
| AQR Capital Management | 0.00% | New | 3,023 | $274K |
| Tortoise Investment Management, LLC | 0.03% | No change | 3,010 | $273K |
| TFC Financial Management, Inc. | 0.04% | No change | 3,000 | $272K |
| WNY Asset Management, LLC | 0.03% | No change | 3,000 | $272K |
| Dakota Wealth Management | 0.01% | No change | 3,000 | $272K |
| LM Advisors LLC | 0.05% | No change | 3,000 | $272K |
| Wolverine Trading, LLC | 0.01% | New | 2,986 | $271K |
| Choreo, LLC | 0.00% | No change | 2,960 | $268K |
| Mosaic Advisors LLC | 0.40% | New | 2,960 | $268K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 2,936 | $266K |
| Trexquant Investment LP | 0.00% | Add +18.3% | 2,907 | $264K |
| High Falls Advisors, Inc | 0.06% | Add +16.1% | 2,863 | $260K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 2,862 | $259K |
| Principal Securities, Inc. | 0.01% | No change | 2,520 | $257K |
| Westside Investment Management, Inc. | 0.05% | No change | 2,832 | $257K |
| Financial Advocates Investment Management | 0.02% | Reduce -0.3% | 2,824 | $256K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -7.0% | 2,787 | $253K |
| PFG Investments, LLC | 0.02% | Reduce -12.2% | 2,775 | $252K |
| Roundview Capital LLC | 0.02% | Reduce -33.3% | 2,706 | $245K |
| Red Door Wealth Management, LLC | 0.04% | No change | 2,672 | $242K |
| Scott & Selber, Inc. | 0.08% | No change | 2,646 | $240K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 2,644 | $240K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +23.4% | 2,625 | $238K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.1% | 2,594 | $235K |
| SageView Advisory Group, LLC | 0.01% | Reduce -13.5% | 2,589 | $235K |
| Bank of New Hampshire | 0.06% | No change | 2,580 | $234K |
| Ring Mountain Capital, LLC | 0.17% | No change | 2,504 | $227K |
| Aries Wealth Management | 0.06% | Reduce -43.3% | 2,500 | $227K |
| Blair William & Co. | 0.00% | Add +724.7% | 2,474 | $224K |
| Manhattan West Asset Management, LLC | 0.06% | No change | 2,400 | $218K |
| Adero Partners, LLC | 0.01% | No change | 2,400 | $218K |
| Barclays PLC | 0.00% | Add +100.0% | 2,400 | $218K |
| BlueChip Wealth Advisors LLC | 0.11% | No change | 2,392 | $217K |
| Advisors Capital Management, LLC | 0.00% | No change | 2,329 | $211K |
| Gouws Capital LLC | 0.14% | New | 2,300 | $209K |
| Kelly Financial Services LLC | 0.07% | New | 2,297 | $208K |
| Harbour Trust & Investment Management Co | 0.02% | No change | 2,262 | $205K |
| McGrath & Associates, Inc. | 0.37% | No change | 2,260 | $205K |
| Jordan Park Group LLC | 0.01% | No change | 2,250 | $204K |
| Eq LLC | 0.09% | No change | 2,234 | $203K |
| Banque Cantonale Vaudoise | 0.01% | — | 2,230 | $202K |
| Independent Financial Group, LLC | 0.01% | New | 2,221 | $201K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -60.2% | 2,013 | $183K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 1,722 | $156K |
| Bell Investment Advisors, Inc | 0.03% | No change | 1,716 | $156K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.5% | 1,691 | $155K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.06% | No change | 1,620 | $147K |
| First Horizon Advisors, Inc. | 0.00% | Add +702.5% | 1,605 | $146K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 1,548 | $140K |
| Montag A & Associates Inc. | 0.01% | Add +5.5% | 1,450 | $131K |
| Garde Capital, Inc. | 0.01% | No change | 1,410 | $128K |
| Capital Analysts, LLC | 0.00% | Add +33.9% | 1,277 | $116K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,260 | $114K |
| Creative Financial Designs Inc. | 0.01% | Add +7.6% | 1,246 | $113K |
| TCTC Holdings, LLC | 0.00% | No change | 1,233 | $112K |
| Ancora Advisors LLC | 0.00% | No change | 1,212 | $110K |
| Ameriflex Group, Inc. | 0.04% | No change | 1,203 | $109K |
| Bogart Wealth, LLC | 0.01% | Reduce -0.8% | 1,191 | $108K |
| MorganRosel Wealth Management, LLC | 0.03% | New | 1,029 | $93K |
| Colonial Trust Co / SC | 0.01% | No change | 990 | $90K |
| N.E.W. Advisory Services LLC | 0.01% | New | 963 | $87K |
| Independence Bank of Kentucky | 0.01% | No change | 960 | $87K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,068 | $85K |
| Assetmark, Inc. | 0.00% | No change | 931 | $84K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +29.4% | 880 | $80K |
| Whittier Trust Co. | 0.00% | No change | 847 | $77K |
| CENTRAL TRUST Co | 0.00% | No change | 816 | $74K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 767 | $71K |
| United Community Bank | 0.02% | No change | 720 | $65K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +19.2% | 683 | $62K |
| HM Payson & Co. | 0.00% | No change | 650 | $59K |
| AE Wealth Management LLC | 0.00% | No change | 641 | $58K |
| Arlington Trust Co LLC | 0.01% | New | 600 | $54K |
| Bokf, NA | 0.00% | No change | 600 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -5.2% | 583 | $53K |
| Private Wealth Management Group, LLC | 0.02% | Add +61.9% | 573 | $52K |
| TruNorth Capital Management, LLC | 0.01% | No change | 564 | $51K |
| JFS Wealth Advisors, LLC | 0.00% | Add +477.9% | 549 | $50K |
| Quadrant Capital Group LLC | 0.00% | Reduce -4.2% | 543 | $49K |
| Navigoe, LLC | 0.04% | No change | 540 | $48K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -3.0% | 522 | $47K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 505 | $46K |
| Concord Wealth Partners | 0.01% | Reduce -9.2% | 492 | $45K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +5.3% | 474 | $43K |
| Y.D. More Investments Ltd | 0.00% | Reduce -25.0% | 450 | $41K |
| Atticus Wealth Management, LLC | 0.01% | No change | 444 | $40K |
| Missouri Trust & Investment Co | 0.01% | No change | 400 | $36K |
| Anchor Investment Management, LLC | 0.00% | No change | 384 | $35K |
| Investors Research Corp | 0.01% | No change | 372 | $34K |
| Chilton Capital Management LLC | 0.00% | No change | 360 | $33K |
| Howe & Rusling Inc. | 0.00% | Reduce -9.1% | 330 | $30K |
| Valued Wealth Advisors LLC | 0.02% | New | 315 | $29K |
| Matrix Private Capital Group LLC | 0.02% | No change | 300 | $27K |
| Towne Trust Company, N.A | 0.01% | No change | 300 | $27K |
| CX Institutional | 0.00% | New | 298 | $27K |
| Larson Financial Group LLC | 0.00% | Add +581.0% | 286 | $26K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 282 | $26K |
| LGT Financial Advisors LLC | 0.07% | Add +633.3% | 264 | $24K |
| Key Financial Inc | 0.01% | No change | 258 | $23K |
| Northwest Capital Management Inc | 0.01% | No change | 252 | $23K |
| Kozak & Associates, Inc. | 0.01% | New | 254 | $22K |
| Colonial Trust Advisors | 0.00% | No change | 240 | $22K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 237 | $21K |
| Avion Wealth | 0.01% | No change | 210 | $21K |
| NorthRock Partners, LLC | 0.00% | No change | 225 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 222 | $20K |
| Trust Co. of Vermont | 0.00% | No change | 210 | $19K |
| MAI Capital Management | 0.00% | Reduce -55.4% | 182 | $17K |
| Beacon Capital Management, LLC | 0.00% | No change | 168 | $15K |
| Delta Asset Management LLC | 0.00% | New | 168 | $15K |
| Accredited Wealth Management, LLC | 0.01% | No change | 154 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -44.6% | 144 | $13K |
| Biltmore Family Office, LLC | 0.00% | New | 138 | $13K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -62.7% | 132 | $12K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 120 | $11K |
| Atala Financial Inc | 0.01% | No change | 120 | $11K |
| Archer Investment Corp | 0.00% | No change | 114 | $10K |
| Arax Advisory Partners | 0.00% | New | 113 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 110 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 110 | $10K |
| Graney & King, LLC | 0.01% | No change | 100 | $9K |
| Dunhill Financial, LLC | 0.00% | No change | 94 | $9K |
| Coldstream Capital Management Inc. | 0.00% | New | 90 | $8K |
| Realta Investment Advisors | 0.00% | No change | 78 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 73 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 70 | $6K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 67 | $6K |
| Van Eck Associates Corp. | 0.00% | No change | 70 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 41 | $4K |
| Horizon Investments, LLC | 0.00% | Add +30.0% | 26 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 21 | $2K |
| North Capital, Inc. | 0.00% | — | 20 | $2K |
| AlphaCore Capital LLC | 0.00% | New | 18 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 11 | $1K |
| New Republic Capital, LLC | 0.00% | Reduce -60.0% | 4 | $363 |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.