iShares Expanded Tech SectorIGMETF
13F holders, Q2 2025 (June 30)458holders +36
55new positions
21sold out
2famous investors
$112.11avg. 13F price*
At the end of Q2 2025, 458 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, up 36 from Q1 2025. 55 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($294.3M), Morgan Stanley ($249.9M) and Signature Estate & Investment Advisors LLC ($216.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $42.5M |
| Exits | 21 | $23.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,209,125 shares bought and 1,715,824 shares sold, net +493,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 458 holders
| Bank of America Corp. | 0.02% | Reduce -11.7% | 2,619,861 | $294.3M |
| Morgan Stanley | 0.02% | Reduce -2.1% | 2,224,918 | $249.9M |
| Signature Estate & Investment Advisors LLC | 5.00% | Add +1.7% | 1,929,928 | $216.8M |
| Equitable Holdings, Inc. | 1.60% | Reduce -3.2% | 1,729,204 | $194.3M |
| Bank of Montreal | 0.09% | Add +32.4% | 1,529,365 | $171.8M |
| Royal Bank of Canada | 0.03% | Reduce -2.5% | 1,227,277 | $137.9M |
| LPL Financial LLC | 0.04% | Add +3.0% | 1,194,332 | $134.2M |
| JPMorgan Chase & Co. | 0.01% | Add +0.8% | 917,005 | $103.0M |
| Cerity Partners LLC | 0.18% | Add +0.7% | 907,585 | $102.0M |
| Ameriprise Financial Inc. | 0.02% | Add +8.3% | 690,196 | $77.5M |
| Destination Wealth Management | 2.12% | Reduce -0.7% | 642,019 | $72.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -9.3% | 582,918 | $65.5M |
| Gray Foundation | 17.79% | No change | 559,116 | $62.8M |
| UBS Group AG | 0.01% | Add +23.8% | 556,212 | $62.5M |
| Commonwealth Equity Services, LLC | 0.07% | Add +13.9% | 488,814 | $54.9M |
| Wells Fargo & Company | 0.01% | Reduce -11.1% | 380,272 | $42.7M |
| PGIM Custom Harvest LLC | 0.88% | Add +570.1% | 378,734 | $42.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +62.2% | 356,584 | $40.1M |
| Portfolio Strategies, Inc. | 4.56% | Add +1.7% | 311,823 | $35.0M |
| Legacy Financial Strategies, LLC | 6.03% | Add +5.4% | 273,334 | $30.7M |
| Allworth Financial LP | 0.13% | Reduce -0.3% | 245,426 | $27.6M |
| Stuart Chaussee & Associates, Inc. | 5.81% | Reduce -0.0% | 229,468 | $25.8M |
| Stifel Financial Corp. | 0.02% | Add +11.7% | 218,882 | $24.6M |
| Cibc World Market Inc. | 0.05% | Add +91.2% | 208,061 | $23.4M |
| Janney Montgomery Scott LLC | 0.06% | Add +0.5% | 188,571 | $21.2M |
| Osaic Holdings, Inc. | 0.04% | Reduce -21.1% | 186,575 | $20.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.1% | 175,318 | $19.7M |
| Truist Financial Corp. | 0.03% | Add +62.5% | 159,278 | $17.9M |
| Cetera Investment Advisers | 0.03% | Add +21.8% | 147,961 | $16.6M |
| Wellington Management Group LLP | 0.00% | Reduce -30.1% | 146,041 | $16.4M |
| Mathes Company, Inc. | 6.06% | Reduce -0.7% | 144,449 | $16.2M |
| Mariner, LLC | 0.02% | Reduce -0.4% | 138,682 | $15.6M |
| Bailard, Inc. | 0.36% | Add +0.5% | 136,161 | $15.3M |
| HB Wealth Management, LLC | 0.12% | Reduce -6.3% | 134,875 | $15.2M |
| Sagespring Wealth Partners, LLC | 0.28% | Reduce -8.6% | 113,983 | $12.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -28.2% | 107,030 | $12.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.33% | Reduce -70.0% | 102,878 | $11.6M |
| Apollon Wealth Management, LLC | 0.23% | Add +0.1% | 102,667 | $11.5M |
| Two Sigma Investments, LP | 0.02% | Reduce -60.0% | 99,000 | $11.1M |
| Northeast Financial Consultants Inc | 0.45% | Reduce -11.1% | 98,767 | $11.1M |
| GM Advisory Group, LLC | 0.55% | Add +3.3% | 98,432 | $11.1M |
| Shira Ridge Wealth Management | 4.97% | Add +11.6% | 96,767 | $10.9M |
| Dynamic Wealth Strategies, LLC | 7.62% | Add +39.9% | 94,128 | $10.6M |
| White Lighthouse Investment Management Inc. | 1.63% | Add +10.7% | 88,976 | $10.0M |
| Fairscale Capital, LLC | 7.19% | Add +6.9% | 85,267 | $9.9M |
| &partners | 0.08% | Reduce -0.1% | 87,383 | $9.8M |
| Vantage Financial Partners, LLC | 2.25% | New | 86,663 | $9.7M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -4.0% | 84,166 | $9.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.6% | 79,088 | $8.9M |
| Prostatis Group LLC | 2.53% | Add +113.5% | 78,614 | $8.8M |
| MML Investors Services, LLC | 0.03% | Add +301.4% | 78,412 | $8.8M |
| Baker Avenue Asset Management, LP | 0.24% | Add +4.3% | 73,665 | $8.3M |
| NewEdge Advisors, LLC | 0.04% | Reduce -1.8% | 72,211 | $8.1M |
| WealthBridge Capital Management, LLC | 2.00% | Add +1.2% | 70,165 | $7.9M |
| Deutsche Bank AG | 0.00% | No change | 68,230 | $7.7M |
| Cwm, LLC | 0.03% | Reduce -1.1% | 64,617 | $7.3M |
| Meridian Wealth Management, LLC | 0.31% | No change | 64,220 | $7.2M |
| Global Retirement Partners, LLC | 0.18% | — | 63,229 | $7.1M |
| Scotia Capital Inc. | 0.03% | Reduce -2.8% | 60,878 | $6.8M |
| Private Advisor Group, LLC | 0.04% | Reduce -2.2% | 60,634 | $6.8M |
| First Trust Advisors LP | 0.01% | Add +13.1% | 58,839 | $6.6M |
| Asset Management Group, Inc. | 1.13% | Add +0.1% | 57,735 | $6.5M |
| Graves Light Lenhart Wealth, Inc. | 0.75% | Reduce -1.2% | 55,973 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +189.6% | 55,770 | $6.3M |
| Acima Private Wealth, LLC | 2.04% | No change | 53,400 | $6.0M |
| Aft, Forsyth & Company, Inc. | 3.06% | Reduce -1.1% | 53,151 | $6.0M |
| NorthCoast Asset Management LLC | 0.03% | New | 52,832 | $5.9M |
| Integrity Investment Advisors, LLC | 4.47% | Add +4.0% | 51,731 | $5.8M |
| Northstar Advisory Group, LLC | 2.79% | New | 50,918 | $5.7M |
| Focus Partners Wealth | 0.01% | Add +687.9% | 50,770 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +66.7% | 49,910 | $5.6M |
| Rwa Wealth Partners, LLC | 0.07% | No change | 49,821 | $5.6M |
| Advisory Services Network, LLC | 0.09% | Reduce -4.0% | 48,202 | $5.6M |
| KKM Financial LLC | 1.92% | Reduce -7.1% | 48,521 | $5.5M |
| Humankind Investments LLC | 1.34% | No change | 48,930 | $5.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.8% | 48,878 | $5.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +38.1% | 47,237 | $5.3M |
| Midland Wealth Advisors, LLC | 0.29% | Reduce -0.4% | 47,071 | $5.3M |
| Interactive Financial Advisors, Inc. | 2.52% | Add +0.2% | 46,015 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +1.9% | 43,307 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +42.8% | 38,922 | $4.3M |
| Paragon Advisors, LLC | 1.11% | New | 37,958 | $4.3M |
| HighTower Advisors, LLC | 0.01% | Add +7.2% | 37,327 | $4.2M |
| Meridian Investment Counsel Inc. | 1.12% | No change | 36,795 | $4.1M |
| Belpointe Asset Management LLC | 0.17% | Reduce -12.4% | 36,006 | $4.0M |
| Milestone Investment Advisors LLC | 1.05% | Add +8.7% | 35,913 | $4.0M |
| Creative Planning | 0.00% | Reduce -11.3% | 34,967 | $3.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Add +0.7% | 34,598 | $3.9M |
| Campion Asset Management | 2.86% | Reduce -1.3% | 33,950 | $3.8M |
| Traphagen Investment Advisors LLC | 0.36% | Add +2.7% | 33,650 | $3.8M |
| Sheets Smith Wealth Management | 0.44% | Reduce -1.6% | 33,560 | $3.8M |
| Journey Beyond Wealth, LLC | 3.14% | Add +21.7% | 33,132 | $3.7M |
| FMR LLC | 0.00% | Add +3.4% | 32,482 | $3.6M |
| US Bancorp \de | 0.00% | Add +51.5% | 32,375 | $3.6M |
| Keystone Global Partners, LLC | 1.86% | Reduce -2.8% | 30,431 | $3.4M |
| IHT Wealth Management, LLC | 0.09% | Reduce -2.3% | 29,434 | $3.3M |
| Brown Advisory Inc. | 0.00% | Add +7.2% | 29,119 | $3.3M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -10.0% | 28,587 | $3.2M |
| Sowell Financial Services LLC | 0.13% | Reduce -1.0% | 27,645 | $3.1M |
| Marshall Wace, LLP | 0.00% | Add +49.4% | 27,442 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -33.1% | 25,154 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.2% | 24,627 | $2.8M |
| Apexium Financial, LP | 0.14% | Reduce -48.8% | 24,174 | $2.7M |
| Captrust Financial Advisors | 0.01% | Reduce -0.1% | 23,619 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Reduce -17.7% | 23,519 | $2.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -50.5% | 23,437 | $2.6M |
| Stephens Inc. | 0.04% | Add +1.4% | 23,172 | $2.6M |
| Financial Freedom, LLC | 1.38% | Add +11.2% | 22,764 | $2.6M |
| Clarity Wealth Advisors, LLC | 0.61% | Reduce -2.8% | 21,960 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -10.1% | 21,956 | $2.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +11.3% | 21,891 | $2.5M |
| Shelton Wealth Management, LLC | 1.24% | Reduce -1.0% | 21,889 | $2.5M |
| Park Avenue Securities LLC | 0.02% | Add +129.2% | 21,820 | $2.5M |
| Perigon Wealth Management, LLC | 0.06% | Add +11.5% | 21,161 | $2.4M |
| Fort Sheridan Advisors LLC | 0.34% | Reduce -0.1% | 21,000 | $2.4M |
| National Bank of Canada | 0.00% | Reduce -2.2% | 20,363 | $2.3M |
| BXM Wealth LLC | 2.58% | Reduce -25.2% | 19,322 | $2.2M |
| Smith, Moore & Co. | 0.18% | Add +4.7% | 18,764 | $2.1M |
| Arete Wealth Advisors, LLC | 0.14% | New | 18,164 | $2.0M |
| Houlihan Financial Resource Group, Ltd. | 0.84% | Reduce -0.3% | 17,767 | $2.0M |
| Hilltop Holdings Inc. | 0.13% | Add +22.2% | 17,609 | $2.0M |
| M&T Bank Corp | 0.01% | No change | 17,508 | $2.0M |
| Webster Bank, N. A. | 0.20% | Reduce -2.8% | 17,373 | $2.0M |
| Security Financial Services, INC. | 0.33% | Reduce -0.5% | 16,878 | $1.9M |
| Caldwell Sutter Capital, Inc. | 0.83% | Reduce -4.6% | 16,122 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +1.3% | 15,511 | $1.7M |
| Family Firm, Inc. | 0.42% | Add +12.2% | 15,509 | $1.7M |
| Fiducient Advisors LLC | 0.21% | No change | 15,080 | $1.7M |
| Icon Wealth Advisors, LLC | 0.12% | No change | 14,688 | $1.7M |
| RFG - Bristol Wealth Advisors, LLC | 0.51% | Reduce -19.0% | 14,610 | $1.6M |
| One Wealth Advisors, LLC | 0.23% | Add +11.0% | 14,523 | $1.6M |
| CW Advisors, LLC | 0.02% | Add +12.6% | 14,400 | $1.6M |
| Crescent Grove Advisors, LLC | 0.16% | No change | 14,340 | $1.6M |
| Keebeck Wealth Management | 0.21% | Reduce -6.3% | 14,239 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +5.8% | 14,185 | $1.6M |
| Diversify Advisory Services, LLC | 0.06% | Add +1.7% | 13,308 | $1.6M |
| Harmony Asset Management LLC | 0.58% | Reduce -4.4% | 13,833 | $1.6M |
| Clifford Swan Investment Counsel LLC | 0.05% | Reduce -10.0% | 13,500 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | No change | 13,158 | $1.5M |
| Nikulski Financial, Inc. | 0.40% | Reduce -24.6% | 12,968 | $1.5M |
| Tyler-Stone Wealth Management | 0.23% | Reduce -1.4% | 12,572 | $1.4M |
| Unique Wealth, LLC | 0.23% | Add +21.2% | 12,488 | $1.4M |
| Legacy Edge Advisors, LLC | 0.19% | Reduce -4.9% | 12,424 | $1.4M |
| Boston Family Office LLC | 0.09% | No change | 11,904 | $1.3M |
| Avestar Capital, LLC | 0.10% | Reduce -4.0% | 11,861 | $1.3M |
| Ayalon Insurance Comp Ltd. | 0.38% | No change | 11,826 | $1.3M |
| Partners Capital Investment Group, LLP | 0.05% | New | 11,626 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.5% | 11,375 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -2.9% | 11,221 | $1.3M |
| Copia Wealth Management | 1.05% | Reduce -8.9% | 11,052 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -9.5% | 11,051 | $1.2M |
| WealthShield Partners, LLC | 0.15% | No change | 10,800 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.3% | 10,782 | $1.2M |
| Comerica Bank | 0.00% | Add +0.9% | 10,561 | $1.2M |
| Hazlett, Burt & Watson, Inc. | 0.47% | Add +0.0% | 10,113 | $1.1M |
| Comprehensive Financial Planning, Inc. | 0.89% | Reduce -1.0% | 10,090 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.4% | 9,784 | $1.1M |
| Clarius Group, LLC | 0.06% | No change | 9,774 | $1.1M |
| Composition Wealth, LLC | 0.02% | No change | 9,760 | $1.1M |
| Keel Point, LLC | 0.07% | New | 9,750 | $1.1M |
| Empirical Asset Management, LLC | 0.34% | No change | 9,731 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Add +41.7% | 9,582 | $1.1M |
| CFS Investment Advisory Services, LLC | 0.09% | Reduce -14.9% | 9,418 | $1.1M |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -1.6% | 9,150 | $1.0M |
| Beacon Financial Group | 0.11% | Reduce -2.1% | 9,094 | $1.0M |
| Ascent Group, LLC | 0.04% | Reduce -14.5% | 9,004 | $1.0M |
| Bawa N Mallick Trust | 0.42% | No change | 9,000 | $1.0M |
| Northern Trust Corp. | 0.00% | No change | 8,964 | $1.0M |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -6.9% | 8,875 | $997K |
| Benjamin Edwards Inc. | 0.01% | Add +24.1% | 8,837 | $993K |
| AlTi Global, Inc. | 0.02% | Add +0.0% | 8,767 | $985K |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 8,635 | $970K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -9.9% | 8,597 | $966K |
| Citigroup Inc. | 0.00% | Reduce -3.0% | 8,579 | $964K |
| Creekmur Asset Management LLC | 0.17% | Reduce -6.2% | 8,520 | $957K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -27.6% | 8,478 | $952K |
| Kearns & Associates LLC | 0.53% | No change | 8,226 | $924K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.8% | 8,127 | $913K |
| Cypress Wealth Services, LLC | 0.16% | Reduce -2.5% | 8,103 | $910K |
| Citizens National Bank Trust Department | 0.18% | Reduce -0.8% | 7,980 | $896K |
| Tandem Capital Management Corp. | 0.43% | Add +0.9% | 7,595 | $853K |
| Embree Financial Group | 0.13% | Add +0.0% | 7,387 | $830K |
| Willis Johnson & Associates, Inc. | 0.06% | Add +0.2% | 7,358 | $827K |
| WealthTrust Axiom LLC | 0.24% | Reduce -7.8% | 7,329 | $823K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 7,133 | $801K |
| Biondo Investment Advisors, LLC | 0.11% | Add +2.8% | 7,105 | $798K |
| Lazard Asset Management LLC | 0.00% | No change | 7,110 | $798K |
| Arkadios Wealth Advisors | 0.02% | Add +1.4% | 7,076 | $795K |
| Retirement Planning Co of New England, Inc. | 0.34% | Reduce -0.3% | 6,808 | $765K |
| Mystic Asset Management, Inc. | 0.18% | Add +1.0% | 6,788 | $763K |
| Schmidt P J Investment Management Inc. | 0.13% | Reduce -2.5% | 6,714 | $754K |
| EP Wealth Advisors, LLC | 0.00% | Add +4.7% | 6,618 | $743K |
| Summit Financial, LLC | 0.02% | New | 6,447 | $724K |
| Sigma Planning Corp | 0.02% | Reduce -4.4% | 6,439 | $723K |
| Bollard Group LLC | 0.02% | Add +8.7% | 6,406 | $720K |
| D.A. Davidson & Co. | 0.01% | No change | 6,404 | $719K |
| Family Office Research LLC | 0.34% | Add +7.2% | 6,380 | $717K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.16% | No change | 6,300 | $708K |
| Kesler, Norman & Wride, LLC | 0.12% | Reduce -26.9% | 6,262 | $703K |
| Forefront Wealth Partners, LLC | 0.48% | Add +71.6% | 6,588 | $701K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -8.2% | 6,156 | $692K |
| Synovus Financial Corp. | 0.01% | Reduce -0.9% | 6,125 | $688K |
| Lido Advisors, LLC | 0.00% | New | 6,124 | $688K |
| Eastern Bank | 0.01% | Reduce -1.5% | 6,084 | $683K |
| Fifth Third Bancorp | 0.00% | No change | 6,061 | $681K |
| TSA Wealth Managment LLC | 0.25% | Reduce -10.1% | 6,047 | $679K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +38.0% | 6,044 | $679K |
| Ridgeline Wealth, LLC | 0.55% | Reduce -0.1% | 5,948 | $668K |
| Kickstand Ventures, Llc. | 0.16% | Reduce -3.6% | 5,935 | $667K |
| Franklin Resources Inc. | 0.00% | Reduce -3.8% | 5,896 | $662K |
| Strait & Sound Wealth Management LLC | 0.28% | Add +10.1% | 5,833 | $655K |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.5% | 5,790 | $650K |
| Founders Financial Securities LLC | 0.05% | New | 5,709 | $641K |
| Tufton Capital Management | 0.12% | No change | 5,700 | $640K |
| Horst & Graben Wealth Management LLC | 0.11% | Add +41.4% | 5,679 | $638K |
| Kennedy Investment Group, Inc. | 0.27% | Add +3.6% | 5,678 | $638K |
| SOA Wealth Advisors, LLC. | 0.12% | Reduce -2.4% | 5,636 | $633K |
| Becker Capital Management Inc. | 0.02% | No change | 5,598 | $629K |
| Strategic Blueprint, LLC | 0.03% | Reduce -4.5% | 5,592 | $628K |
| Ieq Capital, LLC | 0.00% | Add +55.6% | 5,506 | $618K |
| Blair William & Co. | 0.00% | Add +117.7% | 5,387 | $605K |
| Etesian Wealth Advisors, Inc. | 0.23% | Add +2.8% | 5,372 | $603K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.8% | 5,306 | $596K |
| Harbour Investments, Inc. | 0.01% | Add +4.5% | 5,245 | $589K |
| Corient Private Wealth LP | 0.00% | Reduce -66.3% | 5,236 | $588K |
| Commerce Bank | 0.00% | Add +6.8% | 5,128 | $576K |
| Bouchey Financial Group, Ltd. | 0.05% | No change | 5,070 | $570K |
| Valmark Advisers, Inc. | 0.01% | No change | 5,058 | $568K |
| Guidance Point Advisors, LLC | 0.15% | Add +29.8% | 4,996 | $561K |
| Leavell Investment Management, Inc. | 0.03% | Add +7.3% | 4,985 | $560K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -10.2% | 4,959 | $557K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 4,926 | $553K |
| St. Johns Investment Management Company, LLC | 0.25% | No change | 4,918 | $552K |
| SCS Capital Management LLC | 0.01% | Reduce -37.6% | 4,897 | $550K |
| Capital Wealth Alliance, LLC | 0.29% | Reduce -3.1% | 4,881 | $548K |
| Orleans Capital Management Corp. | 0.29% | No change | 4,819 | $541K |
| Safeguard Investment Advisory Group, LLC | 0.13% | Add +0.0% | 4,804 | $540K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +0.9% | 4,788 | $538K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.0% | 4,720 | $530K |
| Sawgrass Asset Management LLC | 0.06% | No change | 4,662 | $524K |
| Rollins Financial Advisors, LLC | 0.08% | Add +23.3% | 4,649 | $522K |
| Southland Equity Partners LLC | 0.11% | Reduce -19.2% | 4,647 | $522K |
| Beaton Management Co. Inc. | 0.26% | No change | 4,650 | $522K |
| Renaissance Technologies | 0.00% | Reduce -56.2% | 4,600 | $517K |
| Sunbelt Securities, Inc. | 0.05% | Add +151.2% | 5,056 | $516K |
| Banque Cantonale Vaudoise | 0.02% | Add +105.8% | 4,589 | $516K |
| Compound Planning, Inc. | 0.02% | Add +18.5% | 4,438 | $499K |
| Glenmede Investment Management, LP | 0.00% | — | 4,392 | $493K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -1.8% | 4,381 | $492K |
| First Horizon Advisors, Inc. | 0.01% | Add +172.6% | 4,375 | $491K |
| Quadrature Capital Ltd | 0.01% | Reduce -88.8% | 4,351 | $489K |
| Valued Retirements, Inc. | 0.55% | No change | 4,323 | $486K |
| 4J Wealth Management LLC | 0.33% | No change | 4,314 | $485K |
| Horizon Bancorp Inc. | 0.24% | No change | 4,308 | $484K |
| Principal Securities, Inc. | 0.01% | Add +70.4% | 4,295 | $483K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,290 | $482K |
| Everpar Advisors LLC | 0.22% | Add +27.6% | 4,285 | $481K |
| Bank of New York Mellon Corp | 0.00% | Reduce -26.3% | 4,174 | $469K |
| Money Concepts Capital Corp. | 0.03% | New | 4,137 | $465K |
| Capital Market Strategies LLC | 0.32% | No change | 4,125 | $463K |
| Patten Group, Inc. | 0.10% | No change | 4,110 | $462K |
| Fourth Dimension Wealth, LLC | 0.19% | Reduce -2.5% | 4,070 | $457K |
| Saxon Interests, Inc. | 0.21% | No change | 4,988 | $452K |
| Kathmere Capital Management, LLC | 0.03% | No change | 3,954 | $444K |
| Quantinno Capital Management LP | 0.00% | New | 3,893 | $437K |
| Hubbell Strickland Wealth Management, LLC | 0.19% | Add +0.1% | 3,886 | $437K |
| Centaurus Financial, Inc. | 0.03% | Add +15.8% | 3,881 | $436K |
| Manchester Capital Management LLC | 0.06% | Reduce -9.5% | 3,843 | $432K |
| Accurate Wealth Management, LLC | 0.07% | New | 3,776 | $427K |
| Seldon Capital LP | 0.18% | No change | 3,786 | $425K |
| Waverly Advisors, LLC | 0.00% | Reduce -4.5% | 3,757 | $422K |
| QRG Capital Management, Inc. | 0.00% | New | 3,736 | $420K |
| High Falls Advisors, Inc | 0.09% | Add +30.2% | 3,727 | $419K |
| Paragon Financial Partners, Inc. | 0.28% | Add +0.1% | 3,654 | $411K |
| Grassi Investment Management | 0.03% | Reduce -14.2% | 3,650 | $410K |
| IFP Advisors, Inc | 0.01% | Reduce -0.7% | 3,650 | $410K |
| Diversified Trust Co. | 0.01% | No change | 3,648 | $410K |
| Cape Investment Advisory, Inc. | 0.15% | Add +10.5% | 3,642 | $409K |
| Tortoise Investment Management, LLC | 0.04% | Add +19.9% | 3,610 | $406K |
| Debussy Capital Management LP | 0.06% | New | 3,595 | $404K |
| 5T Wealth, LLC | 0.20% | New | 3,511 | $394K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +10.7% | 3,502 | $393K |
| Channel Wealth LLC | 0.11% | No change | 3,475 | $390K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -10.7% | 3,473 | $390K |
| Consolidated Portfolio Review Corp | 0.05% | Add +8.1% | 3,429 | $385K |
| TPG Advisors LLC | 0.28% | Reduce -1.2% | 3,395 | $381K |
| Geneos Wealth Management Inc. | 0.01% | Add +6.8% | 3,342 | $375K |
| Trexquant Investment LP | 0.00% | Add +14.7% | 3,333 | $374K |
| AQR Capital Management | 0.00% | Add +8.3% | 3,273 | $368K |
| Qube Research & Technologies Ltd | 0.00% | Add +3.8% | 3,268 | $367K |
| Cahill Financial Advisors Inc. | 0.05% | New | 3,255 | $366K |
| Group One Trading LLC | 0.01% | New | 3,213 | $361K |
| Choreo, LLC | 0.01% | Add +6.8% | 3,160 | $355K |
| WealthPlan Investment Management, LLC | 0.03% | New | 3,122 | $351K |
| Spire Wealth Management | 0.01% | Reduce -7.7% | 3,065 | $344K |
| TFC Financial Management, Inc. | 0.05% | No change | 3,000 | $337K |
| WNY Asset Management, LLC | 0.04% | No change | 3,000 | $337K |
| Dakota Wealth Management | 0.01% | No change | 3,000 | $337K |
| LM Advisors LLC | 0.04% | No change | 3,000 | $337K |
| waypoint wealth counsel | 0.17% | Reduce -43.2% | 2,993 | $336K |
| International Assets Investment Management, LLC | 0.03% | Reduce -7.8% | 2,914 | $327K |
| Independent Financial Group, LLC | 0.01% | Add +29.8% | 2,883 | $324K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -48.7% | 2,880 | $324K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -84.4% | 2,878 | $323K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 2,862 | $322K |
| Financial Advocates Investment Management | 0.03% | Reduce -0.0% | 2,823 | $317K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.1% | 2,757 | $310K |
| PFG Investments, LLC | 0.02% | Reduce -2.2% | 2,715 | $305K |
| Roundview Capital LLC | 0.02% | No change | 2,706 | $304K |
| Westside Investment Management, Inc. | 0.06% | Reduce -4.7% | 2,700 | $303K |
| Red Door Wealth Management, LLC | 0.04% | Reduce -0.0% | 2,671 | $300K |
| SageView Advisory Group, LLC | 0.01% | Reduce -1.1% | 2,560 | $297K |
| Scott & Selber, Inc. | 0.08% | No change | 2,646 | $297K |
| Claro Advisors Inc. | 0.05% | Reduce -20.7% | 2,627 | $295K |
| Wealth Alliance, LLC | 0.03% | Reduce -37.7% | 2,619 | $294K |
| Kane Investment Management, Inc. | 0.15% | Reduce -63.2% | 2,604 | $293K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.1% | 2,596 | $292K |
| Global Financial Private Client, LLC | 0.11% | Reduce -75.3% | 2,592 | $291K |
| Bank of New Hampshire | 0.07% | No change | 2,580 | $290K |
| Ring Mountain Capital, LLC | 0.18% | Add +0.6% | 2,520 | $288K |
| Kelly Financial Services LLC | 0.08% | Add +9.5% | 2,516 | $283K |
| Aries Wealth Management | 0.07% | No change | 2,500 | $281K |
| Moors & Cabot, Inc. | 0.01% | Reduce -29.0% | 2,450 | $275K |
| Mgo One Seven LLC | 0.01% | Reduce -48.8% | 2,412 | $271K |
| Manhattan West Asset Management, LLC | 0.06% | No change | 2,400 | $270K |
| Barclays PLC | 0.00% | No change | 2,400 | $270K |
| BlueChip Wealth Advisors LLC | 0.11% | No change | 2,392 | $269K |
| Betterment LLC | 0.00% | New | 2,348 | $264K |
| Advisors Capital Management, LLC | 0.00% | No change | 2,329 | $262K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -11.9% | 2,312 | $260K |
| Gouws Capital LLC | 0.16% | No change | 2,300 | $258K |
| Trek Financial, LLC | 0.02% | New | 2,280 | $256K |
| Harbour Trust & Investment Management Co | 0.03% | No change | 2,262 | $254K |
| McGrath & Associates, Inc. | 0.41% | No change | 2,260 | $254K |
| Jordan Park Group LLC | 0.02% | No change | 2,250 | $253K |
| Eq LLC | 0.10% | No change | 2,234 | $251K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -75.8% | 2,199 | $247K |
| Wedmont Private Capital | 0.01% | New | 2,159 | $245K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,178 | $245K |
| Magnus Financial Group LLC | 0.02% | New | 2,131 | $239K |
| Argent Trust Co | 0.01% | New | 2,130 | $239K |
| Middleton & Co. Inc. | 0.03% | New | 2,100 | $236K |
| Calamos Wealth Management LLC | 0.01% | New | 2,100 | $236K |
| Bogart Wealth, LLC | 0.01% | Add +75.7% | 2,093 | $235K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 2,064 | $232K |
| Bragg Financial Advisors, Inc | 0.01% | New | 2,044 | $230K |
| Great Waters Wealth Management | 0.03% | New | 2,040 | $229K |
| GEM Asset Management, LLC | 0.12% | New | 2,016 | $227K |
| Patriot Investment Management Group, Inc. | 0.02% | New | 1,999 | $225K |
| MA Private Wealth | 0.04% | New | 1,986 | $223K |
| Resolute Wealth Advisor, Inc. | 0.12% | — | 1,850 | $219K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -26.3% | 1,950 | $219K |
| Main Street Research LLC | 0.01% | New | 1,932 | $217K |
| Ewa, LLC | 0.07% | New | 1,929 | $217K |
| Citizens Financial Group Inc. | 0.00% | New | 1,907 | $214K |
| BlackRock, Inc. | 0.00% | Reduce -41.5% | 1,886 | $212K |
| Savvy Advisors, Inc. | 0.01% | New | 1,881 | $211K |
| Castle Rock Wealth Management, LLC | 0.05% | New | 1,800 | $208K |
| Blankinship & Foster, LLC | 0.05% | New | 1,847 | $207K |
| Chicago Partners Investment Group LLC | 0.01% | New | 1,782 | $204K |
| Silver Oak Wealth Advisors Services, LLC | 0.15% | New | 1,800 | $202K |
| Newman Dignan & Sheerar, Inc. | 0.05% | New | 1,800 | $202K |
| Shepherd Financial Partners LLC | 0.02% | New | 1,800 | $202K |
| Klingman & Associates, LLC | 0.01% | New | 1,800 | $202K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.8% | 1,773 | $199K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 1,722 | $193K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.07% | No change | 1,620 | $182K |
| Elevation Wealth Partners, LLC | 0.07% | Reduce -0.9% | 1,534 | $172K |
| Vermillion Wealth Management, Inc. | 0.08% | Add +69.1% | 1,488 | $167K |
| Garde Capital, Inc. | 0.01% | No change | 1,410 | $158K |
| CX Institutional | 0.01% | Add +327.2% | 1,273 | $143K |
| Capital Analysts, LLC | 0.00% | No change | 1,277 | $143K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,260 | $140K |
| TCTC Holdings, LLC | 0.00% | No change | 1,233 | $139K |
| Ancora Advisors LLC | 0.00% | No change | 1,212 | $136K |
| Ameriflex Group, Inc. | 0.07% | Add +0.1% | 1,204 | $134K |
| Soundwatch Capital LLC | 0.02% | New | 62,657 | $128K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,068 | $120K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -76.1% | 1,059 | $119K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +120.5% | 1,045 | $117K |
| MorganRosel Wealth Management, LLC | 0.03% | No change | 1,029 | $116K |
| Creative Financial Designs Inc. | 0.01% | Reduce -20.1% | 996 | $112K |
| Colonial Trust Co / SC | 0.02% | No change | 990 | $111K |
| Independence Bank of Kentucky | 0.02% | No change | 960 | $108K |
| Assetmark, Inc. | 0.00% | Reduce -7.5% | 861 | $97K |
| Whittier Trust Co. | 0.00% | No change | 847 | $95K |
| CENTRAL TRUST Co | 0.00% | No change | 816 | $92K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +14.6% | 783 | $88K |
| Arax Advisory Partners | 0.00% | Reduce -17.7% | 93 | $86K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 767 | $86K |
| United Community Bank | 0.03% | No change | 720 | $81K |
| AE Wealth Management LLC | 0.00% | Add +7.5% | 689 | $77K |
| HM Payson & Co. | 0.00% | No change | 650 | $73K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -92.2% | 620 | $69K |
| Arlington Trust Co LLC | 0.01% | No change | 600 | $67K |
| AdvisorNet Financial, Inc | 0.00% | Add +14.9% | 600 | $67K |
| TruNorth Capital Management, LLC | 0.01% | No change | 564 | $63K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -3.8% | 561 | $63K |
| Navigoe, LLC | 0.05% | No change | 540 | $60K |
| Private Wealth Management Group, LLC | 0.02% | Reduce -10.8% | 511 | $57K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.2% | 506 | $57K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 493 | $55K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -50.0% | 482 | $54K |
| Y.D. More Investments Ltd | 0.00% | No change | 450 | $51K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 450 | $51K |
| Atticus Wealth Management, LLC | 0.01% | No change | 444 | $50K |
| Missouri Trust & Investment Co | 0.01% | No change | 400 | $45K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -77.3% | 389 | $44K |
| Anchor Investment Management, LLC | 0.00% | No change | 384 | $43K |
| Investors Research Corp | 0.01% | Reduce -10.8% | 372 | $42K |
| Clarity Asset Management, Inc. | 0.02% | New | 350 | $39K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 325 | $37K |
| Towne Trust Company, N.A | 0.01% | No change | 300 | $34K |
| Howe & Rusling Inc. | 0.00% | Reduce -9.1% | 300 | $34K |
| Key Financial Inc | 0.01% | No change | 258 | $29K |
| Kozak & Associates, Inc. | 0.01% | No change | 254 | $29K |
| Creative Capital Management Investments LLC | 0.01% | New | 252 | $28K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1566.7% | 250 | $28K |
| Colonial Trust Advisors | 0.00% | No change | 240 | $27K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 237 | $27K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 222 | $25K |
| Trust Co. of Vermont | 0.00% | No change | 210 | $24K |
| Avion Wealth | 0.01% | No change | 210 | $23K |
| Matrix Private Capital Group LLC | 0.01% | Reduce -33.3% | 200 | $22K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -66.5% | 184 | $21K |
| MAI Capital Management | 0.00% | No change | 182 | $20K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 166 | $20K |
| Beacon Capital Management, LLC | 0.00% | No change | 168 | $19K |
| Delta Asset Management LLC | 0.00% | No change | 168 | $19K |
| Accredited Wealth Management, LLC | 0.01% | No change | 154 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 144 | $16K |
| Biltmore Family Office, LLC | 0.00% | No change | 138 | $16K |
| Fortis Group Advisors, LLC | 0.00% | No change | 132 | $15K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 120 | $14K |
| Archer Investment Corp | 0.00% | No change | 114 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 110 | $12K |
| Graney & King, LLC | 0.01% | No change | 100 | $11K |
| Dunhill Financial, LLC | 0.00% | Reduce -1.1% | 93 | $11K |
| Realta Investment Advisors | 0.00% | No change | 78 | $9K |
| Founders Financial Alliance, LLC | 0.00% | No change | 73 | $8K |
| Van Eck Associates Corp. | 0.00% | No change | 70 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 70 | $8K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 67 | $7K |
| Cordant, Inc. | 0.00% | New | 55 | $6K |
| Larson Financial Group LLC | 0.00% | Reduce -85.3% | 42 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 41 | $5K |
| LGT Financial Advisors LLC | 0.01% | Reduce -85.2% | 39 | $4K |
| Bristlecone Advisors, LLC | 0.00% | Reduce -99.5% | 36 | $4K |
| Westwind Capital | 0.00% | Reduce -100.0% | 3 | $3K |
| Horizon Investments, LLC | 0.00% | Reduce -3.9% | 25 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 21 | $2K |
| Nova Wealth Management, Inc. | 0.00% | New | 21 | $2K |
| North Capital, Inc. | 0.00% | No change | 20 | $2K |
| Briaud Financial Planning Inc | 0.00% | New | 26 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +18.2% | 13 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.7% | 8 | $899 |
| BNP Paribas Financial Markets | 0.00% | New | 7 | $786 |
| New Republic Capital, LLC | 0.00% | No change | 4 | $449 |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.