iShares Expanded Tech SectorIGMETF
13F holders, Q3 2025 (September 30)498holders +40
74new positions
28sold out
3famous investors
$125.90avg. 13F price*
At the end of Q3 2025, 498 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, up 40 from Q2 2025. 74 opened new positions and 28 sold out. The largest holders were Bank of America Corp. ($665.1M), Envestnet Asset Management Inc. ($423.7M) and Raymond James Financial Inc. ($362.6M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $389.4M |
| Exits | 28 | $13.1M |
All 13F filers, Q2 2025 → Q3 2025: 18,455,167 shares bought and 697,317 shares sold, net +17,757,850 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 498 holders
| Bank of America Corp. | 0.05% | Add +101.6% | 5,280,818 | $665.1M |
| Envestnet Asset Management Inc. | 0.12% | Add +843.3% | 3,363,724 | $423.7M |
| Raymond James Financial Inc. | 0.12% | Add +393.9% | 2,879,177 | $362.6M |
| Morgan Stanley | 0.02% | Add +8.2% | 2,406,993 | $303.2M |
| Bank of Montreal | 0.11% | Add +35.6% | 2,073,372 | $261.1M |
| Truist Financial Corp. | 0.34% | Add +1165.7% | 2,016,040 | $253.9M |
| Janney Montgomery Scott LLC | 0.57% | Add +915.2% | 1,914,312 | $241.1M |
| Signature Estate & Investment Advisors LLC | 5.03% | Reduce -3.2% | 1,869,016 | $235.4M |
| WestEnd Advisors, LLC | 5.26% | New | 1,784,481 | $224.8M |
| Equitable Holdings, Inc. | 1.54% | Reduce -3.8% | 1,663,610 | $209.5M |
| LPL Financial LLC | 0.06% | Add +34.7% | 1,608,857 | $202.6M |
| Royal Bank of Canada | 0.03% | Add +15.0% | 1,411,435 | $177.8M |
| Cerity Partners LLC | 0.20% | Add +6.8% | 969,152 | $122.1M |
| JPMorgan Chase & Co. | 0.01% | Add +1.5% | 930,541 | $117.2M |
| Steward Partners Investment Advisory, LLC | 0.61% | Add +1411.1% | 842,752 | $106.1M |
| Ameriprise Financial Inc. | 0.02% | Add +12.7% | 777,520 | $97.9M |
| Destination Wealth Management | 2.19% | Reduce -1.7% | 630,972 | $79.5M |
| Victory Capital Management Inc. | 0.05% | New | 622,314 | $78.4M |
| Gray Foundation | 20.04% | No change | 559,116 | $70.4M |
| UBS Group AG | 0.01% | Reduce -5.0% | 528,251 | $66.5M |
| Commonwealth Equity Services, LLC | 0.08% | Add +0.3% | 490,020 | $61.7M |
| Wells Fargo & Company | 0.01% | Reduce -0.2% | 379,612 | $47.8M |
| PGIM Custom Harvest LLC | 0.70% | Reduce -1.9% | 371,502 | $46.8M |
| Portfolio Strategies, Inc. | 5.08% | Add +11.2% | 346,713 | $43.7M |
| Stifel Financial Corp. | 0.04% | Add +45.2% | 317,876 | $40.0M |
| Legacy Financial Strategies, LLC | 6.83% | Add +9.9% | 300,446 | $37.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | New | 270,000 | $34.0M |
| Allworth Financial LP | 0.14% | Reduce -0.7% | 243,833 | $30.7M |
| Cetera Investment Advisers | 0.03% | Add +55.1% | 229,469 | $28.9M |
| Stuart Chaussee & Associates, Inc. | 6.28% | Reduce -0.4% | 228,640 | $28.8M |
| Osaic Holdings, Inc. | 0.04% | Add +24.8% | 232,774 | $28.8M |
| Wellington Management Group LLP | 0.00% | Add +45.5% | 212,517 | $26.8M |
| SteelPeak Wealth, LLC | 0.87% | Add +7006.5% | 204,668 | $25.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.8% | 196,061 | $24.7M |
| Assetmark, Inc. | 0.05% | Add +22603.5% | 195,477 | $24.6M |
| HB Wealth Management, LLC | 0.12% | Add +7.7% | 145,254 | $18.3M |
| Mariner, LLC | 0.02% | Add +1.4% | 140,580 | $17.7M |
| Mathes Company, Inc. | 6.40% | Reduce -2.8% | 140,424 | $17.7M |
| MML Investors Services, LLC | 0.05% | Add +78.8% | 140,209 | $17.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +29.1% | 138,162 | $17.4M |
| Bailard, Inc. | 0.38% | Add +1.1% | 137,638 | $17.3M |
| PNC Financial Services Group, Inc. | 0.01% | Add +73.3% | 137,061 | $17.3M |
| Cibc World Market Inc. | 0.03% | Reduce -40.2% | 124,419 | $15.7M |
| Sanctuary Advisors, LLC | 0.08% | Add +36.0% | 114,438 | $14.4M |
| Sagespring Wealth Partners, LLC | 0.28% | Reduce -1.0% | 112,855 | $14.2M |
| Corient Private Wealth LP | 0.02% | Add +2106.2% | 115,518 | $13.3M |
| White Lighthouse Investment Management Inc. | 1.97% | Add +15.5% | 102,735 | $12.9M |
| Apollon Wealth Management, LLC | 0.23% | Reduce -0.3% | 102,315 | $12.9M |
| GM Advisory Group, LLC | 0.54% | Add +1.5% | 99,889 | $12.6M |
| Trilogy Capital Inc. | 0.57% | New | 98,124 | $12.4M |
| Shira Ridge Wealth Management | 5.19% | Add +0.4% | 97,138 | $12.2M |
| Vantage Financial Partners, LLC | 2.55% | Add +11.1% | 96,272 | $12.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.31% | Reduce -7.0% | 95,685 | $12.1M |
| Dynamic Wealth Strategies, LLC | 7.98% | Add +0.8% | 94,832 | $11.9M |
| NewEdge Advisors, LLC | 0.05% | Add +27.4% | 92,014 | $11.6M |
| &partners | 0.07% | Add +2.0% | 89,163 | $11.2M |
| Fairscale Capital, LLC | 7.33% | Reduce -0.7% | 84,685 | $10.7M |
| Prostatis Group LLC | 2.52% | Add +1.4% | 79,708 | $10.0M |
| Focus Partners Wealth | 0.02% | Add +52.6% | 77,490 | $9.8M |
| Baker Avenue Asset Management, LP | 0.22% | Add +1.1% | 74,502 | $9.4M |
| Deutsche Bank AG | 0.00% | Add +2.6% | 70,031 | $8.8M |
| HighTower Advisors, LLC | 0.01% | Add +86.1% | 69,476 | $8.8M |
| WealthBridge Capital Management, LLC | 2.04% | Reduce -1.4% | 69,165 | $8.7M |
| DAVENPORT & Co LLC | 0.05% | New | 68,012 | $8.6M |
| Cwm, LLC | 0.02% | Add +0.6% | 64,983 | $8.2M |
| Meridian Wealth Management, LLC | 0.31% | No change | 64,220 | $8.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +29.0% | 63,064 | $7.9M |
| Global Retirement Partners, LLC | 0.17% | Reduce -2.6% | 61,607 | $7.8M |
| Scotia Capital Inc. | 0.03% | Add +0.6% | 61,236 | $7.7M |
| NorthCoast Asset Management LLC | 0.03% | Add +10.6% | 58,441 | $7.4M |
| Private Advisor Group, LLC | 0.04% | Reduce -4.1% | 58,134 | $7.3M |
| Asset Management Group, Inc. | 1.18% | Reduce -1.1% | 57,100 | $7.2M |
| Graves Light Lenhart Wealth, Inc. | 0.78% | No change | 55,973 | $7.0M |
| Integrity Investment Advisors, LLC | 4.55% | Add +5.2% | 54,433 | $6.9M |
| Acima Private Wealth, LLC | 2.11% | No change | 53,400 | $6.7M |
| Midland Wealth Advisors, LLC | 0.36% | Add +13.0% | 53,174 | $6.7M |
| Aft, Forsyth & Company, Inc. | 3.20% | Reduce -0.1% | 53,094 | $6.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +10.5% | 52,209 | $6.6M |
| First Trust Advisors LP | 0.00% | Reduce -11.5% | 52,071 | $6.6M |
| Rwa Wealth Partners, LLC | 0.07% | Add +0.4% | 50,038 | $6.3M |
| Advisory Services Network, LLC | 0.09% | Add +3.2% | 49,727 | $6.3M |
| Jones Financial Companies LLLP | 0.00% | Add +27.9% | 49,768 | $6.2M |
| Humankind Investments LLC | 1.41% | No change | 48,930 | $6.2M |
| US Bancorp \de | 0.01% | Add +44.8% | 46,884 | $5.9M |
| KKM Financial LLC | 1.82% | Reduce -5.1% | 46,065 | $5.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.1% | 44,863 | $5.7M |
| Paragon Advisors, LLC | 1.35% | Add +9.1% | 41,417 | $5.2M |
| Coastal Bridge Advisors, LLC | 0.39% | New | 41,200 | $5.2M |
| Atria Investments, Inc | 0.06% | Add +252.7% | 38,980 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +684.0% | 38,879 | $4.9M |
| Creative Planning | 0.00% | Add +10.8% | 38,748 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +45.8% | 36,675 | $4.7M |
| Meridian Investment Counsel Inc. | 1.13% | Reduce -1.6% | 36,195 | $4.6M |
| Milestone Investment Advisors LLC | 1.13% | Add +0.5% | 36,104 | $4.5M |
| Belpointe Asset Management LLC | 0.17% | Reduce -0.7% | 35,773 | $4.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +46.8% | 34,404 | $4.3M |
| Interactive Financial Advisors, Inc. | 2.30% | Reduce -26.6% | 33,773 | $4.3M |
| Traphagen Investment Advisors LLC | 0.36% | Reduce -0.0% | 33,644 | $4.2M |
| Campion Asset Management | 3.00% | Reduce -1.3% | 33,512 | $4.2M |
| FMR LLC | 0.00% | Reduce -2.0% | 31,834 | $4.0M |
| Sheets Smith Wealth Management | 0.44% | Reduce -8.2% | 30,800 | $3.9M |
| Journey Beyond Wealth, LLC | 3.19% | Reduce -7.2% | 30,746 | $3.9M |
| OneDigital Investment Advisors LLC | 0.04% | Add +7.1% | 30,624 | $3.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Reduce -11.5% | 30,617 | $3.8M |
| Comerica Bank | 0.01% | Add +180.4% | 29,609 | $3.7M |
| Transcend Capital Advisors, LLC | 0.26% | New | 29,581 | $3.7M |
| Hilltop Holdings Inc. | 0.20% | Add +67.6% | 29,512 | $3.7M |
| Stephens Inc. | 0.05% | Add +27.3% | 29,497 | $3.7M |
| Brown Advisory Inc. | 0.00% | Add +0.9% | 29,387 | $3.7M |
| IHT Wealth Management, LLC | 0.09% | Reduce -2.3% | 28,754 | $3.6M |
| Keystone Global Partners, LLC | 1.83% | Reduce -6.5% | 28,463 | $3.6M |
| Park Avenue Securities LLC | 0.03% | Add +27.8% | 27,893 | $3.5M |
| Sowell Financial Services LLC | 0.13% | Add +0.2% | 27,699 | $3.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.2% | 27,144 | $3.4M |
| Financial Freedom, LLC | 1.63% | Add +13.9% | 25,931 | $3.3M |
| Perigon Wealth Management, LLC | 0.07% | Add +22.1% | 25,829 | $3.3M |
| Arete Wealth Advisors, LLC | 0.20% | Add +40.1% | 25,452 | $3.2M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Add +4.0% | 24,455 | $3.1M |
| Captrust Financial Advisors | 0.01% | Add +0.3% | 23,697 | $3.0M |
| Moulton Wealth Management, Inc. | 2.06% | New | 22,489 | $2.8M |
| Shelton Wealth Management, LLC | 1.18% | Reduce -7.7% | 20,202 | $2.5M |
| Clarity Wealth Advisors, LLC | 0.56% | Reduce -8.3% | 20,134 | $2.5M |
| National Bank of Canada | 0.00% | Reduce -1.4% | 20,087 | $2.5M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +241737.5% | 19,347 | $2.4M |
| BXM Wealth LLC | 2.31% | No change | 19,322 | $2.4M |
| Apexium Financial, LP | 0.12% | Reduce -21.0% | 19,099 | $2.4M |
| Smith, Moore & Co. | 0.18% | Add +0.0% | 18,765 | $2.4M |
| M&T Bank Corp | 0.01% | Reduce -0.4% | 17,438 | $2.2M |
| Harrell Investment Partners, LLC | 0.52% | New | 17,369 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -21.2% | 17,306 | $2.2M |
| Webster Bank, N. A. | 0.21% | Reduce -0.6% | 17,273 | $2.2M |
| Wealthspire Advisors, LLC | 0.01% | Add +94.9% | 16,758 | $2.1M |
| Renaissance Technologies | 0.00% | Add +256.5% | 16,400 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Add +290.8% | 16,313 | $2.1M |
| Harmony Asset Management LLC | 0.70% | Add +15.9% | 16,028 | $2.0M |
| Security Financial Services, INC. | 0.32% | Reduce -6.1% | 15,851 | $2.0M |
| Caldwell Sutter Capital, Inc. | 0.85% | Reduce -2.5% | 15,720 | $2.0M |
| Fort Sheridan Advisors LLC | 0.25% | Reduce -27.1% | 15,301 | $1.9M |
| Fiducient Advisors LLC | 0.22% | No change | 15,080 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -4.2% | 14,855 | $1.9M |
| Diversify Advisory Services, LLC | 0.06% | Add +4.7% | 13,932 | $1.9M |
| Icon Wealth Advisors, LLC | 0.13% | No change | 14,688 | $1.8M |
| Crescent Grove Advisors, LLC | 0.17% | No change | 14,340 | $1.8M |
| Keebeck Wealth Management | 0.21% | No change | 14,239 | $1.8M |
| Clifford Swan Investment Counsel LLC | 0.06% | No change | 13,500 | $1.7M |
| One Wealth Advisors, LLC | 0.21% | Reduce -8.6% | 13,270 | $1.7M |
| RFG - Bristol Wealth Advisors, LLC | 0.48% | Reduce -9.6% | 13,209 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | No change | 13,158 | $1.7M |
| Northstar Advisory Group, LLC | 0.66% | Reduce -74.8% | 12,823 | $1.6M |
| Nikulski Financial, Inc. | 0.40% | Reduce -1.9% | 12,727 | $1.6M |
| Unique Wealth, LLC | 0.23% | No change | 12,488 | $1.6M |
| Waverly Advisors, LLC | 0.02% | Add +226.1% | 12,253 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 12,222 | $1.5M |
| Hazlett, Burt & Watson, Inc. | 0.54% | Add +20.8% | 12,213 | $1.5M |
| Legacy Edge Advisors, LLC | 0.18% | Reduce -2.4% | 12,124 | $1.5M |
| Copia Wealth Management | 1.13% | Add +9.3% | 12,084 | $1.5M |
| Boston Family Office LLC | 0.10% | No change | 11,904 | $1.5M |
| Ayalon Insurance Comp Ltd. | 0.38% | No change | 11,826 | $1.5M |
| Partners Capital Investment Group, LLP | 0.06% | No change | 11,626 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +34.6% | 11,413 | $1.4M |
| Comprehensive Financial Planning, Inc. | 0.98% | Add +13.1% | 11,410 | $1.4M |
| Citigroup Inc. | 0.00% | Add +32.5% | 11,368 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.7% | 11,181 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -0.9% | 11,119 | $1.4M |
| WESPAC Advisors, LLC | 0.80% | New | 10,906 | $1.4M |
| Simplicity Wealth,LLC | 0.08% | New | 10,819 | $1.4M |
| Summit Financial, LLC | 0.02% | Add +67.7% | 10,812 | $1.4M |
| WealthShield Partners, LLC | 0.15% | No change | 10,800 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | No change | 10,782 | $1.4M |
| Ascent Group, LLC | 0.05% | Add +18.9% | 10,701 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +17.8% | 10,560 | $1.3M |
| Avestar Capital, LLC | 0.09% | Reduce -16.9% | 9,855 | $1.2M |
| Composition Wealth, LLC | 0.02% | Add +0.5% | 9,810 | $1.2M |
| Clarius Group, LLC | 0.07% | No change | 9,774 | $1.2M |
| Empirical Asset Management, LLC | 0.34% | No change | 9,731 | $1.2M |
| Founders Financial Securities LLC | 0.08% | Add +61.5% | 9,221 | $1.2M |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,150 | $1.2M |
| Keel Point, LLC | 0.07% | Reduce -6.7% | 9,100 | $1.1M |
| Bawa N Mallick Trust | 0.43% | No change | 9,000 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.1% | 8,996 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +38.7% | 8,932 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.1% | 8,830 | $1.1M |
| AlTi Global, Inc. | 0.03% | No change | 8,767 | $1.1M |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -1.9% | 8,707 | $1.1M |
| Beacon Financial Group | 0.11% | Reduce -4.3% | 8,705 | $1.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +387.8% | 8,648 | $1.1M |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 8,635 | $1.1M |
| Creekmur Asset Management LLC | 0.18% | Add +0.0% | 8,522 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.8% | 8,519 | $1.1M |
| CFS Investment Advisory Services, LLC | 0.08% | Reduce -14.2% | 8,077 | $1.1M |
| Kearns & Associates LLC | 0.55% | No change | 8,226 | $1.0M |
| Houlihan Financial Resource Group, Ltd. | 0.85% | Reduce -56.5% | 7,723 | $973K |
| Tandem Capital Management Corp. | 0.45% | No change | 7,595 | $957K |
| Cypress Wealth Services, LLC | 0.16% | Reduce -6.6% | 7,568 | $953K |
| Quantinno Capital Management LP | 0.00% | Add +92.7% | 7,501 | $945K |
| D.A. Davidson & Co. | 0.01% | Add +16.2% | 7,444 | $938K |
| Embree Financial Group | 0.12% | Add +0.0% | 7,389 | $931K |
| WealthTrust Axiom LLC | 0.25% | No change | 7,329 | $923K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.0% | 7,134 | $898K |
| Citizens National Bank Trust Department | 0.16% | Reduce -10.8% | 7,122 | $897K |
| Lazard Asset Management LLC | 0.00% | No change | 7,110 | $896K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +33.9% | 7,107 | $895K |
| Arkadios Wealth Advisors | 0.02% | Reduce -1.4% | 6,978 | $879K |
| Phillips Wealth Planners LLC | 0.73% | New | 6,837 | $879K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -5.9% | 6,927 | $872K |
| Ancora Advisors LLC | 0.02% | Add +470.4% | 6,913 | $871K |
| Lido Advisors, LLC | 0.00% | Add +12.3% | 6,874 | $866K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -51.9% | 6,827 | $860K |
| Retirement Planning Co of New England, Inc. | 0.34% | No change | 6,808 | $858K |
| Mystic Asset Management, Inc. | 0.19% | Reduce -0.2% | 6,773 | $853K |
| Kennedy Investment Group, Inc. | 0.33% | Add +17.8% | 6,688 | $842K |
| World Investment Advisors | 0.02% | New | 6,621 | $834K |
| Schmidt P J Investment Management Inc. | 0.14% | Reduce -2.4% | 6,552 | $825K |
| Strait & Sound Wealth Management LLC | 0.32% | Add +11.9% | 6,528 | $822K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -32.1% | 6,504 | $819K |
| Ashton Thomas Securities, LLC | 0.11% | New | 6,462 | $814K |
| Kesler, Norman & Wride, LLC | 0.16% | Add +27.1% | 7,959 | $813K |
| Citizens Financial Group Inc. | 0.01% | Add +238.2% | 6,450 | $812K |
| Bollard Group LLC | 0.02% | Add +0.0% | 6,408 | $807K |
| Family Office Research LLC | 0.35% | No change | 6,380 | $804K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.17% | No change | 6,300 | $793K |
| Fifth Third Bancorp | 0.00% | Add +1.6% | 6,161 | $776K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +0.0% | 6,157 | $775K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +1.2% | 6,119 | $771K |
| Ridgeline Wealth, LLC | 0.55% | Reduce -0.1% | 5,945 | $749K |
| Synovus Financial Corp. | 0.01% | Reduce -3.5% | 5,909 | $744K |
| Eastern Bank | 0.01% | Reduce -2.9% | 5,906 | $744K |
| Franklin Resources Inc. | 0.00% | No change | 5,896 | $743K |
| TSA Wealth Managment LLC | 0.25% | Reduce -3.2% | 5,853 | $737K |
| Two Sigma Investments, LP | 0.00% | Reduce -94.2% | 5,700 | $718K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.7% | 5,691 | $717K |
| Horst & Graben Wealth Management LLC | 0.11% | No change | 5,679 | $715K |
| SOA Wealth Advisors, LLC. | 0.12% | Add +0.0% | 5,638 | $710K |
| Becker Capital Management Inc. | 0.02% | No change | 5,598 | $705K |
| Savvy Advisors, Inc. | 0.03% | Add +197.1% | 5,588 | $704K |
| Tufton Capital Management | 0.13% | Reduce -2.2% | 5,575 | $702K |
| Ieq Capital, LLC | 0.00% | No change | 5,506 | $693K |
| Harbour Investments, Inc. | 0.02% | Add +3.3% | 5,420 | $683K |
| Blair William & Co. | 0.00% | No change | 5,387 | $678K |
| Strategic Blueprint, LLC | 0.03% | Reduce -6.0% | 5,259 | $662K |
| SCS Capital Management LLC | 0.01% | Add +7.0% | 5,239 | $660K |
| Kickstand Ventures, Llc. | 0.14% | Reduce -11.9% | 5,227 | $658K |
| Rollins Financial Advisors, LLC | 0.10% | Add +11.6% | 5,188 | $653K |
| Commerce Bank | 0.00% | No change | 5,128 | $646K |
| Bouchey Financial Group, Ltd. | 0.05% | No change | 5,070 | $639K |
| Accurate Wealth Management, LLC | 0.08% | Add +32.3% | 4,997 | $631K |
| Compound Planning, Inc. | 0.02% | Add +12.8% | 5,005 | $630K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.1% | 5,001 | $630K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 4,926 | $620K |
| St. Johns Investment Management Company, LLC | 0.26% | No change | 4,918 | $619K |
| Guidance Point Advisors, LLC | 0.15% | Reduce -2.0% | 4,895 | $617K |
| Advisory Alpha, LLC | 0.02% | New | 4,809 | $614K |
| Orleans Capital Management Corp. | 0.39% | No change | 4,819 | $607K |
| Safeguard Investment Advisory Group, LLC | 0.15% | No change | 4,804 | $605K |
| Southland Equity Partners LLC | 0.12% | Add +1.9% | 4,735 | $596K |
| First Horizon Corp. | 0.03% | — | 4,729 | $596K |
| Capital Wealth Alliance, LLC | 0.29% | Reduce -3.8% | 4,696 | $591K |
| Sawgrass Asset Management LLC | 0.07% | No change | 4,662 | $587K |
| Beaton Management Co. Inc. | 0.27% | No change | 4,650 | $586K |
| Saxon Interests, Inc. | 0.23% | Reduce -0.3% | 4,973 | $583K |
| Banque Cantonale Vaudoise | 0.02% | No change | 4,589 | $578K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +3.6% | 4,540 | $572K |
| Everpar Advisors LLC | 0.22% | Add +4.1% | 4,462 | $562K |
| Glenmede Investment Management, LP | 0.00% | No change | 4,392 | $553K |
| Mgo One Seven LLC | 0.01% | Add +81.8% | 4,386 | $552K |
| GeoWealth Management, LLC | 0.02% | New | 4,359 | $549K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -14.1% | 4,343 | $547K |
| Horizon Bancorp Inc. | 0.26% | No change | 4,308 | $543K |
| Principal Securities, Inc. | 0.01% | No change | 4,295 | $541K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -13.9% | 4,290 | $540K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,290 | $540K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -11.2% | 4,190 | $528K |
| Patten Group, Inc. | 0.10% | No change | 4,110 | $518K |
| Centaurus Financial, Inc. | 0.02% | Add +5.4% | 4,090 | $515K |
| Etesian Wealth Advisors, Inc. | 0.17% | Reduce -25.1% | 4,025 | $507K |
| Fourth Dimension Wealth, LLC | 0.19% | Reduce -1.8% | 3,995 | $503K |
| Independent Financial Group, LLC | 0.01% | Add +36.8% | 3,945 | $497K |
| Cullen/Frost Bankers, Inc. | 0.01% | New | 3,922 | $494K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -1.0% | 3,916 | $493K |
| Hubbell Strickland Wealth Management, LLC | 0.20% | Add +0.1% | 3,888 | $490K |
| Cape Investment Advisory, Inc. | 0.48% | Add +6.5% | 3,878 | $488K |
| 5T Wealth, LLC | 0.21% | Add +10.4% | 3,875 | $488K |
| Valued Retirements, Inc. | 0.55% | No change | 4,323 | $486K |
| Manchester Capital Management LLC | 0.07% | No change | 3,843 | $484K |
| 4J Wealth Management LLC | 0.28% | Reduce -11.1% | 3,834 | $483K |
| Tortoise Investment Management, LLC | 0.04% | Add +6.0% | 3,826 | $482K |
| Seldon Capital LP | 0.17% | No change | 3,786 | $477K |
| Paragon Financial Partners, Inc. | 0.29% | Add +0.0% | 3,655 | $460K |
| IFP Advisors, Inc | 0.01% | Reduce -0.0% | 3,649 | $460K |
| Diversified Trust Co. | 0.01% | No change | 3,648 | $459K |
| Channel Wealth LLC | 0.12% | Add +4.7% | 3,639 | $458K |
| Horizon Investments, LLC | 0.01% | Add +14408.0% | 3,627 | $457K |
| Tudor Investment Corporation | 0.00% | New | 3,622 | $456K |
| High Falls Advisors, Inc | 0.09% | Reduce -3.2% | 3,609 | $455K |
| Debussy Capital Management LP | 0.06% | No change | 3,595 | $453K |
| Qube Research & Technologies Ltd | 0.00% | Add +9.1% | 3,565 | $449K |
| Forefront Wealth Partners, LLC | 0.11% | Reduce -46.1% | 3,550 | $447K |
| Spire Wealth Management | 0.01% | Add +14.4% | 3,505 | $441K |
| QRG Capital Management, Inc. | 0.01% | Reduce -7.5% | 3,454 | $435K |
| Motco | 0.04% | New | 3,402 | $428K |
| TPG Advisors LLC | 0.28% | Add +0.0% | 3,396 | $428K |
| Nilsine Partners, LLC | 0.04% | New | 3,390 | $427K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.6% | 3,314 | $417K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.2% | 3,302 | $416K |
| Legacy Advisors, LLC | 0.05% | — | 3,300 | $416K |
| Choreo, LLC | 0.01% | Add +3.4% | 3,267 | $412K |
| Trexquant Investment LP | 0.00% | Reduce -4.8% | 3,172 | $400K |
| SageView Advisory Group, LLC | 0.01% | Add +23.3% | 3,157 | $398K |
| WealthPlan Investment Management, LLC | 0.03% | No change | 3,122 | $393K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -13.1% | 3,045 | $384K |
| Wallace Hart LLC | 0.28% | New | 3,033 | $382K |
| AQR Capital Management | 0.00% | Reduce -7.8% | 3,016 | $380K |
| LM Advisors LLC | 0.05% | No change | 3,000 | $378K |
| TFC Financial Management, Inc. | 0.05% | No change | 3,000 | $378K |
| WNY Asset Management, LLC | 0.04% | No change | 3,000 | $378K |
| Dakota Wealth Management | 0.01% | No change | 3,000 | $378K |
| Grandview Asset Management LLC | 0.10% | New | 2,928 | $369K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.0% | 2,879 | $363K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 2,862 | $360K |
| Consolidated Portfolio Review Corp | 0.04% | Reduce -17.3% | 2,837 | $357K |
| Greenspring Advisors, LLC | 0.06% | — | 2,818 | $355K |
| Peck Wealth Management, LLC | 0.33% | — | 2,775 | $350K |
| Kane Investment Management, Inc. | 0.17% | Add +4.8% | 2,730 | $344K |
| PFG Investments, LLC | 0.02% | No change | 2,715 | $342K |
| Roundview Capital LLC | 0.02% | No change | 2,706 | $341K |
| Westside Investment Management, Inc. | 0.05% | No change | 2,700 | $340K |
| Red Door Wealth Management, LLC | 0.04% | No change | 2,671 | $336K |
| Scott & Selber, Inc. | 0.08% | No change | 2,646 | $333K |
| Global Financial Private Client, LLC | 0.12% | Add +1.5% | 2,632 | $332K |
| Advisors Capital Management, LLC | 0.00% | Add +12.9% | 2,629 | $331K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.3% | 2,604 | $328K |
| Bank of New Hampshire | 0.07% | No change | 2,580 | $325K |
| International Assets Investment Management, LLC | 0.03% | No change | 2,914 | $323K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -21.8% | 2,546 | $321K |
| Ring Mountain Capital, LLC | 0.18% | No change | 2,520 | $317K |
| Csenge Advisory Group | 0.02% | New | 2,509 | $316K |
| Aries Wealth Management | 0.07% | No change | 2,500 | $315K |
| NorthRock Partners, LLC | 0.01% | New | 2,473 | $311K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -10.9% | 2,455 | $309K |
| Trek Financial, LLC | 0.02% | Add +7.5% | 2,452 | $309K |
| Bogart Wealth, LLC | 0.01% | Add +16.8% | 2,444 | $308K |
| Manhattan West Asset Management, LLC | 0.06% | No change | 2,400 | $302K |
| Barclays PLC | 0.00% | No change | 2,400 | $302K |
| BlueChip Wealth Advisors LLC | 0.13% | No change | 2,392 | $301K |
| Financial Insights, Inc. | 0.10% | New | 2,279 | $287K |
| Signal Advisors Wealth, LLC | 0.03% | New | 2,266 | $285K |
| Harbour Trust & Investment Management Co | 0.03% | No change | 2,262 | $285K |
| McGrath & Associates, Inc. | 0.42% | No change | 2,260 | $285K |
| Betterment LLC | 0.00% | Reduce -4.0% | 2,255 | $284K |
| Eq LLC | 0.10% | No change | 2,234 | $281K |
| Wedmont Private Capital | 0.01% | Add +1.2% | 2,184 | $278K |
| Claro Advisors Inc. | 0.04% | Reduce -16.0% | 2,206 | $278K |
| Gouws Capital LLC | 0.15% | Reduce -5.0% | 2,185 | $275K |
| Argent Trust Co | 0.01% | No change | 2,130 | $268K |
| CX Institutional | 0.01% | Add +66.1% | 2,115 | $266K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,100 | $264K |
| Magnus Financial Group LLC | 0.02% | Reduce -1.9% | 2,091 | $263K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 2,072 | $261K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 2,064 | $260K |
| Level Four Advisory Services, LLC | 0.01% | New | 2,062 | $260K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 2,044 | $257K |
| GEM Asset Management, LLC | 0.12% | No change | 2,016 | $257K |
| Great Waters Wealth Management | 0.03% | No change | 2,040 | $257K |
| Vise Technologies, Inc. | 0.01% | New | 2,033 | $256K |
| Middleton & Co. Inc. | 0.03% | Reduce -4.8% | 2,000 | $252K |
| Moors & Cabot, Inc. | 0.01% | Reduce -19.5% | 1,972 | $248K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 1,950 | $246K |
| Clarity Financial LLC | 0.02% | New | 1,948 | $245K |
| Main Street Research LLC | 0.01% | No change | 1,932 | $243K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 1,782 | $240K |
| BlackRock, Inc. | 0.00% | No change | 1,886 | $238K |
| Ewa, LLC | 0.07% | Reduce -3.2% | 1,867 | $235K |
| Blankinship & Foster, LLC | 0.05% | No change | 1,847 | $233K |
| Castle Rock Wealth Management, LLC | 0.05% | No change | 1,800 | $230K |
| Money Concepts Capital Corp. | 0.01% | Reduce -56.1% | 1,814 | $228K |
| Silver Oak Wealth Advisors Services, LLC | 0.15% | No change | 1,800 | $227K |
| Newman Dignan & Sheerar, Inc. | 0.05% | No change | 1,800 | $227K |
| Shepherd Financial Partners LLC | 0.02% | No change | 1,800 | $227K |
| 1900 Wealth Management LLC | 0.02% | New | 1,800 | $227K |
| Klingman & Associates, LLC | 0.01% | No change | 1,800 | $227K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,793 | $226K |
| FourThought Financial Partners, LLC | 0.02% | New | 1,780 | $224K |
| Wealthstream Advisors, Inc. | 0.03% | New | 1,779 | $224K |
| Milestone Asset Management Group, LLC | 0.14% | New | 1,752 | $221K |
| Eagle Strategies LLC | 0.03% | New | 1,747 | $220K |
| TFB Advisors LLC | 0.06% | New | 1,741 | $220K |
| First Foundation Advisors | 0.01% | New | 1,734 | $218K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 1,722 | $217K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,712 | $216K |
| Certior Financial Group, LLC | 0.15% | New | 1,704 | $215K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 1,657 | $209K |
| Edgemoor Investment Advisors, Inc. | 0.02% | New | 1,650 | $208K |
| W Advisors, LLC | 0.11% | New | 1,640 | $207K |
| Montis Financial, LLC | 0.05% | New | 1,621 | $204K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.07% | No change | 1,620 | $204K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 1,620 | $204K |
| Beck Capital Management, LLC | 0.05% | New | 1,603 | $202K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -27.1% | 1,588 | $200K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 1,534 | $193K |
| MAI Capital Management | 0.00% | Add +730.8% | 1,512 | $190K |
| Global Trust Asset Management, LLC | 0.09% | New | 1,500 | $189K |
| Vermillion Wealth Management, Inc. | 0.05% | No change | 1,488 | $187K |
| Capital Analysts, LLC | 0.01% | Add +7.9% | 1,378 | $174K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,260 | $158K |
| TCTC Holdings, LLC | 0.00% | No change | 1,233 | $155K |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.3% | 1,157 | $146K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,045 | $132K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +220.6% | 1,042 | $131K |
| Creative Financial Designs Inc. | 0.01% | No change | 996 | $126K |
| Colonial Trust Co / SC | 0.02% | No change | 990 | $125K |
| AE Wealth Management LLC | 0.00% | Add +42.1% | 979 | $123K |
| Independence Bank of Kentucky | 0.02% | No change | 960 | $121K |
| Armstrong Advisory Group, Inc. | 0.01% | New | 930 | $117K |
| Evelyn Partners Investment Management LLP | 0.00% | New | 865 | $109K |
| Whittier Trust Co. | 0.00% | No change | 847 | $108K |
| CENTRAL TRUST Co | 0.00% | No change | 816 | $103K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 783 | $99K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 767 | $97K |
| Russell Investments Group, Ltd. | 0.00% | New | 739 | $93K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -31.4% | 727 | $92K |
| United Community Bank | 0.03% | No change | 720 | $91K |
| Optiver Holding B.V. | 0.00% | New | 673 | $85K |
| Private Wealth Management Group, LLC | 0.02% | Add +27.6% | 652 | $82K |
| HM Payson & Co. | 0.00% | No change | 650 | $82K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | New | 630 | $79K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 620 | $79K |
| Arlington Trust Co LLC | 0.01% | No change | 600 | $76K |
| AdvisorNet Financial, Inc | 0.00% | No change | 600 | $76K |
| TruNorth Capital Management, LLC | 0.01% | No change | 564 | $71K |
| Quadrant Capital Group LLC | 0.00% | New | 543 | $68K |
| Navigoe, LLC | 0.04% | No change | 540 | $68K |
| Cornerstone Planning Group LLC | 0.01% | New | 507 | $68K |
| Private Trust Co. NA | 0.01% | New | 538 | $68K |
| Glassy Mountain Advisors, Inc. | 0.02% | New | 528 | $67K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -9.6% | 507 | $64K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 506 | $64K |
| Concord Wealth Partners | 0.01% | No change | 493 | $62K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 482 | $61K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 450 | $57K |
| Y.D. More Investments Ltd | 0.00% | No change | 450 | $57K |
| Caitlin John, LLC | 0.04% | New | 438 | $55K |
| Missouri Trust & Investment Co | 0.01% | No change | 400 | $50K |
| Bell Investment Advisors, Inc | 0.01% | No change | 389 | $49K |
| Anchor Investment Management, LLC | 0.00% | No change | 384 | $48K |
| CoreCap Advisors, LLC | 0.00% | Add +445.7% | 382 | $48K |
| Investors Research Corp | 0.01% | No change | 372 | $47K |
| FAS Wealth Partners, Inc. | 0.00% | Add +40.0% | 350 | $44K |
| Root Financial Partners, LLC | 0.00% | New | 311 | $39K |
| Avion Wealth | 0.01% | Add +47.6% | 310 | $39K |
| KERR FINANCIAL PLANNING Corp | 0.05% | — | 301 | $38K |
| Towne Trust Company, N.A | 0.01% | No change | 300 | $38K |
| Howe & Rusling Inc. | 0.00% | No change | 300 | $38K |
| Key Financial Inc | 0.01% | No change | 258 | $33K |
| Kozak & Associates, Inc. | 0.01% | No change | 254 | $32K |
| Creative Capital Management Investments LLC | 0.01% | No change | 252 | $32K |
| Colonial Trust Advisors | 0.00% | No change | 240 | $30K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 237 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 222 | $28K |
| Lanark Financial, Inc. | 0.00% | New | 213 | $27K |
| Trust Co. of Vermont | 0.00% | No change | 210 | $26K |
| Matrix Private Capital Group LLC | 0.01% | No change | 200 | $25K |
| Delta Asset Management LLC | 0.00% | No change | 168 | $21K |
| Harbor Investment Advisory, LLC | 0.00% | New | 157 | $20K |
| Accredited Wealth Management, LLC | 0.01% | Add +257.1% | 550 | $19K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 144 | $18K |
| Biltmore Family Office, LLC | 0.00% | No change | 138 | $17K |
| Fortis Group Advisors, LLC | 0.00% | No change | 132 | $17K |
| Rice Partnership, LLC | 0.00% | New | 128 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -32.1% | 125 | $16K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 120 | $15K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 120 | $15K |
| Archer Investment Corp | 0.00% | No change | 114 | $14K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 110 | $14K |
| Graney & King, LLC | 0.01% | No change | 100 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | New | 94 | $12K |
| Dunhill Financial, LLC | 0.00% | Add +1.1% | 94 | $12K |
| First United Bank & Trust | 0.00% | New | 83 | $10K |
| Realta Investment Advisors | 0.00% | No change | 78 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 73 | $9K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 67 | $8K |
| Van Eck Associates Corp. | 0.00% | Reduce -24.3% | 53 | $7K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 52 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | New | 50 | $6K |
| CVA Family Office, LLC | 0.00% | New | 48 | $6K |
| Perkins Coie Trust Co | 0.00% | New | 45 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 42 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 41 | $5K |
| LGT Financial Advisors LLC | 0.01% | Reduce -2.6% | 38 | $5K |
| BNP Paribas Financial Markets | 0.00% | Add +442.9% | 38 | $5K |
| Rothschild Investment LLC | 0.00% | New | 25 | $3K |
| North Capital, Inc. | 0.00% | Add +5.0% | 21 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 21 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +15.4% | 15 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 12 | $2K |
| Blue Trust, Inc. | 0.00% | New | 12 | $2K |
| New Republic Capital, LLC | 0.00% | No change | 4 | $504 |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 2 | $252 |
| Tradewinds Capital Management, LLC | 0.00% | New | 1 | $126 |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.