iShares Expanded Tech SectorIGMETF
13F holders, Q1 2026 (March 31)510holders −2
46new positions
47sold out
3famous investors
$122.75avg. 13F price*
At the end of Q1 2026, 510 institutions reported holding iShares Expanded Tech Sector (IGM) in their 13F filings, down 2 from Q4 2025. 46 opened new positions and 47 sold out. The largest holders were Bank of America Corp. ($397.3M), Equitable Holdings, Inc. ($276.6M) and Morgan Stanley ($276.5M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $92.2M |
| Exits | 47 | $28.0M |
All 13F filers, Q4 2025 → Q1 2026: 1,576,333 shares bought and 5,050,293 shares sold, net −3,473,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 510 holders
| Bank of America Corp. | 0.03% | Reduce -11.5% | 3,352,800 | $397.3M |
| Equitable Holdings, Inc. | 1.78% | Reduce -33.1% | 1,077,783 | $276.6M |
| Morgan Stanley | 0.02% | Reduce -2.4% | 2,332,770 | $276.5M |
| Signature Estate & Investment Advisors LLC | 4.46% | Add +0.6% | 1,858,032 | $220.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.2% | 1,781,026 | $211.1M |
| Raymond James Financial Inc. | 0.06% | Reduce -1.2% | 1,752,373 | $207.7M |
| LPL Financial LLC | 0.05% | Reduce -0.3% | 1,449,301 | $171.8M |
| Royal Bank of Canada | 0.03% | Reduce -2.9% | 1,234,791 | $146.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -51.5% | 1,236,061 | $140.1M |
| Truist Financial Corp. | 0.16% | Reduce -0.6% | 1,019,059 | $120.8M |
| Janney Montgomery Scott LLC | 0.29% | Reduce -3.6% | 998,105 | $118.3M |
| Cerity Partners LLC | 0.16% | Add +1.0% | 952,453 | $112.9M |
| WestEnd Advisors, LLC | 2.39% | Add +1.5% | 836,049 | $99.1M |
| Steward Partners Investment Advisory, LLC | 0.49% | Add +3.5% | 811,567 | $96.2M |
| Destination Wealth Management | 1.91% | Reduce -0.7% | 620,654 | $73.6M |
| UBS Group AG | 0.01% | Add +10.0% | 564,285 | $66.9M |
| Gray Foundation | 16.70% | No change | 559,116 | $66.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -28.6% | 546,560 | $64.8M |
| Commonwealth Equity Services, LLC | 0.08% | Add +1.5% | 491,737 | $58.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.16% | Add +82.0% | 482,300 | $57.2M |
| Wells Fargo & Company | 0.01% | Reduce -9.7% | 383,285 | $45.4M |
| PGIM Custom Harvest LLC | 0.68% | Reduce -0.8% | 368,785 | $43.7M |
| Portfolio Strategies, Inc. | 5.04% | Reduce -1.7% | 345,165 | $40.9M |
| FIL Ltd | 0.03% | New | 335,739 | $39.8M |
| Victory Capital Management Inc. | 0.02% | Add +1.0% | 291,804 | $34.6M |
| Stifel Financial Corp. | 0.03% | Add +2.6% | 288,020 | $34.1M |
| Legacy Financial Strategies, LLC | 5.48% | Add +0.5% | 256,060 | $30.3M |
| Allworth Financial LP | 0.11% | Reduce -0.7% | 232,471 | $27.6M |
| Lido Advisors, LLC | 0.11% | Reduce -2.5% | 229,472 | $27.2M |
| Osaic Holdings, Inc. | 0.04% | Add +3.3% | 217,525 | $25.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.1% | 189,559 | $22.5M |
| Focus Partners Wealth | 0.02% | Reduce -8.7% | 145,779 | $18.4M |
| Cetera Investment Advisers | 0.02% | Reduce -21.9% | 151,371 | $17.9M |
| Bailard, Inc. | 0.37% | Add +4.4% | 135,740 | $16.1M |
| Mariner, LLC | 0.02% | Reduce -1.7% | 130,314 | $15.4M |
| White Lighthouse Investment Management Inc. | 2.03% | Add +8.3% | 123,424 | $14.6M |
| Mathes Company, Inc. | 5.36% | Reduce -0.1% | 123,235 | $14.6M |
| Assetmark, Inc. | 0.03% | Add +16.9% | 123,203 | $14.6M |
| MML Investors Services, LLC | 0.04% | Reduce -11.1% | 122,883 | $14.6M |
| HB Wealth Management, LLC | 0.09% | Reduce -20.4% | 115,929 | $13.7M |
| Cibc World Market Inc. | 0.02% | Reduce -1.5% | 112,335 | $13.3M |
| Shira Ridge Wealth Management | 5.24% | Add +24.1% | 111,809 | $13.3M |
| Wellington Management Group LLP | 0.00% | Reduce -69.7% | 106,970 | $12.7M |
| Sanctuary Advisors, LLC | 0.07% | Add +9.6% | 105,011 | $12.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -22.1% | 104,043 | $12.3M |
| Decker Wealth Management LLC | 2.79% | Reduce -4.0% | 103,870 | $12.3M |
| Corient Private Wealth LP | 0.02% | Reduce -2.2% | 103,327 | $12.2M |
| Sagespring Wealth Partners, LLC | 0.22% | Reduce -7.2% | 103,231 | $12.2M |
| Dynamic Wealth Strategies, LLC | 6.97% | Add +2.6% | 101,716 | $12.1M |
| Apollon Wealth Management, LLC | 0.19% | Reduce -0.8% | 100,966 | $12.0M |
| GM Advisory Group, LLC | 0.46% | Reduce -0.6% | 99,698 | $11.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -3.7% | 98,967 | $11.7M |
| Independent Advisor Alliance | 0.11% | New | 89,590 | $10.6M |
| Fairscale Capital, LLC | 7.09% | Add +2.1% | 86,499 | $10.3M |
| &partners | 0.05% | Reduce -4.3% | 86,242 | $10.2M |
| Prostatis Group LLC | 2.59% | Add +0.2% | 85,272 | $10.1M |
| Baker Avenue Asset Management, LP | 0.20% | Add +0.1% | 74,876 | $8.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.3% | 72,169 | $8.6M |
| VMS Asset Management Limited | 5.14% | New | 71,020 | $8.4M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +651.7% | 69,263 | $8.2M |
| WealthBridge Capital Management, LLC | 1.85% | Add +0.4% | 67,815 | $8.0M |
| Two Sigma Investments, LP | 0.01% | New | 67,500 | $8.0M |
| Meridian Wealth Management, LLC | 0.27% | Reduce -0.1% | 64,135 | $7.6M |
| Cwm, LLC | 0.02% | Reduce -1.0% | 63,922 | $7.6M |
| Deutsche Bank AG | 0.00% | Reduce -11.6% | 63,233 | $7.5M |
| Jones Financial Companies LLLP | 0.00% | Add +15.6% | 62,462 | $7.2M |
| Integrity Investment Advisors, LLC | 3.85% | Add +7.0% | 59,956 | $7.1M |
| Scotia Capital Inc. | 0.03% | Reduce -4.2% | 59,566 | $7.1M |
| US Bancorp \de | 0.01% | Add +12.4% | 58,401 | $6.9M |
| Graves Light Lenhart Wealth, Inc. | 0.69% | No change | 55,973 | $6.6M |
| Asset Management Group, Inc. | 1.06% | Reduce -2.5% | 55,542 | $6.6M |
| Midland Wealth Advisors, LLC | 0.32% | Add +0.1% | 53,017 | $6.3M |
| Aft, Forsyth & Company, Inc. | 2.93% | Reduce -1.1% | 52,508 | $6.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -4.3% | 52,317 | $6.2M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +13.7% | 50,163 | $5.9M |
| Trilogy Capital Inc. | 0.26% | Reduce -2.0% | 49,069 | $5.8M |
| KKM Financial LLC | 0.99% | No change | 42,967 | $5.5M |
| NewEdge Advisors, LLC | 0.02% | Reduce -19.2% | 44,959 | $5.3M |
| First Trust Advisors LP | 0.00% | Reduce -16.6% | 43,813 | $5.2M |
| Acima Private Wealth, LLC | 1.63% | Reduce -14.6% | 43,740 | $5.2M |
| Cadent Capital Advisors, LLC | 1.37% | New | 43,592 | $5.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.4% | 42,273 | $5.0M |
| FMR LLC | 0.00% | Add +4.3% | 41,548 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.8% | 41,080 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -15.5% | 40,633 | $4.8M |
| DAVENPORT & Co LLC | 0.03% | Add +16.5% | 40,406 | $4.8M |
| Creative Planning | 0.00% | Add +5.0% | 40,086 | $4.8M |
| Paragon Advisors, LLC | 1.21% | Reduce -1.6% | 37,969 | $4.5M |
| Quantinno Capital Management LP | 0.01% | Add +5.8% | 37,659 | $4.5M |
| Advisory Services Network, LLC | 0.06% | Reduce -22.2% | 36,629 | $4.3M |
| Milestone Investment Advisors LLC | 1.04% | Add +0.4% | 36,273 | $4.3M |
| Meridian Investment Counsel Inc. | 0.99% | Reduce -0.8% | 35,257 | $4.2M |
| Campion Asset Management | 2.72% | Add +2.1% | 33,862 | $4.0M |
| Traphagen Investment Advisors LLC | 0.32% | Reduce -0.4% | 33,422 | $4.0M |
| Citadel Advisors | 0.00% | Add +123.5% | 31,821 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Add +91.0% | 28,049 | $3.6M |
| Journey Beyond Wealth, LLC | 3.04% | Add +9.4% | 29,826 | $3.5M |
| Interactive Financial Advisors, Inc. | 2.30% | Add +1.4% | 29,609 | $3.5M |
| Jane Street Group, LLC | 0.00% | New | 29,175 | $3.5M |
| Sheets Smith Wealth Management | 0.38% | Reduce -2.9% | 28,312 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.4% | 28,286 | $3.4M |
| Keystone Global Partners, LLC | 1.48% | No change | 28,003 | $3.3M |
| IHT Wealth Management, LLC | 0.08% | Reduce -0.5% | 27,851 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -11.8% | 27,073 | $3.3M |
| Financial Freedom, LLC | 1.63% | Add +2.9% | 27,669 | $3.3M |
| Fifth Third Bancorp | 0.01% | Add +409.8% | 27,262 | $3.2M |
| Sowell Financial Services LLC | 0.12% | Reduce -1.3% | 27,228 | $3.2M |
| Hilltop Holdings Inc. | 0.29% | Reduce -6.4% | 26,951 | $3.2M |
| Stephens Inc. | 0.04% | Add +0.1% | 26,601 | $3.2M |
| Perigon Wealth Management, LLC | 0.06% | Add +1.1% | 25,838 | $3.1M |
| Brown Advisory Inc. | 0.01% | Reduce -11.0% | 25,733 | $3.0M |
| Captrust Financial Advisors | 0.01% | Add +5.3% | 25,693 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.5% | 25,403 | $3.0M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -12.7% | 25,371 | $3.0M |
| Clearstead Advisors, LLC | 0.03% | Add +376.1% | 24,475 | $2.9M |
| Park Avenue Securities LLC | 0.02% | New | 24,231 | $2.9M |
| Wallace Hart LLC | 3.95% | Add +67.8% | 24,187 | $2.9M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -14.1% | 23,580 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -1.4% | 23,974 | $2.7M |
| Coastal Bridge Advisors, LLC | 0.19% | Add +9.5% | 22,193 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +1.3% | 22,094 | $2.6M |
| XTX Topco Ltd | 0.05% | New | 21,905 | $2.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -19.7% | 21,533 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -13.9% | 20,873 | $2.5M |
| Atria Investments, Inc | 0.03% | Reduce -3.3% | 20,768 | $2.5M |
| Bank of Montreal | 0.00% | Reduce -98.4% | 20,767 | $2.5M |
| Smith, Moore & Co. | 0.17% | Add +8.0% | 20,149 | $2.4M |
| National Bank of Canada | 0.00% | Reduce -5.8% | 19,571 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5027.5% | 18,818 | $2.2M |
| Shelton Wealth Management, LLC | 0.97% | Reduce -1.8% | 18,593 | $2.2M |
| BXM Wealth LLC | 1.61% | Reduce -7.7% | 17,622 | $2.1M |
| Houlihan Financial Resource Group, Ltd. | 0.80% | No change | 17,402 | $2.1M |
| M&T Bank Corp | 0.01% | Reduce -1.8% | 17,033 | $2.0M |
| Diversify Wealth Management, LLC | 0.04% | New | 14,210 | $2.0M |
| Clarity Wealth Advisors, LLC | 0.41% | Reduce -9.3% | 16,700 | $2.0M |
| Icon Wealth Advisors, LLC | 0.13% | Reduce -5.5% | 13,888 | $2.0M |
| Webster Bank, N. A. | 0.19% | Reduce -3.1% | 16,513 | $2.0M |
| Caldwell Sutter Capital, Inc. | 0.76% | No change | 15,720 | $1.9M |
| Copia Wealth Management | 1.26% | Add +20.8% | 15,449 | $1.8M |
| Fort Sheridan Advisors LLC | 0.22% | Reduce -0.2% | 15,279 | $1.8M |
| Comprehensive Financial Planning, Inc. | 1.24% | Add +4.0% | 15,111 | $1.8M |
| Fiducient Advisors LLC | 0.22% | No change | 14,264 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -4.3% | 14,079 | $1.7M |
| Keebeck Wealth Management | 0.19% | Reduce -0.1% | 14,068 | $1.7M |
| Partners Capital Investment Group, LLP | 0.06% | Add +0.0% | 13,550 | $1.6M |
| Clifford Swan Investment Counsel LLC | 0.05% | No change | 13,500 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +7.9% | 13,441 | $1.6M |
| Flow Traders U.S. LLC | 0.05% | New | 13,243 | $1.6M |
| Hazlett, Burt & Watson, Inc. | 0.49% | No change | 13,142 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -4.8% | 12,640 | $1.5M |
| Security Financial Services, INC. | 0.24% | Reduce -19.0% | 12,608 | $1.5M |
| AQR Capital Management | 0.00% | Add +5.9% | 12,439 | $1.5M |
| Crescent Grove Advisors, LLC | 0.14% | No change | 12,140 | $1.4M |
| Boston Family Office LLC | 0.10% | No change | 12,059 | $1.4M |
| Ayalon Insurance Comp Ltd. | 0.29% | No change | 11,826 | $1.4M |
| Northern Trust Corp. | 0.00% | Add +11.7% | 11,792 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +8.1% | 11,698 | $1.4M |
| One Wealth Advisors, LLC | 0.17% | Reduce -11.1% | 11,658 | $1.4M |
| Legacy Edge Advisors, LLC | 0.14% | Reduce -2.5% | 11,624 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +0.0% | 11,121 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -2.8% | 11,092 | $1.3M |
| Unique Wealth, LLC | 0.18% | Reduce -15.8% | 10,807 | $1.3M |
| WealthShield Partners, LLC | 0.14% | Add +0.0% | 10,802 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | No change | 10,782 | $1.3M |
| Nikulski Financial, Inc. | 0.31% | No change | 10,444 | $1.2M |
| Composition Wealth, LLC | 0.02% | Add +5.7% | 10,345 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Add +27.2% | 9,985 | $1.2M |
| CX Institutional | 0.04% | Add +289.8% | 9,960 | $1.2M |
| Summit Financial, LLC | 0.01% | Reduce -4.9% | 9,941 | $1.2M |
| Empirical Asset Management, LLC | 0.31% | Add +2.4% | 9,871 | $1.2M |
| Harrell Investment Partners, LLC | 0.27% | Reduce -22.9% | 9,609 | $1.1M |
| Savvy Advisors, Inc. | 0.03% | Add +25.9% | 9,565 | $1.1M |
| Harmony Asset Management LLC | 0.34% | Add +4.8% | 9,518 | $1.1M |
| Avestar Capital, LLC | 0.08% | Reduce -2.7% | 9,471 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +7.5% | 9,440 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +2.1% | 9,430 | $1.1M |
| Cypress Wealth Services, LLC | 0.16% | Reduce -6.5% | 9,364 | $1.1M |
| Accurate Wealth Management, LLC | 0.13% | Add +23.9% | 8,667 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +236.9% | 9,282 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +1.1% | 9,216 | $1.1M |
| Keel Point, LLC | 0.07% | No change | 9,100 | $1.1M |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -1.6% | 9,000 | $1.1M |
| Bawa N Mallick Trust | 0.44% | No change | 9,000 | $1.1M |
| RFG - Bristol Wealth Advisors, LLC | 0.29% | Reduce -24.0% | 8,941 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.6% | 8,851 | $1.0M |
| Beacon Financial Group | 0.10% | Reduce -0.1% | 8,670 | $1.0M |
| Forefront Wealth Partners, LLC | 0.43% | Add +195.1% | 8,666 | $1.0M |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 8,635 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | Add +3.7% | 8,508 | $1.0M |
| AlTi Global, Inc. | 0.02% | Reduce -3.0% | 8,500 | $1.0M |
| Cary Street Partners Investment Advisory LLC | 0.25% | Reduce -2.7% | 8,420 | $998K |
| Kearns & Associates LLC | 0.52% | No change | 8,226 | $975K |
| Ascent Group, LLC | 0.03% | Reduce -0.1% | 8,220 | $974K |
| Founders Financial Securities LLC | 0.05% | Reduce -25.8% | 7,528 | $957K |
| Becker Capital Management Inc. | 0.03% | Add +39.3% | 7,800 | $924K |
| Kennedy Investment Group, Inc. | 0.35% | Add +6.3% | 7,625 | $904K |
| Blair William & Co. | 0.00% | Reduce -86.1% | 7,621 | $903K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Reduce -89.7% | 7,475 | $886K |
| Embree Financial Group | 0.10% | Add +0.0% | 7,394 | $876K |
| Ashton Thomas Securities, LLC | 0.11% | New | 7,316 | $867K |
| Farther Finance Advisors, LLC | 0.01% | Add +248.2% | 7,127 | $857K |
| Horizon Investments, LLC | 0.01% | Add +70.0% | 7,208 | $854K |
| William John Sempolinski | 0.43% | New | 7,205 | $854K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -18.1% | 7,147 | $847K |
| Lazard Freres Gestion S.A.S. | 0.02% | New | 7,110 | $842K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -22.9% | 6,043 | $837K |
| WealthTrust Axiom LLC | 0.20% | Reduce -4.5% | 7,000 | $830K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -0.8% | 6,794 | $805K |
| Indivisible Partners | 0.07% | Reduce -1.7% | 6,773 | $803K |
| Citizens National Bank Trust Department | 0.13% | Reduce -5.0% | 6,710 | $795K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -42.7% | 6,701 | $794K |
| Retirement Planning Co of New England, Inc. | 0.32% | Add +0.2% | 6,691 | $793K |
| Strait & Sound Wealth Management LLC | 0.30% | Add +1.3% | 6,657 | $789K |
| Simplicity Wealth,LLC | 0.04% | Add +10.6% | 6,644 | $787K |
| Asempa Wealth Advisors | 0.68% | No change | 6,443 | $775K |
| Rare Wolf Capital LLC | 0.50% | No change | 6,474 | $767K |
| Horst & Graben Wealth Management LLC | 0.10% | Reduce -5.2% | 5,349 | $764K |
| Mystic Asset Management, Inc. | 0.18% | Reduce -5.2% | 6,428 | $762K |
| Citizens Financial Group Inc. | 0.01% | No change | 6,413 | $760K |
| Bollard Group LLC | 0.02% | Add +0.0% | 6,411 | $760K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -28.9% | 6,314 | $748K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.17% | No change | 6,300 | $747K |
| Tudor Investment Corporation | 0.00% | New | 6,197 | $734K |
| Schmidt P J Investment Management Inc. | 0.12% | Add +11.3% | 6,173 | $732K |
| Capital Investment Advisors, LLC | 0.01% | No change | 6,162 | $730K |
| Compound Planning, Inc. | 0.02% | Add +22.9% | 6,149 | $729K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -0.8% | 6,112 | $724K |
| Financial Planning Hawaii, Inc. | 0.42% | No change | 6,012 | $712K |
| Spruce Point Capital Management, LLC | 0.95% | Reduce -60.5% | 6,000 | $711K |
| Eastern Bank | 0.01% | No change | 5,906 | $700K |
| Franklin Resources Inc. | 0.00% | No change | 5,896 | $699K |
| GTS Securities LLC | 0.02% | New | 5,873 | $696K |
| Tandem Capital Management Corp. | 0.35% | Reduce -24.2% | 5,845 | $693K |
| Laurel Oak Wealth Management, LLC | 0.12% | Reduce -11.7% | 5,828 | $691K |
| Independent Financial Group, LLC | 0.02% | Reduce -0.8% | 5,826 | $690K |
| Harbour Investments, Inc. | 0.01% | Add +5.2% | 5,764 | $683K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +5.7% | 5,706 | $676K |
| Ieq Capital, LLC | 0.00% | Reduce -3.9% | 5,665 | $671K |
| TSA Wealth Managment LLC | 0.22% | Reduce -3.0% | 5,647 | $669K |
| Grandview Asset Management LLC | 0.20% | Reduce -21.9% | 5,646 | $669K |
| Capital Advisors, Ltd. LLC | 0.08% | Add +54.3% | 5,614 | $665K |
| HRT Financial LP | 0.00% | New | 5,605 | $664K |
| Tufton Capital Management | 0.12% | No change | 5,575 | $660K |
| Leavell Investment Management, Inc. | 0.03% | Add +26.5% | 5,555 | $658K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -6.3% | 5,532 | $656K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -0.8% | 5,495 | $651K |
| Valmark Advisers, Inc. | 0.01% | Reduce -2.1% | 5,486 | $650K |
| SOA Wealth Advisors, LLC. | 0.12% | Reduce -3.0% | 5,470 | $648K |
| Bouchey Financial Group, Ltd. | 0.05% | No change | 5,070 | $645K |
| Commerce Bank | 0.00% | Add +3.8% | 5,322 | $631K |
| First Horizon Corp. | 0.03% | Add +8.7% | 5,139 | $609K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.7% | 5,116 | $606K |
| Ancora Advisors LLC | 0.01% | No change | 5,113 | $606K |
| Kickstand Ventures, Llc. | 0.13% | Reduce -1.6% | 5,064 | $600K |
| Kane Investment Management, Inc. | 0.31% | Reduce -22.0% | 5,034 | $597K |
| Rollins Financial Advisors, LLC | 0.09% | Reduce -12.0% | 5,005 | $593K |
| Beaton Management Co. Inc. | 0.26% | Add +2.1% | 4,950 | $587K |
| Strategic Blueprint, LLC | 0.03% | Reduce -5.0% | 4,940 | $585K |
| Ridgeline Wealth, LLC | 0.42% | Reduce -16.9% | 4,936 | $585K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 4,926 | $584K |
| Saxon Interests, Inc. | 0.20% | Reduce -0.7% | 4,919 | $583K |
| St. Johns Investment Management Company, LLC | 0.25% | No change | 4,918 | $583K |
| Northstar Advisory Group, LLC | 0.22% | Reduce -91.1% | 4,882 | $579K |
| Guidance Point Advisors, LLC | 0.14% | Add +0.0% | 4,866 | $577K |
| Safeguard Investment Advisory Group, LLC | 0.16% | Add +0.0% | 4,807 | $570K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +3.0% | 4,694 | $556K |
| World Investment Advisors | 0.01% | Add +2.3% | 4,684 | $555K |
| Principal Securities, Inc. | 0.01% | Add +3.1% | 4,662 | $553K |
| Sawgrass Asset Management LLC | 0.08% | No change | 4,662 | $552K |
| Glenmede Trust Co. NA | 0.00% | Reduce -12.1% | 4,653 | $551K |
| Kesler, Norman & Wride, LLC | 0.09% | Reduce -29.9% | 4,640 | $550K |
| Capital Wealth Alliance, LLC | 0.25% | Reduce -0.6% | 4,613 | $547K |
| Greenspring Advisors, LLC | 0.03% | No change | 4,597 | $545K |
| Banque Cantonale Vaudoise | 0.02% | No change | 4,589 | $544K |
| Centaurus Financial, Inc. | 0.03% | Add +0.6% | 4,541 | $538K |
| Family Office Research LLC | 0.23% | Reduce -23.1% | 4,458 | $528K |
| Bogart Wealth, LLC | 0.02% | Add +0.8% | 4,458 | $528K |
| Phillips Wealth Planners LLC | 0.40% | Add +6.0% | 3,393 | $527K |
| GatePass Capital, LLC | 0.26% | No change | 4,440 | $526K |
| Fourth Dimension Wealth, LLC | 0.19% | Reduce -0.6% | 4,320 | $512K |
| Valued Retirements, Inc. | 0.50% | Reduce -0.1% | 4,316 | $511K |
| Southland Equity Partners LLC | 0.10% | Reduce -7.4% | 4,310 | $511K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,290 | $508K |
| Cape Investment Advisory, Inc. | 0.17% | Add +15.8% | 4,271 | $506K |
| 5T Wealth, LLC | 0.20% | Add +1.9% | 4,228 | $501K |
| Horizon Bancorp Inc. | 0.24% | Reduce -2.8% | 4,189 | $496K |
| Osprey Private Wealth LLC | 0.14% | No change | 4,102 | $486K |
| Paragon Financial Partners, Inc. | 0.28% | Add +0.0% | 3,658 | $486K |
| Patten Group, Inc. | 0.08% | Reduce -1.0% | 4,069 | $482K |
| Integrated Wealth Concepts LLC | 0.00% | Add +63.1% | 4,056 | $481K |
| Etesian Wealth Advisors, Inc. | 0.15% | No change | 4,025 | $477K |
| NorthRock Partners, LLC | 0.01% | Reduce -13.4% | 3,852 | $457K |
| Manchester Capital Management LLC | 0.07% | No change | 3,843 | $455K |
| 4J Wealth Management LLC | 0.26% | No change | 3,834 | $454K |
| Financial Solutions Advisory Group, Inc. | 0.06% | — | 3,822 | $453K |
| Orleans Capital Management Corp. | 0.31% | Reduce -20.8% | 3,819 | $453K |
| Seldon Capital LP | 0.17% | No change | 3,786 | $449K |
| Avantax Planning Partners, Inc. | 0.01% | New | 3,766 | $446K |
| Alpha Capital Advisors Inc. | 0.42% | Add +0.0% | 3,758 | $445K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -52.9% | 3,714 | $440K |
| Tortoise Investment Management, LLC | 0.04% | No change | 3,674 | $435K |
| Diversified Trust Co. | 0.01% | No change | 3,648 | $432K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -10.7% | 3,597 | $426K |
| Debussy Capital Management LP | 0.06% | No change | 3,595 | $426K |
| Mgo One Seven LLC | 0.01% | Add +1.9% | 3,587 | $425K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Add +0.1% | 3,581 | $424K |
| Global Trust Asset Management, LLC | 0.16% | No change | 3,477 | $412K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +87.0% | 3,471 | $411K |
| IFP Advisors, Inc | 0.01% | No change | 3,425 | $406K |
| Motco | 0.04% | No change | 3,402 | $403K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -22.7% | 3,389 | $402K |
| Channel Wealth LLC | 0.10% | Reduce -1.1% | 3,380 | $401K |
| TPG Advisors LLC | 0.25% | No change | 3,339 | $396K |
| Claro Advisors Inc. | 0.05% | Reduce -6.3% | 3,335 | $395K |
| Legacy Advisors, LLC | 0.05% | No change | 3,300 | $391K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Add +82.8% | 3,227 | $382K |
| Choreo, LLC | 0.00% | No change | 3,209 | $380K |
| GLR Partners, LLC | 0.21% | — | 3,183 | $377K |
| GeoWealth Management, LLC | 0.01% | Add +60.7% | 3,178 | $377K |
| PFG Investments, LLC | 0.02% | Reduce -11.2% | 3,171 | $376K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -4.5% | 3,152 | $374K |
| WealthPlan Investment Management, LLC | 0.02% | No change | 3,117 | $369K |
| WNY Asset Management, LLC | 0.04% | — | 3,000 | $356K |
| Dakota Wealth Management | 0.01% | No change | 3,000 | $356K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.0% | 2,882 | $342K |
| TFC Financial Management, Inc. | 0.04% | No change | 2,810 | $333K |
| Peck Wealth Management, LLC | 0.33% | No change | 2,776 | $329K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -15.3% | 2,774 | $329K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.2% | 2,768 | $328K |
| Marshall & Sterling Wealth Advisors Inc. | 0.21% | Add +150.3% | 2,763 | $327K |
| High Point Wealth Management, LLC | 0.32% | No change | 2,728 | $323K |
| Roundview Capital LLC | 0.02% | Add +0.6% | 2,721 | $322K |
| Red Door Wealth Management, LLC | 0.03% | No change | 2,671 | $317K |
| Scott & Selber, Inc. | 0.08% | No change | 2,646 | $314K |
| Trexquant Investment LP | 0.00% | Add +2.4% | 2,645 | $313K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -19.0% | 2,639 | $313K |
| Global Financial Private Client, LLC | 0.10% | No change | 2,632 | $312K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 2,604 | $309K |
| Bank of New Hampshire | 0.07% | No change | 2,580 | $306K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -27.5% | 2,580 | $306K |
| Advisors Capital Management, LLC | 0.00% | No change | 2,569 | $304K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +10.5% | 2,556 | $303K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.0% | 2,548 | $302K |
| BlackRock, Inc. | 0.00% | Reduce -2.9% | 2,526 | $299K |
| Ring Mountain Capital, LLC | 0.16% | No change | 2,520 | $299K |
| Aries Wealth Management | 0.07% | No change | 2,500 | $296K |
| Betterment LLC | 0.00% | Add +9.8% | 2,500 | $296K |
| Empowered Funds, LLC | 0.00% | New | 2,476 | $293K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 2,446 | $290K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -8.9% | 2,442 | $289K |
| Manhattan West Asset Management, LLC | 0.06% | No change | 2,400 | $284K |
| Westside Investment Management, Inc. | 0.04% | No change | 2,400 | $284K |
| Forum Finance Group S.A. | 0.15% | — | 2,874 | $281K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 2,307 | $273K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 2,307 | $273K |
| Financial Insights, Inc. | 0.09% | No change | 2,279 | $270K |
| Harbour Trust & Investment Management Co | 0.03% | No change | 2,262 | $268K |
| McGrath & Associates, Inc. | 0.39% | No change | 2,260 | $268K |
| Eq LLC | 0.07% | No change | 2,234 | $265K |
| International Assets Investment Management, LLC | 0.02% | Reduce -24.4% | 2,164 | $260K |
| Vise Technologies, Inc. | 0.01% | No change | 2,005 | $259K |
| Argent Trust Co | 0.01% | No change | 2,130 | $252K |
| QRG Capital Management, Inc. | 0.00% | Reduce -38.9% | 2,104 | $249K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,100 | $249K |
| Calamos Advisors LLC | 0.00% | New | 2,100 | $249K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -1.9% | 1,731 | $245K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 2,064 | $245K |
| Clarity Financial LLC | 0.03% | Add +5.1% | 2,048 | $243K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 2,044 | $242K |
| TD Waterhouse Canada Inc. | 0.00% | Add +258.2% | 2,006 | $241K |
| Great Waters Wealth Management | 0.03% | No change | 2,028 | $240K |
| Middleton & Co. Inc. | 0.03% | No change | 2,000 | $237K |
| Moors & Cabot, Inc. | 0.01% | No change | 1,972 | $234K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.5% | 1,950 | $231K |
| GEM Asset Management, LLC | 0.10% | Reduce -4.0% | 1,935 | $229K |
| Main Street Research LLC | 0.01% | No change | 1,932 | $229K |
| Gouws Capital LLC | 0.12% | Reduce -12.2% | 1,910 | $226K |
| SCS Capital Management LLC | 0.00% | Reduce -63.5% | 1,899 | $225K |
| Quantbot Technologies LP | 0.01% | New | 1,871 | $222K |
| Goelzer Investment Management, Inc. | 0.01% | New | 1,859 | $220K |
| Brighton Jones LLC | 0.00% | New | 1,853 | $220K |
| Resolute Wealth Advisor, Inc. | 0.12% | — | 1,850 | $219K |
| Blankinship & Foster, LLC | 0.05% | No change | 1,847 | $219K |
| Castle Rock Wealth Management, LLC | 0.05% | No change | 1,800 | $218K |
| Signal Advisors Wealth, LLC | 0.01% | Reduce -10.8% | 1,823 | $216K |
| Silver Oak Wealth Advisors Services, LLC | 0.14% | No change | 1,800 | $213K |
| Newman Dignan & Sheerar, Inc. | 0.04% | No change | 1,800 | $213K |
| Sierra Summit Advisors LLC | 0.03% | New | 1,800 | $213K |
| Shepherd Financial Partners LLC | 0.02% | No change | 1,800 | $213K |
| 1900 Wealth Management LLC | 0.01% | No change | 1,800 | $213K |
| Klingman & Associates, LLC | 0.01% | No change | 1,800 | $213K |
| Ewa, LLC | 0.05% | Reduce -3.0% | 1,779 | $211K |
| Savant Capital, LLC | 0.00% | Add +12.4% | 1,749 | $207K |
| Eagle Strategies LLC | 0.02% | No change | 1,747 | $207K |
| First Foundation Advisors | 0.01% | No change | 1,734 | $205K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 1,722 | $204K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.07% | No change | 1,620 | $192K |
| Vermillion Wealth Management, Inc. | 0.07% | Add +0.1% | 1,489 | $176K |
| Capital Analysts, LLC | 0.00% | No change | 1,379 | $163K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +3.6% | 1,083 | $157K |
| Signature Equity Partners, LLC | 0.08% | Add +44.7% | 1,321 | $157K |
| Smartleaf Asset Management LLC | 0.01% | Add +3.3% | 1,346 | $153K |
| Portfolio Resources Advisor Group, Inc. | 0.15% | Add +0.4% | 1,277 | $151K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 1,062 | $126K |
| Godfrey Financial Associates, Inc. | 0.11% | No change | 1,055 | $125K |
| Colonial Trust Co / SC | 0.02% | No change | 990 | $117K |
| Independence Bank of Kentucky | 0.01% | No change | 960 | $114K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 930 | $110K |
| Creative Financial Designs Inc. | 0.01% | No change | 927 | $110K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 865 | $103K |
| CENTRAL TRUST Co | 0.00% | No change | 816 | $97K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 783 | $93K |
| AlphaCore Capital LLC | 0.00% | New | 780 | $92K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 767 | $92K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.4% | 779 | $92K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +35.6% | 761 | $90K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 750 | $89K |
| United Community Bank | 0.03% | Reduce -9.7% | 720 | $85K |
| Arax Advisory Partners | 0.00% | Reduce -42.6% | 671 | $80K |
| Private Wealth Management Group, LLC | 0.02% | Add +318.5% | 657 | $78K |
| HM Payson & Co. | 0.00% | No change | 650 | $77K |
| Napier Financial, LLC | 0.02% | New | 600 | $71K |
| Tower View Wealth Management LLC | 0.03% | New | 565 | $67K |
| Navigoe, LLC | 0.04% | No change | 540 | $63K |
| AdvisorNet Financial, Inc | 0.00% | No change | 522 | $62K |
| Cornerstone Planning Group LLC | 0.01% | Add +98.1% | 418 | $62K |
| Y.D. More Investments Ltd | 0.00% | No change | 529 | $60K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 506 | $60K |
| Caitlin John, LLC | 0.03% | Add +6.7% | 479 | $57K |
| Nemes Rush Group LLC | 0.01% | Reduce -7.4% | 476 | $56K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 450 | $53K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -56.7% | 417 | $49K |
| Parallel Advisors, LLC | 0.00% | New | 410 | $49K |
| Missouri Trust & Investment Co | 0.01% | No change | 400 | $47K |
| Anchor Investment Management, LLC | 0.00% | Add +1.8% | 391 | $46K |
| Bell Investment Advisors, Inc | 0.01% | No change | 389 | $46K |
| Bayban | 0.04% | Reduce -10.7% | 383 | $45K |
| Investors Research Corp | 0.01% | No change | 372 | $44K |
| Bokf, NA | 0.00% | New | 365 | $43K |
| KERR FINANCIAL PLANNING Corp | 0.03% | Add +0.3% | 301 | $42K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.3% | 351 | $42K |
| Smithfield Trust Co | 0.00% | New | 349 | $41K |
| Root Financial Partners, LLC | 0.00% | No change | 311 | $37K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 311 | $37K |
| Avion Wealth | 0.01% | No change | 310 | $36K |
| Clearstead Trust, LLC | 0.01% | No change | 300 | $36K |
| Howe & Rusling Inc. | 0.00% | No change | 300 | $36K |
| Cary Street Partners Financial LLC | 0.00% | No change | 284 | $34K |
| MAI Capital Management | 0.00% | Reduce -11.9% | 282 | $33K |
| Kozak & Associates, Inc. | 0.01% | No change | 254 | $33K |
| Spire Wealth Management | 0.00% | No change | 261 | $31K |
| Key Financial Inc | 0.01% | No change | 258 | $31K |
| Private Trust Co. NA | 0.00% | Add +12.3% | 255 | $30K |
| Tucker Asset Management LLC | 0.01% | Add +19.3% | 254 | $30K |
| Creative Capital Management Investments LLC | 0.01% | No change | 252 | $30K |
| Colonial Trust Advisors | 0.00% | No change | 240 | $28K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 237 | $28K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 222 | $26K |
| Destiny Wealth Partners, LLC | 0.00% | New | 192 | $23K |
| Larson Financial Group LLC | 0.00% | Add +307.1% | 171 | $20K |
| Delta Asset Management LLC | 0.00% | No change | 168 | $20K |
| CoreCap Advisors, LLC | 0.00% | Add +40.3% | 167 | $20K |
| Magnolia Wealth Management, LLC | 0.01% | New | 156 | $18K |
| MCF Advisors LLC | 0.00% | No change | 154 | $18K |
| Signaturefd, LLC | 0.00% | New | 151 | $18K |
| Matrix Private Capital Group LLC | 0.01% | No change | 150 | $18K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 140 | $17K |
| Biltmore Family Office, LLC | 0.00% | No change | 138 | $16K |
| Fortis Group Advisors, LLC | 0.00% | No change | 132 | $16K |
| Rice Partnership, LLC | 0.00% | No change | 128 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 125 | $15K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 125 | $15K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 120 | $14K |
| Archer Investment Corp | 0.00% | No change | 114 | $14K |
| Capital Advisor Network LLC | 0.02% | — | 113 | $13K |
| Rossby Financial, LCC | 0.00% | New | 110 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 110 | $13K |
| Graney & King, LLC | 0.01% | No change | 100 | $12K |
| Lanark Financial, Inc. | 0.00% | Reduce -2.0% | 98 | $12K |
| Dunhill Financial, LLC | 0.00% | Reduce -1.1% | 93 | $11K |
| Whittier Trust Co. | 0.00% | No change | 90 | $11K |
| BankChampaign, National Association | 0.01% | New | 87 | $10K |
| First United Bank & Trust | 0.00% | No change | 83 | $10K |
| Realta Investment Advisors | 0.00% | No change | 78 | $9K |
| Founders Financial Alliance, LLC | 0.00% | No change | 73 | $9K |
| Adirondack Trust Co. | 0.00% | No change | 72 | $9K |
| Pioneer Family Office, LLC | 0.01% | Add +1.4% | 72 | $8K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 69 | $8K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 67 | $8K |
| Salem Investment Counselors Inc. | 0.00% | New | 62 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -83.8% | 57 | $7K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 56 | $7K |
| Kingdom Financial Group LLC. | 0.00% | New | 56 | $7K |
| Van Eck Associates Corp. | 0.00% | No change | 53 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 47 | $6K |
| Evermay Wealth Management LLC | 0.00% | No change | 45 | $5K |
| Stone House Investment Management, LLC | 0.00% | New | 42 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 41 | $5K |
| Synergy Investment Management, LLC | 0.00% | New | 30 | $4K |
| SHP Wealth Management | 0.00% | No change | 30 | $4K |
| Hager Investment Management Services, LLC | 0.00% | No change | 28 | $3K |
| LM Advisors LLC | 0.02% | Reduce -8.0% | 356 | $3K |
| PlanVest Financial, Inc | 0.00% | — | 24 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +23.5% | 21 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 21 | $2K |
| Go Invest LLC | 0.00% | Add +50.0% | 21 | $2K |
| Scarborough Advisors, LLC | 0.00% | New | 20 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 5 | $593 |
| New Republic Capital, LLC | 0.00% | No change | 4 | $474 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 1 | $119 |
"% of holder's portfolio" is IGM's weight in each manager's 13F, not the share of iShares Expanded Tech Sector the manager owns.