ISHARES EXPANDED TECH SECTOR IGM
$156.84
-2.6% 52w: $113.26 – $170.92
Latest 13F among current holders filed 2 days ago (Oct 30, 2026)
Price — last 12 months
research preview data113.26142.09170.92
Oct 17, 2025 Jul 2, 2026
Institutional holders
513
-1 QoQ
13F value
$4.21B
-14.4% QoQ
Smart-money holders
14
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
calls only
$21.1M calls / — puts
Institutional value by quarter
Number of holders
Who owns IGM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.4M | $397.3M | 0.0% | -11.5% |
| Equitable Holdings, Inc. | Wealth advisor | 1.1M | $276.6M | 1.8% | -33.1% |
| MORGAN STANLEY | Bank broker | 2.3M | $276.5M | 0.0% | -2.4% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 1.9M | $220.2M | 4.5% | +0.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.8M | $211.1M | 0.1% | +6.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.8M | $207.7M | 0.1% | -1.2% |
| LPL Financial LLC | Bank broker | 1.4M | $171.8M | 0.0% | -0.3% |
| ROYAL BANK OF CANADA | Bank broker | 1.2M | $146.3M | 0.0% | -2.9% |
| JPMORGAN CHASE & CO | Bank broker | 1.2M | $140.1M | 0.0% | -51.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.0M | $120.8M | 0.2% | -0.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 998.1K | $118.3M | — | -3.6% |
| Cerity Partners LLC | Diversified mechanical | 952.5K | $112.9M | 0.2% | +1.0% |
| WestEnd Advisors, LLC | Wealth advisor | 836.0K | $99.1M | 2.4% | +1.5% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 811.6K | $96.2M | 0.5% | +3.5% |
| Destination Wealth Management | Wealth advisor | 620.7K | $73.6M | 1.9% | -0.7% |
| UBS Group AG | Bank broker | 564.3K | $66.9M | 0.0% | +10.0% |
| Gray Foundation | Other | 559.1K | $66.3M | — | Held |
| AMERIPRISE FINANCIAL INC | Bank broker | 546.6K | $64.8M | 0.0% | -28.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 491.7K | $58.3M | 0.1% | +1.5% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 482.3K | $57.2M | 0.2% | +82.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 383.3K | $45.4M | 0.0% | -9.7% |
| PGIM Custom Harvest LLC | Wealth advisor | 368.8K | $43.7M | 0.7% | -0.8% |
| Portfolio Strategies, Inc. | Wealth advisor | 345.2K | $40.9M | 5.0% | -1.7% |
| FIL Ltd | Other | 335.7K | $39.8M | 0.0% | New |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 291.8K | $34.6M | 0.0% | +1.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 288.0K | $34.1M | 0.0% | +2.6% |
| Legacy Financial Strategies, LLC | Wealth advisor | 256.1K | $30.3M | 5.5% | +0.5% |
| Allworth Financial LP | Wealth advisor | 232.5K | $27.6M | 0.1% | -0.7% |
| Lido Advisors, LLC | Wealth advisor | 229.5K | $27.2M | 0.1% | -2.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 217.5K | $25.8M | 0.0% | +3.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 189.6K | $22.5M | 0.0% | -6.1% |
| Focus Partners Wealth | Wealth advisor | 145.8K | $18.4M | 0.0% | -8.7% |
| Cetera Investment Advisers | Wealth advisor | 151.4K | $17.9M | 0.0% | -21.9% |
| BAILARD, INC. | Other | 135.7K | $16.1M | 0.4% | +4.4% |
| Mariner, LLC | Diversified mechanical | 130.3K | $15.4M | 0.0% | -1.7% |
| White Lighthouse Investment Management Inc. | Wealth advisor | 123.4K | $14.6M | 2.0% | +8.3% |
| Mathes Company, Inc. | Other | 123.2K | $14.6M | 5.3% | -0.1% |
| ASSETMARK, INC | Wealth advisor | 123.2K | $14.6M | 0.0% | +16.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 122.9K | $14.6M | 0.0% | -11.1% |
| HB Wealth Management, LLC | Wealth advisor | 115.9K | $13.7M | 0.1% | -20.4% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 112.3K | $13.3M | 0.0% | -1.5% |
| Shira Ridge Wealth Management | Wealth advisor | 111.8K | $13.3M | — | +24.1% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 107.0K | $12.7M | 0.0% | -69.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 105.0K | $12.4M | 0.1% | +9.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 104.0K | $12.3M | 0.0% | -22.1% |
| Decker Wealth Management LLC | Wealth advisor | 103.9K | $12.3M | — | -3.9% |
| Corient Private Wealth LLC | Diversified mechanical | 103.3K | $12.2M | 0.0% | -51.1% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 103.2K | $12.2M | 0.2% | -7.2% |
| Dynamic Wealth Strategies, LLC | Wealth advisor | 101.7K | $12.1M | 7.0% | +2.6% |
| Apollon Wealth Management, LLC | Diversified mechanical | 101.0K | $12.0M | 0.2% | -0.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.