ISHARES EXPANDED TECH SECTOR

IGM
CUSIP 464287549 NYSE Arca ETF

Institutional ownership · Q2 2023

Latest quarter (Q2 2026)
Institutional holders 289 +28 (+10.7%) vs Q1 2023
Reported value $1.4B +13.9% vs Q1 2023
Shares held 3.7M -130.8K shares
Quarter Q2 2023 Period ended Jun 30, 2023

289 institutional managers reported holding 3,673,650 shares worth $1,437,237,537 on Form 13F for Q2 2023, against 261 in Q1 2023. Share positions on CUSIP 464287549 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q2 2023

# Manager Shares Value % of portfolio Change
1 Equitable Holdings Inc 403,250 $158.4M 2.28% -6.6K Position
2 Bank of America Corporation 394,222 $154.9M 0.02% -4.0K Position
3 MORGAN STANLEY 259,014 $101.8M 0.01% -1.8K Position
4 BANK OF MONTREAL 215,278 $85.3M 0.03% -146.1K Position
5 Cerity Partners LLC 199,178 $78.3M 0.3% +171 Position
6 ROYAL BANK OF CANADA 197,678 $77.7M 0.02% -7.7K Position
7 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 192,499 $75.6M 2.51% -18.7K Position
8 Destination Wealth Management 143,208 $56.3M 2.1% -26.4K Position
9 LPL Financial LLC 93,354 $36.7M 0.03% +1.3K Position
10 The Goldman Sachs Group Inc 73,069 $28.7M < 0.01% +12.6K Position
11 WELLS FARGO & COMPANY MN 65,427 $25.7M < 0.01% +18.6K Position
12 RAYMOND JAMES & ASSOCIATES 65,133 $25.6M 0.02% -209 Position
13 UBS Group AG 56,175 $22.1M < 0.01% +908 Position
14 COMMONWEALTH EQUITY SERVICES LLC 49,953 $19.6M 0.04% +975 Position
15 JPMorgan Chase & Co 47,716 $18.7M < 0.01% +1.8K Position
16 GM Advisory Group Inc 45,939 $18.0M 1.49% +1.5K Position
17 Raymond James Financial Services Advisors Inc 44,777 $17.6M 0.03% -936 Position
18 Janney Montgomery Scott LLC 42,172 $16.6M 0.06% -6.2K Position
19 Stuart Chaussee & Associates Inc 41,335 $16.2M 5.11% -248 Position
20 Legacy Financial Strategies LLC 40,987 $16.1M 5.38% +1.6K Position
21 ENVESTNET ASSET MANAGEMENT INC 36,682 $14.4M < 0.01% +19.2K Position
22 Avestar Capital LLC 36,538 $14.4M 2.3% New Position
23 AMERIPRISE FINANCIAL INC 35,543 $14.0M < 0.01% +5.3K Position
24 AE Wealth Management LLC 34,753 $13.7M 0.08% +36 Position
25 Mirae Asset Global Investments Co Ltd 29,800 $11.7M 0.03% New Position

Values as reported on each manager's Q2 2023 Form 13F. Change is in shares against the manager's prior-quarter filing.

13F holders by quarter

Quarter Holders Shares Value
Q2 2026 564 +51 32.4M $5.3B
Q1 2026 513 -1 34.3M $4.2B
Q4 2025 514 +14 38.0M $4.9B
Q3 2025 500 +41 45.4M $5.7B
Q2 2025 459 +36 27.8M $3.1B
Q1 2025 423 +6 27.3M $2.5B
Q4 2024 417 +33 26.7M $2.7B
Q3 2024 384 +15 25.6M $2.5B
Q2 2024 369 +28 24.5M $2.3B
Q1 2024 341 +20 22.9M $2.0B
Q4 2023 321 +38 4.0M $1.8B
Q3 2023 283 -6 3.6M $1.4B
Q2 2023 289 +28 3.7M $1.4B
Q1 2023 261 +11 3.8M $1.3B
Q4 2022 250 +5 3.5M $991.7M
Q3 2022 245 -19 5.3M $1.5B
Q2 2022 264 -15 7.2M $2.1B
Q1 2022 279 +19 6.5M $2.5B
Q4 2021 260 +18 3.6M $1.5B
Q3 2021 242 3.4M $1.3B

Q3 2021–Q2 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.

Across other SEC filings

Fund holders · N-PORT

6 funds
Fund Value % of fund As of
Multimanager Technology Portfolio $173.4M 7.03% Jun 2026
MIG Core ETF $23.8M 3.11% Aug 2026
VictoryShares WestEnd Global Equity ETF $2.0M 3.29% Jun 2026
TFA AlphaGen Fund (formerly, the TFA AlphaGen Growth Fund) $1.3M 2.32% Jun 2026
TFA Quantitative Fund $1.2M 1.6% Jun 2026
Tactical Allocation Fund (formerly, the Tactical Growth Allocation Fund) $135.8K 0.32% Jun 2026

6 funds reported holding $201,749,652 in total on their latest public Form N-PORT reports, the most recent dated August 2026.

Ownership explorer

Security Details

CUSIP 464287549
FIGI BBG001SHHYT5
Symbol IGM
Type Etf
Class EXPND TEC SC ETF as filed on 13F
Exchange NYSE Arca

Identifier History

Type Value From To
SERIES_ID S000004352 2026-03-05 Current
FIGI BBG001SHHYT5 2026-02-07 Current
CUSIP 464287549 2002-03-31 Current

Listing History

Symbol Exchange From To
IGM NYSE Arca 2004-04-13 Current