ISHARES EXPANDED TECH SECTOR

IGM
CUSIP 464287549 NYSE Arca ETF

Institutional ownership · Q2 2024

Latest quarter (Q2 2026)
Institutional holders 369 +28 (+8.2%) vs Q1 2024
Reported value $2.3B +17.2% vs Q1 2024
Shares held 24.5M +1.7M shares
Quarter Q2 2024 Period ended Jun 30, 2024

369 institutional managers reported holding 24,536,137 shares worth $2,312,595,116 on Form 13F for Q2 2024, against 341 in Q1 2024. Share positions on CUSIP 464287549 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q2 2024

Largest Q2 2024 Form 13F holders of CUSIP 464287549 by reported value
# Manager Shares Value % of portfolio Change Position page
1 Bank of America Corporation 2,816,309 $265.6M 0.02% +24.4K Position
2 Equitable Holdings Inc 2,005,873 $189.2M 1.99% -99.7K Position
3 MORGAN STANLEY 1,965,058 $185.3M 0.01% +265.4K Position
4 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,783,263 $168.2M 4.21% +774.2K Position
5 ROYAL BANK OF CANADA 1,193,697 $112.6M 0.03% +9.6K Position
6 Cerity Partners LLC 988,889 $93.3M 0.25% -54.6K Position
7 LPL Financial LLC 868,769 $81.9M 0.04% +130.6K Position
8 AMERIPRISE FINANCIAL INC 805,725 $76.0M 0.02% +498.3K Position
9 BANK OF MONTREAL 727,942 $69.0M 0.02% -458.0K Position
10 Destination Wealth Management 672,496 $63.4M 2.1% -33.4K Position
11 JPMorgan Chase & Co 647,275 $61.0M < 0.01% -20.5K Position
12 Gray Foundation 522,084 $49.2M 15.06% — Position
13 WELLS FARGO & COMPANY MN 435,364 $41.1M < 0.01% +27.1K Position
14 Raymond James Financial Services Advisors Inc 427,716 $40.3M 0.06% +156.1K Position
15 UBS Group AG 400,753 $37.8M < 0.01% +11.4K Position
16 ENVESTNET ASSET MANAGEMENT INC 313,372 $29.6M 0.01% +46.1K Position
17 Portfolio Strategies Inc 308,821 $29.1M 3.97% +31.7K Position
18 RAYMOND JAMES & ASSOCIATES 300,032 $28.3M 0.02% -6.0K Position
19 GM Advisory Group Inc 293,677 $27.7M 1.79% +6.0K Position
20 Legacy Financial Strategies LLC 262,305 $25.3M 6.08% +14.4K Position
21 Mirae Asset Global Investments Co Ltd 261,000 $24.7M 0.12% -64.0K Position
22 COMMONWEALTH EQUITY SERVICES LLC 251,337 $23.7M 0.04% +61.5K Position
23 Stuart Chaussee & Associates Inc 234,646 $22.1M 6.09% -2.1K Position
24 Janney Montgomery Scott LLC 207,099 $19.5M 0.06% +2.3K Position
25 The Goldman Sachs Group Inc 179,089 $16.9M < 0.01% +3.8K Position

Values as reported on each manager's Q2 2024 Form 13F. Change is in shares against the manager's prior-quarter filing.

13F holders by quarter

Form 13F holders of CUSIP 464287549 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.

Fund holders · N-PORT

6 funds
Largest fund holders of CUSIP 464287549 reported on Form N-PORT
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

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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