ISHARES EXPANDED TECH SECTOR

IGM
CUSIP 464287549 NYSE Arca ETF

Institutional ownership · Q2 2025

Latest quarter (Q2 2026)
Institutional holders 459 +36 (+8.5%) vs Q1 2025
Reported value $3.1B +26.1% vs Q1 2025
Shares held 27.8M +535.0K shares
Quarter Q2 2025 Period ended Jun 30, 2025

459 institutional managers reported holding 27,806,733 shares worth $3,117,430,681 on Form 13F for Q2 2025, against 423 in Q1 2025. Share positions on CUSIP 464287549 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q2 2025

# Manager Shares Value % of portfolio Change
1 Bank of America Corporation 2,619,861 $294.3M 0.02% -348.6K Position
2 MORGAN STANLEY 2,224,918 $249.9M 0.02% -49.0K Position
3 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,929,928 $216.8M 5.0% +31.9K Position
4 Equitable Holdings Inc 1,729,204 $194.3M 1.6% -57.5K Position
5 BANK OF MONTREAL 1,529,365 $171.8M 0.08% +374.3K Position
6 ROYAL BANK OF CANADA 1,227,277 $137.9M 0.02% -31.7K Position
7 LPL Financial LLC 1,194,332 $134.2M 0.04% +35.4K Position
8 JPMorgan Chase & Co 917,005 $103.0M < 0.01% +7.6K Position
9 Cerity Partners LLC 907,585 $102.0M 0.18% +6.0K Position
10 AMERIPRISE FINANCIAL INC 690,196 $77.5M 0.02% +53.0K Position
11 Destination Wealth Management 642,019 $72.1M 2.11% -4.6K Position
12 RAYMOND JAMES FINANCIAL INC 582,918 $65.5M 0.02% -59.6K Position
13 Gray Foundation 559,116 $62.8M 17.79% — Position
14 UBS Group AG 556,212 $62.5M 0.01% +107.0K Position
15 COMMONWEALTH EQUITY SERVICES LLC 488,814 $54.9M 0.07% +59.6K Position
16 WELLS FARGO & COMPANY MN 380,272 $42.7M < 0.01% -47.4K Position
17 PGIM Custom Harvest LLC 378,734 $42.5M 0.88% +322.2K Position
18 ENVESTNET ASSET MANAGEMENT INC 356,584 $40.1M 0.01% +136.7K Position
19 Portfolio Strategies Inc 311,823 $35.0M 4.56% +5.2K Position
20 Legacy Financial Strategies LLC 273,334 $30.7M 6.03% +14.0K Position
21 Allworth Financial LP 245,426 $27.6M 0.13% -684 Position
22 Stuart Chaussee & Associates Inc 229,468 $25.8M 5.81% -90 Position
23 STIFEL FINANCIAL CORP 218,882 $24.6M 0.02% +22.9K Position
24 CIBC WORLD MARKET INC 208,061 $23.4M 0.05% +99.2K Position
25 Janney Montgomery Scott LLC 188,571 $21.2M 0.06% +916 Position

Values as reported on each manager's Q2 2025 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