ISHARES EXPANDED TECH SECTOR (IGM) Institutional Ownership

IGM is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $624,009 based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $606,232 in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's IGM position is now estimated to be worth approximately $606,746.32, representing an estimated gain of +0.08% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Matrix Private Capital Group, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES EXPANDED TECH SECTOR (IGM).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q2 20261$606,2323,706
Q1 20262$429,1283,621
Q4 20253$2,067,33816,006
Q3 20253$2,306,39718,312
Q2 20252$539,2324,800
Q1 20252$979,23610,800
Q4 20242$1,368,00613,400
Q3 20242$239,8502,500
Q2 20241$28,293300
Q1 20242$26,69010,000
Q4 20232$22,8571,050
Q3 20232$19,435850