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Security record · archived quarter

IGM

iShares Expanded Tech Sector ETF · Financial Services · Asset Management

158.41 +0.3% mkt cap $10.40B quote delayed (FMP) · as of Aug 26 18:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
7Tracked holders
0Δ holders
314.72KShares held
$35.36MReported value
+1New positions
−1Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -30.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 71 +3 20.53M $3.35B +6 −3
Q1 2026 69 0 21.26M $2.51B +5 −5
Q4 2025 69 0 24.33M $3.14B +1 −1
Q3 2025 9 -1 4.74M $596.44M −1
Q2 2025 7 0 314.72K $35.36M +1 −1
Q1 2025 5 +3 478.70K $43.40M +3
Q4 2024 2 -2 168.49K $17.20M −2
Q3 2024 4 +4 437.40K $41.96M +4
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wellington Management 146.04K -30.1% $16.41M 0.0% ▼ Trim 4 SEC ↗
2 Wellington Management 146.04K -30.1% $16.41M 0.0% ▼ Trim 4 SEC ↗
3 Wellington Management 146.04K -30.1% $16.41M 0.0% ▼ Trim 4 SEC ↗
4 Two Sigma Investments 99.00K -60.0% $11.12M 0.0% ▼ Trim 2 SEC ↗
5 Fidelity (FMR) 32.48K $3.65M 0.0% n/c 1 SEC ↗
6 Marshall Wace 27.44K New $3.08M 0.0% New 1 SEC ↗
7 Marshall Wace 27.44K New $3.08M 0.0% New 1 SEC ↗
8 Renaissance Technologies 4.60K -56.2% $516,764 0.0% ▼ Trim 4 SEC ↗
9 AQR Capital Management 3.27K +8.3% $367,689 0.0% ▲ Add 2 SEC ↗
10 BlackRock (passive) 1.89K $211,858 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Marshall Wace $3.08M 0.0%
Marshall Wace $3.08M 0.0%

Exited

Citadel Advisors $790,370 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 500 holders, 32.99M shares, $3.90B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2025 · Methodology · Get this via the API