Security record
IGM
iShares Expanded Tech Sector ETF · Financial Services · Asset Management
71Tracked holders
+3Δ holders
20.53MShares held
$3.35BReported value
+6New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +4.4% ·
share flow -3.1% ·
net new positions +4.2%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.23M | -3.6% | $528.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 3.23M | -3.6% | $528.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.23M | -3.6% | $528.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.23M | -3.6% | $528.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.35M | +0.8% | $384.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.35M | +0.8% | $384.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 2.35M | +0.8% | $384.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 2.35M | +0.8% | $384.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 2.35M | +0.8% | $384.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 2.35M | +0.8% | $384.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.66M | -5.3% | $271.52M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.66M | -5.3% | $271.52M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.66M | -5.3% | $271.52M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 1.66M | -7.1% | $270.73M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 1.36M | -6.3% | $222.22M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.19M | -3.2% | $195.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 1.19M | -3.2% | $195.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 1.19M | -3.2% | $195.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 1.19M | -3.2% | $195.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.19M | -3.2% | $195.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.19M | -3.2% | $195.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.19M | -3.2% | $195.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cerity Partners LLC | 944.12K | -0.9% | $154.44M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cerity Partners LLC | 944.12K | -0.9% | $154.44M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 933.21K | -8.4% | $152.65M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 933.21K | -8.4% | $152.65M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 27 | Truist Financial Corp | 933.21K | -8.4% | $152.65M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 913.07K | -26.1% | $146.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 913.07K | -26.1% | $146.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 913.07K | -26.1% | $146.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 913.07K | -26.1% | $146.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 913.07K | -26.1% | $146.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 913.07K | -26.1% | $146.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 913.07K | -26.1% | $146.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 695.52K | +3249.2% | $113.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 695.52K | +3249.2% | $113.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 695.52K | +3249.2% | $113.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | UBS Group AG | 541.08K | -4.1% | $88.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | UBS Group AG | 541.08K | -4.1% | $88.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | UBS Group AG | 541.08K | -4.1% | $88.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 523.63K | -4.2% | $85.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 523.63K | -4.2% | $85.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 523.63K | -4.2% | $85.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Commonwealth Equity Services, Llc | 480.10K | -2.4% | $78.54M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 413.26K | +7.8% | $67.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 413.26K | +7.8% | $67.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 413.26K | +7.8% | $67.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Mirae Asset Global Investments Co.… | 404.89K | -16.1% | $66.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 49 | Stifel Financial Corp | 282.18K | -2.0% | $46.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Stifel Financial Corp | 282.18K | -2.0% | $46.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | FIL Ltd | 257.30K | -23.4% | $42.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Victory Capital Management Inc | 254.17K | -12.9% | $41.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Osaic Holdings, Inc. | 243.17K | +11.8% | $39.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Osaic Holdings, Inc. | 243.17K | +11.8% | $39.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Osaic Holdings, Inc. | 243.17K | +11.8% | $39.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Lido Advisors, LLC | 229.13K | -0.1% | $37.48M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 184.43K | -2.7% | $30.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Goldman Sachs Group ✦ | 184.43K | -2.7% | $30.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | Goldman Sachs Group ✦ | 184.43K | -2.7% | $30.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | Cetera Investment Advisers | 153.65K | +1.5% | $25.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Focus Partners Wealth | 145.61K | -0.1% | $23.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Mml Investors Services, Llc | 119.68K | -2.6% | $19.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Cibc World Market Inc. | 109.69K | -2.4% | $17.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Assetmark, Inc | 107.39K | -12.8% | $17.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Corient Private Wealth LP | 101.28K | -2.0% | $16.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 93.45K | -5.6% | $15.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 93.45K | -5.6% | $15.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 93.45K | -5.6% | $15.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 93.45K | -5.6% | $15.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Rockefeller Capital Management L.P. | 74.53K | +3.3% | $12.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Rockefeller Capital Management L.P. | 74.53K | +3.3% | $12.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Jones Financial Companies Lllp | 70.44K | +12.8% | $10.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Deutsche Bank Ag\ | 62.86K | -0.6% | $10.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Deutsche Bank Ag\ | 62.86K | -0.6% | $10.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Us Bancorp \De\ | 57.16K | -2.1% | $9.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Us Bancorp \De\ | 57.16K | -2.1% | $9.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Us Bancorp \De\ | 57.16K | -2.1% | $9.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Mariner, LLC | 47.59K | -63.5% | $7.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Mariner, LLC | 47.59K | -63.5% | $7.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | First Trust Advisors Lp | 45.45K | +3.7% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Fidelity (FMR) ✦ | 44.35K | +6.8% | $7.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 82 | Fidelity (FMR) ✦ | 44.35K | +6.8% | $7.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 83 | Creative Planning | 41.29K | +3.0% | $6.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Northwestern Mutual Wealth… | 40.37K | -4.5% | $6.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | HighTower Advisors, LLC | 38.77K | -5.6% | $6.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Quantinno Capital Management LP | 38.38K | +1.9% | $6.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 29.59K | +16.5% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 29.59K | +16.5% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 29.59K | +16.5% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Mercer Global Advisors Inc /Adv | 29.40K | +4.0% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Brown Advisory Inc | 25.73K | 0.0% | $4.21M | 0.0% | Held | 3 | SEC ↗ |
| 92 | Captrust Financial Advisors | 25.59K | -0.4% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Wealth Enhancement Advisory… | 24.18K | -10.7% | $3.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Fifth Third Bancorp | 22.14K | -18.8% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | National Bank Of Canada /Fi/ | 19.42K | -0.8% | $3.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Tudor Investment Corp Et Al | 19.18K | +209.5% | $3.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Wellington Management ✦ | 17.49K | -83.7% | $2.86M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 98 | Wellington Management ✦ | 17.49K | -83.7% | $2.86M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 99 | Alliancebernstein L.P. | 24.05K | -14.2% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Hrt Financial Lp | 16.51K | +194.5% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $8.00M | was 0.0% |
| Citadel Advisors | $3.77M | was 0.0% |
| Jane Street Group, Llc | $3.46M | 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 2026 ·
Methodology ·
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