ISHARES TR IGM
EXPND TEC SC ETF · ETP · CUSIP 464287549
255
institutional holders
5.3m
shares reported held*
$1.5bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $276.53. Options: 2 managers hold calls ($3.3m notional), 3 hold puts ($1.7m).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $3.3m12.1k shares |
| Cutler Group LLC / CA | — | $2.0k800 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $1.6m5.9k shares |
| WELLS FARGO & COMPANY/MN | — | $28.0k100 shares |
| Cutler Group LLC / CA | — | $1.0k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 805.7k $222.7m | — |
| Equitable Holdings, Inc. 2.49% of their portfolio | 460.8k $127.4m | — |
| Janney Montgomery Scott LLC 0.43% of their portfolio | 362.3k $100.1m | — |
| RAYMOND JAMES & ASSOCIATES 0.10% of their portfolio | 343.4k $94.9m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio | 330.4k $91.3m | — |
| MORGAN STANLEY 0.01% of their portfolio | 301.0k $83.2m | — |
| TRUIST FINANCIAL CORP 0.14% of their portfolio | 271.2k $75.0m | — |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 262.2k $72.5m | — |
| WestEnd Advisors, LLC 2.24% of their portfolio | 241.5k $66.8m | — |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2.56% of their portfolio | 196.7k $54.4m | — |
| Destination Wealth Management 1.96% of their portfolio | 169.0k $46.7m | — |
| LPL Financial LLC 0.02% of their portfolio | 92.1k $25.5m | — |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 71.0k $19.6m | — |
| UBS Group AG 0.01% of their portfolio | 68.8k $19.0m | — |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 64.6k $17.9m | — |
| TRAPHAGEN INVESTMENT ADVISORS LLC 2.99% of their portfolio | 59.0k $16.3m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 55.9k $15.5m | — |
| Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio | 53.1k $14.7m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio | 47.2k $13.1m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 45.1k $12.5m | — |
| Stuart Chaussee & Associates, Inc. 27.17% of their portfolio | 42.4k $11.7m | — |
| Legacy Financial Strategies, LLC 4.55% of their portfolio | 35.4k $9.8m | — |
| AE Wealth Management LLC 0.08% of their portfolio | 34.5k $9.5m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 33.6k $9.4m | — |
| PNC Financial Services Group, Inc. 0.01% of their portfolio | 33.1k $9.1m | — |
| Cerity Partners LLC 0.11% of their portfolio | 32.2k $8.9m | — |
| Mathes Company, Inc. 4.88% of their portfolio | 31.7k $8.8m | — |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 27.9k $7.7m | — |
| BAILARD, INC. 0.31% of their portfolio | 26.9k $7.4m | — |
| ASSETMARK, INC 0.03% of their portfolio | 26.5k $7.3m | — |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 24.4k $6.7m | — |
| CIBC WORLD MARKET INC. 0.03% of their portfolio | 21.9k $6.0m | — |
| Vestmark Advisory Solutions, Inc. 0.30% of their portfolio | 19.6k $5.4m | — |
| Meridian Wealth Management, LLC 0.51% of their portfolio | 17.0k $4.7m | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.19% of their portfolio | 16.3k $4.5m | — |
| 55I, LLC 0.12% of their portfolio | 15.5k $4.3m | — |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.07% of their portfolio | 15.0k $4.2m | — |
| Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio | 13.9k $3.9m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 13.8k $3.8m | — |
| Graves Light Lenhart Wealth, Inc. 0.63% of their portfolio | 13.7k $3.8m | — |
| SCOTIA CAPITAL INC. 0.03% of their portfolio | 13.2k $3.7m | — |
| Apexium Financial, LP 0.46% of their portfolio | 13.2k $3.7m | — |
| Altshuler Shaham Ltd 0.09% of their portfolio | 13.0k $3.7m | — |
| White Lighthouse Investment Management Inc. 1.04% of their portfolio | 13.0k $3.6m | — |
| GM Advisory Group, LLC 0.42% of their portfolio | 12.5k $3.5m | — |
| CWM, LLC 0.03% of their portfolio | 12.4k $3.4m | — |
| SHELTON WEALTH MANAGEMENT, LLC 2.98% of their portfolio | 12.1k $3.3m | — |
| Kesler, Norman & Wride, LLC 0.91% of their portfolio | 11.8k $3.3m | — |
| WealthBridge Capital Management, LLC 1.47% of their portfolio | 11.7k $3.5m | — |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 11.1k $3.1m | — |
| NewEdge Advisors, LLC 0.05% of their portfolio | 11.1k $3.1m | — |
| DAVENPORT & Co LLC 0.03% of their portfolio | 11.0k $3.0m | — |
| Cetera Advisors LLC 0.07% of their portfolio | 10.4k $2.9m | — |
| Atria Investments, Inc 0.06% of their portfolio | 10.2k $2.8m | — |
| Asset Management Group, Inc. 0.70% of their portfolio | 10.1k $2.8m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio | 10.0k $2.8m | — |
| Transform Wealth, LLC 0.36% of their portfolio | 10.0k $2.8m | — |
| AFT, FORSYTH & COMPANY, INC. 2.46% of their portfolio | 10.0k $2.8m | — |
| HB Wealth Management, LLC 0.06% of their portfolio | 9.5k $2.6m | — |
| Portfolio Strategies, Inc. 0.66% of their portfolio | 9.3k $2.6m | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 9.1k $2.5m | — |
| ACIMA PRIVATE WEALTH, LLC 1.26% of their portfolio | 8.9k $2.5m | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 8.5k $2.4m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 7.9k $2.2m | — |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 7.8k $2.2m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 7.4k $2.0m | — |
| MERIDIAN INVESTMENT COUNSEL INC. 0.86% of their portfolio | 7.0k $1.9m | — |
| GeoWealth Management, LLC 0.21% of their portfolio | 7.0k $1.9m | — |
| INTERACTIVE FINANCIAL ADVISORS, INC. 1.05% of their portfolio | 6.5k $1.8m | — |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 6.4k $1.8m | — |
| Campion Asset Management 1.69% of their portfolio | 5.8k $1.6m | — |
| Private Advisor Group, LLC 0.02% of their portfolio | 5.7k $1.6m | — |
| IHT Wealth Management, LLC 0.12% of their portfolio | 5.7k $1.6m | — |
| Advisory Services Network, LLC 0.05% of their portfolio | 5.6k $1.5m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 5.5k $1.5m | — |
| STEPHENS INC /AR/ 0.03% of their portfolio | 5.2k $1.4m | — |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. 0.06% of their portfolio | 5.1k $1.4m | — |
| Clarity Wealth Advisors, LLC 0.85% of their portfolio | 5.1k $1.4m | — |
| SELDON CAPITAL LP 0.91% of their portfolio | 4.6k $1.3m | — |
| American Portfolios Advisors 0.05% of their portfolio | 4.5k $1.3m | — |
| B. Riley Wealth Advisors, Inc. 0.04% of their portfolio | 4.5k $1.2m | — |
| Mariner, LLC 0.00% of their portfolio | 4.4k $1.2m | — |
| TrinityPoint Wealth, LLC 0.28% of their portfolio | 4.4k $1.2m | — |
| Milestone Advisory Partners 0.90% of their portfolio | 4.3k $1.2m | — |
| CITIGROUP INC 0.00% of their portfolio | 4.3k $1.2m | — |
| Atria Wealth Solutions, Inc. 0.02% of their portfolio | 4.2k $1.2m | — |
| FMR LLC 0.00% of their portfolio | 4.1k $1.1m | — |
| TRANSCEND CAPITAL ADVISORS, LLC 0.12% of their portfolio | 4.1k $1.1m | — |
| Tower Research Capital LLC (TRC) 0.02% of their portfolio | 4.0k $1.1m | — |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 3.9k $1.1m | — |
| WEBSTER BANK, N. A. 0.14% of their portfolio | 3.5k $965.0k | — |
| Houlihan Financial Resource Group, Ltd. 0.59% of their portfolio | 3.4k $971.0k | — |
| SMITH, MOORE & CO. 0.14% of their portfolio | 3.4k $938.0k | — |
| Icon Wealth Advisors, LLC 0.10% of their portfolio | 3.1k $847.0k | — |
| Fort Sheridan Advisors LLC 0.28% of their portfolio | 3.0k $832.0k | — |
| Crescent Grove Advisors, LLC 0.10% of their portfolio | 3.0k $831.0k | — |
| Creative Planning 0.00% of their portfolio | 3.0k $824.0k | — |
| Cetera Investment Advisers 0.01% of their portfolio | 3.0k $822.0k | — |
| Baird Financial Group, Inc. 0.00% of their portfolio | 2.9k $800.0k | — |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC 0.04% of their portfolio | 2.9k $788.0k | — |