Vault-13

ISHARES TR IGM

EXPND TEC SC ETF · ETP · CUSIP 464287549

560 institutional holders +49 vs Q1 2026
32,445,64532.4m shares reported held*
$5.3bnreported value*
73 new 134 added 188 reduced 24 sold out net sold ≈ $298.9m (-1.8m shares)

* 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 ($7.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $164.54. Options: 3 managers hold calls ($17.2m notional), 4 hold puts ($2.4m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 255Q4 22: 252Q1 23: 262Q2 23: 290Q3 23: 284Q4 23: 322Q1 24: 340Q2 24: 371Q3 24: 385Q4 24: 419Q1 25: 426Q2 25: 460Q3 25: 500Q4 25: 513Q1 26: 511Q2 26: 560560Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022255
Q4 2022252
Q1 2023262
Q2 2023290
Q3 2023284
Q4 2023322
Q1 2024340
Q2 2024371
Q3 2024385
Q4 2024419
Q1 2025426
Q2 2025460
Q3 2025500
Q4 2025513
Q1 2026511
Q2 2026560

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 162 bought or addedQ3 24: 126 cut or sold outQ4 24: 171 bought or addedQ4 24: 122 cut or sold outQ4 24Q1 25: 175 bought or addedQ1 25: 155 cut or sold outQ2 25: 186 bought or addedQ2 25: 175 cut or sold outQ2 25Q3 25: 232 bought or addedQ3 25: 142 cut or sold outQ4 25: 158 bought or addedQ4 25: 227 cut or sold outQ4 25Q1 26: 184 bought or addedQ1 26: 216 cut or sold outQ2 26: 207 bought or addedQ2 26: 212 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024162126
Q4 2024171122
Q1 2025175155
Q2 2025186175
Q3 2025232142
Q4 2025158227
Q1 2026184216
Q2 2026207212

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30m$40mQ3 25 calls: $36.1mQ3 25 puts: $1.5mQ3 25P/C 0.04Q4 25 calls: $19.3mQ4 25 puts: $477.9kQ4 25P/C 0.02Q1 26 calls: $21.1mQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $17.2mQ2 26 puts: $2.4mQ2 26P/C 0.14
Numbers
QuarterCallsPutsP/C
Q3 2025$36.1m$1.5m0.04
Q4 2025$19.3m$477.9k0.02
Q1 2026$21.1m$00.00
Q2 2026$17.2m$2.4m0.14

Biggest buyers

BANK OF MONTREAL /CAN/ Added +674,756+674.8k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Added +244,092+244.1k
EXCHANGE TRADED CONCEPTS, LLC New +144,540+144.5k
Cambridge Investment Research Advisors, Inc. Added +104,846+104.8k
Wealthspire Advisors, LLC Added +97,299+97.3k
Union Bancaire Privee, UBP SA New +41,725+41.7k
Avior Wealth Management, LLC New +33,917+33.9k
WELLS FARGO & COMPANY/MN Added +29,973+30.0k
OSAIC HOLDINGS, INC. Added +25,643+25.6k
Arete Wealth Advisors, LLC New +21,506+21.5k

Biggest sellers

Equitable Holdings, Inc. Reduced -1,070,473-1.1m
Steward Partners Investment Advisory, LLC Reduced -365,361-365.4k
JPMORGAN CHASE & CO Reduced -322,994-323.0k
ENVESTNET ASSET MANAGEMENT INC Reduced -126,025-126.0k
Janney Montgomery Scott LLC Reduced -124,914-124.9k
WestEnd Advisors, LLC Reduced -121,197-121.2k
BANK OF AMERICA CORP /DE/ Reduced -120,722-120.7k
RAYMOND JAMES FINANCIAL INC Reduced -92,485-92.5k
LPL Financial LLC Reduced -90,804-90.8k
Independent Advisor Alliance Sold out -89,590-89.6k

Biggest calls

CITADEL ADVISORS LLC Reduced $10.6m64.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $3.7m22.5k shares
JANE STREET GROUP, LLC Reduced $2.9m17.8k shares

Biggest puts

CITADEL ADVISORS LLC New $1.1m6.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $883.3k5.4k shares
JANE STREET GROUP, LLC New $327.2k2.0k shares
Belvedere Trading LLC New $49.1k300 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 3,232,0783.2m $528.7m $528.7m 0.03% Reduced -120.7k -120,722
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,351,9272.4m $384.7m $384.7m 0.02% Added +19.2k +19,157
3 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6.19% of their portfolio LOS ANGELES, CA 2,102,1242.1m $343.9m $343.9m 6.19% Added +244.1k +244,092
4 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 1,659,8881.7m $271.5m $271.5m 0.07% Reduced -92.5k -92,485
5 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 1,655,0011.7m $270.7m $270.7m 0.06% Reduced -126.0k -126,025
6 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 1,358,4971.4m $222.2m $222.2m 0.05% Reduced -90.8k -90,804
7 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,194,9841.2m $195.5m $195.5m 0.03% Reduced -39.8k -39,807
8 Cerity Partners LLC 0.19% of their portfolio NEW YORK, NY 944,121944.1k $154.4m $154.4m 0.19% Reduced -8.3k -8,332
9 TRUIST FINANCIAL CORP 0.18% of their portfolio CHARLOTTE, NC 933,207933.2k $152.7m $152.7m 0.18% Reduced -85.9k -85,852
10 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 913,067913.1k $146.0m $146.0m 0.01% Reduced -323.0k -322,994
11 Janney Montgomery Scott LLC 0.28% of their portfolio PHILADELPHIA, PA 873,191873.2k $142.8m $142.8m 0.28% Reduced -124.9k -124,914
12 WestEnd Advisors, LLC 2.61% of their portfolio CHARLOTTE, NC 714,852714.9k $116.9m $116.9m 2.61% Reduced -121.2k -121,197
13 BANK OF MONTREAL /CAN/ 0.04% of their portfolio TORONTO, A6 695,523695.5k $113.8m $113.8m 0.04% Added +674.8k +674,756
14 Destination Wealth Management 2.30% of their portfolio Walnut Creek, CA 603,056603.1k $98.6m $98.6m 2.30% Reduced -17.6k -17,598
15 Gray Foundation 20.16% of their portfolio Cohoes, NY 559,116559.1k $91.5m $91.5m 20.16% Unchanged
16 UBS Group AG 0.01% of their portfolio ZURICH, V8 541,084541.1k $88.5m $88.5m 0.01% Reduced -23.2k -23,201
17 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 523,630523.6k $85.8m $85.8m 0.02% Reduced -22.9k -22,930
18 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 480,102480.1k $78.5m $78.5m 0.10% Reduced -11.6k -11,635
19 Steward Partners Investment Advisory, LLC 0.37% of their portfolio STAMFORD, CT 446,206446.2k $73.0m $73.0m 0.37% Reduced -365.4k -365,361
20 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 413,258413.3k $67.6m $67.6m 0.01% Added +30.0k +29,973
21 Mirae Asset Global Investments Co., Ltd. 0.13% of their portfolio SEOUL, M5 404,890404.9k $66.2m $66.2m 0.13% Reduced -77.4k -77,410
22 Portfolio Strategies, Inc. 5.48% of their portfolio MONTVALE, NJ 341,472341.5k $55.9m $55.9m 5.48% Reduced -3.7k -3,693
23 PGIM Custom Harvest LLC 0.67% of their portfolio NEWARK, NJ 327,192327.2k $53.5m $53.5m 0.67% Reduced -41.6k -41,593
24 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 282,184282.2k $46.2m $46.2m 0.04% Reduced -5.8k -5,836
25 FIL Ltd 0.03% of their portfolio HAMILTON, D0 257,300257.3k $42.1m $42.1m 0.03% Reduced -78.4k -78,439
26 Legacy Financial Strategies, LLC 6.48% of their portfolio OVERLAND PARK, KS 255,742255.7k $41.8m $41.8m 6.48% Reduced -318 -318
27 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 254,167254.2k $41.6m $41.6m 0.02% Reduced -37.6k -37,637
28 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 243,168243.2k $39.8m $39.8m 0.05% Added +25.6k +25,643
29 Lido Advisors, LLC 0.13% of their portfolio Los Angeles, CA 229,127229.1k $37.5m $37.5m 0.13% Reduced -345 -345
30 Allworth Financial LP 0.16% of their portfolio FOLSOM, CA 225,825225.8k $36.9m $36.9m 0.16% Reduced -6.6k -6,646
31 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 208,889208.9k $34.2m $34.2m 0.04% Added +104.8k +104,846
32 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 184,430184.4k $30.2m $30.2m 0.00% Reduced -5.1k -5,129
33 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 153,650153.7k $25.1m $25.1m 0.02% Added +2.3k +2,279
34 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 145,612145.6k $23.8m $23.8m 0.02% Reduced -167 -167
35 EXCHANGE TRADED CONCEPTS, LLC 0.12% of their portfolio Oklahoma City, OK 144,540144.5k $23.6m $23.6m 0.12% New
36 BAILARD, INC. 0.44% of their portfolio Foster City, CA 131,527131.5k $21.5m $21.5m 0.44% Reduced -4.2k -4,213
37 White Lighthouse Investment Management Inc. 2.63% of their portfolio BEDFORD, MA 128,824128.8k $21.1m $21.1m 2.63% Added +5.4k +5,400
38 Mathes Company, Inc. 6.26% of their portfolio New York, NY 123,235123.2k $20.2m $20.2m 6.26% Unchanged
39 Seven Bridges Advisors LLC 9.59% of their portfolio NEW YORK, NY 121,642121.6k $19.9m $19.9m 9.59% First filing
40 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 119,676119.7k $19.6m $19.6m 0.04% Reduced -3.2k -3,207
41 CIBC WORLD MARKET INC. 0.03% of their portfolio TORONTO, A6 109,692109.7k $17.9m $17.9m 0.03% Reduced -2.6k -2,643
42 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 107,390107.4k $17.6m $17.6m 0.03% Reduced -15.8k -15,813
43 Shira Ridge Wealth Management 6.05% of their portfolio LARKSPUR, CA 106,089106.1k $17.4m $17.4m 6.05% Reduced -5.7k -5,720
44 Sanctuary Advisors, LLC 0.08% of their portfolio INDIANAPOLIS, IN 105,670105.7k $17.3m $17.3m 0.08% Added +659 +659
45 HB Wealth Management, LLC 0.10% of their portfolio Atlanta, GA 105,421105.4k $17.2m $17.2m 0.10% Reduced -10.5k -10,508
46 Dynamic Wealth Strategies, LLC 8.84% of their portfolio GRANITE BAY, CA 101,456101.5k $16.6m $16.6m 8.84% Reduced -260 -260
47 Wealthspire Advisors, LLC 0.09% of their portfolio NEW YORK, NY 101,013101.0k $16.5m $16.5m 0.09% Added +97.3k +97,299
48 SAGESPRING WEALTH PARTNERS, LLC 0.25% of their portfolio FRANKLIN, TN 100,908100.9k $16.5m $16.5m 0.25% Reduced -2.3k -2,323
49 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 100,862100.9k $16.5m $16.5m 0.02% Reduced -2.5k -2,465
50 Apollon Wealth Management, LLC 0.20% of their portfolio MOUNT PLEASANT, SC 100,478100.5k $16.4m $16.4m 0.20% Reduced -488 -488
51 Decker Wealth Management LLC 3.49% of their portfolio NASHVILLE, TN 100,285100.3k $16.4m $16.4m 3.49% Reduced -3.6k -3,585
52 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 93,44793.4k $15.3m $15.3m 0.01% Reduced -5.5k -5,520
53 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 89,75689.8k $14.7m $14.7m 0.06% Added +3.5k +3,514
54 Fairscale Capital, LLC 8.42% of their portfolio NASHUA, NH 86,15886.2k $14.1m $14.1m 8.42% Reduced -341 -341
55 Baker Avenue Asset Management, LP 0.24% of their portfolio SAN FRANCISCO, CA 75,80175.8k $12.4m $12.4m 0.24% Added +925 +925
56 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 74,53374.5k $12.2m $12.2m 0.02% Added +2.4k +2,364
57 Prostatis Group LLC 2.69% of their portfolio HANOVER, MD 70,63870.6k $11.6m $11.6m 2.69% Reduced -14.6k -14,634
58 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 70,43570.4k $11.0m $11.0m 0.00% Added +8.0k +7,973
59 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 69,48669.5k $11.4m $11.4m 0.05% Added +17.2k +17,169
60 WealthBridge Capital Management, LLC 2.15% of their portfolio WESTERVILLE, OH 66,16666.2k $10.8m $10.8m 2.15% Reduced -1.6k -1,649
61 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 62,86362.9k $10.3m $10.3m 0.00% Reduced -370 -370
62 Global Retirement Partners, LLC 0.15% of their portfolio San Rafael, CA 61,35461.4k $10.0m $10.0m 0.15% First filing
63 Concurrent Investment Advisors, LLC 0.08% of their portfolio Tampa, FL 59,49859.5k $9.7m $9.7m 0.08% Added +9.3k +9,335
64 SCOTIA CAPITAL INC. 0.04% of their portfolio TORONTO, A6 58,69058.7k $9.6m $9.6m 0.04% Reduced -876 -876
65 Meridian Wealth Management, LLC 0.30% of their portfolio LEXINGTON, KY 58,38158.4k $9.5m $9.5m 0.30% Reduced -5.8k -5,754
66 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 57,16557.2k $9.4m $9.4m 0.01% Reduced -1.2k -1,236
67 Focus Partners Advisor Solutions, LLC 0.08% of their portfolio SAINT LOUIS, MO 56,97757.0k $9.3m $9.3m 0.08% Reduced -12.3k -12,286
68 Integrity Investment Advisors, LLC 4.05% of their portfolio FORT COLLINS, CO 56,83656.8k $9.3m $9.3m 4.05% Reduced -3.1k -3,120
69 Graves Light Lenhart Wealth, Inc. 0.85% of their portfolio HARRISONBURG, VA 55,97356.0k $9.2m $9.2m 0.85% Unchanged
70 AFT, FORSYTH & COMPANY, INC. 4.05% of their portfolio JUPITER, FL 51,53151.5k $8.4m $8.4m 4.05% Reduced -977 -977
71 Asset Management Group, Inc. 1.23% of their portfolio STAMFORD, CT 51,52451.5k $8.4m $8.4m 1.23% Reduced -4.0k -4,018
72 MIDLAND WEALTH ADVISORS, LLC 0.38% of their portfolio EFFINGHAM, IL 49,95550.0k $8.2m $8.2m 0.38% Reduced -3.1k -3,062
73 Mariner, LLC 0.01% of their portfolio Overland Park, KS 47,58847.6k $7.8m $7.8m 0.01% Reduced -82.7k -82,726
74 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 47,38347.4k $7.8m $7.8m 0.02% Added +2.4k +2,424
75 Cadent Capital Advisors, LLC 1.58% of their portfolio TULSA, OK 46,64046.6k $7.6m $7.6m 1.58% Added +3.0k +3,048
76 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 45,45245.5k $7.4m $7.4m 0.00% Added +1.6k +1,639
77 FMR LLC 0.00% of their portfolio BOSTON, MA 44,35344.4k $7.3m $7.3m 0.00% Added +2.8k +2,805
78 ACIMA PRIVATE WEALTH, LLC 2.08% of their portfolio RICHMOND, VA 43,74043.7k $7.2m $7.2m 2.08% Unchanged
79 Union Bancaire Privee, UBP SA 0.06% of their portfolio GENEVA 1, V8 41,72541.7k $5.4m $5.4m 0.06% New
80 VMS Asset Management Limited 2.17% of their portfolio HONG KONG, K3 41,72541.7k $6.8m $6.8m 2.17% Reduced -29.3k -29,295
81 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 41,29441.3k $6.8m $6.8m 0.00% Added +1.2k +1,208
82 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 40,50540.5k $6.6m $6.6m 0.02% Reduced -128 -128
83 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 40,36940.4k $6.6m $6.6m 0.00% Reduced -1.9k -1,904
84 DAVENPORT & Co LLC 0.03% of their portfolio RICHMOND, VA 38,77938.8k $6.3m $6.3m 0.03% Reduced -1.6k -1,627
85 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 38,76938.8k $6.3m $6.3m 0.01% Reduced -2.3k -2,311
86 KKM Financial LLC 0.86% of their portfolio CHICAGO, IL 38,50938.5k $6.3m $6.3m 0.86% Reduced -4.5k -4,458
87 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 38,38438.4k $6.3m $6.3m 0.01% Added +725 +725
88 Paragon Advisors, LLC 1.32% of their portfolio COLLEGE STATION, TX 38,36638.4k $6.3m $6.3m 1.32% Added +397 +397
89 Advisory Services Network, LLC 0.07% of their portfolio ATLANTA, GA 35,57135.6k $5.8m $5.8m 0.07% Reduced -1.1k -1,058
90 MERIDIAN INVESTMENT COUNSEL INC. 1.24% of their portfolio LAFAYETTE, CA 35,25735.3k $5.8m $5.8m 1.24% Unchanged
91 Milestone Investment Advisors LLC 1.24% of their portfolio MIDDLETON, WI 35,00035.0k $5.7m $5.7m 1.24% Reduced -1.3k -1,273
92 Campion Asset Management 3.42% of their portfolio Fairfax, VA 34,29734.3k $5.6m $5.6m 3.42% Added +435 +435
93 Avior Wealth Management, LLC 0.15% of their portfolio OMAHA, NE 33,91733.9k $5.5m $5.5m 0.15% New
94 TRAPHAGEN INVESTMENT ADVISORS LLC 0.39% of their portfolio ORADELL, NJ 33,16233.2k $5.4m $5.4m 0.39% Reduced -260 -260
95 INTERACTIVE FINANCIAL ADVISORS, INC. 2.98% of their portfolio New Lenox, IL 30,17230.2k $4.9m $4.9m 2.98% Added +563 +563
96 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 29,59129.6k $4.8m $4.8m 0.00% Added +4.2k +4,188
97 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 29,40329.4k $4.8m $4.8m 0.01% Added +1.1k +1,117
98 Keystone Global Partners, LLC 1.73% of their portfolio DENVER, CO 28,00328.0k $4.6m $4.6m 1.73% Unchanged
99 Financial Freedom, LLC 2.09% of their portfolio CINCINNATI, OH 27,84727.8k $4.6m $4.6m 2.09% Added +178 +178
100 Hilltop Holdings Inc. 0.37% of their portfolio DALLAS, TX 27,75427.8k $4.5m $4.5m 0.37% Added +803 +803