13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
IGM

ISHARES EXPANDED TECH SECTOR

536 institutions still hold ISHARES EXPANDED TECH SECTOR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287549·Exchange Traded Fund·536 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.4%
vs prior quarter
13F value held
$2.9B
59.0% inst. owned
of float
Holders
536
-13 QoQ
filers reporting
Activity
+66 / −67
+912 added · −751 reduced
this quarter
Concentration
13.66%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

536 institutions reported IGM in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 13.7% of the visible book. -13 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$397M3.4M0.03%Q1 202602
Equitable Holdings, Inc.
CIK 0001333986
$277M1.1M1.78%Q1 202603
MORGAN STANLEY
CIK 0000895421
$276M2.3M0.02%Q1 202604
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$220M1.9M4.46%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$211M1.8M0.06%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$208M1.8M0.06%Q1 202607
LPL Financial LLC
CIK 0001403438
$172M1.4M0.05%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$146M1.2M0.03%Q1 202609
JPMORGAN CHASE & CO
CIK 0000019617
$140M1.2M0.01%Q1 202610
TRUIST FINANCIAL CORP
CIK 0000092230
$121M1.0M0.16%Q1 202611
Cerity Partners LLC
CIK 0001566475
$113M952K0.16%Q1 202612
WestEnd Advisors, LLC
CIK 0001351731
$99M836K2.39%Q1 202613
Steward Partners Investment Advisory, LLC
CIK 0001723397
$96M812K0.49%Q1 202614
Destination Wealth Management
CIK 0001278573
$74M621K1.91%Q1 202615
UBS Group AG
CIK 0001610520
$67M564K0.01%Q1 202616
Gray Foundation
CIK 0002011602
$66M559K16.70%Q1 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$65M547K0.01%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$58M492K0.08%Q1 202619
Mirae Asset Global Investments Co., Ltd.
CIK 0001569395
$57M482K0.02%Q1 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$45M383K0.01%Q1 2026
Page 1 of 27
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