Public ownership evidence

iShares Expanded Tech Sector ETF (IGM) Ownership Disclosures

Read IGM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Expanded Tech Sector ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
28,581
Value (USD)
$2,591,473
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IGM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IGM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-2928,581$2,591,473None
Corient Private Wealth LP2026-06-302026-08-28100,862$16,499,059None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28315$51,528None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28254$30,102None
Legacy Edge Advisors, LLC2025-09-302026-08-2712,124$1,527,018None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-277,205$853,865None
Dakota Wealth Management2025-09-302026-08-273,000$377,850None
Dakota Wealth Management2025-12-312026-08-273,000$387,480None
Dakota Wealth Management2026-03-312026-08-273,000$355,530None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-261,765$227,967None
Financial Insights, Inc.2026-06-302026-08-261,589$259,929None
Forefront Wealth Partners, LLC2026-06-302026-08-218,710$1,424,782None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-2113,500$2,208,330None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-201,850$219,244None
Archer Investment Corp2026-06-302026-08-20114$18,648None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2029,403$4,809,753None
Beacon Pointe Advisors, LLC2026-06-302026-08-1919,932$3,260,501None
Copia Wealth Management2026-06-302026-08-1916,465$2,693,345None
Strait & Sound Wealth Management LLC2026-06-302026-08-196,592$1,078,319None
Legacy Edge Advisors, LLC2025-06-302026-08-1812,424$1,395,712None
Legacy Edge Advisors, LLC2025-03-312026-08-1813,061$1,184,241None
Legacy Edge Advisors, LLC2024-09-302026-08-1813,290$1,275,043None
Legacy Edge Advisors, LLC2024-06-302026-08-1813,412$1,264,886None
Legacy Edge Advisors, LLC2024-03-312026-08-1813,536$1,166,532None
Legacy Edge Advisors, LLC2024-12-312026-08-1813,190$1,357,911None
Legacy Edge Advisors, LLC2023-12-312026-08-182,256$1,011,094None
WNY Asset Management, LLC2026-06-302026-08-183,000$490,740None
Coastal Bridge Advisors, LLC2026-06-302026-08-1819,416$3,176,047None
Caitlin John, LLC2026-06-302026-08-18479$78,355None
Corient Private Wealth LP2026-06-302026-08-18101,278$16,567,006None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1811,161$1,826,013None
Equitable Holdings, Inc.2026-06-302026-08-187,310$1,195,734None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-184,743$776,000None
Forum Finance Group S.A.2026-06-302026-08-152,874$380,000None
Quattro Advisors LLC2026-06-302026-08-152,911$476,136None
SELDON CAPITAL LP2026-06-302026-08-153,786$619,314None
Synergy Investment Management, LLC2026-06-302026-08-1524$3,926None
Bawa N Mallick Trust2026-06-302026-08-159,000$1,472,220None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15774$126,611None
KKM Financial LLC2026-06-302026-08-1538,509$6,299,302None
Nemes Rush Group LLC2026-06-302026-08-15476$77,906None
Milestone Investment Advisors LLC2026-06-302026-08-1535,000$5,725,282None
WILLIAM JOHN SEMPOLINSKI2026-06-302026-08-1518,468$3,020,995None
Capital Asset Advisory Services LLC2026-06-302026-08-151,338$218,870None
KANE INVESTMENT MANAGEMENT, INC.2026-06-302026-08-155,126$838,512None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-151,680$274,814None
Granite Bay Wealth Management, LLC2026-06-302026-08-151,611$263,000None
XTX Topco Ltd2026-06-302026-08-1511,206$1,833,077None
IFG Advisory, LLC2026-06-302026-08-1563$10,319None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513,619$2,227,731None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗WILLIAM JOHN SEMPOLINSKI ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗MLG Wealth Management DBA Pine Grove Financial Group ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.