iShares Trust - iShares 擴充科技板塊 ETF
US ˙ ARCA ˙ US4642875490

SecurityIGM / iShares Trust - iShares Expanded Tech Sector ETF
InstitutionUBS Group AG
Latest Disclosed Ownership564,285 shares
Latest Disclosed Value $ 66,873,416
UBS Group AG reports 10.02% increase in ownership of IGM / iShares Trust - iShares Expanded Tech Sector ETF

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 564,285 shares of iShares Trust - iShares Expanded Tech Sector ETF (US:IGM) valued at $66,873,415 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 512,887 shares of iShares Trust - iShares Expanded Tech Sector ETF. This represents a change in shares of 10.02% during the quarter. The current value of the position is $88,383,960 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F ISHARES TR EXPND TEC SC ETF 464287549 564,285 51,398 10.02 66,873 0.95 0.0019
2026-01-29 2025-12-31 13F ISHARES TR EXPND TEC SC ETF 464287549 512,887 -15,364 -2.91 66,244 -0.43 0.0019
2025-11-13 2025-09-30 13F ISHARES TR EXPND TEC SC ETF 464287549 528,251 -27,961 -5.03 66,533 6.48 0.0104
2025-08-14 2025-06-30 13F ISHARES TR EXPND TEC SC ETF 464287549 556,212 107,007 23.82 62,485 53.41 0.0108
2025-05-13 2025-03-31 13F ISHARES TR EXPND TEC SC ETF 464287549 449,205 25,059 5.91 40,729 -5.94 0.0075
2025-02-14 2024-12-31 13F ISHARES TR EXPND TEC SC ETF 464287549 424,146 15,088 3.69 43,301 10.34 0.0080
2024-11-14 2024-09-30 13F ISHARES TR EXPND TEC SC ETF 464287549 409,058 8,305 2.07 39,245 3.84 0.0085
2024-08-14 2024-06-30 13F ISHARES TR EXPND TEC SC ETF 464287549 400,753 11,385 2.92 37,795 12.64 0.0093
2024-05-13 2024-03-31 13F ISHARES TR EXPND TEC SC ETF 464287549 389,368 330,430 560.64 33,556 27.03 0.0084
2024-02-09 2023-12-31 13F ISHARES TR EXPND TEC SC ETF 464287549 58,938 7,100 13.70 26,415 33.33 0.0079
2023-11-09 2023-09-30 13F ISHARES TR EXPND TEC SC ETF 464287549 51,838 -4,337 -7.72 19,811 -10.23 0.0068
2023-08-11 2023-06-30 13F ISHARES TR EXPND TEC SC ETF 464287549 56,175 908 1.64 22,069 17.68 0.0075
2023-05-12 2023-03-31 13F ISHARES TR EXPND TEC SC ETF 464287549 55,267 -5,677 -9.32 18,753 9.90 0.0069
2023-02-08 2022-12-31 13F ISHARES TR EXPND TEC SC ETF 464287549 60,944 -7,875 -11.44 17,064 -10.29 0.0064
2022-11-10 2022-09-30 13F ISHARES TR EXPND TEC SC ETF 464287549 68,819 -6,128 -8.18 19,022 -13.79 0.0083
2022-08-10 2022-06-30 13F ISHARES TR EXPND TEC SC ETF 464287549 74,947 -18,239 -19.57 22,064 -39.07 0.0091
2022-05-16 2022-03-31 13F ISHARES TR EXPND TEC SC ETF 464287549 93,186 4,744 5.36 36,215 -6.73 0.0121
2022-02-14 2021-12-31 13F ISHARES TR EXPND TEC SC ETF 464287549 88,442 7,334 9.04 38,828 18.60 0.0111
2021-11-15 2021-09-30 13F ISHARES TR EXPND TEC SC ETF 464287549 81,108 -11,628 -12.54 32,739 -12.61 0.0103
2021-08-13 2021-06-30 13F ISHARES TR EXPND TEC SC ETF 464287549 92,736 -3,591 -3.73 37,463 7.78 0.0121
2021-05-12 2021-03-31 13F ISHARES TR EXPND TEC SC ETF 464287549 96,327 -1,332 -1.36 34,760 1.74 0.0115
2021-02-11 2020-12-31 13F ISHARES TR EXPND TEC SC ETF 464287549 97,659 -9,518 -8.88 34,164 3.14 0.0116
2020-11-12 2020-09-30 13F ISHARES TR EXPND TEC SC ETF 464287549 107,177 -4,400 -3.94 33,124 6.35 0.0125
2020-07-31 2020-06-30 13F ISHARES TR EXPND TEC SC ETF 464287549 111,577 -18,126 -13.98 31,146 13.39 0.0132
2020-05-01 2020-03-31 13F ISHARES TR EXPND TEC SC ETF 464287549 129,703 -7,484 -5.46 27,467 -17.32 0.0129
2020-02-14 2019-12-31 13F ISHARES TR EXPND TEC SC ETF 464287549 137,187 -1,658 -1.19 33,220 10.25 0.0116
2019-11-14 2019-09-30 13F ISHARES TR EXPND TEC SC ETF 464287549 138,845 -5,502 -3.81 30,132 -3.20 0.0116
2019-08-14 2019-06-30 13F ISHARES TR EXPND TEC SC ETF 464287549 144,347 6,962 5.07 31,128 9.88 0.0120
2019-05-14 2019-03-31 13F ISHARES TR EXPND TEC SC ETF 464287549 137,385 6,933 5.31 28,330 26.47 0.0117
2019-02-14 2018-12-31 13F ISHARES TR EXPND TEC SC ETF 464287549 130,452 -13,898 -9.63 22,400 -25.89 0.0102
2018-11-14 2018-09-30 13F ISHARES TR N AMER TECH ETF 464287549 144,350 -8,107 -5.32 30,224 2.78 0.0120
2018-08-14 2018-06-30 13F ISHARES TR N AMER TECH ETF 464287549 152,457 14,333 10.38 29,407 18.65 0.0127
2018-05-15 2018-03-31 13F ISHARES TR N AMER TECH ETF 464287549 138,124 -11,968 -7.97 24,784 -2.17 0.0107
2018-02-14 2017-12-31 13F ISHARES TR N AMER TECH ETF 464287549 150,092 1,945 1.31 25,334 10.13 0.0104
2017-11-14 2017-09-30 13F ISHARES TR N AMER TECH ETF 464287549 148,147 -4,836 -3.16 23,004 3.96 0.0106
2017-11-14 2017-06-30 13F/A-1 ISHARES TR N AMER TECH ETF 464287549 152,983 -3,298 -2.11 22,127 2.26 0.0115
2017-08-14 2017-06-30 13F ISHARES TR N AMER TECH ETF 464287549 152,983 -3,298 22,127
2017-11-14 2017-03-31 13F/A-1 ISHARES TR N AMER TECH ETF 464287549 156,281 25,563 19.56 21,639 33.71 0.0118
2017-05-12 2017-03-31 13F ISHARES TR N AMER TECH ETF 464287549 156,281 25,563 21,639
2017-02-14 2016-12-31 13F ISHARES TR N AMER TECH ETF 464287549 130,718 25,093 23.76 16,184 23.96 0.0089
2016-11-14 2016-09-30 13F ISHARES TR N AMER TECH ETF 464287549 105,625 5,448 5.44 13,056 18.51 0.0078
2016-08-12 2016-06-30 13F ISHARES TR N AMER TECH ETF 464287549 100,177 2,231 2.28 11,017 1.64 0.0069
2016-05-12 2016-03-31 13F ISHARES TR N AMER TECH ETF 464287549 97,946 -1,160 -1.17 10,839 -1.19 0.0073
2016-02-16 2015-12-31 13F ISHARES TR N AMER TECH ETF 464287549 99,106 24,304 32.49 10,970 46.21 0.0071
2015-11-13 2015-09-30 13F ISHARES TR N AMER TECH ETF 464287549 74,802 -3,933 -5.00 7,503 -8.02 0.0053
2015-08-14 2015-06-30 13F ISHARES TR N AMER TECH ETF 464287549 78,735 9,224 13.27 8,157 13.78 0.0054
2015-05-14 2015-03-31 13F ISHARES TR N AMER TECH ETF 464287549 69,511 -8,522 -10.92 7,169 -9.86 0.0050
2015-02-17 2014-12-31 13F ISHARES TR N AMER TECH ETF 464287549 78,033 78,033 7,953 0.0056
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.