Institutional Ownership Ishares Expanded Tech Sector E (IGM)
This table provides information about the institutional ownership of Ishares Expanded Tech Sector E (IGM). We have compiled data on the 429 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,842,527
shares
|
$298 Million
0.02% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,125,533
shares
|
$223 Million
0.02% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,966,549
shares
|
$206 Million
1.91% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
1,855,115
shares
|
$195 Million
4.12% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,209,559
shares
|
$127 Million
0.02% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,199,146
shares
|
$126 Million
0.05% of portfolio
|
Q3 2024
Added 64.73%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
989,609
shares
|
$104 Million
0.21% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
896,091
shares
|
$94.1 Million
0.04% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
735,364
shares
|
$77.2 Million
0.01% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
669,441
shares
|
$70.3 Million
2.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
609,399
shares
|
$64 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.37%
|
|
|
Gray Foundation
Cohoes, NY |
Nov 01, 2024 Q3 2024 |
522,084
shares
|
$54.8 Million
14.86% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
447,215
shares
|
$47 Million
0.01% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
424,530
shares
|
$44.6 Million
0.01% of portfolio
|
Q3 2024
Added 35.47%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
421,471
shares
|
$44.3 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
409,058
shares
|
$43 Million
0.01% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
379,180
shares
|
$39.8 Million
1.6% of portfolio
|
Q4 2024
Added 3895.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
335,430
shares
|
$35.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Portfolio Strategies, Inc.
|
Jan 28, 2025 Q4 2024 |
299,283
shares
|
$31.4 Million
4.36% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
287,037
shares
|
$30.1 Million
0.04% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
284,903
shares
|
$29.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
267,000
shares
|
$28 Million
0.11% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
253,112
shares
|
$26.6 Million
5.6% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
252,651
shares
|
$26.5 Million
0.15% of portfolio
|
Q4 2024
Added 81664.08%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
232,276
shares
|
$24.4 Million
9.08% of portfolio
|
Q3 2024
Reduced 1.01%
|