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 420 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,323
shares
|
$448,986
0.57% of portfolio
|
Q4 2023
Reduced 83.25%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
4,314
shares
|
$448,052
0.03% of portfolio
|
Q3 2024
Added 69.18%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
4,314
shares
|
$448,052
0.36% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,290
shares
|
$445,559
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,261
shares
|
$442,547
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
4,255
shares
|
$441,924
0.04% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
4,248
shares
|
$441,197
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
4,220
shares
|
$438,289
0.06% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
4,143
shares
|
$430,291
0.03% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
4,110
shares
|
$426,864
0.09% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,056
shares
|
$421,256
0.03% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
4,040
shares
|
$419,594
0.0% of portfolio
|
Q3 2024
Added 35.07%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
4,037
shares
|
$419,282
0.03% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
3,976
shares
|
$412,947
0.01% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
3,954
shares
|
$410,662
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
3,928
shares
|
$407,962
0.19% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,927
shares
|
$407,858
0.18% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,924
shares
|
$407,546
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
3,875
shares
|
$402,457
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,786
shares
|
$393,213
0.29% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
3,704
shares
|
$384,697
0.04% of portfolio
|
Q3 2024
Added 32.81%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
3,694
shares
|
$383,658
0.26% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,600
shares
|
$373,896
0.01% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,600
shares
|
$373,896
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
3,590
shares
|
$372,857
0.06% of portfolio
|
Q3 2024
Added 27.58%
|