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 458 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,131
shares
|
$389,925
0.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
4,110
shares
|
$387,942
0.1% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
4,069
shares
|
$384,072
0.0% of portfolio
|
Q4 2024
Added 13.03%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
4,056
shares
|
$382,845
0.03% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
3,954
shares
|
$373,218
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,929
shares
|
$370,858
0.2% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
3,917
shares
|
$369,725
0.24% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,875
shares
|
$365,761
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,829
shares
|
$361,419
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
3,826
shares
|
$361,136
0.11% of portfolio
|
Q4 2024
Added 43.3%
|
|
|
Seldon Capital LP
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
3,786
shares
|
$357,360
0.26% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
3,651
shares
|
$344,617
0.28% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
3,650
shares
|
$344,523
0.04% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,618
shares
|
$341,503
0.07% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,600
shares
|
$339,804
0.01% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
3,524
shares
|
$332,630
0.02% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
3,504
shares
|
$330,742
0.01% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
3,485
shares
|
$328,949
0.0% of portfolio
|
Q4 2024
Added 384.7%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
3,475
shares
|
$328,005
0.12% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
3,453
shares
|
$325,928
0.28% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,450
shares
|
$325,645
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,449
shares
|
$325,551
0.02% of portfolio
|
Q4 2024
Reduced 42.98%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,426
shares
|
$323,380
0.43% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,300
shares
|
$311,487
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,237
shares
|
$305,540
0.03% of portfolio
|
Q4 2024
New holding
|