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 469 institutions that hold shares in the stock, with a total of 28.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
4,743
shares
|
$486,916
0.06% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,674
shares
|
$479,832
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
4,662
shares
|
$478,600
0.05% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
4,650
shares
|
$477,369
0.22% of portfolio
|
Q2 2024
Added 10.71%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,645
shares
|
$476,855
0.02% of portfolio
|
Q1 2025
Added 80.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,537
shares
|
$465,768
0.05% of portfolio
|
Q2 2020
Reduced 3.88%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
4,460
shares
|
$457,863
0.02% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,392
shares
|
$450,882
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
4,381
shares
|
$449,753
0.03% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
4,323
shares
|
$443,799
0.52% of portfolio
|
Q4 2023
Reduced 83.25%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
4,314
shares
|
$442,875
0.38% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
4,308
shares
|
$442,259
0.22% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
4,290
shares
|
$440,411
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
4,255
shares
|
$436,818
0.04% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
4,248
shares
|
$436,099
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
4,203
shares
|
$431,479
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
4,194
shares
|
$430,556
0.01% of portfolio
|
Q1 2025
Reduced 96.04%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
4,175
shares
|
$428,605
0.18% of portfolio
|
Q1 2025
Added 111.07%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
4,125
shares
|
$423,472
0.26% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
4,110
shares
|
$421,932
0.09% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
4,016
shares
|
$412,282
0.07% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
3,954
shares
|
$405,917
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
3,933
shares
|
$403,761
0.0% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,887
shares
|
$399,039
0.01% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,884
shares
|
$398,731
0.17% of portfolio
|
Q1 2025
Reduced 1.15%
|