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 $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
3,358
shares
|
$285,530
0.16% of portfolio
|
Q1 2025
Added 33.78%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,300
shares
|
$280,599
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,237
shares
|
$275,242
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
3,225
shares
|
$274,221
0.13% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,164
shares
|
$269,034
0.0% of portfolio
|
Q1 2025
Added 47.09%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
3,160
shares
|
$268,694
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
3,051
shares
|
$259,426
0.14% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
3,049
shares
|
$259,256
0.02% of portfolio
|
Q4 2024
Added 101.92%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,010
shares
|
$255,940
0.03% of portfolio
|
Q3 2024
Added 171.17%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
3,000
shares
|
$255,090
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,000
shares
|
$255,090
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
3,000
shares
|
$255,090
0.05% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
3,000
shares
|
$255,090
0.04% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
2,998
shares
|
$254,919
0.0% of portfolio
|
Q4 2024
Added 42.36%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,992
shares
|
$254,409
0.01% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
2,960
shares
|
$251,688
0.0% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
2,935
shares
|
$249,563
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
2,933
shares
|
$249,392
0.12% of portfolio
|
Q4 2024
Added 14.39%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
2,907
shares
|
$247,182
0.01% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
2,889
shares
|
$245,651
0.03% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
2,862
shares
|
$243,355
0.03% of portfolio
|
Q4 2024
Added 500.0%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,842
shares
|
$241,655
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,841
shares
|
$241,570
0.01% of portfolio
|
Q4 2024
Added 31.77%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
2,834
shares
|
$240,975
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
2,832
shares
|
$240,804
0.06% of portfolio
|
Q1 2024
Added 500.0%
|