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 |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,875
shares
|
$397,807
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,848
shares
|
$395,035
0.1% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
3,840
shares
|
$394,214
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,786
shares
|
$388,670
0.29% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
3,771
shares
|
$387,130
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
3,745
shares
|
$384,461
0.02% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,674
shares
|
$377,172
0.01% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
3,652
shares
|
$374,914
0.26% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
3,648
shares
|
$374,503
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
3,646
shares
|
$374,298
0.13% of portfolio
|
Q1 2025
Reduced 48.07%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,600
shares
|
$369,576
0.01% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
3,538
shares
|
$363,211
0.0% of portfolio
|
Q1 2025
Reduced 35.74%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
3,477
shares
|
$356,948
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
3,475
shares
|
$356,743
0.1% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
3,449
shares
|
$354,074
0.02% of portfolio
|
Q4 2024
Reduced 42.98%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
3,435
shares
|
$352,637
0.25% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,426
shares
|
$351,713
0.43% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
3,358
shares
|
$344,732
0.16% of portfolio
|
Q1 2025
Added 33.78%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,350
shares
|
$343,911
0.02% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,319
shares
|
$340,728
0.01% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
3,311
shares
|
$339,907
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,300
shares
|
$338,778
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
3,297
shares
|
$338,470
0.12% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
3,172
shares
|
$325,637
0.05% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,164
shares
|
$324,816
0.0% of portfolio
|
Q1 2025
Added 47.09%
|