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 403 institutions that hold shares in the stock, with a total of 24.6 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 |
---|---|---|---|---|---|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
2,598
shares
|
$248,420
0.04% of portfolio
|
Q1 2024
New holding
|
|
Valeo Financial Advisors, LLC
|
Jul 10, 2024 Q2 2024 |
2,588
shares
|
$247,464
0.01% of portfolio
|
Q1 2024
New holding
|
|
Eq LLC
Mercer Island, WA |
Jul 25, 2024 Q2 2024 |
2,583
shares
|
$246,986
0.15% of portfolio
|
Q1 2024
New holding
|
|
Bank Of New Hampshire
|
Jul 01, 2024 Q2 2024 |
2,580
shares
|
$246,699
0.06% of portfolio
|
Q1 2024
Added 500.0%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
2,564
shares
|
$245,169
0.0% of portfolio
|
Q2 2024
Reduced 9.72%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
2,550
shares
|
$243,831
0.02% of portfolio
|
Q2 2024
Added 4.68%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
2,523
shares
|
$241,249
0.0% of portfolio
|
Q2 2024
Added 110.43%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
2,520
shares
|
$240,962
0.01% of portfolio
|
Q2 2024
Added 10.53%
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,508
shares
|
$239,814
0.11% of portfolio
|
Q1 2024
New holding
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,478
shares
|
$236,946
0.12% of portfolio
|
Q2 2024
New holding
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,448
shares
|
$234,077
0.11% of portfolio
|
Q2 2023
Reduced 20.13%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
2,430
shares
|
$232,356
0.0% of portfolio
|
Q2 2024
New holding
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
2,423
shares
|
$231,687
0.01% of portfolio
|
Q1 2024
New holding
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
2,412
shares
|
$230,635
0.06% of portfolio
|
Q1 2024
New holding
|
|
Vista Wealth Management Group, LLC
|
Jul 30, 2024 Q2 2024 |
2,400
shares
|
$229,488
0.02% of portfolio
|
Q2 2024
New holding
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
2,392
shares
|
$228,723
0.13% of portfolio
|
Q1 2024
New holding
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 23, 2024 Q2 2024 |
2,358
shares
|
$225,471
0.03% of portfolio
|
Q2 2024
Reduced 4.84%
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
2,329
shares
|
$222,698
0.0% of portfolio
|
Q2 2024
New holding
|
|
Alera Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
2,326
shares
|
$222,412
0.03% of portfolio
|
Q2 2024
New holding
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,250
shares
|
$215,145
0.07% of portfolio
|
Q4 2023
Added 19.68%
|
|
Gem Asset Management, LLC
Plymouth, MI |
Aug 07, 2024 Q2 2024 |
2,250
shares
|
$215,145
0.13% of portfolio
|
Q2 2024
New holding
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
2,160
shares
|
$206,539
0.05% of portfolio
|
Q2 2024
New holding
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
2,130
shares
|
$203,670
0.01% of portfolio
|
Q2 2024
New holding
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 18, 2024 Q2 2024 |
2,128
shares
|
$203,479
0.1% of portfolio
|
Q2 2024
New holding
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,097
shares
|
$200,515
0.5% of portfolio
|
Q4 2022
Reduced 12.63%
|