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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
2,775
shares
|
$235,958
0.02% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,672
shares
|
$227,200
0.04% of portfolio
|
Q2 2024
Reduced 24.99%
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
2,646
shares
|
$224,989
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
2,644
shares
|
$224,819
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,592
shares
|
$220,397
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
2,580
shares
|
$219,377
0.06% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
2,575
shares
|
$218,952
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,520
shares
|
$214,275
0.01% of portfolio
|
Q2 2024
Added 10.53%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,508
shares
|
$213,255
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
2,504
shares
|
$212,915
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
2,503
shares
|
$212,830
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,500
shares
|
$212,575
0.06% of portfolio
|
Q1 2025
Reduced 43.31%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
2,467
shares
|
$209,769
0.06% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
2,458
shares
|
$209,003
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,448
shares
|
$208,153
0.11% of portfolio
|
Q2 2023
Reduced 20.13%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,400
shares
|
$204,072
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
2,400
shares
|
$204,072
0.07% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
2,392
shares
|
$203,391
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
2,329
shares
|
$198,034
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
2,297
shares
|
$195,313
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
2,262
shares
|
$192,337
0.03% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
2,260
shares
|
$192,167
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,250
shares
|
$191,317
0.07% of portfolio
|
Q4 2023
Added 19.68%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
2,250
shares
|
$191,317
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
2,234
shares
|
$189,957
0.11% of portfolio
|
Q3 2024
Reduced 13.51%
|