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 420 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,455
shares
|
$151,116
0.06% of portfolio
|
Q2 2022
Reduced 6.43%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
1,410
shares
|
$146,442
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,361
shares
|
$141,353
0.07% of portfolio
|
Q2 2022
Reduced 6.84%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,315
shares
|
$136,575
0.01% of portfolio
|
Q1 2024
Added 523.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,289
shares
|
$133,875
0.0% of portfolio
|
Q3 2024
Reduced 51.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,260
shares
|
$130,863
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,240
shares
|
$128,786
0.01% of portfolio
|
Q3 2024
Added 89.31%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,212
shares
|
$125,878
0.0% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,186
shares
|
$123,177
0.01% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,174
shares
|
$121,931
0.54% of portfolio
|
Q3 2022
Added 6.82%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,068
shares
|
$110,922
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,035
shares
|
$107,495
0.0% of portfolio
|
Q3 2024
Reduced 34.7%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
990
shares
|
$102,821
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
970
shares
|
$100,744
0.31% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
960
shares
|
$99,705
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
954
shares
|
$99,082
0.0% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
894
shares
|
$92,850
0.0% of portfolio
|
Q2 2024
Reduced 14.37%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
780
shares
|
$81,010
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
741
shares
|
$76,960
0.0% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
720
shares
|
$74,779
0.03% of portfolio
|
Q3 2024
Reduced 87.63%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
720
shares
|
$74,779
0.0% of portfolio
|
Q3 2024
Reduced 61.5%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
719
shares
|
$74,675
0.0% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
717
shares
|
$74,467
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
658
shares
|
$68,339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
616
shares
|
$63,977
0.0% of portfolio
|
Q3 2024
Added 43.93%
|