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 |
|---|---|---|---|---|---|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
2,175
shares
|
$184,940
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
2,132
shares
|
$181,283
0.02% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
2,130
shares
|
$181,113
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,128
shares
|
$180,943
0.03% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
2,100
shares
|
$178,563
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,100
shares
|
$178,563
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
2,098
shares
|
$178,392
0.04% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,097
shares
|
$178,307
0.5% of portfolio
|
Q4 2022
Reduced 12.63%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,064
shares
|
$175,501
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
2,044
shares
|
$173,801
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,012
shares
|
$171,080
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
1,978
shares
|
$168,189
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
1,977
shares
|
$168,104
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
1,966
shares
|
$167,168
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,884
shares
|
$160,196
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,851
shares
|
$157,390
0.01% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,722
shares
|
$146,421
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,716
shares
|
$145,911
0.03% of portfolio
|
Q1 2024
Added 1083.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,691
shares
|
$143,785
0.0% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,570
shares
|
$133,497
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,548
shares
|
$131,626
0.06% of portfolio
|
Q1 2024
Added 232.9%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,498
shares
|
$127,374
0.02% of portfolio
|
Q3 2023
Reduced 22.58%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,455
shares
|
$123,718
0.06% of portfolio
|
Q2 2022
Reduced 6.43%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
1,410
shares
|
$119,892
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,375
shares
|
$116,916
0.01% of portfolio
|
Q4 2024
Added 4.56%
|