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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,594
shares
|
$266,300
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
2,589
shares
|
$265,786
0.01% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
2,580
shares
|
$264,862
0.06% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,520
shares
|
$258,703
0.01% of portfolio
|
Q2 2024
Added 10.53%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,508
shares
|
$257,471
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
2,504
shares
|
$257,060
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,500
shares
|
$256,650
0.06% of portfolio
|
Q1 2025
Reduced 43.31%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
2,474
shares
|
$253,980
0.0% of portfolio
|
Q1 2025
Added 724.67%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,448
shares
|
$251,311
0.11% of portfolio
|
Q2 2023
Reduced 20.13%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,400
shares
|
$246,384
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
2,400
shares
|
$246,384
0.06% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,400
shares
|
$246,384
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
2,392
shares
|
$245,562
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
2,329
shares
|
$239,095
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
2,300
shares
|
$236,118
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
2,297
shares
|
$235,810
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
2,262
shares
|
$232,216
0.02% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
2,260
shares
|
$232,011
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,250
shares
|
$230,985
0.07% of portfolio
|
Q4 2023
Added 19.68%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
2,250
shares
|
$230,985
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
2,234
shares
|
$229,342
0.09% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
2,230
shares
|
$228,931
0.01% of portfolio
|
Q1 2025
Reduced 24.02%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,097
shares
|
$215,278
0.5% of portfolio
|
Q4 2022
Reduced 12.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,013
shares
|
$206,654
0.02% of portfolio
|
Q1 2025
Reduced 60.19%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,012
shares
|
$206,551
0.15% of portfolio
|
Q2 2023
New holding
|