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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
600
shares
|
$62,316
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
600
shares
|
$62,316
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
567
shares
|
$58,888
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
547
shares
|
$56,811
0.01% of portfolio
|
Q2 2024
Added 10.28%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
540
shares
|
$56,084
0.04% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
532
shares
|
$55,253
0.0% of portfolio
|
Q2 2023
Added 3.95%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
492
shares
|
$51,099
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
488
shares
|
$50,683
0.04% of portfolio
|
Q2 2022
Reduced 28.45%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
477
shares
|
$49,541
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
458
shares
|
$47,567
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
450
shares
|
$46,737
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
444
shares
|
$46,113
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
438
shares
|
$45,490
0.03% of portfolio
|
Q3 2024
Added 376.09%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
402
shares
|
$41,751
0.01% of portfolio
|
Q3 2024
Reduced 98.02%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
400
shares
|
$41,544
0.01% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
384
shares
|
$39,882
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
383
shares
|
$39,778
0.02% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
372
shares
|
$38,635
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
364
shares
|
$37,805
0.01% of portfolio
|
Q2 2022
Added 308.99%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
318
shares
|
$33,027
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
309
shares
|
$32,092
0.0% of portfolio
|
Q1 2024
Added 505.88%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
302
shares
|
$31,365
0.0% of portfolio
|
Q3 2024
Added 586.36%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
300
shares
|
$31,158
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
300
shares
|
$31,158
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
282
shares
|
$29,288
0.01% of portfolio
|
Q2 2024
Added 252.5%
|