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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,884
shares
|
$193,411
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,722
shares
|
$176,780
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
1,716
shares
|
$176,164
0.03% of portfolio
|
Q1 2024
Added 1083.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,691
shares
|
$173,598
0.0% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,605
shares
|
$164,769
0.0% of portfolio
|
Q1 2025
Added 702.5%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,570
shares
|
$161,176
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,548
shares
|
$158,917
0.06% of portfolio
|
Q1 2024
Added 232.9%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,498
shares
|
$153,784
0.02% of portfolio
|
Q3 2023
Reduced 22.58%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,455
shares
|
$149,370
0.06% of portfolio
|
Q2 2022
Reduced 6.43%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,450
shares
|
$148,857
0.01% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
1,410
shares
|
$144,750
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,361
shares
|
$139,720
0.07% of portfolio
|
Q2 2022
Reduced 6.84%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,277
shares
|
$131,096
0.0% of portfolio
|
Q1 2025
Added 33.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,260
shares
|
$129,351
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,246
shares
|
$127,914
0.01% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
1,233
shares
|
$126,579
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,212
shares
|
$124,423
0.0% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,203
shares
|
$123,499
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,191
shares
|
$122,268
0.01% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,174
shares
|
$120,522
0.54% of portfolio
|
Q3 2022
Added 6.82%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,068
shares
|
$109,640
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,029
shares
|
$105,637
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
990
shares
|
$101,633
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
970
shares
|
$99,580
0.31% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
963
shares
|
$98,861
0.01% of portfolio
|
Q1 2025
New holding
|