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 $2.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
282
shares
|
$28,789
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
258
shares
|
$26,339
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
252
shares
|
$25,726
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
240
shares
|
$24,501
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
237
shares
|
$24,195
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
222
shares
|
$22,663
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
210
shares
|
$21,438
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
210
shares
|
$21,438
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
186
shares
|
$18,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
168
shares
|
$17,151
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
150
shares
|
$15,313
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
150
shares
|
$15,313
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
120
shares
|
$12,250
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
117
shares
|
$11,944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
114
shares
|
$11,638
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
110
shares
|
$11,229
0.0% of portfolio
|
Q3 2024
Reduced 47.62%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
94
shares
|
$9,596
0.0% of portfolio
|
Q1 2024
Added 487.5%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
78
shares
|
$7,963
0.0% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
75
shares
|
$7,656
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
73
shares
|
$7,452
0.0% of portfolio
|
Q1 2024
Added 508.33%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
67
shares
|
$6,840
0.0% of portfolio
|
Q1 2024
Added 509.09%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
66
shares
|
$6,737
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
60
shares
|
$6,125
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
54
shares
|
$5,512
0.0% of portfolio
|
Q3 2024
Reduced 40.66%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
42
shares
|
$4,287
0.0% of portfolio
|
Q2 2024
Added 40.0%
|