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 483 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 $3.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
641
shares
|
$73,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
600
shares
|
$68,406
0.0% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
600
shares
|
$68,406
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
600
shares
|
$68,406
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
583
shares
|
$66,467
0.0% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
573
shares
|
$65,327
0.02% of portfolio
|
Q1 2025
Added 61.86%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
564
shares
|
$64,301
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
549
shares
|
$62,591
0.0% of portfolio
|
Q1 2025
Added 477.89%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
543
shares
|
$61,907
0.0% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
540
shares
|
$61,565
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
532
shares
|
$60,653
0.0% of portfolio
|
Q2 2023
Added 3.95%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
506
shares
|
$57,689
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
492
shares
|
$56,092
0.01% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
492
shares
|
$56,092
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
488
shares
|
$55,636
0.04% of portfolio
|
Q2 2022
Reduced 28.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
458
shares
|
$52,216
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
450
shares
|
$51,304
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
444
shares
|
$50,620
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
400
shares
|
$45,604
0.01% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
384
shares
|
$43,779
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
383
shares
|
$43,665
0.02% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
372
shares
|
$42,411
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
364
shares
|
$41,499
0.01% of portfolio
|
Q2 2022
Added 308.99%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
360
shares
|
$41,043
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
330
shares
|
$37,623
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|