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 |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
225
shares
|
$23,098
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
222
shares
|
$22,790
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
210
shares
|
$21,558
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
210
shares
|
$21,558
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
182
shares
|
$18,684
0.0% of portfolio
|
Q1 2025
Reduced 55.39%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
168
shares
|
$17,246
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
168
shares
|
$17,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
154
shares
|
$15,809
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
150
shares
|
$15,399
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
144
shares
|
$14,783
0.0% of portfolio
|
Q1 2025
Reduced 44.62%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
138
shares
|
$14,167
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
132
shares
|
$13,551
0.0% of portfolio
|
Q1 2025
Reduced 62.71%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
120
shares
|
$12,319
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
120
shares
|
$12,319
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
114
shares
|
$11,703
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
113
shares
|
$11,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
110
shares
|
$11,292
0.0% of portfolio
|
Q3 2024
Reduced 47.62%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
110
shares
|
$11,292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
100
shares
|
$10,266
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
94
shares
|
$9,650
0.0% of portfolio
|
Q1 2024
Added 487.5%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
90
shares
|
$9,239
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
78
shares
|
$8,007
0.0% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
75
shares
|
$7,699
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
73
shares
|
$7,494
0.0% of portfolio
|
Q1 2024
Added 508.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
70
shares
|
$7,186
0.0% of portfolio
|
Q1 2025
New holding
|