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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
219,891
shares
|
$22.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.76%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
208,956
shares
|
$21.5 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
196,031
shares
|
$20.1 Million
0.02% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
187,655
shares
|
$19.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
179,105
shares
|
$18.4 Million
0.0% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
164,000
shares
|
$16.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 38.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
148,988
shares
|
$15.3 Million
0.05% of portfolio
|
Q1 2025
Added 26.6%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
145,499
shares
|
$14.9 Million
5.37% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
144,021
shares
|
$14.8 Million
0.11% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
139,249
shares
|
$14.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
135,464
shares
|
$13.9 Million
0.32% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
124,731
shares
|
$12.8 Million
0.29% of portfolio
|
Q1 2025
Added 1024.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
121,489
shares
|
$12.5 Million
0.02% of portfolio
|
Q1 2025
Added 60.67%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
111,146
shares
|
$11.4 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
108,840
shares
|
$11.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
103,759
shares
|
$10.7 Million
2.57% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
102,525
shares
|
$10.5 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
98,015
shares
|
$10.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 43.82%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
95,298
shares
|
$9.78 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
87,458
shares
|
$8.98 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
86,681
shares
|
$8.9 Million
3.92% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
82,904
shares
|
$8.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
80,350
shares
|
$8.25 Million
1.3% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
79,785
shares
|
$8.19 Million
6.53% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
73,530
shares
|
$7.55 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.53%
|