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 403 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
173,631
shares
|
$16.6 Million
0.03% of portfolio
|
Q2 2024
Added 5.61%
|
|
Mathes Company, Inc.
|
Aug 12, 2024 Q2 2024 |
163,358
shares
|
$15.6 Million
5.59% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
152,314
shares
|
$14.6 Million
0.4% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
151,640
shares
|
$14.5 Million
0.04% of portfolio
|
Q2 2024
Added 52.17%
|
|
Steel Peak Wealth Management LLC
|
Jul 16, 2024 Q2 2024 |
142,159
shares
|
$13.6 Million
0.63% of portfolio
|
Q2 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
134,660
shares
|
$12.9 Million
0.01% of portfolio
|
Q2 2024
Added 7.04%
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
125,143
shares
|
$12 Million
0.03% of portfolio
|
Q2 2024
Added 1.69%
|
|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
119,785
shares
|
$11.5 Million
0.13% of portfolio
|
Q2 2024
Added 26.35%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
114,155
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2024
Added 23.9%
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
113,948
shares
|
$10.9 Million
0.5% of portfolio
|
Q2 2024
Added 46.1%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
111,116
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2024
Added 2.07%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
107,259
shares
|
$10.3 Million
0.04% of portfolio
|
Q2 2024
Added 10.57%
|
|
Cic Wealth, LLC
Rockville, MD |
Jul 12, 2024 Q2 2024 |
102,321
shares
|
$9.78 Million
2.66% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
98,955
shares
|
$9.46 Million
0.97% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
94,242
shares
|
$9.01 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
87,344
shares
|
$8.35 Million
0.06% of portfolio
|
Q2 2024
Added 92.26%
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
78,482
shares
|
$7.5 Million
6.79% of portfolio
|
Q2 2024
New holding
|
|
White Lighthouse Investment Management Inc.
|
Jul 15, 2024 Q2 2024 |
77,928
shares
|
$7.45 Million
1.42% of portfolio
|
Q2 2024
Added 2.78%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 01, 2024 Q2 2024 |
73,621
shares
|
$7.04 Million
0.41% of portfolio
|
Q2 2024
Added 199.78%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 02, 2024 Q2 2024 |
68,932
shares
|
$6.59 Million
2.18% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
67,104
shares
|
$6.42 Million
0.49% of portfolio
|
Q2 2024
New holding
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
66,660
shares
|
$6.37 Million
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
65,922
shares
|
$6.3 Million
5.34% of portfolio
|
Q2 2024
Reduced 4.93%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
65,157
shares
|
$6.23 Million
2.09% of portfolio
|
Q3 2021
Added 2.67%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
63,918
shares
|
$6.11 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.04%
|