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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
70,623
shares
|
$7.25 Million
0.2% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
69,360
shares
|
$7.12 Million
1.81% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
68,230
shares
|
$7 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.3%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
67,303
shares
|
$6.91 Million
5.07% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
67,303
shares
|
$6.91 Million
5.11% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
65,354
shares
|
$6.71 Million
0.02% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
65,157
shares
|
$6.69 Million
2.09% of portfolio
|
Q3 2021
Added 2.67%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
64,220
shares
|
$6.59 Million
0.29% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
62,614
shares
|
$6.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
62,340
shares
|
$6.4 Million
0.04% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
62,025
shares
|
$6.37 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
57,704
shares
|
$5.92 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
56,634
shares
|
$5.81 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
56,516
shares
|
$5.8 Million
0.12% of portfolio
|
Q1 2025
Added 504.38%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
53,743
shares
|
$5.52 Million
2.67% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
53,400
shares
|
$5.48 Million
1.74% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
52,243
shares
|
$5.36 Million
2.05% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
52,028
shares
|
$5.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
51,245
shares
|
$5.26 Million
0.29% of portfolio
|
Q1 2025
Reduced 48.01%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
50,230
shares
|
$5.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
49,821
shares
|
$5.11 Million
0.06% of portfolio
|
Q3 2024
Added 175.22%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
49,739
shares
|
$5.11 Million
4.12% of portfolio
|
Q1 2025
New holding
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
48,930
shares
|
$5.02 Million
1.18% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
47,315
shares
|
$4.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
47,272
shares
|
$4.85 Million
0.25% of portfolio
|
Q1 2025
Added 26.51%
|