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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
47,180
shares
|
$4.84 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
46,643
shares
|
$4.79 Million
0.01% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
45,937
shares
|
$4.72 Million
2.29% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
41,110
shares
|
$4.22 Million
0.22% of portfolio
|
Q1 2025
Reduced 58.31%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
39,404
shares
|
$4.05 Million
0.0% of portfolio
|
Q1 2025
Added 78.77%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
38,749
shares
|
$3.98 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
37,620
shares
|
$3.86 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
36,827
shares
|
$3.78 Million
1.05% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
36,795
shares
|
$3.78 Million
1.0% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
34,816
shares
|
$3.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
34,742
shares
|
$3.57 Million
0.12% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
34,391
shares
|
$3.53 Million
2.42% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
34,367
shares
|
$3.53 Million
0.04% of portfolio
|
Q1 2025
Added 53.79%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
34,192
shares
|
$3.51 Million
0.02% of portfolio
|
Q1 2025
Added 17.83%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
34,090
shares
|
$3.5 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
33,206
shares
|
$3.41 Million
0.36% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
33,050
shares
|
$3.39 Million
0.86% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
32,767
shares
|
$3.36 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
31,769
shares
|
$3.26 Million
0.04% of portfolio
|
Q1 2025
Added 67.66%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
31,300
shares
|
$3.21 Million
1.99% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
30,124
shares
|
$3.09 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
29,948
shares
|
$3.07 Million
0.0% of portfolio
|
Q1 2025
Added 23.82%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
27,920
shares
|
$2.87 Million
0.12% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
27,249
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 79.25%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
27,232
shares
|
$2.8 Million
2.31% of portfolio
|
Q1 2025
Added 16.69%
|