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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
27,172
shares
|
$2.79 Million
0.0% of portfolio
|
Q1 2025
Added 19.76%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
25,842
shares
|
$2.65 Million
2.81% of portfolio
|
Q1 2025
Added 39.07%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
25,446
shares
|
$2.61 Million
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
24,414
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2025
Added 28.77%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
23,776
shares
|
$2.44 Million
0.08% of portfolio
|
Q1 2025
Reduced 33.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
23,645
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
22,864
shares
|
$2.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
22,599
shares
|
$2.32 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
22,120
shares
|
$2.27 Million
1.12% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
21,822
shares
|
$2.24 Million
0.02% of portfolio
|
Q3 2023
Reduced 20.21%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
21,372
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
Added 18.83%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
21,023
shares
|
$2.16 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
20,817
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
20,481
shares
|
$2.1 Million
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
19,671
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
19,537
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
19,260
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2025
Added 43.81%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
18,984
shares
|
$1.95 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
18,495
shares
|
$1.9 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
18,031
shares
|
$1.85 Million
0.55% of portfolio
|
Q1 2025
Reduced 88.07%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
17,924
shares
|
$1.84 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
17,873
shares
|
$1.83 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
17,827
shares
|
$1.83 Million
0.73% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
17,508
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2024
Added 500.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,369
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|