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 |
---|---|---|---|---|---|
Webster Bank, N. A.
|
Jul 12, 2024 Q2 2024 |
18,078
shares
|
$1.73 Million
0.19% of portfolio
|
Q1 2024
Added 500.0%
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
17,736
shares
|
$1.7 Million
0.7% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
17,508
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2024
Added 500.82%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
17,423
shares
|
$1.67 Million
0.05% of portfolio
|
Q2 2024
Added 4.34%
|
|
Nikulski Financial, Inc.
|
Jul 30, 2024 Q2 2024 |
17,346
shares
|
$1.66 Million
0.52% of portfolio
|
Q1 2024
Added 602.27%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
16,902
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2024
Added 3.54%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
16,902
shares
|
$1.62 Million
0.79% of portfolio
|
Q1 2024
Added 478.84%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
16,860
shares
|
$1.61 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
16,379
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2024
Reduced 33.39%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,345
shares
|
$1.56 Million
0.19% of portfolio
|
Q3 2022
Added 1.08%
|
|
Fiducient Advisors LLC
|
Aug 06, 2024 Q2 2024 |
16,080
shares
|
$1.54 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
15,851
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2024
Added 4.01%
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
15,757
shares
|
$1.51 Million
0.1% of portfolio
|
Q2 2024
Added 1245.6%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
15,749
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 28.67%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,452
shares
|
$1.48 Million
0.12% of portfolio
|
Q3 2022
Added 55.28%
|
|
Wespac Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
15,016
shares
|
$1.44 Million
1.14% of portfolio
|
Q2 2024
Reduced 25.32%
|
|
Clifford Swan Investment Counsel LLC
|
Aug 06, 2024 Q2 2024 |
15,000
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
14,985
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2024
Added 276.32%
|
|
Security Financial Services, Inc.
|
Jul 23, 2024 Q2 2024 |
14,901
shares
|
$1.42 Million
0.31% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
Crescent Grove Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
14,340
shares
|
$1.37 Million
0.16% of portfolio
|
Q1 2024
Added 376.73%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
14,033
shares
|
$1.34 Million
0.06% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
13,092
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2024
Added 9.3%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
12,831
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2024
Added 0.05%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
12,696
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2024
Reduced 93.61%
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
12,108
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.8%
|