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 459 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
22,120
shares
|
$1.88 Million
1.12% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
22,042
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
21,822
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2023
Reduced 20.21%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
21,512
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
20,901
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 73.28%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
20,481
shares
|
$1.74 Million
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
20,356
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Added 28.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
19,432
shares
|
$1.65 Million
0.05% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
18,959
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
18,948
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
18,729
shares
|
$1.59 Million
0.82% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
18,582
shares
|
$1.58 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
18,495
shares
|
$1.57 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
17,985
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Added 60.48%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
17,924
shares
|
$1.52 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
17,873
shares
|
$1.52 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
17,621
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 29.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
17,615
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Added 56.33%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
17,519
shares
|
$1.49 Million
0.33% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
17,508
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2024
Added 500.82%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
17,298
shares
|
$1.47 Million
0.53% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
16,902
shares
|
$1.44 Million
0.73% of portfolio
|
Q1 2024
Added 478.84%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,345
shares
|
$1.39 Million
0.19% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,574
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,452
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2022
Added 55.28%
|