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 |
|---|---|---|---|---|---|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
17,190
shares
|
$1.76 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
16,959
shares
|
$1.74 Million
0.32% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
16,902
shares
|
$1.74 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
|
$1.68 Million
0.19% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,086
shares
|
$1.65 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,574
shares
|
$1.6 Million
0.05% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
15,528
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,452
shares
|
$1.59 Million
0.12% of portfolio
|
Q3 2022
Added 55.28%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
15,316
shares
|
$1.57 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,193
shares
|
$1.56 Million
0.21% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
15,080
shares
|
$1.55 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
15,000
shares
|
$1.54 Million
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
14,688
shares
|
$1.51 Million
0.11% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
14,474
shares
|
$1.49 Million
0.55% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
14,407
shares
|
$1.48 Million
0.09% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
14,340
shares
|
$1.47 Million
0.14% of portfolio
|
Q1 2024
Added 376.73%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
13,825
shares
|
$1.42 Million
0.28% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
13,412
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
Added 131.88%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
13,158
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 45.72%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
13,084
shares
|
$1.34 Million
0.08% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
13,080
shares
|
$1.34 Million
0.18% of portfolio
|
Q1 2025
Added 41.15%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
12,790
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
12,756
shares
|
$1.31 Million
0.22% of portfolio
|
Q1 2025
Reduced 27.19%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
12,351
shares
|
$1.27 Million
0.1% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
12,212
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2025
Added 0.92%
|