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 |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
12,134
shares
|
$1.25 Million
1.02% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
11,948
shares
|
$1.23 Million
0.55% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
11,904
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
11,826
shares
|
$1.21 Million
0.35% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
11,702
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Added 79.92%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
11,557
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Added 171.16%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
11,206
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
11,063
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2025
Added 282.94%
|
|
|
Spence Asset Management
|
Apr 24, 2025 Q1 2025 |
11,006
shares
|
$1.13 Million
0.25% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
10,811
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
10,800
shares
|
$1.11 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
10,534
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
10,500
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
10,491
shares
|
$1.08 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
10,462
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
10,340
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
10,306
shares
|
$1.06 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
10,192
shares
|
$1.05 Million
0.9% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
10,111
shares
|
$1.04 Million
0.41% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
9,774
shares
|
$1 Million
0.06% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,760
shares
|
$1 Million
0.02% of portfolio
|
Q1 2024
Added 499.88%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
9,731
shares
|
$998,984
0.3% of portfolio
|
Q1 2025
Reduced 76.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
9,538
shares
|
$979,171
0.01% of portfolio
|
Q1 2025
Added 134.41%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
9,536
shares
|
$978,965
0.03% of portfolio
|
Q1 2025
Added 228.04%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
9,521
shares
|
$977,425
0.01% of portfolio
|
Q1 2025
Added 40.01%
|