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 420 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
9,401
shares
|
$959,748
0.35% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
9,335
shares
|
$953,010
0.14% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
9,300
shares
|
$949,437
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,300
shares
|
$949,437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
9,221
shares
|
$941,371
0.05% of portfolio
|
Q3 2024
Added 12.63%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
9,075
shares
|
$926,466
0.2% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
9,050
shares
|
$923,914
0.02% of portfolio
|
Q3 2024
Added 131.4%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
8,823
shares
|
$900,740
0.0% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
8,723
shares
|
$890,531
0.01% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
8,226
shares
|
$839,792
0.52% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
8,045
shares
|
$821,314
0.06% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
7,950
shares
|
$811,615
0.23% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,784
shares
|
$794,668
0.02% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
7,759
shares
|
$792,116
0.16% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,422
shares
|
$757,711
0.01% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
7,378
shares
|
$753,220
0.13% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
7,133
shares
|
$728,207
0.26% of portfolio
|
Q2 2024
Added 3.11%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
7,111
shares
|
$725,961
0.14% of portfolio
|
Q3 2024
Added 13.52%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,110
shares
|
$725,859
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,095
shares
|
$724,328
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
7,094
shares
|
$724,226
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
7,050
shares
|
$719,734
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
7,020
shares
|
$716,671
0.16% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
6,920
shares
|
$706,462
0.11% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
6,835
shares
|
$697,785
0.33% of portfolio
|
Q3 2024
Reduced 0.1%
|