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 458 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 $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
11,046
shares
|
$939,241
0.67% of portfolio
|
Q4 2024
Added 16.72%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
11,042
shares
|
$938,901
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
10,811
shares
|
$919,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spence Asset Management
|
Jan 07, 2025 Q4 2024 |
10,776
shares
|
$916,283
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
10,513
shares
|
$893,920
0.02% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
10,491
shares
|
$892,049
0.36% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
10,306
shares
|
$876,319
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
10,111
shares
|
$859,738
0.46% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
9,934
shares
|
$844,688
0.0% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
9,774
shares
|
$831,083
0.06% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,760
shares
|
$829,892
0.02% of portfolio
|
Q1 2024
Added 499.88%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,723
shares
|
$826,746
0.0% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
9,521
shares
|
$809,570
0.01% of portfolio
|
Q1 2025
Added 40.01%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
9,464
shares
|
$804,723
0.04% of portfolio
|
Q4 2024
Reduced 31.61%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
9,351
shares
|
$795,115
0.02% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
9,341
shares
|
$794,265
0.02% of portfolio
|
Q4 2024
Reduced 14.09%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
9,300
shares
|
$790,779
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
9,288
shares
|
$789,758
0.1% of portfolio
|
Q1 2025
Added 154.47%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
9,267
shares
|
$787,973
0.14% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
9,077
shares
|
$771,817
0.21% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
8,919
shares
|
$758,382
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
8,723
shares
|
$741,716
0.02% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,580
shares
|
$729,557
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
8,361
shares
|
$710,935
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
8,313
shares
|
$706,854
0.16% of portfolio
|
Q1 2025
Added 7.24%
|