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 403 institutions that hold shares in the stock, with a total of 24.6 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 |
---|---|---|---|---|---|
Wealth Trust Axiom LLC
|
Aug 13, 2024 Q2 2024 |
7,950
shares
|
$760,179
0.25% of portfolio
|
Q1 2024
Added 500.0%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
7,911
shares
|
$756,449
0.31% of portfolio
|
Q1 2024
Added 512.31%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
7,752
shares
|
$741,246
0.03% of portfolio
|
Q2 2024
New holding
|
|
Cypress Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
7,543
shares
|
$721,261
0.16% of portfolio
|
Q2 2024
Added 0.12%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
7,527
shares
|
$719,731
0.11% of portfolio
|
Q2 2024
Added 0.44%
|
|
Kesler, Norman & Wride, LLC
|
Jul 23, 2024 Q2 2024 |
7,481
shares
|
$715,333
0.15% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
7,459
shares
|
$713,229
0.08% of portfolio
|
Q2 2024
Added 17.39%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
7,420
shares
|
$709,500
0.02% of portfolio
|
Q2 2024
Added 28.28%
|
|
Embree Financial Group
Chicago, IL |
Aug 01, 2024 Q2 2024 |
7,372
shares
|
$704,910
0.13% of portfolio
|
Q2 2024
Added 0.03%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
7,219
shares
|
$690,280
0.01% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 08, 2024 Q2 2024 |
7,133
shares
|
$682,057
0.27% of portfolio
|
Q2 2024
Added 3.11%
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
7,110
shares
|
$679,858
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
|
$678,423
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
Prio Wealth Limited Partnership
Boston, MA |
Sep 10, 2024 Q2 2024 |
7,050
shares
|
$674,121
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
Northstar Asset Management LLC
|
Jul 18, 2024 Q2 2024 |
7,020
shares
|
$671,252
0.16% of portfolio
|
Q1 2024
Added 500.0%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
6,899
shares
|
$659,682
0.01% of portfolio
|
Q2 2024
Added 11.83%
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 08, 2024 Q2 2024 |
6,842
shares
|
$654,232
0.36% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
6,753
shares
|
$645,721
2.15% of portfolio
|
Q3 2023
Added 11.47%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jul 29, 2024 Q2 2024 |
6,726
shares
|
$643,140
0.12% of portfolio
|
Q2 2024
Added 8.52%
|
|
Bristlecone Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
6,696
shares
|
$640,271
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
6,685
shares
|
$639,219
0.07% of portfolio
|
Q2 2024
Added 0.39%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
6,539
shares
|
$625,259
0.01% of portfolio
|
Q2 2024
Reduced 13.37%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
6,504
shares
|
$621,912
0.01% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2024 Q2 2024 |
6,494
shares
|
$620,956
0.27% of portfolio
|
Q2 2024
Added 9.62%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
6,493
shares
|
$620,860
0.01% of portfolio
|
Q2 2024
Added 19.97%
|