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 |
|---|---|---|---|---|---|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
8,226
shares
|
$699,456
0.54% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
8,198
shares
|
$697,075
0.06% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
7,959
shares
|
$676,753
0.18% of portfolio
|
Q4 2024
Added 27.16%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
7,950
shares
|
$675,988
0.25% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,784
shares
|
$661,873
0.02% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
7,737
shares
|
$657,877
0.17% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
7,603
shares
|
$646,483
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
7,381
shares
|
$627,606
0.13% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
7,220
shares
|
$613,916
0.44% of portfolio
|
Q4 2024
Added 28.93%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,110
shares
|
$604,563
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
7,103
shares
|
$603,968
0.2% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
7,097
shares
|
$603,457
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,095
shares
|
$603,287
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
7,050
shares
|
$599,461
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
7,021
shares
|
$596,995
0.29% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
6,901
shares
|
$586,792
0.12% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
6,823
shares
|
$580,159
0.35% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,762
shares
|
$574,972
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
6,753
shares
|
$574,207
2.15% of portfolio
|
Q3 2023
Added 11.47%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
6,699
shares
|
$569,615
0.06% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,696
shares
|
$569,360
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
6,599
shares
|
$561,112
0.01% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,584
shares
|
$559,837
0.04% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
6,539
shares
|
$556,011
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
6,504
shares
|
$553,035
0.01% of portfolio
|
Q4 2024
Added 10.33%
|