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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
6,404
shares
|
$544,532
0.01% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,404
shares
|
$544,532
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
6,390
shares
|
$543,341
0.09% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
6,301
shares
|
$535,774
0.01% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
6,300
shares
|
$535,689
0.15% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
6,128
shares
|
$521,063
0.0% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
6,061
shares
|
$515,366
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
6,037
shares
|
$513,326
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
6,022
shares
|
$512,050
0.01% of portfolio
|
Q4 2024
Added 28.9%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,012
shares
|
$511,200
0.03% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
5,958
shares
|
$506,608
0.02% of portfolio
|
Q4 2024
Added 49.85%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
5,953
shares
|
$506,183
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,893
shares
|
$501,081
0.02% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,784
shares
|
$491,813
0.01% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
5,775
shares
|
$491,048
0.06% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
5,751
shares
|
$489,007
0.12% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
5,713
shares
|
$485,776
0.02% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
5,700
shares
|
$484,671
0.11% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
5,598
shares
|
$475,997
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
5,506
shares
|
$468,175
0.01% of portfolio
|
Q4 2024
Added 55.62%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,400
shares
|
$459,162
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,351
shares
|
$454,995
0.01% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
5,265
shares
|
$447,682
0.35% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
5,070
shares
|
$431,102
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
5,067
shares
|
$430,847
0.01% of portfolio
|
Q4 2024
Added 6.32%
|