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 469 institutions that hold shares in the stock, with a total of 28.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
7,050
shares
|
$723,753
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,981
shares
|
$716,669
0.03% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
6,915
shares
|
$709,893
0.09% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
6,886
shares
|
$706,916
0.12% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
6,826
shares
|
$700,757
0.33% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,762
shares
|
$694,186
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
6,753
shares
|
$693,262
2.15% of portfolio
|
Q3 2023
Added 11.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
6,737
shares
|
$691,620
0.02% of portfolio
|
Q1 2025
Added 17.92%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
6,723
shares
|
$690,183
0.24% of portfolio
|
Q1 2025
Added 108.47%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
6,718
shares
|
$689,669
0.16% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
6,705
shares
|
$688,335
0.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,696
shares
|
$687,411
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
6,418
shares
|
$658,871
0.04% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,404
shares
|
$657,434
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
6,404
shares
|
$657,434
0.0% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
6,322
shares
|
$649,016
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
6,300
shares
|
$646,758
0.14% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
6,184
shares
|
$634,849
0.01% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
6,179
shares
|
$634,336
0.01% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
6,157
shares
|
$632,077
0.14% of portfolio
|
Q1 2025
Added 40.12%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
6,128
shares
|
$629,100
0.0% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
6,061
shares
|
$622,222
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
5,954
shares
|
$611,237
0.26% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
5,953
shares
|
$611,134
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
5,938
shares
|
$609,595
0.01% of portfolio
|
Q1 2025
Reduced 1.39%
|