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 420 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,400
shares
|
$551,286
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
5,262
shares
|
$537,197
0.34% of portfolio
|
Q3 2024
Added 64.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
5,261
shares
|
$537,095
0.02% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
5,100
shares
|
$520,659
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
5,070
shares
|
$517,596
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
5,037
shares
|
$514,227
0.12% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
5,015
shares
|
$511,981
0.23% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
4,976
shares
|
$507,999
0.02% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
4,968
shares
|
$507,183
0.22% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
4,938
shares
|
$504,120
0.0% of portfolio
|
Q1 2024
Added 382.7%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
4,910
shares
|
$501,261
0.22% of portfolio
|
Q2 2024
Reduced 45.0%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,882
shares
|
$498,403
0.06% of portfolio
|
Q3 2024
Added 109.89%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
4,854
shares
|
$495,544
0.05% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
4,819
shares
|
$491,971
0.15% of portfolio
|
Q1 2024
Added 500.12%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,798
shares
|
$489,827
0.13% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
4,766
shares
|
$486,560
0.01% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,672
shares
|
$476,964
0.01% of portfolio
|
Q3 2024
Reduced 24.91%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
4,650
shares
|
$474,718
0.23% of portfolio
|
Q2 2024
Added 10.71%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
4,540
shares
|
$463,488
0.2% of portfolio
|
Q3 2024
Added 14.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,537
shares
|
$463,182
0.05% of portfolio
|
Q2 2020
Reduced 3.88%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
4,433
shares
|
$452,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
4,416
shares
|
$450,829
0.11% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,410
shares
|
$450,216
0.12% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
4,392
shares
|
$448,379
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
4,325
shares
|
$441,539
0.26% of portfolio
|
Q3 2024
Reduced 4.53%
|