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 Million shares, which have been reported (via 13F filing form) to have a value of $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,912,934
shares
|
$270 Million
0.03% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,351,390
shares
|
$218 Million
0.02% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
1,855,454
shares
|
$172 Million
4.81% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,847,477
shares
|
$171 Million
1.88% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,221,272
shares
|
$113 Million
0.03% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,181,553
shares
|
$109 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,161,225
shares
|
$108 Million
0.05% of portfolio
|
Q4 2024
Added 29.59%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
901,608
shares
|
$83.5 Million
0.17% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
785,114
shares
|
$72.7 Million
0.01% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
641,603
shares
|
$59.4 Million
2.07% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
632,889
shares
|
$58.6 Million
0.02% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
631,982
shares
|
$58.5 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gray Foundation
Cohoes, NY |
Feb 04, 2025 Q4 2024 |
559,116
shares
|
$51.8 Million
16.28% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
424,146
shares
|
$39.3 Million
0.01% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
401,343
shares
|
$37.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
335,430
shares
|
$31.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Portfolio Strategies, Inc.
|
Apr 22, 2025 Q1 2025 |
306,642
shares
|
$28.4 Million
4.33% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
296,086
shares
|
$27.4 Million
0.04% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
284,903
shares
|
$26.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
259,316
shares
|
$24 Million
5.21% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
246,110
shares
|
$22.8 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
231,592
shares
|
$21.5 Million
15.21% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
219,891
shares
|
$20.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.76%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
187,655
shares
|
$17.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
178,969
shares
|
$16.6 Million
0.02% of portfolio
|
Q4 2024
Added 1.77%
|