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 406 institutions that hold shares in the stock, with a total of 24.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,816,309
shares
|
$271 Million
0.02% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
2,005,873
shares
|
$193 Million
2.07% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,965,058
shares
|
$189 Million
0.01% of portfolio
|
Q2 2024
Added 15.61%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
1,783,263
shares
|
$172 Million
4.22% of portfolio
|
Q2 2024
Added 76.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,193,697
shares
|
$115 Million
0.03% of portfolio
|
Q2 2024
Added 0.81%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
988,889
shares
|
$95.2 Million
0.25% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
868,769
shares
|
$83.6 Million
0.04% of portfolio
|
Q2 2024
Added 17.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
805,725
shares
|
$77.5 Million
0.02% of portfolio
|
Q2 2024
Added 162.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
727,942
shares
|
$70 Million
0.03% of portfolio
|
Q2 2024
Reduced 38.62%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
672,496
shares
|
$64.7 Million
2.12% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
647,275
shares
|
$62.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Gray Foundation
Cohoes, NY |
Nov 01, 2024 Q3 2024 |
522,084
shares
|
$50.2 Million
14.86% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
435,364
shares
|
$41.9 Million
0.01% of portfolio
|
Q2 2024
Added 6.64%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
400,753
shares
|
$38.6 Million
0.01% of portfolio
|
Q2 2024
Added 2.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
335,430
shares
|
$32.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
313,372
shares
|
$30.2 Million
0.01% of portfolio
|
Q2 2024
Added 17.25%
|
|
|
Portfolio Strategies, Inc.
|
Aug 12, 2024 Q2 2024 |
308,821
shares
|
$29.7 Million
3.98% of portfolio
|
Q1 2024
Reduced 10.26%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
293,677
shares
|
$28.3 Million
1.79% of portfolio
|
Q2 2024
Added 2.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
287,037
shares
|
$27.6 Million
0.04% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
284,903
shares
|
$27.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
257,000
shares
|
$24.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
245,622
shares
|
$23.6 Million
5.26% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 13, 2024 Q2 2024 |
234,646
shares
|
$22.6 Million
9.51% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
207,919
shares
|
$20 Million
0.06% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
179,089
shares
|
$17.2 Million
0.0% of portfolio
|
Q2 2024
Added 2.17%
|