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 483 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 $3.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
5,853
shares
|
$667,300
0.03% of portfolio
|
Q1 2025
Added 36.12%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
5,700
shares
|
$649,857
0.1% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
5,678
shares
|
$647,348
0.27% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
5,636
shares
|
$642,560
0.07% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
5,598
shares
|
$638,227
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
5,522
shares
|
$629,563
0.01% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,400
shares
|
$615,654
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
5,306
shares
|
$604,937
0.01% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,299
shares
|
$604,138
0.22% of portfolio
|
Q1 2025
Added 73.68%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
5,268
shares
|
$600,604
0.3% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
5,225
shares
|
$595,702
0.2% of portfolio
|
Q1 2025
Added 22.28%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
5,070
shares
|
$578,030
0.04% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
5,058
shares
|
$576,662
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
5,039
shares
|
$574,496
0.29% of portfolio
|
Q1 2025
Reduced 54.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,018
shares
|
$572,102
0.01% of portfolio
|
Q1 2025
Added 171.1%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
4,988
shares
|
$568,681
0.25% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
4,926
shares
|
$561,613
0.02% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
4,918
shares
|
$560,701
0.22% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,882
shares
|
$556,596
0.06% of portfolio
|
Q3 2024
Added 109.89%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
4,819
shares
|
$549,414
0.26% of portfolio
|
Q1 2024
Added 500.12%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
4,803
shares
|
$547,590
0.0% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
4,802
shares
|
$547,476
0.12% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
4,788
shares
|
$545,879
0.07% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,674
shares
|
$532,882
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
4,662
shares
|
$531,514
0.05% of portfolio
|
Q4 2024
Reduced 3.96%
|