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 $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,538
shares
|
$348,740
0.0% of portfolio
|
Q1 2024
Added 499.66%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
3,525
shares
|
$347,459
0.26% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
3,475
shares
|
$342,530
0.11% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,450
shares
|
$340,066
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,426
shares
|
$337,700
0.43% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
3,381
shares
|
$333,265
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
3,307
shares
|
$325,970
0.01% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,300
shares
|
$325,281
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
3,249
shares
|
$320,253
0.13% of portfolio
|
Q3 2024
Added 23.49%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
3,210
shares
|
$316,409
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,159
shares
|
$311,382
0.02% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,153
shares
|
$310,791
0.07% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
3,070
shares
|
$302,609
0.02% of portfolio
|
Q3 2024
Reduced 66.91%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
3,048
shares
|
$300,441
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
3,034
shares
|
$299,061
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,010
shares
|
$296,695
0.03% of portfolio
|
Q3 2024
Added 171.17%
|
|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,000
shares
|
$295,710
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
3,000
shares
|
$295,710
0.06% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$295,710
0.03% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
3,000
shares
|
$295,710
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,960
shares
|
$291,767
0.0% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
2,951
shares
|
$290,880
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
2,935
shares
|
$289,302
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 14, 2024 Q2 2024 |
2,846
shares
|
$280,530
0.07% of portfolio
|
Q2 2024
Reduced 18.5%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,836
shares
|
$279,544
0.01% of portfolio
|
Q3 2024
Reduced 7.95%
|