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 |
|---|---|---|---|---|---|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
4,650
shares
|
$530,146
0.22% of portfolio
|
Q2 2024
Added 10.71%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
4,647
shares
|
$529,804
0.11% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,645
shares
|
$529,576
0.02% of portfolio
|
Q1 2025
Added 80.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,537
shares
|
$517,263
0.05% of portfolio
|
Q2 2020
Reduced 3.88%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,392
shares
|
$500,731
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,381
shares
|
$499,477
0.04% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
4,381
shares
|
$499,477
0.03% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
4,323
shares
|
$492,865
0.52% of portfolio
|
Q4 2023
Reduced 83.25%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
4,314
shares
|
$491,839
0.38% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
4,308
shares
|
$491,155
0.22% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
4,290
shares
|
$489,102
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
4,285
shares
|
$488,532
0.22% of portfolio
|
Q2 2025
Added 27.61%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
4,248
shares
|
$484,314
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
4,203
shares
|
$479,184
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
4,194
shares
|
$478,157
0.01% of portfolio
|
Q1 2025
Reduced 96.04%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
4,175
shares
|
$475,991
0.18% of portfolio
|
Q1 2025
Added 111.07%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
4,125
shares
|
$470,291
0.34% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
4,110
shares
|
$468,581
0.09% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
4,016
shares
|
$457,864
0.07% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
3,954
shares
|
$450,795
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
3,933
shares
|
$448,401
0.0% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,887
shares
|
$443,156
0.01% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,886
shares
|
$443,042
0.2% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,875
shares
|
$441,788
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,848
shares
|
$438,710
0.1% of portfolio
|
Q1 2025
Added 0.58%
|