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 $2.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
2,250
shares
|
$226,035
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,250
shares
|
$226,035
0.07% of portfolio
|
Q4 2023
Added 19.68%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
2,234
shares
|
$224,427
0.11% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
2,201
shares
|
$221,112
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
2,200
shares
|
$221,012
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
2,182
shares
|
$219,203
0.02% of portfolio
|
Q3 2024
Reduced 88.47%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,162
shares
|
$217,194
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,160
shares
|
$216,993
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,156
shares
|
$216,591
0.01% of portfolio
|
Q3 2024
Added 287.77%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
2,130
shares
|
$213,979
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,106
shares
|
$211,568
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
2,100
shares
|
$210,966
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
2,100
shares
|
$210,966
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,097
shares
|
$210,664
0.5% of portfolio
|
Q4 2022
Reduced 12.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,082
shares
|
$209,157
0.02% of portfolio
|
Q3 2024
Reduced 65.96%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,012
shares
|
$202,125
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,884
shares
|
$189,266
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,836
shares
|
$184,444
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,722
shares
|
$172,992
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,716
shares
|
$172,389
0.03% of portfolio
|
Q1 2024
Added 1083.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,706
shares
|
$171,384
0.01% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,570
shares
|
$157,722
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,548
shares
|
$155,512
0.06% of portfolio
|
Q1 2024
Added 232.9%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,510
shares
|
$151,694
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,498
shares
|
$150,489
0.02% of portfolio
|
Q3 2023
Reduced 22.58%
|