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 486 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 $3.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,277
shares
|
$145,590
0.0% of portfolio
|
Q1 2025
Added 33.86%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,273
shares
|
$145,134
0.0% of portfolio
|
Q2 2025
Added 327.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,260
shares
|
$143,652
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,246
shares
|
$142,056
0.01% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
1,233
shares
|
$140,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,212
shares
|
$138,180
0.0% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,204
shares
|
$137,268
0.07% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,191
shares
|
$135,785
0.01% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,174
shares
|
$133,847
0.54% of portfolio
|
Q3 2022
Added 6.82%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,068
shares
|
$121,762
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,059
shares
|
$120,736
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,045
shares
|
$119,140
0.0% of portfolio
|
Q2 2025
Added 120.46%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,029
shares
|
$117,316
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
990
shares
|
$112,869
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
970
shares
|
$110,589
0.31% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
963
shares
|
$109,791
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
960
shares
|
$109,449
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
931
shares
|
$106,143
0.0% of portfolio
|
Q4 2024
Added 41.49%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
847
shares
|
$96,566
0.0% of portfolio
|
Q4 2024
Reduced 53.87%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
816
shares
|
$93,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
767
shares
|
$87,445
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
720
shares
|
$82,087
0.02% of portfolio
|
Q3 2024
Reduced 87.63%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
717
shares
|
$81,745
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
685
shares
|
$78,096
0.0% of portfolio
|
Q1 2025
Reduced 33.82%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
683
shares
|
$77,868
0.0% of portfolio
|
Q1 2025
Added 19.2%
|