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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
114
shares
|
$12,740
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
113
shares
|
$12,628
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
110
shares
|
$12,293
0.0% of portfolio
|
Q3 2024
Reduced 47.62%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
110
shares
|
$12,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
100
shares
|
$11,176
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
94
shares
|
$10,505
0.0% of portfolio
|
Q1 2024
Added 487.5%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
90
shares
|
$10,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
78
shares
|
$8,717
0.0% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
75
shares
|
$8,382
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
73
shares
|
$8,158
0.0% of portfolio
|
Q1 2024
Added 508.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
70
shares
|
$7,823
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
70
shares
|
$7,823
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
67
shares
|
$7,487
0.0% of portfolio
|
Q1 2024
Added 509.09%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
55
shares
|
$6,146
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
41
shares
|
$4,582
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
35
shares
|
$3,911
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
26
shares
|
$2,905
0.0% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
21
shares
|
$2,346
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
21
shares
|
$2,346
0.0% of portfolio
|
Q3 2024
Reduced 91.03%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
20
shares
|
$2,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
18
shares
|
$2,011
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14
shares
|
$1,564
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4
shares
|
$447
0.0% of portfolio
|
Q2 2022
Reduced 93.22%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
4
shares
|
$447
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Spence Asset Management
|
Jul 11, 2025 Q2 2025 |
3
shares
|
$335
0.0% of portfolio
|
Q2 2025
Reduced 99.97%
|