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 $2.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
183,219
shares
|
$18.4 Million
0.0% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
175,854
shares
|
$17.6 Million
0.02% of portfolio
|
Q3 2024
Added 30.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
167,106
shares
|
$16.7 Million
0.04% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
163,283
shares
|
$16.4 Million
5.53% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
151,798
shares
|
$15.2 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
135,686
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.85%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
130,115
shares
|
$13 Million
0.13% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
127,378
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
120,338
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
115,348
shares
|
$11.6 Million
0.49% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
103,759
shares
|
$10.4 Million
2.57% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
102,721
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
99,372
shares
|
$9.96 Million
0.58% of portfolio
|
Q3 2024
Reduced 66.16%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
98,647
shares
|
$9.88 Million
0.63% of portfolio
|
Q3 2024
Added 47.01%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
92,597
shares
|
$9.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
92,533
shares
|
$9.27 Million
0.61% of portfolio
|
Q3 2024
Added 46.78%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
81,925
shares
|
$8.21 Million
6.89% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
78,894
shares
|
$7.9 Million
1.36% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
77,346
shares
|
$7.75 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
73,576
shares
|
$7.37 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
68,818
shares
|
$6.89 Million
1.93% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
66,660
shares
|
$6.68 Million
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
65,711
shares
|
$6.58 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
65,396
shares
|
$6.55 Million
5.12% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
65,157
shares
|
$6.53 Million
2.09% of portfolio
|
Q3 2021
Added 2.67%
|