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 452 institutions that hold shares in the stock, with a total of 27.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
77,016
shares
|
$8.33 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
75,614
shares
|
$8.17 Million
0.02% of portfolio
|
Q4 2024
Added 36.93%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
68,979
shares
|
$7.46 Million
1.99% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
66,913
shares
|
$7.23 Million
0.04% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
66,892
shares
|
$7.23 Million
0.19% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
66,660
shares
|
$7.21 Million
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
65,812
shares
|
$7.11 Million
5.99% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
65,157
shares
|
$7.04 Million
2.09% of portfolio
|
Q3 2021
Added 2.67%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
63,034
shares
|
$6.81 Million
0.04% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
62,938
shares
|
$6.8 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
62,757
shares
|
$6.78 Million
0.03% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
62,340
shares
|
$6.74 Million
0.04% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
59,283
shares
|
$6.41 Million
0.01% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
58,728
shares
|
$6.35 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
56,634
shares
|
$6.12 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
55,921
shares
|
$6.05 Million
0.01% of portfolio
|
Q4 2024
Added 154.19%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
54,093
shares
|
$5.85 Million
2.76% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
53,400
shares
|
$5.77 Million
1.84% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
53,112
shares
|
$5.74 Million
2.29% of portfolio
|
Q4 2024
Added 39.44%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
50,970
shares
|
$5.51 Million
0.1% of portfolio
|
Q4 2024
Added 39.17%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
50,658
shares
|
$5.48 Million
0.35% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
49,821
shares
|
$5.39 Million
0.06% of portfolio
|
Q3 2024
Added 175.22%
|
|
|
Humankind Investments LLC
|
Feb 14, 2025 Q4 2024 |
48,930
shares
|
$5.29 Million
1.29% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
45,704
shares
|
$4.94 Million
2.54% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
45,266
shares
|
$4.89 Million
0.01% of portfolio
|
Q4 2024
Added 5.73%
|