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 $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
33,309
shares
|
$3.28 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
32,089
shares
|
$3.16 Million
0.09% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
29,605
shares
|
$2.92 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
29,182
shares
|
$2.88 Million
0.07% of portfolio
|
Q2 2024
Added 561.87%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,717
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Added 42.84%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
27,487
shares
|
$2.71 Million
0.13% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
26,003
shares
|
$2.56 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
25,799
shares
|
$2.54 Million
1.38% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
24,340
shares
|
$2.4 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24,243
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
23,947
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
22,926
shares
|
$2.26 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
22,879
shares
|
$2.26 Million
0.03% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
22,179
shares
|
$2.19 Million
0.33% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
22,000
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.17%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
21,914
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
21,822
shares
|
$2.15 Million
0.02% of portfolio
|
Q3 2023
Reduced 20.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
21,785
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
21,141
shares
|
$2.08 Million
0.75% of portfolio
|
Q3 2024
Added 19.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
20,776
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
20,453
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
20,319
shares
|
$2 Million
0.02% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
19,875
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Added 32.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
18,575
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
18,529
shares
|
$1.83 Million
0.74% of portfolio
|
Q3 2024
New holding
|