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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
7,752
shares
|
$838,068
0.17% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
7,737
shares
|
$836,447
0.17% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
7,603
shares
|
$821,960
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
7,381
shares
|
$797,959
0.13% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
7,220
shares
|
$780,554
0.44% of portfolio
|
Q4 2024
Added 28.93%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,110
shares
|
$768,662
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
7,103
shares
|
$767,905
0.2% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
7,097
shares
|
$767,256
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,095
shares
|
$767,040
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
7,050
shares
|
$762,175
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
7,021
shares
|
$759,040
0.29% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
6,901
shares
|
$746,067
0.12% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
6,823
shares
|
$737,634
0.35% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
6,800
shares
|
$735,148
0.01% of portfolio
|
Q4 2024
Added 68.32%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
6,753
shares
|
$730,066
2.15% of portfolio
|
Q3 2023
Added 11.47%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
6,699
shares
|
$724,228
0.06% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,696
shares
|
$723,904
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
6,599
shares
|
$713,417
0.01% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,584
shares
|
$711,796
0.04% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
6,539
shares
|
$706,931
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
6,504
shares
|
$703,147
0.01% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
6,404
shares
|
$692,336
0.01% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,404
shares
|
$692,336
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
6,390
shares
|
$690,822
0.09% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
6,301
shares
|
$681,201
0.01% of portfolio
|
Q4 2024
Added 11.56%
|