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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,981
shares
|
$780,196
0.03% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
6,915
shares
|
$772,820
0.09% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
6,886
shares
|
$769,579
0.12% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
6,826
shares
|
$762,873
0.33% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
6,753
shares
|
$754,715
2.15% of portfolio
|
Q3 2023
Added 11.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
6,737
shares
|
$752,927
0.02% of portfolio
|
Q1 2025
Added 17.92%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
6,723
shares
|
$751,362
0.24% of portfolio
|
Q1 2025
Added 108.47%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
6,718
shares
|
$750,803
0.16% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
6,705
shares
|
$749,350
0.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,696
shares
|
$748,344
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
6,418
shares
|
$717,275
0.04% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,404
shares
|
$715,711
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
6,404
shares
|
$715,711
0.0% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
6,322
shares
|
$706,546
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
6,300
shares
|
$704,088
0.14% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
6,184
shares
|
$691,123
0.01% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
6,179
shares
|
$690,565
0.01% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
6,128
shares
|
$684,865
0.0% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
6,061
shares
|
$677,377
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
5,954
shares
|
$665,419
0.26% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
5,948
shares
|
$664,748
0.55% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
5,938
shares
|
$663,630
0.01% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
5,935
shares
|
$663,295
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
5,935
shares
|
$663,295
0.16% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
5,895
shares
|
$658,825
0.01% of portfolio
|
Q1 2025
Added 0.03%
|