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 431 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,672
shares
|
$490,560
0.01% of portfolio
|
Q3 2024
Reduced 24.91%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
4,662
shares
|
$489,510
0.05% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
4,650
shares
|
$488,250
0.24% of portfolio
|
Q2 2024
Added 10.71%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
4,540
shares
|
$476,700
0.21% of portfolio
|
Q3 2024
Added 14.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,537
shares
|
$476,385
0.05% of portfolio
|
Q2 2020
Reduced 3.88%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
4,433
shares
|
$465,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
4,410
shares
|
$463,050
0.13% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
4,394
shares
|
$461,370
0.11% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
4,392
shares
|
$461,160
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
4,325
shares
|
$454,125
0.26% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,323
shares
|
$453,915
0.57% of portfolio
|
Q4 2023
Reduced 83.25%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,314
shares
|
$452,970
0.42% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
4,300
shares
|
$451,500
0.03% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,290
shares
|
$450,450
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
4,288
shares
|
$450,240
0.06% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
4,285
shares
|
$449,925
0.04% of portfolio
|
Q4 2024
Reduced 67.81%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
4,273
shares
|
$448,665
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,261
shares
|
$447,405
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
4,255
shares
|
$446,775
0.04% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
4,248
shares
|
$446,040
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,131
shares
|
$433,755
0.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
4,110
shares
|
$431,550
0.09% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
4,069
shares
|
$427,245
0.0% of portfolio
|
Q4 2024
Added 13.03%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,056
shares
|
$425,880
0.03% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
3,954
shares
|
$415,170
0.04% of portfolio
|
Q3 2024
New holding
|