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 |
|---|---|---|---|---|---|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
2,040
shares
|
$214,200
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,012
shares
|
$211,260
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,999
shares
|
$209,895
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
1,977
shares
|
$207,585
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,884
shares
|
$197,820
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,836
shares
|
$192,780
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,722
shares
|
$180,810
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,716
shares
|
$180,180
0.03% of portfolio
|
Q1 2024
Added 1083.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,706
shares
|
$179,130
0.01% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,570
shares
|
$164,850
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,548
shares
|
$162,540
0.07% of portfolio
|
Q1 2024
Added 232.9%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,510
shares
|
$158,550
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,498
shares
|
$157,290
0.02% of portfolio
|
Q3 2023
Reduced 22.58%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,455
shares
|
$152,775
0.06% of portfolio
|
Q2 2022
Reduced 6.43%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
1,410
shares
|
$148,050
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,375
shares
|
$144,375
0.01% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,361
shares
|
$142,905
0.07% of portfolio
|
Q2 2022
Reduced 6.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,289
shares
|
$135,345
0.0% of portfolio
|
Q3 2024
Reduced 51.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,260
shares
|
$132,300
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,240
shares
|
$130,200
0.01% of portfolio
|
Q3 2024
Added 89.31%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,212
shares
|
$127,260
0.0% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,201
shares
|
$126,105
0.01% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,174
shares
|
$123,270
0.54% of portfolio
|
Q3 2022
Added 6.82%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,068
shares
|
$112,140
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,035
shares
|
$108,675
0.0% of portfolio
|
Q3 2024
Reduced 34.7%
|