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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
990
shares
|
$103,950
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
970
shares
|
$101,850
0.31% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
960
shares
|
$100,800
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
954
shares
|
$100,170
0.0% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
930
shares
|
$97,650
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
894
shares
|
$93,870
0.0% of portfolio
|
Q2 2024
Reduced 14.37%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
816
shares
|
$85,680
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
780
shares
|
$81,900
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
742
shares
|
$77,910
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
720
shares
|
$75,600
0.0% of portfolio
|
Q3 2024
Reduced 61.5%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
720
shares
|
$75,600
0.03% of portfolio
|
Q3 2024
Reduced 87.63%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
719
shares
|
$75,495
0.0% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
717
shares
|
$75,285
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
658
shares
|
$69,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
616
shares
|
$64,680
0.0% of portfolio
|
Q3 2024
Added 43.93%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
600
shares
|
$63,000
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
600
shares
|
$63,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
567
shares
|
$59,535
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
564
shares
|
$59,220
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
542
shares
|
$56,910
0.01% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
538
shares
|
$56,490
0.0% of portfolio
|
Q4 2024
Added 796.67%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
532
shares
|
$55,860
0.0% of portfolio
|
Q2 2023
Added 3.95%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
492
shares
|
$51,660
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
488
shares
|
$51,240
0.04% of portfolio
|
Q2 2022
Reduced 28.45%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
477
shares
|
$50,085
0.03% of portfolio
|
Q4 2023
New holding
|