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 458 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
650
shares
|
$61,457
0.0% of portfolio
|
Q4 2024
Reduced 27.29%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
641
shares
|
$60,606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
615
shares
|
$58,148
0.0% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
600
shares
|
$56,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
600
shares
|
$56,730
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
573
shares
|
$54,177
0.0% of portfolio
|
Q4 2024
Reduced 20.42%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
567
shares
|
$53,609
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
564
shares
|
$53,326
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
542
shares
|
$51,246
0.01% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
540
shares
|
$51,057
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
538
shares
|
$50,867
0.0% of portfolio
|
Q4 2024
Added 796.67%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
532
shares
|
$50,300
0.0% of portfolio
|
Q2 2023
Added 3.95%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
505
shares
|
$47,747
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
492
shares
|
$46,518
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
488
shares
|
$46,140
0.04% of portfolio
|
Q2 2022
Reduced 28.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
458
shares
|
$43,303
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
450
shares
|
$42,547
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
444
shares
|
$41,980
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
438
shares
|
$41,412
0.03% of portfolio
|
Q1 2024
Added 26.03%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
416
shares
|
$39,332
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
408
shares
|
$38,576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
400
shares
|
$37,820
0.01% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
384
shares
|
$36,307
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
383
shares
|
$36,212
0.02% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
372
shares
|
$35,172
0.01% of portfolio
|
Q1 2024
Added 200.0%
|