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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
364
shares
|
$34,416
0.01% of portfolio
|
Q2 2022
Added 308.99%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
363
shares
|
$34,321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
360
shares
|
$34,038
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
354
shares
|
$33,470
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
354
shares
|
$33,470
0.01% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
318
shares
|
$30,066
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
300
shares
|
$28,365
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
300
shares
|
$28,365
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
300
shares
|
$28,365
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
294
shares
|
$27,797
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
289
shares
|
$27,324
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
282
shares
|
$26,663
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
282
shares
|
$26,663
0.01% of portfolio
|
Q2 2024
Added 252.5%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
260
shares
|
$24,583
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
258
shares
|
$24,393
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
252
shares
|
$23,826
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
240
shares
|
$22,692
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
237
shares
|
$22,408
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
222
shares
|
$20,990
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
210
shares
|
$19,855
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
210
shares
|
$19,855
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
200
shares
|
$18,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
168
shares
|
$15,884
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
154
shares
|
$14,560
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
150
shares
|
$14,182
0.0% of portfolio
|
Q1 2024
Added 500.0%
|