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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
204,865
shares
|
$19.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
178,969
shares
|
$16.9 Million
0.02% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
174,479
shares
|
$16.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
168,887
shares
|
$16 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
155,388
shares
|
$14.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 63.13%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
152,819
shares
|
$14.4 Million
5.69% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
151,791
shares
|
$14.4 Million
0.4% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
151,132
shares
|
$14.3 Million
5.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
146,458
shares
|
$13.8 Million
0.03% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
137,512
shares
|
$13 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
133,620
shares
|
$12.6 Million
0.14% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
121,435
shares
|
$11.5 Million
0.37% of portfolio
|
Q4 2024
Added 84.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
117,681
shares
|
$11.1 Million
0.04% of portfolio
|
Q4 2024
Added 14.56%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
113,796
shares
|
$10.8 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
113,048
shares
|
$10.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
105,954
shares
|
$10 Million
0.15% of portfolio
|
Q4 2024
Added 3103.93%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
103,759
shares
|
$9.81 Million
2.57% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
103,367
shares
|
$9.77 Million
0.25% of portfolio
|
Q4 2024
Added 4166.08%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
98,900
shares
|
$9.35 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
98,606
shares
|
$9.32 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
98,567
shares
|
$9.32 Million
0.58% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
90,149
shares
|
$8.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
88,418
shares
|
$8.36 Million
0.11% of portfolio
|
Q4 2024
Added 1091.3%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
81,679
shares
|
$7.72 Million
7.18% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
78,815
shares
|
$7.45 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.1%
|