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 427 institutions that hold shares in the stock, with a total of 26.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
19,432
shares
|
$2.08 Million
0.05% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
18,575
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
18,573
shares
|
$1.99 Million
0.11% of portfolio
|
Q4 2024
Added 559.32%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
18,529
shares
|
$1.98 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
18,078
shares
|
$1.93 Million
0.2% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
18,074
shares
|
$1.93 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
17,508
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2024
Added 500.82%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
17,298
shares
|
$1.85 Million
0.53% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
16,902
shares
|
$1.81 Million
0.8% of portfolio
|
Q1 2024
Added 478.84%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,345
shares
|
$1.75 Million
0.19% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
16,168
shares
|
$1.73 Million
0.16% of portfolio
|
Q3 2024
Reduced 83.66%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,950
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
15,888
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
15,874
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
15,826
shares
|
$1.69 Million
0.3% of portfolio
|
Q3 2024
Added 100.05%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
15,760
shares
|
$1.69 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
15,459
shares
|
$1.65 Million
0.31% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,452
shares
|
$1.65 Million
0.12% of portfolio
|
Q3 2022
Added 55.28%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
15,080
shares
|
$1.61 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
15,062
shares
|
$1.61 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,340
shares
|
$1.53 Million
0.15% of portfolio
|
Q1 2024
Added 376.73%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,041
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
13,839
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
13,650
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 30.63%
|