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 |
|---|---|---|---|---|---|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
7,020
shares
|
$750,718
0.16% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
6,920
shares
|
$740,024
0.11% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
6,835
shares
|
$730,934
0.33% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
6,800
shares
|
$727,192
0.01% of portfolio
|
Q4 2024
Added 68.32%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
6,753
shares
|
$722,165
2.15% of portfolio
|
Q3 2023
Added 11.47%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
6,745
shares
|
$721,310
0.26% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,698
shares
|
$716,284
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,696
shares
|
$716,070
0.05% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
6,599
shares
|
$705,697
0.01% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,584
shares
|
$704,092
0.04% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,564
shares
|
$701,954
0.01% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
6,540
shares
|
$699,387
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
6,504
shares
|
$695,537
0.01% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,404
shares
|
$684,843
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,400
shares
|
$684,416
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
6,259
shares
|
$669,337
0.12% of portfolio
|
Q3 2024
Reduced 16.33%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
6,187
shares
|
$661,637
0.0% of portfolio
|
Q2 2024
Added 23.94%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
6,128
shares
|
$655,328
0.0% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
6,049
shares
|
$646,880
0.03% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
6,012
shares
|
$642,923
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
6,000
shares
|
$641,640
0.11% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
5,953
shares
|
$636,613
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,895
shares
|
$630,411
0.01% of portfolio
|
Q3 2024
Added 133.65%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
5,769
shares
|
$616,936
0.11% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
5,700
shares
|
$609,558
0.1% of portfolio
|
Q1 2024
Added 500.0%
|