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 457 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
2,578
shares
|
$269,168
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
2,575
shares
|
$268,855
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,520
shares
|
$263,113
0.01% of portfolio
|
Q2 2024
Added 10.53%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
2,510
shares
|
$262,069
0.13% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,508
shares
|
$261,860
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
2,504
shares
|
$261,442
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
2,503
shares
|
$261,338
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
2,467
shares
|
$257,579
0.06% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
2,458
shares
|
$256,639
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,448
shares
|
$255,595
0.11% of portfolio
|
Q2 2023
Reduced 20.13%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
2,400
shares
|
$250,584
0.07% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,400
shares
|
$250,584
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
2,392
shares
|
$249,748
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
2,329
shares
|
$243,170
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
2,262
shares
|
$236,175
0.03% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
2,260
shares
|
$235,966
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
2,250
shares
|
$234,922
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
2,250
shares
|
$234,922
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,250
shares
|
$234,922
0.07% of portfolio
|
Q4 2023
Added 19.68%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
2,234
shares
|
$233,251
0.11% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,233
shares
|
$233,147
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
2,175
shares
|
$227,091
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,160
shares
|
$225,525
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
2,151
shares
|
$224,585
0.0% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
2,132
shares
|
$222,602
0.02% of portfolio
|
Q4 2024
Reduced 2.29%
|