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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,375
shares
|
$143,563
0.01% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,361
shares
|
$142,102
0.07% of portfolio
|
Q2 2022
Reduced 6.84%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,260
shares
|
$131,556
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,233
shares
|
$128,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,212
shares
|
$126,544
0.0% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,201
shares
|
$125,396
0.01% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
1,200
shares
|
$125,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,174
shares
|
$122,577
0.54% of portfolio
|
Q3 2022
Added 6.82%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,158
shares
|
$120,906
0.01% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,068
shares
|
$111,509
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,035
shares
|
$108,064
0.0% of portfolio
|
Q3 2024
Reduced 34.7%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
990
shares
|
$103,365
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
970
shares
|
$101,277
0.31% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
960
shares
|
$100,233
0.02% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
954
shares
|
$99,607
0.0% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
931
shares
|
$97,205
0.0% of portfolio
|
Q4 2024
Added 41.49%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
930
shares
|
$97,101
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
847
shares
|
$88,435
0.0% of portfolio
|
Q4 2024
Reduced 53.87%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
816
shares
|
$85,198
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
745
shares
|
$77,785
0.0% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
742
shares
|
$77,472
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
720
shares
|
$75,175
0.03% of portfolio
|
Q3 2024
Reduced 87.63%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
717
shares
|
$74,861
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
680
shares
|
$70,998
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
650
shares
|
$67,866
0.0% of portfolio
|
Q4 2024
Reduced 27.29%
|