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 |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
120
shares
|
$12,529
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
120
shares
|
$12,529
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
114
shares
|
$11,902
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
110
shares
|
$11,485
0.0% of portfolio
|
Q3 2024
Reduced 47.62%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
100
shares
|
$10,441
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
95
shares
|
$9,918
0.0% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
94
shares
|
$9,814
0.0% of portfolio
|
Q1 2024
Added 487.5%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
78
shares
|
$8,143
0.0% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
75
shares
|
$7,830
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
73
shares
|
$7,621
0.0% of portfolio
|
Q1 2024
Added 508.33%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
70
shares
|
$7,308
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
67
shares
|
$6,995
0.0% of portfolio
|
Q1 2024
Added 509.09%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
66
shares
|
$6,891
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
63
shares
|
$6,577
0.0% of portfolio
|
Q4 2024
Reduced 79.14%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
42
shares
|
$4,385
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
41
shares
|
$4,280
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
36
shares
|
$3,758
0.01% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
35
shares
|
$3,654
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
24
shares
|
$2,505
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
21
shares
|
$2,192
0.0% of portfolio
|
Q3 2024
Reduced 91.03%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
20
shares
|
$2,088
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14
shares
|
$1,461
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
10
shares
|
$1,044
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4
shares
|
$417
0.0% of portfolio
|
Q2 2022
Reduced 93.22%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|