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 |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
41,369
shares
|
$4.32 Million
0.12% of portfolio
|
Q2 2024
Added 339.16%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
37,365
shares
|
$3.9 Million
0.23% of portfolio
|
Q4 2024
Reduced 49.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
37,318
shares
|
$3.9 Million
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
37,230
shares
|
$3.89 Million
1.15% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
36,402
shares
|
$3.8 Million
1.03% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
35,971
shares
|
$3.76 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
34,400
shares
|
$3.59 Million
0.44% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
34,336
shares
|
$3.59 Million
2.66% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
32,778
shares
|
$3.42 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
31,104
shares
|
$3.25 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
30,039
shares
|
$3.14 Million
0.08% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
29,682
shares
|
$3.1 Million
0.36% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
29,018
shares
|
$3.03 Million
0.02% of portfolio
|
Q4 2024
Added 81.93%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
27,885
shares
|
$2.91 Million
0.15% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
25,439
shares
|
$2.66 Million
0.01% of portfolio
|
Q4 2024
Added 22.44%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
24,535
shares
|
$2.56 Million
0.04% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
24,187
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Added 30.21%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
23,841
shares
|
$2.49 Million
1.3% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
23,389
shares
|
$2.44 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
23,337
shares
|
$2.44 Million
2.24% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
23,081
shares
|
$2.41 Million
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
22,689
shares
|
$2.37 Million
0.0% of portfolio
|
Q4 2024
Added 42.93%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
22,347
shares
|
$2.33 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
22,184
shares
|
$2.32 Million
0.34% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
22,042
shares
|
$2.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.96%
|