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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
15,326
shares
|
$1.6 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
15,219
shares
|
$1.59 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
15,080
shares
|
$1.57 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
15,062
shares
|
$1.57 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
15,000
shares
|
$1.57 Million
0.06% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
14,688
shares
|
$1.53 Million
0.13% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,340
shares
|
$1.5 Million
0.15% of portfolio
|
Q1 2024
Added 376.73%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
14,237
shares
|
$1.49 Million
0.58% of portfolio
|
Q4 2024
Reduced 32.66%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,449
shares
|
$1.4 Million
0.2% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
13,393
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Added 104.04%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
13,233
shares
|
$1.38 Million
0.08% of portfolio
|
Q4 2024
Added 43.51%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,158
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Reduced 45.72%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
13,114
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
13,100
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Added 495.45%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
12,806
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,792
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
12,253
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
12,229
shares
|
$1.28 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
12,101
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
11,948
shares
|
$1.25 Million
0.55% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
11,904
shares
|
$1.24 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
11,826
shares
|
$1.23 Million
0.37% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
11,091
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
11,046
shares
|
$1.15 Million
0.67% of portfolio
|
Q4 2024
Added 16.72%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
11,042
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
New holding
|