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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
10,811
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spence Asset Management
|
Jan 07, 2025 Q4 2024 |
10,776
shares
|
$1.13 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,720
shares
|
$1.12 Million
0.41% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
10,513
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
10,111
shares
|
$1.06 Million
0.46% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
9,934
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
9,774
shares
|
$1.02 Million
0.07% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,760
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2024
Added 499.88%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,723
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
9,588
shares
|
$1 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
9,464
shares
|
$988,136
0.04% of portfolio
|
Q4 2024
Reduced 31.61%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
9,351
shares
|
$976,337
0.02% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
9,341
shares
|
$975,293
0.02% of portfolio
|
Q4 2024
Reduced 14.09%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
9,300
shares
|
$971,013
0.01% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
9,267
shares
|
$967,567
0.14% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
9,077
shares
|
$947,729
0.21% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
8,919
shares
|
$931,232
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
8,723
shares
|
$910,768
0.02% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,580
shares
|
$895,837
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
8,361
shares
|
$872,972
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
8,226
shares
|
$858,876
0.54% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
8,198
shares
|
$855,953
0.06% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
7,959
shares
|
$830,999
0.18% of portfolio
|
Q4 2024
Added 27.16%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
7,950
shares
|
$830,059
0.25% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,784
shares
|
$812,727
0.02% of portfolio
|
Q3 2024
Added 4.91%
|