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Get Institutions for : 
iShares S&P GSTI Tech Index Fd (IGM)  
$88.93 0.12 (0.14%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 300    11
Total shares held : 
3,983,274  
% of shares held : 
44.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  25  
Amount of shares held : 
338,490  
% of shares held change : 
  3.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$386.82  
Last Quarter's Ending Price : 
$448.18  
Last Quarter's Average Price
$410.22  
Change from last quarter's     
avg. price to the last closing  : 
321.29 (78.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 48,698
 1.22%
 
Increased Positions :
87
 431,443
 10.83%
 
Unchanged Positions :
116
 199,113
 5%
 
Decreased Positions :
73
-101,032
-2.54%
 
Closed Positions :
13
-40,619
-1.02%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Northeast Financial Consultants Inc 52 *New 2024-03-31 77,994 $6,722,000 77,994
   SHEETS SMITH & ASSOCIATES INC 55 *New 2024-03-31 47,595 $4,102,000 47,595
   Rockefeller Capital Management L.P. 814 *New 2024-03-31 39,461 $3,401,000 39,461
   ALLIANCEBERNSTEIN L.P. 1808 *New 2024-03-31 28,061 $2,418,000 28,061
   Sowell Financial Services LLC 191 *New 2024-03-31 27,514 $2,371,000 27,514
   Empirical Asset Management LLC 70 *New 2024-03-31 9,420 $812,000 9,420
   JANE STREET GROUP LLC 3540 *New 2024-03-31 7,693 $663,000 7,693
   HILLTOP HOLDINGS INC. 351 *New 2024-03-31 6,354 $548,000 6,354
   BIONDO INVESTMENT ADVISORS LLC 72 *New 2024-03-31 5,660 $488,000 5,660
   SpiderRock Advisors LLC 428 *New 2024-03-31 4,950 $422,000 4,950
   TANDEM CAPITAL MANAGEMENT CORP /ADV 90 *New 2024-03-31 4,614 $398,000 4,614
   GLENMEDE TRUST CO NA 999 *New 2024-03-31 4,392 $379,000 4,392
   Quadrature Capital LTD 830 *New 2024-03-31 4,391 $379,000 4,391
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 867 *New 2024-03-31 3,474 $299,000 3,474
   HRT FINANCIAL LLC 1555 *New 2024-03-31 2,840 $244,000 2,840
   Horst & Graben Wealth Management LLC 133 *New 2024-03-31 2,673 $230,000 2,673
   Guidance Point Advisors LLC 67 *New 2024-03-31 2,665 $230,000 2,665
   SCOTT & SELBER INC 87 *New 2024-03-31 2,646 $228,000 2,646
   Rollins Financial Advisors LLC 107 *New 2024-03-31 2,598 $224,000 2,598
   EQ LLC 50 *New 2024-03-31 2,583 $223,000 2,583
   Derbend Asset Management 110 *New 2024-03-31 2,508 $216,000 2,508
   TSA Wealth Managment LLC 55 *New 2024-03-31 2,491 $215,000 2,491
   Harbour Trust & Investment Management Co 159 *New 2024-03-31 2,478 $214,000 2,478
   Valeo Financial Advisors LLC 590 *New 2024-03-31 2,588 $214,000 2,588
   Willow Creek Wealth Management Inc. 141 *New 2023-12-31 477 $214,000 477
   Strategic Blueprint LLC 566 *New 2024-03-31 2,436 $210,000 2,436
   Apollon Wealth Management LLC 1017 *New 2024-03-31 2,423 $209,000 2,423
   Manhattan West Asset Management LLC 145 *New 2024-03-31 2,412 $208,000 2,412
   BlueChip Wealth Advisors LLC 119 *New 2024-03-31 2,392 $206,000 2,392
   Calton & Associates Inc. 178 *New 2024-03-31 2,381 $205,000 2,381
   BLACKROCK INC. 4319 *New 2024-03-31 1,884 $162,000 1,884
   Advisors Preferred LLC 128 *New 2024-03-31 1,812 $157,000 1,812
   JONES FINANCIAL COMPANIES LLLP 542 *New 2024-03-31 1,485 $128,000 1,485
   Garde Capital Inc. 256 *New 2023-12-31 235 $105,000 235
   Atlantic Trust Group LLC 1423 *New 2024-03-31 1,068 $93,000 1,068
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 319 *New 2024-03-31 636 $55,000 636
   Financial Gravity Wealth Inc. 262 *New 2024-03-31 366 $32,000 366
   Penserra Capital Management LLC 984 *New 2024-03-31 89 $7,000 89
   FTB Advisors Inc. 1864 *New 2024-03-31 45 $4,000 45

  39 Records found
  1    
  Page 1 of 1
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