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Get Institutions for : 
iShares S&P GSTI Tech Index Fd (IGM)  
$89.44 0.80 (0.9%) as of 4:30 Fri 5/24


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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  : 
320.78 (78.2%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 540 - 2024-03-31 2,791,935 $240,609,000 2,342,718
   Equitable Holdings Inc. 11 - 2024-03-31 2,105,588 $181,460,000 1,730,638
   MORGAN STANLEY 945 - 2024-03-31 1,699,676 $146,478,000 1,422,577
   BANK OF MONTREAL /CAN/ 266 - 2024-03-31 1,185,937 $103,900,000 768,571
   ROYAL BANK OF CANADA 483 - 2024-03-31 1,184,067 $102,044,000 982,051
   HPM Partners LLC 91 - 2024-03-31 1,043,475 $89,927,000 866,466
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10 - 2024-03-31 1,009,071 $86,962,000 824,164
   LPL FINANCIAL CORP 466 - 2024-03-31 738,150 $63,614,000 626,907
   YCMNET ADVISORS INC 15 - 2024-03-31 705,942 $60,838,000 582,748
   J P MORGAN CHASE & CO 1105 - 2024-03-31 667,764 $57,548,000 561,162
   Gray Foundation 2 - 2024-03-31 522,084 $44,993,000 435,070
   WELLS FARGO & CO/MN 848 - 2024-03-31 408,265 $35,184,000 346,487
   UBS Group AG 937 - 2024-03-31 389,368 $33,556,000 330,430
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 306 - 2024-03-31 325,000 $28,009,000 276,700
   AMERIPRISE FINANCIAL INC 1130 - 2024-03-31 307,474 $26,494,000 257,031
   RAYMOND JAMES & ASSOCIATES 655 - 2024-03-31 306,070 $26,377,000 241,854
   GM Advisory Group Inc. 15 - 2024-03-31 287,719 $24,796,000 242,597
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 450 - 2024-03-31 271,599 $23,406,000 227,116
   ENVESTNET ASSET MANAGEMENT INC 1025 - 2024-03-31 267,266 $23,033,000 228,093
   Legacy Financial Strategies LLC 6 - 2024-03-31 247,896 $21,364,000 205,059
   Stuart Chaussee & Associates Inc. 5 - 2024-03-31 236,766 $20,404,000 196,572
   JANNEY MONTGOMERY SCOTT LLC 364 - 2024-03-31 204,773 $17,647,000 164,378
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 410 - 2024-03-31 198,626 $17,118,000 177,645
   COMMONWEALTH EQUITY SERVICES LLC. 569 - 2024-03-31 189,817 $16,359,000 157,603
   GOLDMAN SACHS GROUP INC/ 1734 - 2024-03-31 175,290 $15,106,000 122,252
   MATHES COMPANY INC 1 - 2024-03-31 164,496 $14,176,000 137,080
   MARINER WEALTH ADVISORS, LLC 413 - 2024-03-31 164,412 $14,169,000 138,000
   BAILARD BIEHL & KAISER INC 58 - 2024-03-31 156,937 $13,525,000 128,981
   STIFEL FINANCIAL CORP 782 - 2024-03-31 125,807 $10,842,000 104,535
   CIBC WORLD MARKETS INC. 262 - 2024-03-31 123,066 $10,606,000 102,383
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 156 - 2024-03-31 118,824 $10,240,000 109,146
   BB&T CORP 639 - 2024-03-31 108,862 $9,382,000 90,051
   CIC Wealth LLC 7 - 2024-03-31 102,577 $8,840,000 85,311
   Avestar Capital LLC 22 - 2024-03-31 102,439 $8,828,000 76,176
   Advisor Group Holdings Inc. 758 - 2024-03-31 99,652 $8,590,000 81,013
   PNC FINANCIAL SERVICES GROUP INC 547 - 2024-03-31 97,551 $8,407,000 80,871
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 517 - 2024-03-31 97,009 $8,360,000 81,193
   HB Wealth Management LLC 105 - 2024-03-31 94,801 $8,170,000 83,912
   PRUDENTIAL FINANCIAL INC 754 - 2024-03-31 92,134 $7,940,000 80,213
   White Lighthouse Investment Management Inc. 18 - 2024-03-31 75,823 $6,534,000 62,544
   WealthBridge Capital Management LLC 11 - 2024-03-31 71,393 $6,153,000 59,425
   Meridian Wealth Management LLC 21 - 2024-03-31 69,612 $5,999,000 58,010
   Dynamic Wealth Strategies LLC 7 - 2024-03-31 69,338 $5,976,000 57,626
   DEUTSCHE BANK AG 1192 - 2024-03-31 66,660 $5,745,000 55,550
   SCOTIA CAPITAL INC. 236 - 2024-03-31 66,648 $5,743,000 55,599
   FIRST TRUST ADVISORS LP 1229 - 2024-03-31 66,333 $5,717,000 57,605
   CWM LLC 397 - 2024-03-31 63,941 $5,510,000 53,249
   Carnick & Kubik Group LLC 64 - 2024-03-31 62,678 $5,402,000 53,015
   ASSET MANAGEMENT GROUP, INC. 31 - 2024-03-31 59,939 $5,166,000 49,899
   Private Advisor Group LLC 453 - 2024-03-31 59,629 $5,139,000 51,037
   Graves-Light Private Wealth Management Inc. 42 - 2024-03-31 57,024 $4,914,000 46,520
   Apexium Financial LP 38 - 2024-03-31 56,572 $4,875,000 46,792
   AFT, FORSYTH & COMPANY, INC. 7 - 2024-03-31 56,097 $4,834,000 46,717
   ACIMA PRIVATE WEALTH LLC 15 - 2024-03-31 53,400 $4,602,000 44,500
   Humankind Investments LLC 15 - 2024-03-31 48,930 $4,217,000 40,775
   KKM Financial LLC 7 - 2024-03-31 48,817 $4,207,000 43,844
   Goss Wealth Management LLC 466 - 2024-03-31 45,431 $3,915,000 38,237
   BANK OF NEW YORK MELLON CORP 2454 - 2024-03-31 43,454 $3,745,000 36,514
   INTERACTIVE FINANCIAL ADVISORS 16 - 2024-03-31 41,178 $3,549,000 36,678
   MERIDIAN INVESTMENT COUNSEL INC. 19 - 2024-03-31 39,980 $3,445,000 33,147
   Milestone Investment Advisors LLC 30 - 2024-03-31 36,680 $3,161,000 30,506
   Campion Asset Management LLC 13 - 2024-03-31 33,534 $2,890,000 28,119
   ADVISORY SERVICES NETWORK, LLC 353 - 2024-03-31 33,494 $2,886,000 27,793
   SHELTON WEALTH MANAGEMENT LLC 12 - 2024-03-31 33,216 $2,863,000 25,953
   IHT Wealth Management LLC 188 - 2024-03-31 32,564 $2,806,000 27,087
   HIGHTOWER ADVISORS, LLC 1241 - 2024-03-31 32,505 $2,805,000 24,534
   MULTIFINANCIAL SECURITIES CORP 677 - 2024-03-31 31,918 $2,751,000 23,951
   Milestone Advisory Partners 19 - 2023-09-30 6,753 $2,581,000 695
   One Capital Management LLC 134 - 2024-03-31 29,850 $2,572,000 24,875
   Migdal Insurance & Financial Holdings Ltd. 110 - 2024-03-31 27,234 $2,347,000 22,770
   Clarity Wealth Advisors LLC 33 - 2024-03-31 27,166 $2,341,000 22,614
   ATRIA INVESTMENTS LLC 564 - 2023-12-31 4,867 $2,181,000 397
   FMR LLC 2162 - 2024-03-31 24,960 $2,151,000 20,881
   MIDLAND WEALTH ADVISORS LLC 43 - 2024-03-31 24,558 $2,116,000 20,452
   Cresset Asset Management LLC 609 - 2024-03-31 24,303 $2,094,000 22,040
   MERCER GLOBAL ADVISORS INC /ADV 720 - 2024-03-31 23,680 $2,041,000 20,057
   U.S. Capital Wealth Advisors LLC 225 - 2024-03-31 23,634 $2,037,000 19,716
   CAPTRUST FINANCIAL ADVISORS 803 - 2024-03-31 22,962 $1,979,000 19,353
   Fort Sheridan Advisors LLC 49 - 2024-03-31 22,949 $1,978,000 19,112
   BROWN ADVISORY HOLDINGS INC 651 - 2024-03-31 22,080 $1,903,000 20,953
   NATIONAL BANK OF CANADA /FI/ 874 - 2024-03-31 22,273 $1,901,000 18,613
   CREATIVE PLANNING 994 - 2024-03-31 21,416 $1,846,000 17,977
   STEPHENS INC /AR/ 445 - 2024-03-31 21,044 $1,814,000 17,481
   WESPAC ADVISORS, LLC 23 - 2024-03-31 20,106 $1,733,000 16,966
   NATIONAL ASSET MANAGEMENT, INC. 399 - 2024-03-31 4,409 $1,687,000 125
   Houlihan Financial Resource Group Ltd. 32 - 2024-03-31 19,322 $1,665,000 16,105
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1023 - 2024-03-31 18,907 $1,629,000 15,787
   SMITH MOORE & CO. 122 - 2024-03-31 18,353 $1,582,000 15,494
   Adviser Investments LLC 261 - 2024-03-31 18,102 $1,560,000 16,090
   WEBSTER BANK 94 - 2024-03-31 18,078 $1,558,000 15,065
   HARMONY ASSET MANAGEMENT LLC 48 - 2024-03-31 17,804 $1,534,000 15,651
   M&T BANK CORP 753 - 2024-03-31 17,508 $1,509,000 14,594
   Nikulski Financial Inc. 53 - 2024-03-31 17,346 $1,495,000 14,876
   GREAT VALLEY ADVISOR GROUP INC. 311 - 2024-03-31 17,090 $1,473,000 16,569
   CALDWELL SUTTER CAPITAL INC. 38 - 2024-03-31 16,902 $1,457,000 13,982
   Perigon Wealth Management LLC 297 - 2024-03-31 16,699 $1,439,000 13,917
   PROSPERA FINANCIAL SERVICES 382 - 2023-12-31 3,147 $1,410,000 118
   H D Vest Advisory Services 638 - 2024-03-31 16,324 $1,407,000 13,495
   FINANCIAL NETWORK 1247 - 2024-03-31 16,008 $1,380,000 14,188
   Capital Wealth Alliance LLC 37 - 2024-03-31 15,385 $1,326,000 13,347
  100 Records found
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