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Get Institutions for : 
iShares S&P GSTI Tech Index Fd (IGM)  
$83.67 1.95 (2.39%) as of 4:30 Fri 4/26


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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  : 
326.55 (79.6%)  




 
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/ 554 - 2023-12-31 449,217 $201,330,000 19,310
   BANK OF MONTREAL /CAN/ 167 - 2023-12-31 417,366 $188,403,000 65,296
   Equitable Holdings Inc. 10 - 2023-12-31 374,950 $168,045,000 -5,000
   MORGAN STANLEY 1016 - 2023-12-31 277,099 $124,191,000 34,085
   ROYAL BANK OF CANADA 509 - 2023-12-31 202,016 $90,541,000 539
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8 - 2023-12-31 184,907 $82,872,000 -4,429
   HPM Partners LLC - 2023-12-31 177,009 $79,332,000 149,399
   YCMNET ADVISORS INC 16 - 2023-12-31 123,194 $55,213,000 -4,155
   LPL FINANCIAL CORP 498 - 2023-12-31 111,243 $49,857,000 7,016
   J P MORGAN CHASE & CO 1116 - 2023-12-31 106,602 $47,777,000 60,095
   Gray Foundation 2 - 2023-12-31 87,014 $38,998,000 0
   RAYMOND JAMES & ASSOCIATES 587 - 2023-12-31 64,216 $28,780,000 136
   WELLS FARGO & CO/MN 912 - 2023-12-31 61,778 $27,687,000 1,525
   UBS Group AG 969 - 2023-12-31 58,938 $26,415,000 7,100
   GOLDMAN SACHS GROUP INC/ 1438 - 2023-12-31 53,038 $23,771,000 1,708
   AMERIPRISE FINANCIAL INC 1196 - 2023-12-31 50,443 $22,607,000 13,945
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 48,300 $21,647,000 -3,400
   Legacy Financial Strategies LLC 6 - 2024-03-31 247,896 $21,364,000 205,059
   GM Advisory Group Inc. 16 - 2023-12-31 45,122 $20,223,000 -1,813
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 485 - 2023-12-31 44,483 $19,936,000 373
   JANNEY MONTGOMERY SCOTT LLC 324 - 2023-12-31 40,395 $18,104,000 -919
   Stuart Chaussee & Associates Inc. 5 - 2023-12-31 40,194 $18,014,000 -929
   ENVESTNET ASSET MANAGEMENT INC 1105 - 2023-12-31 39,173 $17,556,000 2,342
   COMMONWEALTH EQUITY SERVICES LLC. 565 - 2023-12-31 32,214 $14,438,000 -18,185
   BAILARD BIEHL & KAISER INC 62 - 2023-12-31 27,956 $12,530,000 524
   MATHES COMPANY INC 2 - 2023-12-31 27,416 $12,287,000 -37
   MARINER WEALTH ADVISORS, LLC 424 - 2023-12-31 26,412 $11,837,000 4,348
   Avestar Capital LLC 16 - 2023-12-31 26,263 $11,771,000 -4,690
   AE Wealth Management LLC 366 - 2023-12-31 23,612 $11,269,000 -11,801
   STIFEL FINANCIAL CORP 789 - 2023-12-31 21,272 $9,534,000 1,463
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 720 - 2023-12-31 20,981 $9,403,000 18,159
   CIBC WORLD MARKETS INC. 235 - 2023-12-31 20,683 $9,270,000 -670
   CIC Wealth LLC 7 - 2024-03-31 102,577 $8,840,000 85,311
   BB&T CORP 671 - 2023-12-31 18,811 $8,431,000 -1,362
   Advisor Group Holdings Inc. 889 - 2023-12-31 18,639 $8,361,000 -6,119
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 401 - 2023-09-30 21,822 $8,340,000 -5,527
   PNC FINANCIAL SERVICES GROUP INC 554 - 2023-12-31 16,680 $7,476,000 146
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 547 - 2023-12-31 15,816 $7,089,000 -305
   White Lighthouse Investment Management Inc. - 2023-12-31 13,279 $5,951,000 -142
   CITADEL ADVISORS LLC 1493 - 2023-12-31 12,706 $5,695,000 -2,675
   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
   WealthBridge Capital Management LLC 11 - 2023-12-31 11,968 $5,364,000 -54
   PRUDENTIAL FINANCIAL INC 894 - 2023-12-31 11,921 $5,343,000 263
   Dynamic Wealth Strategies LLC 8 - 2023-12-31 11,712 $5,249,000 0
   DAGCO INC. 8 *New 2023-12-31 11,712 $5,249,000 11,712
   Meridian Wealth Management LLC 68 - 2023-12-31 11,602 $5,200,000 -10,434
   DEUTSCHE BANK AG 1238 - 2023-12-31 11,110 $4,979,000 0
   SCOTIA CAPITAL INC. 242 - 2023-12-31 11,049 $4,952,000 719
   HB Wealth Management LLC 138 - 2023-12-31 10,889 $4,880,000 -10
   Apexium Financial LP 38 - 2024-03-31 56,572 $4,875,000 46,792
   Graves-Light Private Wealth Management Inc. 42 - 2023-12-31 10,504 $4,708,000 -35
   ASSET MANAGEMENT GROUP, INC. 31 - 2023-12-31 10,040 $4,500,000 -13
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 273 - 2023-12-31 9,678 $4,337,000 -193
   AFT, FORSYTH & COMPANY, INC. 7 - 2023-12-31 9,380 $4,204,000 -163
   ACIMA PRIVATE WEALTH LLC 17 - 2023-12-31 8,900 $3,989,000 0
   FIRST TRUST ADVISORS LP 1404 *New 2023-12-31 8,728 $3,912,000 8,728
   Private Advisor Group LLC 528 - 2023-12-31 8,592 $3,851,000 3,525
   Portfolio Strategies Inc. 19 - 2023-12-31 8,560 $3,837,000 -87
   Humankind Investments LLC 15 *New 2023-12-31 8,155 $3,655,000 8,155
   HIGHTOWER ADVISORS, LLC 1116 - 2023-12-31 7,971 $3,570,000 1,912
   MULTIFINANCIAL SECURITIES CORP 352 - 2023-12-31 7,967 $3,570,000 1,424
   SHELTON WEALTH MANAGEMENT LLC 11 - 2023-12-31 7,263 $3,255,000 -2,615
   Goss Wealth Management LLC 481 - 2023-12-31 7,194 $3,224,000 -2,795
   BANK OF NEW YORK MELLON CORP 2599 - 2023-12-31 6,940 $3,111,000 -169
   MERIDIAN INVESTMENT COUNSEL INC. 23 - 2023-12-31 6,833 $3,062,000 0
   Milestone Investment Advisors LLC 31 - 2023-12-31 6,174 $2,767,000 -23
   Milestone Advisory Partners 19 - 2023-09-30 6,753 $2,581,000 695
   ADVISORY SERVICES NETWORK, LLC 359 - 2023-12-31 5,701 $2,555,000 -51
   IHT Wealth Management LLC 188 - 2023-12-31 5,477 $2,455,000 35
   Campion Asset Management LLC 13 - 2023-12-31 5,415 $2,427,000 -410
   Clarity Wealth Advisors LLC 33 - 2024-03-31 27,166 $2,341,000 22,614
   One Capital Management LLC 138 - 2023-12-31 4,975 $2,230,000 -480
   KKM Financial LLC 25 - 2023-12-31 4,973 $2,229,000 0
   ATRIA INVESTMENTS LLC 564 - 2023-12-31 4,867 $2,181,000 397
   Migdal Insurance & Financial Holdings Ltd. 116 - 2023-12-31 4,464 $2,001,000 -434
   NATIONAL ASSET MANAGEMENT, INC. 372 - 2023-12-31 4,284 $1,920,000 -125
   MIDLAND WEALTH ADVISORS LLC 46 - 2023-12-31 4,106 $1,840,000 0
   FMR LLC 2181 - 2023-12-31 4,079 $1,828,000 248
   U.S. Capital Wealth Advisors LLC 257 *New 2023-12-31 3,918 $1,756,000 3,918
   Fort Sheridan Advisors LLC 53 - 2023-12-31 3,837 $1,720,000 -173
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1023 - 2024-03-31 18,907 $1,629,000 15,787
   MERCER GLOBAL ADVISORS INC /ADV 792 - 2023-12-31 3,623 $1,624,000 476
   CAPTRUST FINANCIAL ADVISORS 1001 - 2023-12-31 3,609 $1,617,000 0
   NATIONAL BANK OF CANADA /FI/ 913 - 2023-12-31 3,660 $1,597,000 -130
   STEPHENS INC /AR/ 448 - 2023-12-31 3,563 $1,597,000 -53
   WEBSTER BANK 94 - 2024-03-31 18,078 $1,558,000 15,065
   CREATIVE PLANNING 1021 - 2023-12-31 3,439 $1,541,000 207
   Nikulski Financial Inc. 53 - 2024-03-31 17,346 $1,495,000 14,876
   CALDWELL SUTTER CAPITAL INC. 38 - 2024-03-31 16,902 $1,457,000 13,982
   Houlihan Financial Resource Group Ltd. 33 - 2023-12-31 3,217 $1,442,000 100
   Atria Wealth Solutions Inc. 719 - 2023-12-31 3,196 $1,432,000 153
   PROSPERA FINANCIAL SERVICES 382 - 2023-12-31 3,147 $1,410,000 118
   WESPAC ADVISORS, LLC *New 2023-12-31 3,140 $1,407,000 3,140
   Crescent Grove Advisors LLC 90 - 2023-12-31 3,008 $1,348,000 0
   M&T BANK CORP 782 - 2023-12-31 2,914 $1,306,000 764
   Security Financial Services INC. 57 - 2024-03-31 15,112 $1,302,000 12,322
   CLIFFORD ASSOCIATES LLC 161 - 2024-03-31 15,000 $1,293,000 12,500
   SMITH MOORE & CO. 127 - 2023-12-31 2,859 $1,281,000 330
   Pallas Capital Advisors LLC 187 - 2024-03-31 14,735 $1,270,000 12,239
  100 Records found
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