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Get Institutions for : 
iShares S&P GSTI Tech Index Fd (IGM)  
$85.38 0.22 (0.26%) as of 4:30 Fri 5/10


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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  : 
324.84 (79.19%)  




 
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
   Equitable Holdings Inc. 10 - 2023-12-31 374,950 $168,045,000 -5,000
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8 - 2023-12-31 184,907 $82,872,000 -4,429
   YCMNET ADVISORS INC 16 - 2023-12-31 123,194 $55,213,000 -4,155
   AE Wealth Management LLC 366 - 2023-12-31 23,612 $11,269,000 -11,801
   CIBC WORLD MARKETS INC. 235 - 2023-12-31 20,683 $9,270,000 -670
   BB&T CORP 671 - 2023-12-31 18,811 $8,431,000 -1,362
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 401 - 2023-09-30 21,822 $8,340,000 -5,527
   CITADEL ADVISORS LLC 1493 - 2023-12-31 12,706 $5,695,000 -2,675
   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
   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
   Milestone Investment Advisors LLC 31 - 2023-12-31 6,174 $2,767,000 -23
   Campion Asset Management LLC 13 - 2023-12-31 5,415 $2,427,000 -410
   NATIONAL ASSET MANAGEMENT, INC. 372 - 2023-12-31 4,284 $1,920,000 -125
   Fort Sheridan Advisors LLC 53 - 2023-12-31 3,837 $1,720,000 -173
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 929 - 2023-12-31 2,491 $1,117,000 -470
   Icon Wealth Advisors LLC 119 - 2023-12-31 2,448 $1,097,000 -617
   BOSTON FAMILY OFFICE LLC 155 - 2023-12-31 2,041 $915,000 -55
   Baird Financial Group Inc. 1218 - 2023-12-31 1,687 $756,000 -230
   RESOLUTE FINANCIAL LLC 49 - 2022-12-31 2,097 $587,000 -303
   Keebeck Wealth Management LLC 167 - 2023-12-31 1,291 $579,000 -37
   TIEDEMANN WEALTH MANAGEMENT, LLC 160 - 2023-09-30 1,498 $573,000 -437
   Steward Partners Investment Advisory LLC 970 - 2023-12-31 1,179 $528,000 -773
   BECKER CAPITAL MANAGEMENT INC 205 - 2023-12-31 933 $418,000 -367
   EP WEALTH ADVISORS, INC. 531 - 2023-12-31 914 $410,000 -37
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 65 - 2023-12-31 840 $376,000 -6
   FREESTONE CAPITAL HOLDINGS, LLC 297 - 2023-12-31 821 $368,000 -91
   GELLER FAMILY OFFICE SERVICES LLC 191 - 2023-12-31 721 $323,000 -37
   KICKSTAND VENTURES LLC. 76 - 2023-12-31 711 $319,000 -90
   PATHSTONE FAMILY OFFICE, LLC 1511 - 2023-09-30 532 $203,000 -21
   Qube Research & Technologies Ltd 2705 - 2023-12-31 217 $97,000 -159
   TOWER RESEARCH CAPITAL LLC 2753 - 2023-12-31 192 $86,000 -3,879
   CAMBRIDGE TRUST CO 448 - 2023-12-31 82 $37,000 -23
   Cape Investment Advisory Inc. 453 - 2023-12-31 68 $30,000 -80
  38 Records found
  1    
  Page 1 of 1
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