Institutional Ownership Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV). We have compiled data on the 755 institutions that hold shares in the stock, with a total of 56.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,918
shares
|
$635,829
0.5% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,903
shares
|
$634,218
0.01% of portfolio
|
Q3 2025
Reduced 41.43%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
5,856
shares
|
$629,168
0.0% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,852
shares
|
$628,738
0.11% of portfolio
|
Q4 2024
Added 146.4%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
5,825
shares
|
$625,838
0.1% of portfolio
|
Q1 2024
Added 410.96%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
5,810
shares
|
$624,226
0.01% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
5,790
shares
|
$622,077
0.02% of portfolio
|
Q4 2025
Reduced 0.82%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
5,783
shares
|
$621,325
0.0% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
5,707
shares
|
$613,160
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,703
shares
|
$612,730
0.02% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
5,696
shares
|
$611,978
0.03% of portfolio
|
Q4 2025
Reduced 63.68%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
5,695
shares
|
$611,870
0.32% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
5,667
shares
|
$608,862
0.21% of portfolio
|
Q3 2025
Reduced 22.23%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,656
shares
|
$607,680
0.0% of portfolio
|
Q3 2025
Reduced 77.73%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,656
shares
|
$607,680
0.04% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,638
shares
|
$605,746
0.02% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
5,608
shares
|
$602,523
0.34% of portfolio
|
Q4 2025
Reduced 1.46%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,540
shares
|
$595,217
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
5,349
shares
|
$574,696
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
5,344
shares
|
$574,159
0.1% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
5,220
shares
|
$560,836
0.02% of portfolio
|
Q3 2025
Reduced 43.47%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,130
shares
|
$551,167
0.14% of portfolio
|
Q1 2024
Reduced 20.38%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
5,092
shares
|
$547,084
0.01% of portfolio
|
Q1 2025
Reduced 49.0%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 16, 2026 Q4 2025 |
5,075
shares
|
$545,258
0.27% of portfolio
|
Q4 2025
Added 2.55%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
5,072
shares
|
$544,935
0.1% of portfolio
|
Q3 2025
Added 123.24%
|
|