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 577 institutions that hold shares in the stock, with a total of 51.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,115
shares
|
$323,492
0.98% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
3,100
shares
|
$321,935
0.14% of portfolio
|
Q2 2024
Added 19.23%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,095
shares
|
$321,415
0.02% of portfolio
|
Q3 2024
Reduced 17.75%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,057
shares
|
$317,469
0.01% of portfolio
|
Q3 2024
Reduced 97.15%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
3,055
shares
|
$317,261
0.11% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,035
shares
|
$315,184
0.03% of portfolio
|
Q2 2020
Reduced 13.26%
|
|
|
Gruss & Co., LLC
|
Oct 16, 2024 Q3 2024 |
3,000
shares
|
$311,550
2.16% of portfolio
|
Q3 2024
Reduced 45.45%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
2,993
shares
|
$310,823
0.09% of portfolio
|
Q3 2024
Added 14.02%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
2,979
shares
|
$309,369
0.03% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,960
shares
|
$307,396
0.01% of portfolio
|
Q3 2024
Reduced 14.43%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
2,947
shares
|
$306,045
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,941
shares
|
$305,422
0.01% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
2,925
shares
|
$303,761
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,892
shares
|
$300,334
0.12% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,872
shares
|
$298,257
0.1% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,871
shares
|
$298,153
0.43% of portfolio
|
Q3 2023
Reduced 64.34%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
2,829
shares
|
$293,791
0.07% of portfolio
|
Q4 2024
Added 19.12%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
2,826
shares
|
$293,480
0.09% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
2,800
shares
|
$290,780
0.0% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
2,793
shares
|
$290,053
0.01% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
2,785
shares
|
$289,222
0.0% of portfolio
|
Q3 2024
Reduced 82.3%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,767
shares
|
$287,352
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,739
shares
|
$284,445
0.0% of portfolio
|
Q3 2024
Reduced 27.81%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
2,732
shares
|
$283,718
0.02% of portfolio
|
Q2 2024
Added 72.37%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,725
shares
|
$282,991
0.01% of portfolio
|
Q1 2024
New holding
|