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 |
|---|---|---|---|---|---|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
3,550
shares
|
$381,412
0.06% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
3,541
shares
|
$380,445
0.15% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
3,512
shares
|
$377,329
0.13% of portfolio
|
Q4 2025
Reduced 72.34%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,500
shares
|
$376,040
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
3,495
shares
|
$375,502
0.04% of portfolio
|
Q4 2025
Added 1.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
3,470
shares
|
$372,816
0.01% of portfolio
|
Q3 2025
Reduced 89.89%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
3,457
shares
|
$371,420
0.0% of portfolio
|
Q3 2025
Reduced 9.07%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
3,405
shares
|
$365,833
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
3,385
shares
|
$363,684
0.03% of portfolio
|
Q4 2025
Added 2.27%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
3,380
shares
|
$363,147
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
3,375
shares
|
$362,610
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,364
shares
|
$361,428
0.14% of portfolio
|
Q4 2025
Reduced 78.26%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
3,350
shares
|
$359,924
0.13% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,325
shares
|
$357,238
0.07% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
3,307
shares
|
$355,304
0.13% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,300
shares
|
$354,552
0.08% of portfolio
|
Q1 2024
Added 386.01%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 13, 2025 Q3 2025 |
3,268
shares
|
$351,113
0.13% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
3,257
shares
|
$349,932
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
3,235
shares
|
$347,568
0.18% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
3,201
shares
|
$343,915
0.08% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
South Shore Capital Advisors
|
Jan 21, 2026 Q4 2025 |
3,187
shares
|
$342,411
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
3,175
shares
|
$341,122
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
3,155
shares
|
$338,973
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,144
shares
|
$337,791
0.01% of portfolio
|
Q3 2025
Reduced 56.7%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,115
shares
|
$334,675
0.98% of portfolio
|
Q2 2023
Reduced 1.58%
|
|