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 |
|---|---|---|---|---|---|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
21,050
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2024
Added 200.71%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
20,716
shares
|
$2.23 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
20,636
shares
|
$2.22 Million
0.3% of portfolio
|
Q4 2025
Added 0.74%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
20,369
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 43.38%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
20,344
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
20,343
shares
|
$2.19 Million
0.12% of portfolio
|
Q3 2025
Added 37.35%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
20,069
shares
|
$2.16 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
20,013
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 33.81%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 20, 2026 Q4 2025 |
19,915
shares
|
$2.14 Million
0.48% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
19,687
shares
|
$2.12 Million
0.41% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
19,673
shares
|
$2.11 Million
0.16% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
19,328
shares
|
$2.08 Million
0.03% of portfolio
|
Q3 2025
Added 53.28%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
19,180
shares
|
$2.06 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
19,177
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 21, 2026 Q4 2025 |
19,001
shares
|
$2.04 Million
1.23% of portfolio
|
Q4 2025
Added 17.96%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
19,000
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
18,993
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 35.59%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
18,682
shares
|
$2.01 Million
1.45% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
18,492
shares
|
$1.99 Million
0.05% of portfolio
|
Q2 2025
Reduced 51.9%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
18,485
shares
|
$1.99 Million
9.68% of portfolio
|
Q3 2023
Reduced 39.45%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
18,373
shares
|
$1.97 Million
0.04% of portfolio
|
Q4 2025
Added 4.0%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 20, 2026 Q4 2025 |
18,367
shares
|
$1.97 Million
0.2% of portfolio
|
Q4 2025
Reduced 1.08%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
17,926
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
17,814
shares
|
$1.91 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,745
shares
|
$1.91 Million
0.03% of portfolio
|
Q2 2024
Added 4.94%
|
|