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 751 institutions that hold shares in the stock, with a total of 56.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
7,521
shares
|
$808,056
0.01% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
7,500
shares
|
$805,800
0.19% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
7,477
shares
|
$803,328
0.28% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,356
shares
|
$790,328
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
7,329
shares
|
$787,427
0.15% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
7,260
shares
|
$780,014
0.03% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
7,201
shares
|
$773,675
0.07% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
6,987
shares
|
$750,683
0.03% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
6,939
shares
|
$745,526
0.01% of portfolio
|
Q4 2025
Reduced 65.93%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
6,936
shares
|
$745,203
0.03% of portfolio
|
Q3 2025
Reduced 70.33%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
6,882
shares
|
$739,402
0.18% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,850
shares
|
$735,964
0.02% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
6,825
shares
|
$733,278
0.18% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,769
shares
|
$727,261
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
6,724
shares
|
$722,426
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,686
shares
|
$718,343
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,631
shares
|
$712,434
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
6,550
shares
|
$703,732
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
6,480
shares
|
$696,211
0.16% of portfolio
|
Q4 2025
Reduced 2.99%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
6,470
shares
|
$695,136
0.03% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
6,360
shares
|
$683,318
0.0% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
6,225
shares
|
$668,814
0.38% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
6,224
shares
|
$668,706
0.06% of portfolio
|
Q3 2025
Added 117.62%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
6,160
shares
|
$661,830
0.04% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
6,125
shares
|
$658,070
0.03% of portfolio
|
Q2 2025
New holding
|
|