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 699 institutions that hold shares in the stock, with a total of 55.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
2,827
shares
|
$283,972
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
2,826
shares
|
$283,871
0.09% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
2,787
shares
|
$279,954
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
2,780
shares
|
$279,251
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,767
shares
|
$277,945
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
2,750
shares
|
$276,237
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
2,732
shares
|
$274,429
0.02% of portfolio
|
Q2 2024
Added 72.37%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,725
shares
|
$273,726
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
2,700
shares
|
$271,215
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
2,655
shares
|
$266,694
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,609
shares
|
$262,074
0.07% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
2,591
shares
|
$260,265
0.45% of portfolio
|
Q4 2024
Reduced 56.67%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
2,540
shares
|
$255,143
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
2,533
shares
|
$254,439
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,531
shares
|
$254,238
0.01% of portfolio
|
Q2 2022
Reduced 57.15%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,525
shares
|
$253,636
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
2,525
shares
|
$253,636
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
2,510
shares
|
$252,129
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,505
shares
|
$251,627
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
2,500
shares
|
$251,125
0.13% of portfolio
|
Q3 2024
Reduced 88.28%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
2,500
shares
|
$251,125
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,495
shares
|
$250,622
1.03% of portfolio
|
Q3 2022
Reduced 5.38%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
2,493
shares
|
$250,421
0.01% of portfolio
|
Q4 2024
Reduced 15.78%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,477
shares
|
$248,814
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,475
shares
|
$248,613
0.02% of portfolio
|
Q1 2024
Added 400.0%
|