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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,767
shares
|
$297,286
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
2,750
shares
|
$295,460
0.06% of portfolio
|
Q3 2025
Reduced 16.49%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
2,732
shares
|
$293,526
0.02% of portfolio
|
Q2 2024
Added 72.37%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
2,725
shares
|
$292,774
0.01% of portfolio
|
Q3 2025
Reduced 26.19%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
2,712
shares
|
$291,377
0.09% of portfolio
|
Q3 2025
Reduced 37.58%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
2,711
shares
|
$291,269
0.09% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,640
shares
|
$283,641
0.01% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
2,606
shares
|
$279,988
0.22% of portfolio
|
Q2 2025
Reduced 30.84%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
2,568
shares
|
$275,905
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
2,564
shares
|
$275,476
0.16% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
2,540
shares
|
$272,897
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,531
shares
|
$271,930
0.01% of portfolio
|
Q2 2022
Reduced 57.15%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,525
shares
|
$271,286
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
2,500
shares
|
$268,600
0.13% of portfolio
|
Q3 2025
Reduced 87.23%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
2,500
shares
|
$268,600
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,495
shares
|
$268,062
1.03% of portfolio
|
Q3 2022
Reduced 5.38%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,491
shares
|
$267,633
0.02% of portfolio
|
Q3 2025
Reduced 83.38%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
2,466
shares
|
$264,947
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
2,464
shares
|
$264,732
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
2,433
shares
|
$261,401
0.0% of portfolio
|
Q3 2025
Reduced 72.18%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
2,429
shares
|
$260,971
0.03% of portfolio
|
Q3 2025
Added 35.93%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 12, 2026 Q4 2025 |
2,425
shares
|
$260,542
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
2,420
shares
|
$260,004
0.02% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
2,375
shares
|
$255,170
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
2,375
shares
|
$255,170
0.08% of portfolio
|
Q1 2024
New holding
|
|