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 |
|---|---|---|---|---|---|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
742
shares
|
$79,720
0.03% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
716
shares
|
$76,927
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
715
shares
|
$76,819
0.01% of portfolio
|
Q3 2025
Reduced 77.89%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
700
shares
|
$75,208
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
698
shares
|
$74,993
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
682
shares
|
$73,274
0.03% of portfolio
|
Q2 2025
Reduced 34.36%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
681
shares
|
$73,166
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
680
shares
|
$73,059
0.01% of portfolio
|
Q3 2025
Added 43.16%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
680
shares
|
$73,059
0.0% of portfolio
|
Q3 2025
Added 58.88%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
674
shares
|
$72,414
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
655
shares
|
$70,373
0.0% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
655
shares
|
$70,373
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
650
shares
|
$69,836
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
625
shares
|
$67,150
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
625
shares
|
$67,150
0.0% of portfolio
|
Q4 2025
Reduced 83.16%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
591
shares
|
$63,497
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
576
shares
|
$61,885
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
575
shares
|
$61,778
0.03% of portfolio
|
Q1 2024
Added 360.0%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
565
shares
|
$60,703
0.02% of portfolio
|
Q3 2024
Reduced 26.14%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
562
shares
|
$60,381
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
540
shares
|
$58,017
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
535
shares
|
$57,480
0.0% of portfolio
|
Q1 2025
Reduced 38.65%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
525
shares
|
$56,406
0.01% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
507
shares
|
$54,472
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
504
shares
|
$54,149
0.01% of portfolio
|
Q4 2023
New holding
|
|