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 551 institutions that hold shares in the stock, with a total of 50.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,336
shares
|
$448,862
1.21% of portfolio
|
Q2 2023
Reduced 1.72%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
4,314
shares
|
$446,585
0.13% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,295
shares
|
$444,618
0.06% of portfolio
|
Q1 2024
Added 338.71%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,290
shares
|
$444,100
0.04% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,250
shares
|
$439,960
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
4,233
shares
|
$438,200
0.19% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
4,210
shares
|
$435,819
0.04% of portfolio
|
Q3 2024
Reduced 81.65%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,205
shares
|
$435,301
0.02% of portfolio
|
Q3 2024
Added 77.43%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
4,200
shares
|
$434,784
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
4,085
shares
|
$422,879
0.01% of portfolio
|
Q1 2024
Added 410.63%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,037
shares
|
$417,910
0.43% of portfolio
|
Q1 2022
Reduced 4.15%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
4,028
shares
|
$416,978
0.28% of portfolio
|
Q3 2024
Added 66.72%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
4,000
shares
|
$414,080
0.24% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$414,080
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,991
shares
|
$413,148
0.0% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,989
shares
|
$412,941
0.0% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
3,980
shares
|
$412,009
0.04% of portfolio
|
Q2 2024
Reduced 14.96%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
3,957
shares
|
$409,628
0.07% of portfolio
|
Q3 2024
Added 43.89%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
3,831
shares
|
$396,585
0.03% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
3,767
shares
|
$389,959
0.27% of portfolio
|
Q3 2024
Added 37.93%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
3,737
shares
|
$386,854
0.13% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
3,731
shares
|
$386,233
0.81% of portfolio
|
Q3 2022
Added 5.19%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,725
shares
|
$385,612
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
3,720
shares
|
$385,094
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
3,714
shares
|
$384,473
0.01% of portfolio
|
Q3 2024
New holding
|