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 777 institutions that hold shares in the stock, with a total of 77.2 Million shares, which have been reported (via 13F filing form) to have a value of $8.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
10,337
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
10,323
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
10,212
shares
|
$1.15 Million
0.38% of portfolio
|
Q2 2025
Reduced 28.32%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
10,110
shares
|
$1.14 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
10,036
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2025
Reduced 37.23%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
9,850
shares
|
$1.11 Million
0.4% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,840
shares
|
$1.11 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
9,838
shares
|
$1.11 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,780
shares
|
$1.1 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
9,585
shares
|
$1.08 Million
0.54% of portfolio
|
Q2 2025
Added 15.5%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
9,527
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,457
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 216.71%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
9,404
shares
|
$1.06 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
9,330
shares
|
$1.05 Million
2.65% of portfolio
|
Q3 2023
Added 6.91%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,319
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
9,300
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Added 36.76%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
9,234
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
9,050
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
9,013
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
9,011
shares
|
$1.02 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
9,000
shares
|
$1.02 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
8,994
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
8,966
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Yarbrough Capital, LLC
|
Oct 20, 2025 Q3 2025 |
8,945
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
8,941
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Added 0.73%
|