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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
3,625
shares
|
$375,260
0.0% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
3,600
shares
|
$372,672
0.14% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
3,600
shares
|
$372,672
0.0% of portfolio
|
Q1 2024
Added 414.29%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
3,590
shares
|
$371,636
0.91% of portfolio
|
Q3 2022
Reduced 8.98%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,559
shares
|
$368,427
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,550
shares
|
$367,496
0.01% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
3,527
shares
|
$365,115
0.01% of portfolio
|
Q3 2024
Reduced 20.51%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
3,503
shares
|
$362,630
0.12% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
3,500
shares
|
$362,320
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,490
shares
|
$361,284
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
3,452
shares
|
$357,351
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,425
shares
|
$354,556
0.07% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
3,405
shares
|
$352,485
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,401
shares
|
$352,071
0.01% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
3,394
shares
|
$351,346
0.0% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
3,375
shares
|
$349,380
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,375
shares
|
$349,380
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
3,372
shares
|
$349,069
0.06% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
3,335
shares
|
$345,239
0.13% of portfolio
|
Q1 2024
Added 239.96%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
3,320
shares
|
$343,686
0.01% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
3,300
shares
|
$341,616
0.07% of portfolio
|
Q1 2024
Added 386.01%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
3,295
shares
|
$341,098
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
3,256
shares
|
$337,061
0.01% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
3,210
shares
|
$332,299
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,193
shares
|
$330,539
0.0% of portfolio
|
Q3 2024
Added 36.57%
|