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 780 institutions that hold shares in the stock, with a total of 77.4 Million shares, which have been reported (via 13F filing form) to have a value of $8.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
7,487
shares
|
$803,130
0.03% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
7,287
shares
|
$781,676
0.25% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,263
shares
|
$779,102
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
7,261
shares
|
$778,887
0.02% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
7,212
shares
|
$773,631
0.03% of portfolio
|
Q1 2025
Added 158.77%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
7,135
shares
|
$765,371
0.03% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
7,111
shares
|
$762,796
0.15% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
7,082
shares
|
$759,686
0.03% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
6,882
shares
|
$738,232
0.19% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
6,850
shares
|
$734,799
0.0% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
6,813
shares
|
$730,830
0.07% of portfolio
|
Q2 2025
Added 66.82%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
6,804
shares
|
$729,865
0.68% of portfolio
|
Q2 2025
Added 48.95%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,769
shares
|
$726,110
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
6,725
shares
|
$721,390
0.18% of portfolio
|
Q1 2025
Added 25.12%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
6,680
shares
|
$716,563
0.19% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
6,670
shares
|
$715,490
0.04% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
6,641
shares
|
$712,380
0.43% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
6,550
shares
|
$702,618
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
6,509
shares
|
$698,220
0.08% of portfolio
|
Q2 2025
Reduced 30.81%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
6,470
shares
|
$694,036
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
6,416
shares
|
$688,244
0.29% of portfolio
|
Q2 2025
Added 361.58%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
6,360
shares
|
$682,237
0.0% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
6,325
shares
|
$678,482
0.48% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
6,296
shares
|
$675,371
0.34% of portfolio
|
Q2 2025
Added 23.77%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
6,283
shares
|
$673,977
0.01% of portfolio
|
Q2 2025
Added 9.16%
|