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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
7,135
shares
|
$804,828
0.03% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
7,111
shares
|
$802,120
0.15% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
7,082
shares
|
$798,849
0.03% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
6,987
shares
|
$788,133
0.03% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
6,882
shares
|
$776,289
0.19% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
6,850
shares
|
$772,680
0.02% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
6,804
shares
|
$767,491
0.68% of portfolio
|
Q2 2025
Added 48.95%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,769
shares
|
$763,543
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
6,725
shares
|
$758,580
0.18% of portfolio
|
Q1 2025
Added 25.12%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
6,680
shares
|
$753,504
0.19% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
6,641
shares
|
$749,104
0.43% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
6,550
shares
|
$738,840
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
6,470
shares
|
$729,816
0.04% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
6,470
shares
|
$729,816
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
6,416
shares
|
$723,724
0.29% of portfolio
|
Q2 2025
Added 361.58%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
6,360
shares
|
$717,408
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
|
$713,460
0.48% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
6,296
shares
|
$710,188
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
|
$708,722
0.01% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,125
shares
|
$690,900
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
6,094
shares
|
$687,403
0.12% of portfolio
|
Q2 2025
Reduced 26.49%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
6,082
shares
|
$686,049
0.07% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,057
shares
|
$683,229
0.0% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
6,010
shares
|
$677,928
0.6% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
5,965
shares
|
$672,852
0.09% of portfolio
|
Q2 2025
Added 3.29%
|