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 |
|---|---|---|---|---|---|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,125
shares
|
$657,028
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
6,094
shares
|
$653,703
0.12% of portfolio
|
Q2 2025
Reduced 26.49%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,057
shares
|
$649,734
0.0% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
6,040
shares
|
$647,910
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
6,010
shares
|
$644,692
0.6% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
5,965
shares
|
$639,865
0.09% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
5,918
shares
|
$634,823
0.52% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
5,857
shares
|
$628,280
0.01% of portfolio
|
Q2 2025
Reduced 38.63%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,852
shares
|
$627,744
0.11% of portfolio
|
Q4 2024
Added 146.4%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,841
shares
|
$626,564
0.04% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
5,825
shares
|
$624,847
0.1% of portfolio
|
Q1 2024
Added 410.96%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
5,711
shares
|
$612,618
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
5,695
shares
|
$610,902
0.34% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,675
shares
|
$608,757
0.04% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,583
shares
|
$598,888
0.02% of portfolio
|
Q1 2025
Reduced 24.01%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
5,558
shares
|
$596,206
0.02% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,540
shares
|
$594,275
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
5,526
shares
|
$592,774
0.08% of portfolio
|
Q2 2025
Added 88.6%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,492
shares
|
$589,126
0.05% of portfolio
|
Q1 2025
Reduced 44.85%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
5,454
shares
|
$585,050
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
5,305
shares
|
$569,067
0.15% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
5,250
shares
|
$563,167
0.02% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,244
shares
|
$562,523
0.05% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
5,197
shares
|
$557,482
0.02% of portfolio
|
Q2 2025
Added 20.16%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,130
shares
|
$550,295
0.14% of portfolio
|
Q1 2024
Reduced 20.38%
|