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 776 institutions that hold shares in the stock, with a total of 75.5 Million shares, which have been reported (via 13F filing form) to have a value of $8.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
4,098
shares
|
$462,254
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,093
shares
|
$461,690
0.04% of portfolio
|
Q2 2025
Added 133.89%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
4,085
shares
|
$460,788
0.01% of portfolio
|
Q1 2024
Added 410.63%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
4,070
shares
|
$459,096
0.03% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
4,050
shares
|
$456,840
0.04% of portfolio
|
Q1 2025
Reduced 29.58%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
4,040
shares
|
$455,712
0.27% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,037
shares
|
$455,373
0.43% of portfolio
|
Q1 2022
Reduced 4.15%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$451,200
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
3,957
shares
|
$446,349
0.08% of portfolio
|
Q3 2024
Added 43.89%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
3,935
shares
|
$443,868
0.07% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,883
shares
|
$438,002
0.0% of portfolio
|
Q2 2025
Added 14.88%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
3,858
shares
|
$435,182
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
3,825
shares
|
$431,460
0.11% of portfolio
|
Q2 2025
Reduced 40.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
3,802
shares
|
$428,865
0.02% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,790
shares
|
$427,512
0.02% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
3,775
shares
|
$425,820
0.07% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,735
shares
|
$421,308
0.02% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
3,731
shares
|
$420,856
0.81% of portfolio
|
Q3 2022
Added 5.19%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
3,711
shares
|
$418,600
0.01% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
3,692
shares
|
$416,457
0.01% of portfolio
|
Q2 2025
Reduced 29.34%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
3,650
shares
|
$411,720
0.16% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
3,635
shares
|
$410,028
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
3,595
shares
|
$405,516
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
3,590
shares
|
$404,952
0.91% of portfolio
|
Q3 2022
Reduced 8.98%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
3,589
shares
|
$404,839
0.15% of portfolio
|
Q2 2025
Reduced 1.07%
|