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 605 institutions that hold shares in the stock, with a total of 51.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
115
shares
|
$11,832
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
110
shares
|
$11,317
0.0% of portfolio
|
Q2 2024
Added 22.22%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
100
shares
|
$10,289
0.0% of portfolio
|
Q1 2024
Reduced 62.96%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$10,289
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
91
shares
|
$9,362
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
85
shares
|
$8,745
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
80
shares
|
$8,231
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
75
shares
|
$7,716
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
66
shares
|
$6,790
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
60
shares
|
$6,173
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
55
shares
|
$5,658
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
50
shares
|
$5,144
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
50
shares
|
$5,144
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
48
shares
|
$4,938
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
48
shares
|
$4,938
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
42
shares
|
$4,321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
35
shares
|
$3,601
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
35
shares
|
$3,601
0.0% of portfolio
|
Q1 2024
Reduced 86.17%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
33
shares
|
$3,395
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
30
shares
|
$3,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
27
shares
|
$2,778
0.0% of portfolio
|
Q3 2024
Added 800.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
25
shares
|
$2,572
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
15
shares
|
$1,543
0.0% of portfolio
|
Q4 2024
Reduced 95.65%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
10
shares
|
$1,028
0.0% of portfolio
|
Q2 2024
Added 400.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
10
shares
|
$1,028
0.0% of portfolio
|
Q1 2024
Added 400.0%
|