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 749 institutions that hold shares in the stock, with a total of 55.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
500
shares
|
$53,720
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
494
shares
|
$53,075
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jan 29, 2026 Q4 2025 |
473
shares
|
$50,819
0.01% of portfolio
|
Q4 2025
Reduced 3.67%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
450
shares
|
$48,348
0.0% of portfolio
|
Q3 2025
Reduced 34.21%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
440
shares
|
$47,273
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
440
shares
|
$47,273
0.0% of portfolio
|
Q4 2025
Added 417.65%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
428
shares
|
$45,984
0.0% of portfolio
|
Q4 2025
Added 1428.57%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
427
shares
|
$45,876
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
421
shares
|
$45,232
0.01% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
420
shares
|
$45,124
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
400
shares
|
$42,976
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
389
shares
|
$41,794
0.03% of portfolio
|
Q2 2022
Reduced 6.71%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
379
shares
|
$40,719
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
375
shares
|
$40,290
0.0% of portfolio
|
Q2 2025
Added 2578.57%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
371
shares
|
$39,860
0.01% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
325
shares
|
$34,918
0.0% of portfolio
|
Q3 2025
Added 160.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2026 Q4 2025 |
323
shares
|
$34,703
0.01% of portfolio
|
Q4 2025
Added 44.84%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
315
shares
|
$33,843
0.0% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
315
shares
|
$33,843
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
305
shares
|
$32,769
0.0% of portfolio
|
Q3 2025
Reduced 98.69%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
293
shares
|
$31,479
0.0% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Archer Investment Corp
|
Jan 30, 2026 Q4 2025 |
290
shares
|
$31,157
0.01% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
280
shares
|
$30,083
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
266
shares
|
$28,579
0.0% of portfolio
|
Q3 2025
Added 232.5%
|
|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
265
shares
|
$28,471
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|