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 744 institutions that hold shares in the stock, with a total of 73.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
99,292
shares
|
$11.1 Million
0.11% of portfolio
|
Q1 2025
Added 1506.15%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
99,174
shares
|
$11.1 Million
3.75% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
98,311
shares
|
$11 Million
0.05% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
93,319
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
92,111
shares
|
$10.3 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Kadensa Capital LTD
Central, K3 |
May 15, 2025 Q1 2025 |
89,714
shares
|
$10 Million
1.15% of portfolio
|
Q1 2025
Added 3555.83%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
88,961
shares
|
$9.94 Million
0.06% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Altus Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
88,440
shares
|
$9.88 Million
4.64% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Valence8 Us LP
Cambridge, MA |
May 12, 2025 Q1 2025 |
87,696
shares
|
$9.8 Million
3.66% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
86,659
shares
|
$9.68 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
84,999
shares
|
$9.49 Million
0.04% of portfolio
|
Q1 2025
Added 107.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
83,180
shares
|
$9.29 Million
0.02% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
80,488
shares
|
$8.99 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
80,449
shares
|
$8.99 Million
0.19% of portfolio
|
Q1 2025
Added 221.8%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
80,340
shares
|
$8.97 Million
0.05% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
79,234
shares
|
$8.85 Million
0.65% of portfolio
|
Q1 2025
Added 50.83%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
79,192
shares
|
$8.85 Million
2.71% of portfolio
|
Q3 2022
Added 6.71%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
77,707
shares
|
$8.68 Million
0.13% of portfolio
|
Q1 2025
Reduced 86.24%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
76,502
shares
|
$8.55 Million
3.04% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
75,289
shares
|
$8.41 Million
0.26% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
73,551
shares
|
$8.22 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
72,317
shares
|
$8.08 Million
0.0% of portfolio
|
Q1 2025
Added 92.49%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
71,167
shares
|
$7.95 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
71,087
shares
|
$7.94 Million
0.09% of portfolio
|
Q1 2025
Added 137.99%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
70,928
shares
|
$7.92 Million
0.19% of portfolio
|
Q1 2025
Added 207.22%
|