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 $8.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakline Capital LLC
New York, NY |
Feb 14, 2023 Q4 2022 |
17,451
shares
|
$1.95 Million
4.9% of portfolio
|
Q4 2022
Added 11.25%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
17,068
shares
|
$1.91 Million
2.35% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
16,854
shares
|
$1.88 Million
0.08% of portfolio
|
Q2 2025
Added 50.21%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
16,812
shares
|
$1.88 Million
0.45% of portfolio
|
Q2 2025
Added 206.29%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
16,782
shares
|
$1.87 Million
0.02% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
16,733
shares
|
$1.87 Million
0.11% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,194
shares
|
$1.81 Million
0.02% of portfolio
|
Q1 2025
Added 169.09%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
16,158
shares
|
$1.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.05%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
16,111
shares
|
$1.8 Million
0.45% of portfolio
|
Q2 2025
Reduced 69.92%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
16,108
shares
|
$1.8 Million
1.21% of portfolio
|
Q2 2025
Added 22.96%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
16,030
shares
|
$1.79 Million
0.54% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
15,872
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
15,395
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
15,347
shares
|
$1.71 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
15,322
shares
|
$1.71 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
15,316
shares
|
$1.71 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
15,153
shares
|
$1.69 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
15,077
shares
|
$1.68 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Wexford Capital LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
15,047
shares
|
$1.68 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,986
shares
|
$1.67 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
14,983
shares
|
$1.67 Million
0.26% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,928
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2023
Reduced 1.48%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
14,811
shares
|
$1.65 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
14,638
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2025
Reduced 21.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
14,616
shares
|
$1.63 Million
0.04% of portfolio
|
Q2 2025
Added 0.14%
|