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 724 institutions that hold shares in the stock, with a total of 72.9 Million shares, which have been reported (via 13F filing form) to have a value of $7.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
13,405
shares
|
$1.45 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
13,243
shares
|
$1.43 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
13,231
shares
|
$1.43 Million
4.08% of portfolio
|
Q2 2023
Reduced 0.9%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
13,219
shares
|
$1.43 Million
0.39% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Spence Asset Management
|
Jul 11, 2025 Q2 2025 |
13,216
shares
|
$1.43 Million
0.3% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
13,196
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2025
Added 21.67%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
13,100
shares
|
$1.42 Million
0.92% of portfolio
|
Q1 2025
Added 162.0%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
12,899
shares
|
$1.4 Million
0.07% of portfolio
|
Q1 2025
Added 40.12%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
12,818
shares
|
$1.39 Million
0.1% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
12,300
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
12,150
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
12,091
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Weiss Asset Management LP
Boston, MA |
May 15, 2025 Q1 2025 |
12,000
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
11,994
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
11,988
shares
|
$1.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 14.61%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
11,983
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2025
Added 193.27%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
11,913
shares
|
$1.29 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
11,668
shares
|
$1.26 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
11,607
shares
|
$1.26 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
11,550
shares
|
$1.25 Million
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,484
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 52.91%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
11,415
shares
|
$1.24 Million
0.2% of portfolio
|
Q1 2025
Reduced 31.11%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
11,327
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
11,284
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
11,241
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 85.92%
|