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 720 institutions that hold shares in the stock, with a total of 72.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
6,470
shares
|
$661,039
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
6,360
shares
|
$649,801
0.0% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
6,330
shares
|
$646,736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
6,325
shares
|
$646,225
0.35% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
6,311
shares
|
$644,794
0.02% of portfolio
|
Q1 2025
Added 108.49%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
6,270
shares
|
$640,605
0.01% of portfolio
|
Q1 2025
Reduced 49.44%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
6,177
shares
|
$631,104
0.09% of portfolio
|
Q1 2025
Reduced 30.43%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
6,145
shares
|
$627,834
0.03% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,057
shares
|
$618,843
0.0% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
6,000
shares
|
$613,020
0.02% of portfolio
|
Q4 2024
Reduced 85.77%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,852
shares
|
$597,898
0.11% of portfolio
|
Q4 2024
Added 146.4%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
5,825
shares
|
$595,140
0.09% of portfolio
|
Q1 2024
Added 410.96%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Apr 23, 2025 Q1 2025 |
5,808
shares
|
$593,403
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
5,775
shares
|
$590,031
0.07% of portfolio
|
Q1 2025
Added 13.79%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,756
shares
|
$588,090
0.0% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
5,695
shares
|
$581,858
0.31% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,635
shares
|
$575,727
0.02% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,583
shares
|
$570,415
0.02% of portfolio
|
Q1 2025
Reduced 24.01%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
5,548
shares
|
$566,839
0.0% of portfolio
|
Q4 2024
Added 27.6%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,540
shares
|
$566,021
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
5,489
shares
|
$560,811
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
5,441
shares
|
$555,906
0.03% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
5,430
shares
|
$554,783
0.14% of portfolio
|
Q1 2025
Added 23.41%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
5,363
shares
|
$547,937
0.02% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
5,287
shares
|
$540,172
0.0% of portfolio
|
Q1 2025
Added 114.83%
|