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 |
|---|---|---|---|---|---|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
4,384
shares
|
$474,524
0.16% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
4,376
shares
|
$473,658
0.14% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
4,355
shares
|
$471,385
0.27% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
4,344
shares
|
$470,194
0.0% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,336
shares
|
$469,328
1.21% of portfolio
|
Q2 2023
Reduced 1.72%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,325
shares
|
$468,138
0.01% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,295
shares
|
$464,890
0.07% of portfolio
|
Q1 2024
Added 338.71%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
4,288
shares
|
$464,133
0.19% of portfolio
|
Q1 2025
Reduced 25.95%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
4,251
shares
|
$460,128
0.01% of portfolio
|
Q1 2025
Reduced 52.56%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,210
shares
|
$455,690
0.04% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
4,200
shares
|
$454,608
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
4,162
shares
|
$450,494
0.01% of portfolio
|
Q1 2025
Reduced 21.44%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
4,145
shares
|
$448,654
0.05% of portfolio
|
Q2 2025
Added 44.27%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,093
shares
|
$443,026
0.04% of portfolio
|
Q2 2025
Added 133.89%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
4,085
shares
|
$442,160
0.01% of portfolio
|
Q1 2024
Added 410.63%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,084
shares
|
$442,052
0.04% of portfolio
|
Q1 2025
Added 84.21%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
4,050
shares
|
$438,372
0.03% of portfolio
|
Q1 2025
Reduced 29.58%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,037
shares
|
$436,964
0.43% of portfolio
|
Q1 2022
Reduced 4.15%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
4,020
shares
|
$435,124
0.25% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
4,000
shares
|
$432,960
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
3,979
shares
|
$430,686
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
3,975
shares
|
$430,254
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
3,957
shares
|
$428,305
0.08% of portfolio
|
Q3 2024
Added 43.89%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
3,951
shares
|
$427,656
0.0% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
3,903
shares
|
$422,460
0.01% of portfolio
|
Q1 2025
Added 1.27%
|