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 |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,932
shares
|
$317,359
0.09% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
2,930
shares
|
$317,143
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
2,930
shares
|
$317,143
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
2,925
shares
|
$316,602
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
2,898
shares
|
$313,679
0.06% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,871
shares
|
$310,757
0.43% of portfolio
|
Q3 2023
Reduced 64.34%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
2,845
shares
|
$307,942
0.02% of portfolio
|
Q1 2025
Reduced 42.76%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
2,837
shares
|
$307,076
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
2,828
shares
|
$306,102
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
2,821
shares
|
$305,345
0.08% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
2,806
shares
|
$303,721
0.01% of portfolio
|
Q1 2025
Reduced 43.5%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
2,795
shares
|
$302,530
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
2,795
shares
|
$302,530
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
2,795
shares
|
$302,530
0.02% of portfolio
|
Q1 2025
Reduced 87.74%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
2,777
shares
|
$300,582
0.0% of portfolio
|
Q1 2025
Reduced 72.07%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,767
shares
|
$299,500
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
2,744
shares
|
$297,010
0.18% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
2,739
shares
|
$296,469
0.04% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,732
shares
|
$295,711
0.02% of portfolio
|
Q2 2024
Added 72.37%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,652
shares
|
$287,052
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
2,600
shares
|
$281,424
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
2,574
shares
|
$278,609
0.03% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,555
shares
|
$276,553
0.04% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
2,545
shares
|
$275,470
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
2,544
shares
|
$275,362
0.17% of portfolio
|
Q1 2025
Reduced 19.14%
|