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 554 institutions that hold shares in the stock, with a total of 50.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
330
shares
|
$33,518
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
320
shares
|
$32,502
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
315
shares
|
$31,994
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
300
shares
|
$30,470
0.0% of portfolio
|
Q3 2024
Reduced 93.02%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
295
shares
|
$29,963
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
290
shares
|
$29,455
0.0% of portfolio
|
Q3 2024
Reduced 91.38%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
290
shares
|
$29,455
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
290
shares
|
$29,455
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
285
shares
|
$28,947
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
275
shares
|
$27,931
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
265
shares
|
$26,916
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
265
shares
|
$26,916
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
260
shares
|
$26,408
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
245
shares
|
$24,884
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
228
shares
|
$23,157
0.01% of portfolio
|
Q3 2019
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
200
shares
|
$20,314
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
190
shares
|
$19,298
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
177
shares
|
$17,977
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
170
shares
|
$17,266
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
153
shares
|
$15,540
0.0% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
150
shares
|
$15,235
0.0% of portfolio
|
Q2 2021
Reduced 25.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
145
shares
|
$14,727
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
140
shares
|
$14,219
0.0% of portfolio
|
Q2 2024
Reduced 73.48%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
135
shares
|
$13,711
0.0% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
130
shares
|
$13,204
0.03% of portfolio
|
Q3 2020
New holding
|