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 |
|---|---|---|---|---|---|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
490
shares
|
$53,037
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
440
shares
|
$47,625
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
428
shares
|
$46,326
0.0% of portfolio
|
Q1 2025
Added 42.67%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
425
shares
|
$46,002
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
389
shares
|
$42,105
0.03% of portfolio
|
Q2 2022
Reduced 6.71%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
379
shares
|
$41,022
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
375
shares
|
$40,590
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
371
shares
|
$40,157
0.01% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
349
shares
|
$37,775
0.01% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
345
shares
|
$37,342
0.0% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
339
shares
|
$36,693
0.0% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
320
shares
|
$34,636
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
315
shares
|
$34,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
305
shares
|
$33,013
0.0% of portfolio
|
Q1 2025
Reduced 52.64%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
300
shares
|
$32,472
0.02% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
292
shares
|
$31,606
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
290
shares
|
$31,389
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
280
shares
|
$30,307
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
278
shares
|
$30,090
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
265
shares
|
$28,683
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
265
shares
|
$28,683
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
260
shares
|
$28,142
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
250
shares
|
$27,060
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
245
shares
|
$26,518
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
240
shares
|
$25,977
0.01% of portfolio
|
Q1 2025
Reduced 25.0%
|