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iShares Expanded Tech-Software Sector ETF (IGV) Institutional Ownership

iShares Expanded Tech-Software Sector ETF logo
$93.57 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Expanded Tech-Software Sector ETF (BATS:IGV)

Number of
Institutional Buyers
(last 12 months)
113
Total
Institutional Inflows
(last 12 months)
$624.89M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$1.03B
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IGV Institutional Buying and Selling by Quarter

iShares Expanded Tech-Software Sector ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Roxbury Financial LLC5,808$526K0.4%+86.1%0.005%
6/15/2026J. R. Prunier Capital Management LLC6,580$527K0.2%-71.0%0.006%
5/19/2026Arkadios Wealth Advisors13,436$1.08M0.0%+580.6%0.012%
5/18/2026Sunbelt Securities Inc.6,281$503K0.0%+5.5%0.006%
5/15/2026Turim 21 Investimentos Ltda.6,100$488K0.1%-86.8%0.005%
5/13/2026Dynamic Wealth Strategies LLC30,505$2.44M1.4%+15.8%0.027%
5/12/2026Phillip James Consulting Co.750$60K0.0%N/A0.001%
5/12/2026Clal Insurance Enterprises Holdings Ltd929,000$74.37M0.4%-46.4%0.833%
5/8/2026Mathes Company Inc.4,525$362K0.1%+4.6%0.004%
5/7/2026Hollencrest Capital Management371$30K0.0%+50.2%0.000%
5/7/2026Next Capital Management LLC9,611$769K0.2%N/A0.009%
5/7/2026Valley Wealth Managers Inc.34,556$2.77M0.2%+2.2%0.031%
5/6/2026PeakShares LLC5,000$400K0.4%N/A0.004%
5/5/2026Bank of New York Mellon Corp16,920$1.35M0.0%+52.7%0.015%
5/4/2026Citizens National Bank Trust Department9,028$723K0.1%-11.5%0.008%
5/4/2026Team Financial Group LLC2,137$171K0.1%N/A0.002%
5/2/2026Anchor Investment Management LLC794$64K0.0%+152.1%0.001%
4/30/2026First Horizon Corp4,190$335K0.0%+363.5%0.004%
4/28/2026Collaborative Fund Advisors LLC15,635$1.25M0.8%N/A0.014%
4/28/2026Appleton Partners Inc. MA6,340$508K0.0%N/A0.006%
4/28/2026Whittier Trust Co.320$26K0.0%-96.3%0.000%
4/28/2026Bogart Wealth LLC61,571$4.93M0.2%+15,487.6%0.055%
4/28/2026Ascentis Independent Advisors1,148$92K0.0%N/A0.001%
4/24/2026Root Financial Partners LLC805$64K0.0%-26.1%0.001%
4/24/2026Alexis Investment Partners LLC28,650$2.22M1.5%N/A0.026%
4/23/2026Canoe Financial LP750$60K0.0%N/A0.001%
4/22/2026Janney Montgomery Scott LLC250,052$20.02M0.0%+24.1%0.224%
4/20/2026Provenance Wealth Advisors LLC10,170$814K0.1%-60.8%0.009%
4/18/2026Murphy & Mullick Capital Management Corp1,867$149K0.1%+128.5%0.002%
4/17/2026 Roxbury Financial LLC3,121$250K0.2%N/A0.003%
4/16/2026SG Americas Securities LLC182,913$14.64M0.0%+12,005.4%0.164%
3/2/2026Sankala Group LLC10,083$1.07M0.9%N/A0.009%
2/20/2026Sunbelt Securities Inc.5,955$629K0.0%-4.3%0.005%
2/19/2026Plotkin Financial Advisors LLC5,170$546K0.3%-9.2%0.005%
2/18/2026NewEdge Advisors LLC66,678$7.05M0.0%-30.9%0.060%
2/18/2026Toronto Dominion Bank9,293$982K0.0%N/A0.008%
2/18/2026IHT Wealth Management LLC10,933$1.16M0.0%-10.6%0.010%
2/18/2026Align Financial LLC102,942$10.29M0.0%N/A0.092%
2/17/2026Advisory Services Network LLC20,185$2.13M0.0%-83.3%0.018%
2/17/2026Russell Investments Group Ltd.1,918$203K0.0%-15.8%0.002%
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2/17/2026Ibex Wealth Advisors12,556$1.33M0.1%-3.6%0.011%
2/17/2026Captrust Financial Advisors92,052$9.73M0.0%+0.3%0.083%
2/17/2026Carret Asset Management LLC4,505$476K0.0%+5.5%0.004%
2/16/2026Resources Management Corp CT ADV275$29K0.0%+120.0%0.000%
2/13/2026Integrated Wealth Concepts LLC8,308$878K0.0%-47.5%0.007%
2/13/2026Clal Insurance Enterprises Holdings Ltd1,734,000$183.27M1.2%-7.8%1.554%
2/12/2026IFC & Insurance Marketing Inc.400$42K0.0%N/A0.000%
2/12/2026Colonial Trust Co SC1,680$178K0.0%-28.7%0.002%
2/12/2026Mosley Wealth Management8,816$1.02M0.5%N/A0.008%
2/12/2026Lyell Wealth Management LP12,721$1.34M0.1%+23.0%0.011%
2/11/2026Wellspring Financial Advisors LLC1,615,512$170.74M2.4%+0.3%1.448%
2/11/2026Fortune Financial Group Inc.3,876$438K0.4%N/A0.003%
2/11/2026Janney Montgomery Scott LLC201,439$21.29M0.0%-20.4%0.181%
2/11/2026Eldridge Investment Advisors Inc.2,189$231K0.1%-71.6%0.002%
2/11/2026JPMorgan Chase & Co.265,918$28.11M0.0%-90.3%0.238%
2/11/2026Pinebridge Investments LLC3,368$356K0.0%N/A0.003%
2/11/2026Parallel Advisors LLC7,374$779K0.0%-4.9%0.007%
2/10/2026One Capital Management LLC7,534$796K0.0%+3.8%0.007%
2/10/2026Main Management ETF Advisors LLC225,576$23.84M0.8%-81.0%0.202%
2/9/2026Fisher Asset Management LLC686,000$72.50M0.0%-8.6%0.615%
2/9/2026Mathes Company Inc.4,325$457K0.2%+4.8%0.004%
2/6/2026GPS Wealth Strategies Group LLC1,982$209K0.2%-86.3%0.002%
2/5/2026Western Wealth Management LLC6,765$715K0.0%+13.4%0.006%
2/4/2026Cascades Capital Asset Management LLC7,315$773K0.3%-9.5%0.007%
2/4/2026Valley Wealth Managers Inc.33,803$3.57M0.2%+0.5%0.030%
2/4/2026Valeo Financial Advisors LLC7,650$809K0.0%+11.7%0.007%
2/4/2026Dynamic Wealth Strategies LLC26,333$2.78M1.7%+41.0%0.024%
2/3/2026Crestwood Advisors Group LLC168,034$17.76M0.3%-0.9%0.151%
1/30/2026Verity Asset Management Inc.5,000$528K0.2%N/A0.004%
1/30/2026Bogart Wealth LLC395$42K0.0%+48.5%0.000%
1/30/2026Strategic Blueprint LLC29,830$3.15M0.2%+5.1%0.027%
1/30/2026KTF Investments LLC2,000$211K0.0%N/A0.002%
1/30/2026Citizens National Bank Trust Department10,196$1.08M0.2%-2.1%0.009%
1/29/2026High Point Wealth Management LLC5,875$621K0.6%N/A0.005%
1/29/2026NBC Securities Inc.1,750$185K0.0%-51.1%0.002%
1/28/2026Kingswood Wealth Advisors LLC2,233$236K0.0%-60.5%0.002%
1/28/2026OVERSEA CHINESE BANKING Corp Ltd7,035$744K0.0%-9.6%0.006%
1/27/2026WestEnd Advisors LLC6,649$703K0.0%-50.9%0.006%
1/26/2026Whittier Trust Co. of Nevada Inc.5,236$549K0.0%+1,109.2%0.005%
1/26/2026Whittier Trust Co.8,718$915K0.0%+2,624.4%0.008%
1/26/2026Private Trust Co. NA4,834$511K0.0%-2.5%0.004%
1/26/2026Provenance Wealth Advisors LLC25,915$2.74M0.3%-4.6%0.023%
1/22/2026Venturi Wealth Management LLC22,831$2.41M0.1%+12.2%0.020%
1/21/2026BIP Wealth LLC2,157$228K0.0%N/A0.002%
1/21/2026DMC Group LLC1,980$209K0.1%-33.3%0.002%
1/21/2026Flagship Harbor Advisors LLC1,385$146K0.0%-91.5%0.001%
1/21/2026Sound Income Strategies LLC428$42K0.0%+1,428.6%0.000%
1/20/2026Nvwm LLC11,689$1.24M0.3%+2.2%0.010%
1/20/2026Harbor Capital Advisors Inc.38,582$4.08M0.3%N/A0.035%
1/12/2026 Silverleafe Capital Partners LLC77,593$8.20M2.4%-3.9%0.070%
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1/9/2026Westwind Capital24,145$2.55M0.5%+74.2%0.022%
1/9/2026SG Americas Securities LLC1,511$160K0.0%N/A0.001%
1/8/2026Ulland Investment Advisors LLC10,900$1.15M0.9%-5.1%0.010%
1/7/2026Aventura Private Wealth LLC562$59K0.0%N/A0.001%
1/1/2026Tudor Investment Corp ET AL10,000$1.15M0.0%-80.5%0.009%
12/9/2025Tudor Investment Corp ET AL10,000$1.15M0.0%-80.5%0.009%
12/2/2025IFP Advisors Inc5,638$648K0.0%+10.8%0.005%
11/19/2025Sunbelt Securities Inc.6,224$716K0.0%+117.6%0.006%
11/19/2025Captrust Financial Advisors91,759$10.55M0.0%+1.7%0.082%
11/17/2025NewEdge Advisors LLC96,484$11.10M0.1%+8.1%0.086%


IGV Institutional Ownership - Frequently Asked Questions

During the previous two years, 190 institutional investors and hedge funds held shares of iShares Expanded Tech-Software Sector ETF. The most heavily invested institutionals were Migdal Insurance & Financial Holdings Ltd. ($297.79M), BNP Paribas Financial Markets ($288.45M), Wellspring Financial Advisors LLC ($170.74M), Clal Insurance Enterprises Holdings Ltd ($74.37M), Fisher Asset Management LLC ($72.50M), Ameriprise Financial Inc. ($69.70M), and JPMorgan Chase & Co. ($28.11M).Learn more on iShares Expanded Tech-Software Sector ETF's institutional investors.

Of the 159 institutional investors that purchased iShares Expanded Tech-Software Sector ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($3.00M), Clal Insurance Enterprises Holdings Ltd ($2.78M), BNP Paribas Financial Markets ($2.08M), Janney Montgomery Scott LLC ($1.81M), WestEnd Advisors LLC ($1.62M), Migdal Insurance & Financial Holdings Ltd. ($942.13K), and Main Management ETF Advisors LLC ($837.79K).

Institutional investors have bought a total of 5,691,990 shares in the last 24 months. This purchase volume represents approximately $624.89M in transactions.

Of the 69 institutional investors that sold iShares Expanded Tech-Software Sector ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($3.15M), Clal Insurance Enterprises Holdings Ltd ($1.85M), WestEnd Advisors LLC ($1.61M), BNP Paribas Financial Markets ($1.10M), Main Management ETF Advisors LLC ($964.58K), Fisher Asset Management LLC ($226.61K), and Advisory Services Network LLC ($100.90K).

Institutional investors have sold a total of 9,637,418 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.


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This page (BATS:IGV) was last updated on 7/4/2026 by MarketBeat.com Staff.
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