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

iShares Expanded Tech-Software Sector ETF logo
$107.34 +3.92 (+3.79%)
As of 02:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Expanded Tech-Software Sector ETF (BATS:IGV)

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$362.86M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$791.59M
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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
8/22/2026 Compass Financial Management LLC326$32K0.0%N/A0.000%
8/22/2026 Centrica Wealth Management LLC2,150$198K0.1%N/A0.002%
8/22/2026 Meadowbrook Wealth Management LLC4,105$383K0.4%N/A0.004%
8/22/2026 Comprehensive Financial Planning Inc. PA1,216$110K0.1%-13.3%0.001%
8/22/2026 Kickstand Ventures LLC.4,031$365K0.1%N/A0.004%
8/21/2026 Strengthening Families & Communities LLC345$31K0.0%+134.7%0.000%
8/21/2026 Tsfg LLC1,512$137K0.0%+12,500.0%0.001%
8/20/2026 Oarsman Capital Inc.10,618$984K0.1%N/A0.010%
8/12/2026 Compass Financial Management LLC326$32K0.0%N/A0.000%
8/7/2026 Trust Co. of Vermont495$45K0.0%N/A0.000%
7/9/2026 Valeo Financial Advisors LLC3,923$355K0.0%-52.7%0.004%
7/8/2026 Aurora Investment Managers LLC.76,274$6.91M4.2%N/A0.068%
7/7/2026 Harbor Investment Advisory LLC3,900$353K0.0%N/A0.003%
7/7/2026 CoreCap Advisors LLC1,112$101K0.0%+27.8%0.001%
7/6/2026 Meadowbrook Wealth Management LLC4,105$383K0.4%N/A0.004%
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%
5/19/2026 Arkadios 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%
5/13/2026 Dynamic Wealth Strategies LLC30,505$2.44M1.4%+15.8%0.027%
5/12/2026 Phillip James Consulting Co.750$60K0.0%N/A0.001%
5/12/2026 Clal Insurance Enterprises Holdings Ltd929,000$74.37M0.4%-46.4%0.833%
5/8/2026 Mathes Company Inc.4,525$362K0.1%+4.6%0.004%
5/7/2026 Hollencrest Capital Management371$30K0.0%+50.2%0.000%
5/7/2026 Next Capital Management LLC9,611$769K0.2%N/A0.009%
5/7/2026 Valley Wealth Managers Inc.34,556$2.77M0.2%+2.2%0.031%
5/6/2026 PeakShares LLC5,000$400K0.4%N/A0.004%
5/5/2026 Bank of New York Mellon Corp16,920$1.35M0.0%+52.7%0.015%
5/4/2026 Citizens National Bank Trust Department9,028$723K0.1%-11.5%0.008%
5/4/2026 Team Financial Group LLC2,137$171K0.1%N/A0.002%
5/2/2026Anchor Investment Management LLC794$64K0.0%+152.1%0.001%
4/30/2026 First Horizon Corp4,190$335K0.0%+363.5%0.004%
4/28/2026 Collaborative Fund Advisors LLC15,635$1.25M0.8%N/A0.014%
4/28/2026 Appleton Partners Inc. MA6,340$508K0.0%N/A0.006%
4/28/2026 Whittier Trust Co.320$26K0.0%-96.3%0.000%
4/28/2026 Bogart Wealth LLC61,571$4.93M0.2%+15,487.6%0.055%
4/28/2026 Ascentis Independent Advisors1,148$92K0.0%N/A0.001%
4/24/2026 Root Financial Partners LLC805$64K0.0%-26.1%0.001%
4/24/2026 Alexis Investment Partners LLC28,650$2.22M1.5%N/A0.026%
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4/23/2026 Canoe Financial LP750$60K0.0%N/A0.001%
4/22/2026 Janney Montgomery Scott LLC250,052$20.02M0.0%+24.1%0.224%
4/20/2026 Provenance Wealth Advisors LLC10,170$814K0.1%-60.8%0.009%
4/18/2026 Murphy & Mullick Capital Management Corp1,867$149K0.1%+128.5%0.002%
4/17/2026 Roxbury Financial LLC3,121$250K0.2%N/A0.003%
4/16/2026 SG Americas Securities LLC182,913$14.64M0.0%+12,005.4%0.164%
3/2/2026 Sankala Group LLC10,083$1.07M0.9%N/A0.009%
2/20/2026Sunbelt Securities Inc.5,955$629K0.0%-4.3%0.005%
2/19/2026 Plotkin Financial Advisors LLC5,170$546K0.3%-9.2%0.005%
2/18/2026 NewEdge Advisors LLC66,678$7.05M0.0%-30.9%0.060%
2/18/2026 Toronto Dominion Bank9,293$982K0.0%N/A0.008%
2/18/2026 IHT Wealth Management LLC10,933$1.16M0.0%-10.6%0.010%
2/18/2026 Align Financial LLC102,942$10.29M0.0%N/A0.092%
2/17/2026 Advisory Services Network LLC20,185$2.13M0.0%-83.3%0.018%
2/17/2026 Russell Investments Group Ltd.1,918$203K0.0%-15.8%0.002%
2/17/2026 Ibex Wealth Advisors12,556$1.33M0.1%-3.6%0.011%
2/17/2026 Captrust Financial Advisors92,052$9.73M0.0%+0.3%0.083%
2/17/2026 Carret Asset Management LLC4,505$476K0.0%+5.5%0.004%
2/16/2026 Resources Management Corp CT ADV275$29K0.0%+120.0%0.000%
2/13/2026 Integrated Wealth Concepts LLC8,308$878K0.0%-47.5%0.007%
2/13/2026 Clal Insurance Enterprises Holdings Ltd1,734,000$183.27M1.2%-7.8%1.554%
2/12/2026 IFC & Insurance Marketing Inc.400$42K0.0%N/A0.000%
2/12/2026 Colonial Trust Co SC1,680$178K0.0%-28.7%0.002%
2/12/2026 Mosley Wealth Management8,816$1.02M0.5%N/A0.008%
2/12/2026 Lyell Wealth Management LP12,721$1.34M0.1%+23.0%0.011%
2/11/2026 Wellspring Financial Advisors LLC1,615,512$170.74M2.4%+0.3%1.448%
2/11/2026 Fortune Financial Group Inc.3,876$438K0.4%N/A0.003%
2/11/2026 Janney Montgomery Scott LLC201,439$21.29M0.0%-20.4%0.181%
2/11/2026 Eldridge Investment Advisors Inc.2,189$231K0.1%-71.6%0.002%
2/11/2026 JPMorgan Chase & Co.265,918$28.11M0.0%-90.3%0.238%
2/11/2026 Pinebridge Investments LLC3,368$356K0.0%N/A0.003%
2/11/2026 Parallel Advisors LLC7,374$779K0.0%-4.9%0.007%
2/10/2026 One Capital Management LLC7,534$796K0.0%+3.8%0.007%
2/10/2026 Main Management ETF Advisors LLC225,576$23.84M0.8%-81.0%0.202%
2/9/2026 Fisher Asset Management LLC686,000$72.50M0.0%-8.6%0.615%
2/9/2026 Mathes Company Inc.4,325$457K0.2%+4.8%0.004%
2/6/2026GPS Wealth Strategies Group LLC1,982$209K0.2%-86.3%0.002%
2/5/2026 Western Wealth Management LLC6,765$715K0.0%+13.4%0.006%
2/4/2026 Cascades Capital Asset Management LLC7,315$773K0.3%-9.5%0.007%
2/4/2026 Valley Wealth Managers Inc.33,803$3.57M0.2%+0.5%0.030%
2/4/2026 Valeo Financial Advisors LLC7,650$809K0.0%+11.7%0.007%
2/4/2026 Dynamic Wealth Strategies LLC26,333$2.78M1.7%+41.0%0.024%
2/3/2026 Crestwood Advisors Group LLC168,034$17.76M0.3%-0.9%0.151%
1/30/2026 Verity Asset Management Inc.5,000$528K0.2%N/A0.004%
1/30/2026 Bogart Wealth LLC395$42K0.0%+48.5%0.000%
1/30/2026 Strategic Blueprint LLC29,830$3.15M0.2%+5.1%0.027%
1/30/2026 KTF Investments LLC2,000$211K0.0%N/A0.002%
1/30/2026 Citizens National Bank Trust Department10,196$1.08M0.2%-2.1%0.009%
1/29/2026 High Point Wealth Management LLC5,875$621K0.6%N/A0.005%
1/29/2026 NBC Securities Inc.1,750$185K0.0%-51.1%0.002%
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1/28/2026 Kingswood Wealth Advisors LLC2,233$236K0.0%-60.5%0.002%
1/28/2026 OVERSEA CHINESE BANKING Corp Ltd7,035$744K0.0%-9.6%0.006%
1/27/2026 WestEnd Advisors LLC6,649$703K0.0%-50.9%0.006%
1/26/2026 Whittier Trust Co. of Nevada Inc.5,236$549K0.0%+1,109.2%0.005%
1/26/2026 Whittier Trust Co.8,718$915K0.0%+2,624.4%0.008%
1/26/2026 Private Trust Co. NA4,834$511K0.0%-2.5%0.004%
1/26/2026 Provenance Wealth Advisors LLC25,915$2.74M0.3%-4.6%0.023%
1/22/2026 Venturi Wealth Management LLC22,831$2.41M0.1%+12.2%0.020%
1/21/2026 BIP Wealth LLC2,157$228K0.0%N/A0.002%
1/21/2026 DMC Group LLC1,980$209K0.1%-33.3%0.002%


IGV Institutional Ownership - Frequently Asked Questions

During the previous two years, 194 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 164 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 ($829.96K).

Institutional investors have bought a total of 3,317,105 shares in the last 24 months. This purchase volume represents approximately $362.86M in transactions.

Of the 60 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), WestEnd Advisors LLC ($1.61M), Main Management ETF Advisors LLC ($964.58K), Clal Insurance Enterprises Holdings Ltd ($952K), Fisher Asset Management LLC ($108.39K), Advisory Services Network LLC ($100.90K), and Strategic Wealth Partners Ltd. ($96.34K).

Institutional investors have sold a total of 7,467,261 shares in the last 24 months. This volume of shares sold represents approximately $791.59M in transactions.


Related Companies

Institutional ownership data for BATS:IGV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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