iShares Expanded Tech-SoftwaIGVETF
13F holders, Q1 2024 (March 31)472holders
4famous investors
$83.32avg. 13F price*
At the end of Q1 2024, 472 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings. The largest holders were Fisher Asset Management ($873.0M), Morgan Stanley ($580.7M) and Bank of America Corp. ($462.7M). 4 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Expanded Tech-Softwa
- CUSIP
- 464287515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $267.2M |
| Exits | 64 | $202.7M |
Ownership 472 holders
| Fisher Asset Management | 0.41% | Reduce -19.1% | 10,237,776 | $873.0M |
| Morgan Stanley | 0.05% | Add +13.0% | 6,810,479 | $580.7M |
| Bank of America Corp. | 0.05% | Add +98.3% | 5,426,521 | $462.7M |
| JPMorgan Chase & Co. | 0.03% | Add +2.2% | 3,634,358 | $309.9M |
| Migdal Insurance & Financial Holdings Ltd. | 4.90% | Add +4.7% | 3,592,445 | $306.3M |
| Goldman Sachs Group Inc. | 0.05% | Add +101.9% | 2,909,689 | $248.1M |
| UBS Group AG | 0.06% | Add +16.6% | 2,158,105 | $184.0M |
| Clal Insurance Enterprises Holdings Ltd | 1.75% | New | 1,823,000 | $155.4M |
| BNP Paribas Financial Markets | 0.13% | Reduce -51.5% | 1,172,272 | $100.0M |
| Wells Fargo & Company | 0.02% | Add +29.6% | 950,906 | $81.1M |
| Main Management ETF Advisors, LLC | 4.02% | Add +3.4% | 892,125 | $76.1M |
| Citigroup Inc. | 0.08% | Add +5.9% | 841,375 | $71.8M |
| LPL Financial LLC | 0.04% | Reduce -21.2% | 838,949 | $71.5M |
| Franklin Resources Inc. | 0.02% | Add +56990.7% | 733,615 | $62.6M |
| Varma Mutual Pension Insurance Co | 0.47% | New | 632,390 | $53.9M |
| MML Investors Services, LLC | 0.20% | Add +3.8% | 556,293 | $47.4M |
| Royal Bank of Canada | 0.01% | Add +1.6% | 540,169 | $46.1M |
| Ameriprise Financial Inc. | 0.01% | Add +2.7% | 401,809 | $34.3M |
| Osaic Holdings, Inc. | 0.08% | Reduce -12.7% | 399,353 | $34.0M |
| SP Asset Management LLC | 3.10% | Reduce -0.7% | 391,297 | $33.4M |
| Two Sigma Advisers, LP | 0.08% | Reduce -58.7% | 383,100 | $32.7M |
| HighTower Advisors, LLC | 0.05% | Add +11.2% | 349,590 | $29.8M |
| Northeast Financial Consultants Inc | 1.42% | Add +7.5% | 338,226 | $28.8M |
| Stifel Financial Corp. | 0.03% | Add +38.0% | 329,371 | $28.1M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -0.9% | 329,031 | $28.1M |
| Sfmg, LLC | 2.40% | Reduce -0.6% | 326,847 | $27.9M |
| Main Management LLC | 2.01% | Reduce -4.6% | 275,553 | $23.5M |
| CHURCHILL MANAGEMENT Corp | 0.26% | Reduce -12.7% | 243,178 | $20.7M |
| Millennium Management | 0.02% | Add +83.7% | 226,487 | $19.3M |
| Crestwood Advisors Group, LLC | 0.41% | Reduce -0.7% | 221,678 | $18.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -36.9% | 218,818 | $18.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -27.7% | 217,646 | $18.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.8% | 198,837 | $17.0M |
| Cetera Investment Advisers | 0.04% | Add +257.7% | 194,467 | $16.6M |
| Citadel Advisors | 0.02% | Reduce -56.2% | 194,256 | $16.6M |
| SPC Financial, Inc. | 1.44% | Add +3341.2% | 180,144 | $15.4M |
| Wellspring Financial Advisors, LLC | 2.38% | Reduce -77.8% | 1,502,345 | $15.0M |
| Cwm, LLC | 0.07% | Add +4.3% | 160,346 | $13.7M |
| Qube Research & Technologies Ltd | 0.02% | Add +204.8% | 148,140 | $12.6M |
| Fiduciary Trust Co | 0.19% | Reduce -0.4% | 147,135 | $12.5M |
| Riggs Asset Managment Co. Inc. | 3.64% | Reduce -2.5% | 146,504 | $12.5M |
| Mariner, LLC | 0.02% | Reduce -3.3% | 138,540 | $11.8M |
| Noesis Capital Mangement Corp. | 2.60% | Reduce -0.7% | 137,195 | $11.7M |
| Coulter & Justus Financial Services, LLC | 2.60% | New | 137,195 | $11.7M |
| Raymond James & Associates | 0.01% | Reduce -16.5% | 134,851 | $11.5M |
| Phoenix Financial Ltd. | 0.15% | Add +28.3% | 130,063 | $11.1M |
| HRT Financial LP | 0.07% | Add +26.2% | 130,043 | $11.1M |
| Bank Hapoalim BM | 1.47% | Add +2.9% | 127,466 | $10.9M |
| Tower Research Capital LLC (TRC) | 0.26% | Add +22.4% | 124,188 | $10.6M |
| 360 Financial, Inc. | 4.10% | Add +7.2% | 123,564 | $10.5M |
| Spectrum Wealth Counsel, LLC | 1.29% | Add +96.3% | 123,296 | $10.5M |
| Chicago Wealth Management, Inc. | 6.03% | Add +0.6% | 119,102 | $10.2M |
| MinichMacGregor Wealth Management, LLC | 2.56% | Reduce -6.9% | 117,798 | $10.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.11% | Add +956.7% | 113,966 | $9.7M |
| Lido Advisors, LLC | 0.09% | Add +5.7% | 110,856 | $9.5M |
| Mercer Global Advisors Inc. | 0.03% | Add +3.2% | 110,181 | $9.4M |
| Baker Avenue Asset Management, LP | 0.36% | Reduce -0.7% | 109,981 | $9.4M |
| Corient Private Wealth LP | 0.02% | Add +1.7% | 109,283 | $9.3M |
| Turim 21 Investimentos Ltda. | 2.30% | Reduce -28.3% | 105,925 | $9.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -54.3% | 104,744 | $8.9M |
| Mirabella Financial Services LLP | 0.65% | New | 104,406 | $8.9M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -13.8% | 99,478 | $8.5M |
| Principle Wealth Partners LLC | 0.64% | Reduce -2.5% | 96,335 | $8.2M |
| Gemmer Asset Management LLC | 0.95% | Reduce -1.5% | 95,931 | $8.2M |
| Captrust Financial Advisors | 0.03% | Reduce -3.5% | 93,322 | $8.0M |
| FIL Ltd | 0.01% | Reduce -28.5% | 93,232 | $7.9M |
| Altus Wealth Management, LLC | 4.15% | Add +0.3% | 92,538 | $7.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.9% | 91,146 | $7.8M |
| D.A. Davidson & Co. | 0.07% | Add +0.5% | 89,042 | $7.6M |
| Capital Fund Management S.A. | 0.09% | New | 88,640 | $7.6M |
| Nan Shan Life Insurance Co., Ltd. | 0.17% | Reduce -28.2% | 82,296 | $7.0M |
| Focus Partners Wealth | 0.05% | Reduce -0.5% | 78,390 | $6.7M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.39% | Reduce -49.6% | 78,050 | $6.7M |
| Focused Wealth Management, Inc | 1.03% | Add +5.2% | 77,471 | $6.6M |
| Legacy Edge Advisors, LLC | 1.37% | Add +9.2% | 77,221 | $6.6M |
| Kwmg, LLC | 0.68% | Reduce -1.4% | 72,556 | $6.2M |
| Norris Financial Group, LLC | 3.39% | Add +1.1% | 72,394 | $6.2M |
| Mathes Company, Inc. | 2.11% | Add +3.8% | 65,375 | $5.6M |
| National Bank of Canada | 0.01% | Add +206.2% | 67,861 | $5.5M |
| Fifth Third Securities, Inc. | 0.53% | Reduce -4.0% | 64,475 | $5.5M |
| Squarepoint Ops LLC | 0.02% | New | 62,555 | $5.3M |
| SFI Advisors, LLC | 4.17% | Reduce -1.6% | 62,426 | $5.3M |
| Lowe Brockenbrough & Co. Inc. | 0.33% | Reduce -11.8% | 56,961 | $4.9M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -23.1% | 56,425 | $4.8M |
| Equitable Holdings, Inc. | 0.05% | Add +43.2% | 54,198 | $4.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.7% | 54,063 | $4.6M |
| Jefferies Financial Group Inc. | 0.10% | Add +14.7% | 53,340 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -2.8% | 52,211 | $4.5M |
| Jmac Enterprises LLC | 0.83% | Add +12.2% | 52,042 | $4.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.14% | Reduce -4.8% | 51,809 | $4.4M |
| Cadent Capital Advisors, LLC | 1.74% | Add +16.1% | 51,018 | $4.4M |
| Holderness Investments Co. | 1.04% | Reduce -0.4% | 49,954 | $4.3M |
| Well Done, LLC | 0.83% | Reduce -4.0% | 49,790 | $4.2M |
| Prospera Financial Services Inc | 0.12% | Add +16.9% | 48,195 | $4.1M |
| NewEdge Advisors, LLC | 0.04% | Reduce -1.0% | 47,641 | $4.1M |
| KKM Financial LLC | 1.91% | Add +56.4% | 45,943 | $3.9M |
| GPS Wealth Strategies Group, LLC | 0.61% | Reduce -2.5% | 43,953 | $3.7M |
| Arlington Capital Management, Inc. | 3.06% | Reduce -23.9% | 43,125 | $3.7M |
| Valley Wealth Managers, Inc. | 0.27% | Add +1.5% | 42,559 | $3.6M |
| Sigma Planning Corp | 0.11% | Add +135.7% | 41,085 | $3.5M |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.