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 |
| Strategic Blueprint, LLC | 0.25% | Add +19.5% | 40,960 | $3.5M |
| National Philanthropic Trust | 0.07% | No change | 39,850 | $3.4M |
| Hanseatic Management Services Inc. | 5.11% | Reduce -4.4% | 39,569 | $3.4M |
| Snowden Capital Advisors LLC | 0.11% | Add +9.5% | 39,040 | $3.3M |
| GTS Securities LLC | 0.09% | Reduce -69.4% | 38,947 | $3.3M |
| Lazard Asset Management LLC | 0.00% | Reduce -2.1% | 37,245 | $3.2M |
| Summit Trail Advisors, LLC | 0.08% | Reduce -5.0% | 37,017 | $3.2M |
| Hyman Charles D | 0.17% | No change | 36,945 | $3.1M |
| Rockingstone Advisors LLC | 1.58% | Reduce -2.2% | 35,815 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +74.2% | 35,382 | $3.0M |
| FMR LLC | 0.00% | Add +20.6% | 35,155 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Add +8.3% | 34,984 | $3.0M |
| Vicus Capital | 0.25% | Reduce -6.3% | 32,620 | $2.8M |
| Creative Planning | 0.00% | Add +7.8% | 32,002 | $2.7M |
| Stone Summit Wealth LLC | 0.95% | Reduce -3.5% | 31,965 | $2.7M |
| Terra Nova Asset Management LLC | 2.15% | Add +4.2% | 31,666 | $2.7M |
| D. E. Shaw & Co. | 0.00% | Add +106.6% | 30,955 | $2.6M |
| Chicago Partners Investment Group LLC | 0.11% | No change | 32,582 | $2.6M |
| Savoie Capital LLC | 0.36% | No change | 30,205 | $2.6M |
| Wealthcare Advisory Partners LLC | 0.08% | No change | 29,020 | $2.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +38.0% | 27,163 | $2.3M |
| Lindbrook Capital, LLC | 0.22% | Reduce -1.5% | 26,983 | $2.3M |
| Ulland Investment Advisors, LLC | 1.76% | Add +2455.6% | 25,556 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.0% | 25,522 | $2.2M |
| Kentucky Farm Bureau Mutual Insurance Co | 0.50% | No change | 25,000 | $2.1M |
| Sowell Financial Services LLC | 0.10% | New | 24,892 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +22.3% | 24,577 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -21.1% | 24,411 | $2.1M |
| Advisory Services Network, LLC | 0.05% | Add +118.3% | 24,204 | $2.1M |
| Jasper Ridge Partners, L.P. | 0.06% | Add +302.9% | 24,175 | $2.1M |
| Cottonwood Capital Advisors, LLC | 1.63% | Reduce -6.8% | 25,583 | $2.1M |
| Lyell Wealth Management, LP | 0.20% | Reduce -9.1% | 23,025 | $2.0M |
| Segment Wealth Management, LLC | 0.15% | Reduce -1.6% | 23,015 | $2.0M |
| MGB Wealth Management, LLC | 0.79% | Add +0.5% | 22,713 | $1.9M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -24.4% | 21,961 | $1.9M |
| Rockefeller Capital Management L.P. | 0.01% | New | 21,850 | $1.9M |
| One Capital Management, LLC | 0.07% | No change | 21,595 | $1.8M |
| Guerra Pan Advisors, LLC | 1.67% | Reduce -0.3% | 21,141 | $1.8M |
| Credit Suisse AG/ | 0.00% | Reduce -39.9% | 21,050 | $1.8M |
| Westwind Capital | 0.44% | Reduce -10.9% | 20,592 | $1.8M |
| Cascade Wealth Advisors, Inc | 1.47% | — | 20,975 | $1.7M |
| Great Diamond Partners, LLC | 0.39% | Add +2.3% | 20,074 | $1.7M |
| Virtue Capital Management, LLC | 0.30% | Add +14.9% | 19,791 | $1.6M |
| Sharper & Granite LLC | 0.79% | Add +2.0% | 19,530 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -2.8% | 18,953 | $1.6M |
| Patten Group, Inc. | 0.40% | No change | 18,845 | $1.6M |
| Brookstone Capital Management | 0.03% | Add +25.7% | 18,343 | $1.6M |
| Independent Financial Group, LLC | 0.07% | Add +2.3% | 18,292 | $1.6M |
| United Community Bank | 0.60% | Reduce -16.6% | 18,075 | $1.5M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -4.3% | 17,890 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +35.5% | 17,787 | $1.5M |
| Harmony Asset Management LLC | 0.62% | Add +49.6% | 17,673 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Add +18.4% | 17,005 | $1.4M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Reduce -0.5% | 16,909 | $1.4M |
| Empirical Asset Management, LLC | 0.69% | New | 16,850 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -0.8% | 16,825 | $1.4M |
| Arkansas Financial Group, Inc. | 0.25% | Reduce -1.2% | 16,755 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -42.6% | 16,408 | $1.4M |
| Harbour Investments, Inc. | 0.05% | Add +2.3% | 16,344 | $1.4M |
| Nikulski Financial, Inc. | 0.46% | Add +24.3% | 16,260 | $1.4M |
| Money Concepts Capital Corp. | 0.12% | Add +7.7% | 15,721 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Add +12.8% | 15,708 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +4.5% | 15,668 | $1.3M |
| Citizens National Bank Trust Department | 0.30% | Reduce -0.3% | 15,280 | $1.3M |
| Blue Fin Capital, Inc. | 0.28% | Add +0.4% | 14,990 | $1.3M |
| Comerica Bank | 0.01% | Reduce -8.5% | 14,835 | $1.3M |
| Fortis Group Advisors, LLC | 0.23% | New | 14,784 | $1.3M |
| Provenance Wealth Advisors, LLC | 0.17% | Add +9.0% | 14,475 | $1.2M |
| Aft, Forsyth & Company, Inc. | 0.70% | Add +0.2% | 14,439 | $1.2M |
| Foundations Investment Advisors, LLC | 0.03% | Add +159.6% | 14,419 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +35.6% | 14,195 | $1.2M |
| Synovus Financial Corp. | 0.02% | Reduce -18.9% | 14,075 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +8.4% | 14,061 | $1.2M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Add +36.8% | 13,911 | $1.2M |
| Bienville Capital Management, LLC | 0.36% | No change | 13,840 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 13,810 | $1.2M |
| Clearstead Advisors, LLC | 0.06% | Add +7.0% | 14,145 | $1.2M |
| Clarius Group, LLC | 0.08% | Reduce -14.3% | 13,500 | $1.2M |
| Modern Wealth Management, LLC | 0.11% | New | 13,326 | $1.1M |
| Novare Capital Management LLC | 0.10% | Add +52.0% | 13,260 | $1.1M |
| Quantbot Technologies LP | 0.06% | Reduce -13.3% | 13,000 | $1.1M |
| PEAK6 Investments LLC | 0.05% | Add +86433.3% | 12,980 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.6% | 12,952 | $1.1M |
| Global Financial Private Client, LLC | 0.46% | Add +35.3% | 12,556 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Add +3.9% | 12,390 | $1.1M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | Reduce -99.3% | 12,270 | $1.0M |
| Cibc World Market Inc. | 0.00% | Add +248.0% | 11,972 | $1.0M |
| BTG Pactual Global Asset Management Ltd | 0.31% | New | 3,375 | $984K |
| Eagle Strategies LLC | 0.22% | New | 11,507 | $981K |
| Hilltop Holdings Inc. | 0.11% | Reduce -0.2% | 11,340 | $967K |
| Evanson Asset Management, LLC | 0.07% | No change | 11,226 | $957K |
| Tritonpoint Wealth, LLC | 0.10% | Add +4.9% | 13,425 | $947K |
| Capital Management Associates | 1.12% | No change | 11,000 | $938K |
| IFG Advisory, LLC | 0.07% | Add +5.1% | 10,774 | $919K |
| Muirfield Wealth Advisors LLC | 0.88% | Reduce -1.7% | 10,765 | $918K |
| Triumph Capital Management | 0.37% | New | 10,670 | $907K |
| Apeiron RIA LLC | 0.26% | Add +0.5% | 10,434 | $890K |
| J. Goldman & Co LP | 0.04% | New | 10,365 | $884K |
| KCM Investment Advisors LLC | 0.03% | Reduce -16.9% | 10,350 | $883K |
| Retirement Planning Group, LLC | 0.07% | New | 10,188 | $869K |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -2.4% | 10,150 | $865K |
| JTC Employer Solutions Trustee Ltd | 0.05% | No change | 10,100 | $863K |
| Creative Financial Designs Inc. | 0.08% | Add +9.0% | 10,078 | $859K |
| HSBC Holdings PLC | 0.00% | No change | 10,000 | $853K |
| Intellectus Partners, LLC | 0.22% | Reduce -1.0% | 9,930 | $847K |
| Composition Wealth, LLC | 0.02% | No change | 9,826 | $838K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -27.6% | 9,664 | $824K |
| MAI Capital Management | 0.01% | Reduce -1.3% | 9,565 | $816K |
| Dunhill Financial, LLC | 0.60% | New | 9,550 | $814K |
| Apollon Financial, LLC | 0.28% | Add +2.1% | 9,545 | $814K |
| KWB Wealth | 0.11% | New | 9,502 | $810K |
| Pacific Sun Financial Corp | 0.46% | Reduce -0.5% | 9,355 | $798K |
| Cahill Financial Advisors Inc. | 0.11% | Reduce -31.4% | 9,353 | $798K |
| Keybank National Association | 0.00% | Reduce -0.7% | 9,259 | $790K |
| WJ Wealth Management, LLC | 0.31% | No change | 9,250 | $789K |
| Maven Securities LTD | 0.05% | Reduce -76.8% | 9,101 | $776K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -9.0% | 9,095 | $775K |
| WMS Partners, LLC | 0.05% | Reduce -7.6% | 9,075 | $774K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -16.3% | 9,040 | $771K |
| Sterling Investment Counsel, LLC | 0.36% | Reduce -7.0% | 9,035 | $770K |
| WBH Advisory Inc. | 0.08% | Reduce -5.8% | 9,011 | $768K |
| DAVENPORT & Co LLC | 0.00% | No change | 9,005 | $768K |
| Csenge Advisory Group | 0.04% | Reduce -22.3% | 8,956 | $764K |
| Yarbrough Capital, LLC | 0.03% | No change | 8,945 | $763K |
| Salem Investment Counselors Inc. | 0.02% | Add +1.4% | 8,770 | $748K |
| Ashton Thomas Private Wealth, LLC | 0.04% | New | 8,750 | $746K |
| CenterStar Asset Management, LLC | 1.52% | New | 8,620 | $736K |
| Montag A & Associates Inc. | 0.04% | Add +51.9% | 8,620 | $735K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | New | 8,565 | $730K |
| Bank of Montreal | 0.00% | Add +1550.8% | 42,177 | $720K |
| Northern Trust Corp. | 0.00% | Add +10.6% | 8,430 | $719K |
| United Asset Strategies, Inc. | 0.07% | Reduce -12.7% | 8,388 | $715K |
| Carnegie Investment Counsel | 0.02% | Add +0.4% | 8,290 | $707K |
| Parallel Advisors, LLC | 0.02% | No change | 8,233 | $702K |
| Triangle Securities Wealth Management | 0.19% | Reduce -5.2% | 7,965 | $679K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -80.5% | 1,989 | $679K |
| Caprock Group, LLC | 0.04% | No change | 7,820 | $667K |
| Nvwm, LLC | 0.18% | Reduce -24.4% | 7,741 | $660K |
| Dupree Financial Group, LLC | 0.31% | Reduce -3.2% | 7,657 | $653K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -0.3% | 7,557 | $644K |
| Raymond James Trust N.A. | 0.02% | Add +41.2% | 7,500 | $640K |
| Blair William & Co. | 0.00% | Reduce -2.4% | 7,470 | $637K |
| Genesee Capital Advisors, LLC | 0.34% | New | 7,364 | $628K |
| Bank of New York Mellon Corp | 0.00% | Add +27.0% | 7,342 | $626K |
| Merit Financial Group, LLC | 0.01% | New | 7,703 | $623K |
| US Bancorp \de | 0.00% | Add +0.1% | 7,251 | $618K |
| PFG Investments, LLC | 0.04% | Reduce -73.9% | 7,155 | $610K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -21.1% | 7,140 | $609K |
| Alpine Woods Capital Investors, LLC | 0.12% | No change | 7,500 | $592K |
| Colonial Trust Advisors | 0.06% | Add +1.9% | 6,876 | $586K |
| Parallax Volatility Advisers, L.P. | 0.02% | Reduce -62.4% | 6,844 | $584K |
| Calamos Wealth Management LLC | 0.03% | No change | 6,800 | $580K |
| Goelzer Investment Management, Inc. | 0.03% | No change | 6,755 | $576K |
| International Assets Investment Management, LLC | 0.06% | Reduce -2.8% | 6,740 | $573K |
| Novak & Powell Financial Services, Inc. | 0.42% | No change | 6,640 | $566K |
| Cresset Asset Management, LLC | 0.00% | Reduce -12.5% | 6,637 | $566K |
| Principal Securities, Inc. | 0.02% | Add +43.3% | 6,618 | $564K |
| Aspiriant, LLC | 0.02% | Add +133.2% | 6,565 | $560K |
| Valeo Financial Advisors, LLC | 0.02% | Add +9.8% | 6,875 | $556K |
| Greenwood Capital Associates LLC | 0.07% | Reduce -37.0% | 6,513 | $555K |
| Plotkin Financial Advisors, LLC | 0.36% | Reduce -1.9% | 6,425 | $548K |
| Stephens Inc. | 0.01% | Reduce -43.6% | 6,394 | $545K |
| Madison Wealth Partners, Inc | 0.20% | Reduce -0.5% | 6,365 | $543K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 6,350 | $540K |
| Ionic Capital Management LLC | 0.45% | Reduce -15.7% | 6,325 | $539K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -17.9% | 6,209 | $529K |
| Brown Advisory Inc. | 0.00% | Add +99.0% | 6,060 | $517K |
| TruWealth Advisors, LLC | 0.04% | Add +0.6% | 6,013 | $513K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -23.7% | 5,950 | $507K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -76.0% | 5,846 | $498K |
| Legacy Financial Strategies, LLC | 0.13% | Add +1.2% | 5,835 | $498K |
| Chatham Capital Group, Inc. | 0.09% | Add +2.2% | 5,825 | $497K |
| Investmark Advisory Group LLC | 0.27% | No change | 5,815 | $496K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -29.9% | 5,706 | $486K |
| Pinebridge Investments, L.P. | 0.00% | No change | 5,595 | $477K |
| Compound Planning, Inc. | 0.04% | Add +2.1% | 5,550 | $473K |
| Biondo Investment Advisors, LLC | 0.07% | New | 5,430 | $463K |
| CX Institutional | 0.02% | Reduce -1.9% | 5,315 | $453K |
| Pathstone Holdings, LLC | 0.00% | No change | 5,270 | $449K |
| Jones Financial Companies LLLP | 0.00% | Add +42.7% | 5,251 | $448K |
| Quantum Portfolio Management LLC | 0.25% | Add +9.2% | 5,205 | $444K |
| E&G Advisors, LLC | 0.14% | New | 5,200 | $443K |
| Kesler, Norman & Wride, LLC | 0.09% | Add +33.5% | 5,174 | $441K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -57.4% | 5,144 | $439K |
| Annapolis Financial Services, LLC | 0.14% | Reduce -84.1% | 5,130 | $437K |
| Gruss & Co., LLC | 2.35% | No change | 5,000 | $426K |
| Breed's Hill Capital LLC | 0.39% | No change | 5,000 | $426K |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.04% | Reduce -99.3% | 5,000 | $426K |
| Johns Hopkins University | 0.02% | No change | 5,000 | $426K |
| Sandbox Financial Partners, LLC | 0.18% | Add +12.7% | 4,908 | $419K |
| Haverford Trust Co | 0.00% | No change | 4,875 | $416K |
| Sequent Planning LLC | 0.15% | — | 4,827 | $412K |
| Institute for Wealth Management, LLC. | 0.05% | Add +25.3% | 4,755 | $405K |
| Carret Asset Management, LLC | 0.05% | No change | 4,680 | $399K |
| Y.D. More Investments Ltd | 0.07% | Add +3.9% | 4,680 | $399K |
| Blue Chip Partners, LLC | 0.04% | Reduce -11.6% | 4,595 | $392K |
| HB Wealth Management, LLC | 0.00% | New | 4,540 | $387K |
| Monetary Management Group Inc. | 0.11% | Add +12.4% | 4,525 | $386K |
| Thrivent Financial for Lutherans | 0.00% | Add +20.4% | 4,348 | $371K |
| Foguth Wealth Management, LLC. | 0.20% | — | 4,345 | $370K |
| Signal Advisors Wealth, LLC | 0.09% | Reduce -44.2% | 4,345 | $370K |
| Canal Capital Management, LLC | 0.06% | Reduce -12.3% | 4,295 | $366K |
| Journey Advisory Group, LLC | 0.04% | No change | 4,250 | $362K |
| Cynosure Group, LLC | 0.06% | No change | 4,200 | $358K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -10.4% | 4,203 | $355K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +2.1% | 4,085 | $348K |
| AE Wealth Management LLC | 0.00% | Reduce -88.4% | 4,060 | $346K |
| NorthCoast Asset Management LLC | 0.00% | New | 4,045 | $345K |
| Cannell & Spears LLC | 0.01% | No change | 4,000 | $341K |
| Ieq Capital, LLC | 0.00% | Add +19.2% | 3,980 | $339K |
| MWA Asset Management | 0.24% | Reduce -4.5% | 3,940 | $336K |
| Tempus Wealth Planning, LLC | 0.14% | Reduce -29.2% | 3,847 | $328K |
| Brighton Jones LLC | 0.01% | New | 3,825 | $326K |
| Coldstream Capital Management Inc. | 0.01% | New | 3,800 | $324K |
| Belpointe Asset Management LLC | 0.02% | Add +40.3% | 3,768 | $321K |
| Moneco Advisors, LLC | 0.05% | New | 3,755 | $320K |
| Cowen and Company, LLC | 0.01% | New | 3,750 | $320K |
| Wellington Shields Capital Management, LLC | 0.06% | No change | 3,725 | $318K |
| Signaturefd, LLC | 0.01% | Add +0.4% | 3,705 | $316K |
| Samalin Investment Counsel, LLC | 0.15% | Reduce -7.5% | 3,689 | $315K |
| Brown Brothers Harriman & Co. | 0.00% | New | 3,665 | $313K |
| Millennium Capital Advisors, LLC | 0.22% | No change | 3,604 | $307K |
| Rwa Wealth Partners, LLC | 0.00% | Add +2.9% | 3,600 | $307K |
| Barclays PLC | 0.00% | Reduce -97.9% | 3,600 | $307K |
| Bright Futures Wealth Management, LLC. | 0.17% | — | 3,526 | $305K |
| Perigon Wealth Management, LLC | 0.01% | Add +22.1% | 3,521 | $300K |
| Wealthstream Advisors, Inc. | 0.11% | No change | 3,500 | $298K |
| Modera Wealth Management, LLC | 0.00% | No change | 3,490 | $298K |
| Mission Creek Capital Partners, Inc. | 0.08% | Reduce -0.7% | 3,455 | $295K |
| Fifth Third Bancorp | 0.00% | Reduce -18.4% | 3,445 | $294K |
| Ironwood Financial, llc | 0.07% | No change | 3,405 | $290K |
| Vontobel Holding Ltd. | 0.00% | No change | 3,400 | $290K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -1.3% | 3,360 | $287K |
| Signet Financial Management, LLC | 0.04% | Add +2.6% | 3,355 | $286K |
| Wealth Advisors of Tampa Bay, LLC | 0.14% | Reduce -32.0% | 3,335 | $284K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 3,325 | $284K |
| RB Capital Management, LLC | 0.08% | Reduce -2.8% | 3,300 | $281K |
| SOA Wealth Advisors, LLC. | 0.06% | No change | 3,295 | $281K |
| Apollon Wealth Management, LLC | 0.01% | No change | 3,260 | $278K |
| First Foundation Advisors | 0.01% | No change | 3,255 | $278K |
| TRUE Private Wealth Advisors | 0.03% | No change | 3,250 | $277K |
| Ogorek Anthony Joseph /NY/ | 0.10% | No change | 3,250 | $277K |
| Bullseye Investment Management, LLC | 0.17% | Reduce -3.5% | 3,220 | $275K |
| Choreo, LLC | 0.01% | New | 3,210 | $274K |
| Purus Wealth Management, LLC | 0.13% | Reduce -3.0% | 3,190 | $272K |
| Garrett Wealth Advisory Group, LLC | 0.11% | No change | 3,185 | $272K |
| Capital CS Group, LLC | 0.27% | New | 3,144 | $268K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -5.8% | 3,131 | $267K |
| Ceera Investments, LLC | 0.11% | No change | 3,055 | $261K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -17.3% | 3,020 | $258K |
| Outlook Wealth Advisors, LLC | 0.08% | No change | 2,985 | $255K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,925 | $249K |
| Alpine Global Management, LLC | 0.06% | Reduce -87.0% | 2,924 | $249K |
| Global Trust Asset Management, LLC | 0.10% | Add +33.3% | 2,900 | $247K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -1.6% | 2,845 | $243K |
| Founders Financial Securities LLC | 0.03% | Reduce -0.2% | 2,825 | $241K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 2,815 | $240K |
| Tyche Wealth Partners LLC | 0.06% | No change | 2,775 | $237K |
| Matthew Goff Investment Advisor, LLC | 0.05% | No change | 2,750 | $234K |
| Dakota Wealth Management | 0.01% | New | 2,725 | $232K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -13.1% | 2,715 | $232K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,710 | $231K |
| Lincoln National Corp. | 0.00% | New | 2,702 | $230K |
| Fortis Capital Management LLC | 0.06% | Add +9.1% | 2,700 | $230K |
| Almanack Investment Partners, LLC. | 0.04% | No change | 2,620 | $223K |
| Abbot Financial Management, Inc. | 0.12% | New | 2,600 | $222K |
| Harvest Investment Services, LLC | 0.09% | New | 2,565 | $219K |
| Larson Financial Group LLC | 0.02% | Reduce -0.7% | 2,551 | $218K |
| Sunbelt Securities, Inc. | 0.02% | No change | 2,545 | $217K |
| Hanson & Doremus Investment Management | 0.04% | No change | 2,540 | $217K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,525 | $215K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -71.1% | 2,520 | $215K |
| Transcendent Capital Group LLC | 0.12% | No change | 2,500 | $213K |
| Middleton & Co. Inc. | 0.02% | No change | 2,500 | $213K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -36.9% | 2,485 | $212K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,475 | $211K |
| Western Wealth Management, LLC | 0.02% | Reduce -29.0% | 2,445 | $209K |
| Colonial Trust Co / SC | 0.04% | No change | 2,430 | $207K |
| Ayalon Insurance Comp Ltd. | 0.07% | No change | 2,425 | $207K |
| Ceeto Capital Group, LLC | 0.08% | New | 2,375 | $203K |
| Drive Wealth Management, LLC | 0.06% | New | 2,375 | $203K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 2,375 | $203K |
| Birchcreek Wealth Management, LLC | 0.11% | New | 2,370 | $202K |
| Interchange Capital Partners, LLC | 0.14% | New | 2,363 | $201K |
| Walleye Trading LLC | 0.00% | Reduce -95.0% | 2,240 | $191K |
| Banque Cantonale Vaudoise | 0.01% | New | 2,232 | $190K |
| Financial Freedom, LLC | 0.11% | Reduce -1.5% | 2,211 | $189K |
| Private Trust Co. NA | 0.02% | Add +13.1% | 2,200 | $188K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +12.1% | 2,125 | $181K |
| First Manhattan Co. Llc. | 0.00% | Reduce -18.9% | 2,100 | $179K |
| Running Point Capital Advisors, LLC | 0.08% | Add +38.4% | 2,000 | $171K |
| Arlington Trust Co LLC | 0.04% | No change | 1,860 | $159K |
| Lanark Financial, Inc. | 0.01% | No change | 1,750 | $149K |
| Avior Wealth Management, LLC | 0.01% | No change | 1,715 | $146K |
| Garde Capital, Inc. | 0.01% | Reduce -5.7% | 1,585 | $135K |
| Centaurus Financial, Inc. | 0.01% | Reduce -93.6% | 1,255 | $107K |
| Allworth Financial LP | 0.00% | Add +23.0% | 1,230 | $105K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +69.7% | 1,222 | $104K |
| IFP Advisors, Inc | 0.00% | Reduce -3.9% | 1,173 | $100K |
| Spire Wealth Management | 0.00% | Reduce -75.7% | 1,125 | $96K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -8.2% | 1,065 | $91K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -64.0% | 1,055 | $89K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -11.4% | 1,028 | $88K |
| CoreCap Advisors, LLC | 0.00% | New | 990 | $84K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -3.5% | 965 | $82K |
| Realta Investment Advisors | 0.02% | New | 930 | $79K |
| First Horizon Advisors, Inc. | 0.00% | No change | 925 | $79K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 905 | $77K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -22.4% | 900 | $77K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -4.0% | 869 | $74K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +18.5% | 859 | $73K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 850 | $72K |
| Addison Advisors LLC | 0.02% | Add +27.5% | 765 | $65K |
| Carmichael Hill & Associates, Inc. | 0.03% | Reduce -24.4% | 760 | $65K |
| Waverly Advisors, LLC | 0.00% | New | 725 | $62K |
| Psagot Value Holdings Ltd. / (Israel) | 0.55% | No change | 715 | $61K |
| Investors Research Corp | 0.01% | No change | 670 | $57K |
| Private Capital Management LLC | 0.01% | No change | 655 | $56K |
| Wellington Shields & Co., LLC | 0.02% | No change | 650 | $55K |
| CENTRAL TRUST Co | 0.00% | No change | 650 | $55K |
| NorthRock Partners, LLC | 0.00% | New | 640 | $55K |
| Delta Asset Management LLC | 0.00% | No change | 625 | $53K |
| Chesapeake Asset Management LLC | 0.05% | No change | 625 | $53K |
| Abound Wealth Management | 0.02% | No change | 600 | $51K |
| AlphaMark Advisors, LLC | 0.02% | Reduce -8.0% | 575 | $49K |
| Global Retirement Partners, LLC | 0.00% | Reduce -26.1% | 554 | $47K |
| Valley National Advisers Inc. | 0.01% | Reduce -9.9% | 545 | $46K |
| Capital Analysts, LLC | 0.00% | Add +8.4% | 504 | $43K |
| Manchester Capital Management LLC | 0.01% | No change | 500 | $43K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 460 | $39K |
| Woodmont Investment Counsel LLC | 0.00% | New | 455 | $39K |
| Kathleen S. Wright Associates Inc. | 0.02% | No change | 440 | $38K |
| Assetmark, Inc. | 0.00% | No change | 400 | $34K |
| Element Wealth, LLC | 0.02% | No change | 395 | $34K |
| Tortoise Investment Management, LLC | 0.00% | New | 375 | $32K |
| Resources Management Corp. /CT/ | 0.00% | No change | 360 | $31K |
| Anchor Investment Management, LLC | 0.00% | No change | 315 | $27K |
| HM Payson & Co. | 0.00% | No change | 295 | $25K |
| Archer Investment Corp | 0.01% | No change | 290 | $25K |
| Gradient Investments LLC | 0.00% | Reduce -28.6% | 275 | $23K |
| Retirement Group, LLC | 0.01% | No change | 265 | $23K |
| Pflug Koory, LLC | 0.00% | No change | 265 | $23K |
| Missouri Trust & Investment Co | 0.01% | Reduce -10.0% | 225 | $19K |
| Byrne Asset Management LLC | 0.01% | New | 190 | $16K |
| Tyler-Stone Wealth Management | 0.01% | No change | 170 | $14K |
| Financial Perspectives, Inc | 0.01% | No change | 170 | $14K |
| FWL Investment Management, LLC | 0.01% | Reduce -16.2% | 155 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -81.7% | 150 | $13K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 117 | $10K |
| GAMMA Investing LLC | 0.00% | No change | 115 | $10K |
| Aspire Private Capital, LLC | 0.00% | No change | 110 | $9K |
| Bessemer Group Inc. | 0.00% | Reduce -92.6% | 100 | $9K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 100 | $9K |
| Bogart Wealth, LLC | 0.00% | Reduce -54.5% | 100 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 90 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 85 | $7K |
| Mather Group, Llc. | 0.00% | New | 16 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | — | 66 | $6K |
| Tidemark, LLC | 0.00% | New | 55 | $5K |
| Blue Trust, Inc. | 0.00% | Add +400.0% | 50 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 50 | $4K |
| Sandy Spring Bank | 0.00% | No change | 35 | $3K |
| LifeSteps Financial, Inc. | 0.00% | New | 35 | $3K |
| Pineridge Advisors LLC | 0.00% | Reduce -97.2% | 35 | $3K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | No change | 35 | $3K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 30 | $3K |
| Russell Investments Group, Ltd. | 0.00% | New | 30 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 25 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 15 | $1K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 10 | $854 |
| Balefire, LLC | 0.00% | No change | 5 | $426 |
| West Branch Capital LLC | 0.00% | Reduce -80.0% | 2 | $171 |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.