iShares Expanded Tech-SoftwaIGVETF
13F holders, Q2 2024 (June 30)488holders +16
66new positions
52sold out
3famous investors
$84.68avg. 13F price*
At the end of Q2 2024, 488 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, up 16 from Q1 2024. 66 opened new positions and 52 sold out. The largest holders were Varma Mutual Pension Insurance Co ($608.3M), Morgan Stanley ($519.5M) and Bank of America Corp. ($363.1M). 3 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $278.3M |
| Exits | 52 | $303.1M |
All 13F filers, Q1 2024 → Q2 2024: 11,395,353 shares bought and 18,278,135 shares sold, net −6,882,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 488 holders
| Varma Mutual Pension Insurance Co | 4.89% | Add +1006.9% | 7,000,000 | $608.3M |
| Morgan Stanley | 0.04% | Reduce -12.2% | 5,977,798 | $519.5M |
| Bank of America Corp. | 0.03% | Reduce -23.0% | 4,177,984 | $363.1M |
| JPMorgan Chase & Co. | 0.03% | Reduce -7.2% | 3,372,841 | $293.1M |
| Migdal Insurance & Financial Holdings Ltd. | 4.34% | Reduce -16.7% | 2,992,445 | $260.0M |
| UBS Group AG | 0.07% | Add +18.7% | 2,562,397 | $222.7M |
| Fisher Asset Management | 0.07% | Reduce -81.1% | 1,933,855 | $168.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -58.7% | 1,202,801 | $104.5M |
| LPL Financial LLC | 0.05% | Add +26.0% | 1,057,164 | $91.9M |
| BNP Paribas Financial Markets | 0.10% | Reduce -11.9% | 1,032,683 | $89.7M |
| Franklin Resources Inc. | 0.02% | Add +24.1% | 910,139 | $79.1M |
| Main Management ETF Advisors, LLC | 3.91% | Add +0.9% | 899,955 | $78.2M |
| Citigroup Inc. | 0.08% | Add +6.7% | 897,824 | $78.0M |
| Wells Fargo & Company | 0.02% | Reduce -13.1% | 826,427 | $71.8M |
| Wellington Management Group LLP | 0.01% | New | 691,904 | $60.1M |
| MML Investors Services, LLC | 0.20% | Add +0.9% | 561,452 | $48.8M |
| Royal Bank of Canada | 0.01% | Reduce -2.3% | 527,524 | $45.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.13% | New | 500,000 | $43.5M |
| SP Asset Management LLC | 3.10% | Add +0.0% | 391,371 | $34.0M |
| HighTower Advisors, LLC | 0.05% | Add +4.4% | 365,067 | $31.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.7% | 358,984 | $31.2M |
| Osaic Holdings, Inc. | 0.07% | Reduce -10.4% | 357,701 | $31.1M |
| Stifel Financial Corp. | 0.03% | Add +2.7% | 338,181 | $29.4M |
| Northeast Financial Consultants Inc | 1.34% | Reduce -1.3% | 333,862 | $29.0M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -5.3% | 311,672 | $27.1M |
| Wealth High Governance Capital Ltda | 6.47% | New | 300,000 | $26.1M |
| Main Management LLC | 1.96% | Reduce -1.3% | 272,104 | $23.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +13.5% | 246,987 | $21.5M |
| CHURCHILL MANAGEMENT Corp | 0.25% | Add +1.1% | 245,727 | $21.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.2% | 227,889 | $19.8M |
| Wellspring Financial Advisors, LLC | 2.21% | Add +3.3% | 1,552,407 | $19.7M |
| Crestwood Advisors Group, LLC | 0.39% | Reduce -2.1% | 216,932 | $18.9M |
| Nan Shan Life Insurance Co., Ltd. | 0.41% | Add +143.1% | 200,050 | $17.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.5% | 199,814 | $17.4M |
| SPC Financial, Inc. | 1.50% | Add +3.4% | 186,192 | $16.2M |
| Cetera Investment Advisers | 0.04% | Reduce -5.3% | 184,110 | $16.0M |
| Gillson Capital LP | 1.49% | New | 177,500 | $15.4M |
| Cwm, LLC | 0.07% | Add +2.1% | 163,751 | $14.2M |
| Focus Partners Wealth | 0.05% | Add +98.1% | 155,270 | $13.5M |
| Venture Visionary Partners LLC | 0.63% | New | 154,958 | $13.5M |
| Prudential PLC | 0.09% | New | 147,000 | $12.8M |
| L & S Advisors Inc | 1.60% | New | 143,719 | $12.5M |
| Fiduciary Trust Co | 0.18% | Reduce -4.2% | 140,900 | $12.2M |
| Noesis Capital Mangement Corp. | 2.69% | Add +1.7% | 139,527 | $12.1M |
| Raymond James & Associates | 0.01% | Add +0.9% | 136,116 | $11.8M |
| Mariner, LLC | 0.02% | Reduce -2.4% | 135,282 | $11.8M |
| Phoenix Financial Ltd. | 0.18% | Add +2.0% | 132,628 | $11.5M |
| MKP Capital Management, L.L.C. | 0.96% | New | 130,000 | $11.3M |
| Bank Hapoalim BM | 1.61% | Reduce -1.8% | 125,135 | $10.9M |
| Citadel Advisors | 0.01% | Reduce -36.9% | 122,558 | $10.7M |
| Chicago Wealth Management, Inc. | 6.10% | Add +2.5% | 122,016 | $10.6M |
| MinichMacGregor Wealth Management, LLC | 2.43% | Reduce -2.6% | 114,679 | $10.0M |
| Mercer Global Advisors Inc. | 0.03% | Add +1.5% | 111,844 | $9.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +11.1% | 110,533 | $9.6M |
| Lido Advisors, LLC | 0.08% | Reduce -0.6% | 110,175 | $9.6M |
| Corient Private Wealth LP | 0.02% | Reduce -0.6% | 108,660 | $9.4M |
| Baker Avenue Asset Management, LP | 0.32% | Reduce -1.9% | 107,880 | $9.4M |
| J. Goldman & Co LP | 0.35% | Add +935.6% | 107,341 | $9.3M |
| Principle Wealth Partners LLC | 0.68% | Add +7.2% | 103,220 | $9.0M |
| Advisory Services Network, LLC | 0.18% | Add +308.5% | 98,878 | $8.6M |
| Quantitative Investment Management, LLC | 0.93% | New | 98,278 | $8.5M |
| NewEdge Advisors, LLC | 0.06% | Add +105.4% | 97,847 | $8.5M |
| Gemmer Asset Management LLC | 0.89% | No change | 95,931 | $8.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.3% | 93,197 | $8.1M |
| Altus Wealth Management, LLC | 3.87% | Add +0.1% | 92,638 | $8.1M |
| Legacy Edge Advisors, LLC | 1.47% | Add +19.2% | 92,029 | $8.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +66.2% | 89,872 | $7.8M |
| Captrust Financial Advisors | 0.02% | Reduce -4.6% | 89,058 | $7.7M |
| D.A. Davidson & Co. | 0.07% | Reduce -3.7% | 85,746 | $7.5M |
| Marshall Wace, LLP | 0.01% | New | 75,559 | $6.6M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.33% | Reduce -3.8% | 75,100 | $6.5M |
| Crestline Management, L.P. | 0.51% | New | 75,000 | $6.5M |
| Sfmg, LLC | 0.54% | Reduce -78.2% | 71,401 | $6.2M |
| Kwmg, LLC | 0.67% | Reduce -1.6% | 71,381 | $6.2M |
| Ardsley Advisory Partners LP | 1.10% | New | 70,000 | $6.1M |
| Prospera Financial Services Inc | 0.17% | Add +42.7% | 68,794 | $6.0M |
| Quadrature Capital Ltd | 0.10% | New | 68,708 | $6.0M |
| Mathes Company, Inc. | 2.14% | Add +2.8% | 67,175 | $5.8M |
| Wealthspire Advisors, LLC | 0.07% | New | 65,112 | $5.7M |
| SFI Advisors, LLC | 4.18% | Add +0.1% | 62,490 | $5.4M |
| Fluent Financial, LLC | 2.71% | New | 61,832 | $5.4M |
| Spectrum Wealth Counsel, LLC | 0.67% | Reduce -50.4% | 61,161 | $5.3M |
| Truist Financial Corp. | 0.01% | Add +14.1% | 59,568 | $5.2M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +266.8% | 57,473 | $5.0M |
| Lowe Brockenbrough & Co. Inc. | 0.33% | Reduce -0.3% | 56,791 | $4.9M |
| DRW Securities, LLC | 0.30% | New | 55,279 | $4.8M |
| Jmac Enterprises LLC | 0.84% | Add +5.3% | 54,818 | $4.8M |
| Sanders Morris Harris LLC | 0.78% | New | 54,510 | $4.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.14% | Add +1.1% | 52,375 | $4.5M |
| Cadent Capital Advisors, LLC | 1.80% | Add +0.1% | 51,070 | $4.4M |
| Well Done, LLC | 0.91% | Add +1.3% | 50,430 | $4.4M |
| Holderness Investments Co. | 1.02% | No change | 49,954 | $4.3M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -17.8% | 46,407 | $4.0M |
| Wealthfront Advisers LLC | 0.01% | Add +31.4% | 45,968 | $4.0M |
| Sigma Planning Corp | 0.12% | Add +10.1% | 45,233 | $3.9M |
| KKM Financial LLC | 1.81% | Reduce -7.0% | 42,739 | $3.8M |
| Arlington Capital Management, Inc. | 3.19% | Reduce -2.0% | 42,265 | $3.7M |
| Bienville Capital Management, LLC | 0.88% | Add +203.9% | 42,061 | $3.7M |
| Strategic Blueprint, LLC | 0.25% | Add +1.4% | 41,555 | $3.6M |
| Hanseatic Management Services Inc. | 5.38% | Add +4.3% | 41,269 | $3.6M |
| Valley Wealth Managers, Inc. | 0.28% | Reduce -5.3% | 40,318 | $3.5M |
| National Philanthropic Trust | 0.07% | No change | 39,850 | $3.5M |
| Snowden Capital Advisors LLC | 0.10% | Add +1.4% | 39,587 | $3.4M |
| Cresset Asset Management, LLC | 0.01% | Add +478.4% | 38,391 | $3.3M |
| FMR LLC | 0.00% | Add +6.7% | 37,515 | $3.3M |
| Hyman Charles D | 0.18% | No change | 36,945 | $3.2M |
| Summit Trail Advisors, LLC | 0.08% | Reduce -0.5% | 36,822 | $3.2M |
| Rockingstone Advisors LLC | 1.61% | Add +0.8% | 36,109 | $3.1M |
| Capital Fund Management S.A. | 0.03% | Reduce -60.9% | 34,640 | $3.0M |
| Riggs Asset Managment Co. Inc. | 0.88% | Reduce -76.8% | 34,027 | $3.0M |
| Quattro Financial Advisors LLC | 0.77% | New | 34,001 | $3.0M |
| GTS Securities LLC | 0.06% | Reduce -13.0% | 33,877 | $2.9M |
| Vicus Capital | 0.27% | Add +3.6% | 33,796 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Reduce -40.2% | 32,390 | $2.8M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +11.1% | 32,238 | $2.8M |
| Terra Nova Asset Management LLC | 2.21% | Add +1.6% | 32,188 | $2.8M |
| Creative Planning | 0.00% | Reduce -0.4% | 31,878 | $2.8M |
| Stone Summit Wealth LLC | 0.99% | Reduce -0.7% | 31,733 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Add +27.3% | 31,077 | $2.7M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -1.0% | 32,270 | $2.7M |
| Savoie Capital LLC | 0.34% | No change | 30,205 | $2.6M |
| Silverleafe Capital Partners, LLC | 0.91% | New | 29,704 | $2.6M |
| GPS Wealth Strategies Group, LLC | 0.38% | Reduce -33.5% | 29,226 | $2.5M |
| Barclays PLC | 0.00% | Add +700.1% | 28,805 | $2.5M |
| Graham Capital Management, L.P. | 0.16% | New | 28,633 | $2.5M |
| Cottonwood Capital Advisors, LLC | 1.89% | Add +8.9% | 27,866 | $2.4M |
| Lazard Asset Management LLC | 0.00% | Reduce -31.2% | 25,611 | $2.2M |
| Kentucky Farm Bureau Mutual Insurance Co | 0.49% | No change | 25,000 | $2.2M |
| Sowell Financial Services LLC | 0.10% | Reduce -1.7% | 24,462 | $2.1M |
| Jasper Ridge Partners, L.P. | 0.07% | No change | 24,175 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.7% | 24,095 | $2.1M |
| IMC-Chicago, LLC | 0.07% | New | 23,653 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Add +31.6% | 23,549 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -5.5% | 23,227 | $2.0M |
| Fifth Third Securities, Inc. | 0.18% | Reduce -64.4% | 22,937 | $2.0M |
| MGB Wealth Management, LLC | 0.74% | No change | 22,713 | $2.0M |
| Segment Wealth Management, LLC | 0.15% | Reduce -1.1% | 22,758 | $2.0M |
| Ulland Investment Advisors, LLC | 1.49% | Reduce -12.2% | 22,436 | $1.9M |
| Great Diamond Partners, LLC | 0.45% | Add +10.0% | 22,080 | $1.9M |
| National Bank of Canada | 0.00% | Reduce -68.2% | 21,614 | $1.9M |
| Transcendent Capital Group LLC | 1.07% | Add +752.9% | 21,323 | $1.9M |
| Guerra Pan Advisors, LLC | 1.54% | Add +0.4% | 21,224 | $1.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.4% | 21,109 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | — | 22,160 | $1.8M |
| Sharper & Granite LLC | 0.86% | Add +5.7% | 20,650 | $1.8M |
| HSBC Holdings PLC | 0.00% | Add +100.0% | 20,000 | $1.7M |
| Two Sigma Securities, LLC | 0.08% | New | 19,890 | $1.7M |
| Virtue Capital Management, LLC | 0.29% | Reduce -0.1% | 19,777 | $1.7M |
| Lindbrook Capital, LLC | 0.16% | Reduce -27.6% | 19,543 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -25.7% | 18,960 | $1.6M |
| Patten Group, Inc. | 0.39% | Add +0.2% | 18,891 | $1.6M |
| Cascade Wealth Advisors, Inc | 1.19% | Reduce -8.1% | 19,275 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -3.1% | 18,370 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +8.9% | 18,329 | $1.6M |
| United Community Bank | 0.63% | Reduce -1.1% | 17,867 | $1.6M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +4.9% | 17,745 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.6% | 31,939 | $1.5M |
| Outlook Wealth Advisors, LLC | 0.47% | No change | 2,985 | $1.5M |
| Mirabella Financial Services LLP | 0.13% | Reduce -83.5% | 17,277 | $1.5M |
| Maven Securities LTD | 0.23% | Add +84.0% | 16,744 | $1.5M |
| Arkansas Financial Group, Inc. | 0.26% | Reduce -1.0% | 16,584 | $1.4M |
| Empirical Asset Management, LLC | 0.54% | Reduce -2.2% | 16,475 | $1.4M |
| Nikulski Financial, Inc. | 0.45% | No change | 16,260 | $1.4M |
| Provenance Wealth Advisors, LLC | 0.19% | Add +9.3% | 15,823 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Add +0.1% | 15,732 | $1.4M |
| Money Concepts Capital Corp. | 0.11% | Reduce -0.5% | 15,648 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +12.0% | 15,464 | $1.3M |
| Independent Financial Group, LLC | 0.05% | Reduce -17.7% | 15,062 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.7% | 15,032 | $1.3M |
| Retirement Planning Group, LLC | 0.08% | Add +45.5% | 14,820 | $1.3M |
| Aft, Forsyth & Company, Inc. | 0.62% | Add +1.1% | 14,605 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -10.9% | 14,558 | $1.3M |
| Comerica Bank | 0.01% | Reduce -1.9% | 14,545 | $1.3M |
| RPS Advisory Solutions LLC | 1.16% | — | 14,485 | $1.3M |
| Clarius Group, LLC | 0.09% | Add +5.6% | 14,252 | $1.2M |
| Blue Fin Capital, Inc. | 0.25% | Reduce -5.0% | 14,245 | $1.2M |
| Citizens National Bank Trust Department | 0.27% | Reduce -7.2% | 14,187 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -16.6% | 14,175 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -0.7% | 14,100 | $1.2M |
| Synovus Financial Corp. | 0.02% | No change | 14,075 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +8.6% | 14,068 | $1.2M |
| Fortis Group Advisors, LLC | 0.24% | Reduce -5.1% | 14,032 | $1.2M |
| Simplex Trading, LLC | 0.04% | New | 13,955 | $1.2M |
| Tritonpoint Wealth, LLC | 0.11% | No change | 13,425 | $1.2M |
| Hel Ved Capital Management Ltd | 0.40% | New | 23,413 | $1.2M |
| Novare Capital Management LLC | 0.10% | No change | 13,260 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Reduce -6.5% | 13,225 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 13,024 | $1.1M |
| Nvwm, LLC | 0.30% | Add +67.0% | 12,925 | $1.1M |
| Global Financial Private Client, LLC | 0.46% | Add +1.6% | 12,753 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -10.1% | 12,641 | $1.1M |
| Triumph Capital Management | 0.43% | Add +18.4% | 12,638 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Reduce -0.7% | 12,300 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +129.1% | 12,031 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Add +62.7% | 11,948 | $1.0M |
| Cibc World Market Inc. | 0.00% | Reduce -3.7% | 11,524 | $1.0M |
| Evanson Asset Management, LLC | 0.07% | No change | 11,226 | $976K |
| MAI Capital Management | 0.01% | Add +17.1% | 11,200 | $973K |
| Muirfield Wealth Advisors LLC | 0.90% | Add +2.7% | 11,058 | $961K |
| Jefferies Financial Group Inc. | 0.02% | Reduce -79.6% | 10,904 | $948K |
| Apeiron RIA LLC | 0.29% | Add +3.2% | 10,772 | $936K |
| Creative Financial Designs Inc. | 0.08% | Add +6.2% | 10,698 | $930K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +17.5% | 10,625 | $923K |
| KCM Investment Advisors LLC | 0.03% | Add +1.3% | 10,480 | $911K |
| Wolverine Trading, LLC | 0.01% | New | 10,396 | $903K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Add +20.1% | 10,288 | $894K |
| JTC Employer Solutions Trustee Ltd | 0.06% | No change | 10,100 | $877K |
| New York State Common Retirement Fund | 0.00% | New | 10,058 | $874K |
| Carnegie Investment Counsel | 0.03% | Add +20.4% | 9,983 | $867K |
| Modern Wealth Management, LLC | 0.06% | Reduce -25.4% | 9,947 | $864K |
| Intellectus Partners, LLC | 0.24% | No change | 9,930 | $863K |
| Mutual Advisors, LLC | 0.03% | Reduce -38.0% | 10,176 | $858K |
| Personal Cfo Solutions, LLC | 0.13% | Add +214.0% | 9,831 | $854K |
| Composition Wealth, LLC | 0.02% | No change | 9,826 | $854K |
| DAVENPORT & Co LLC | 0.01% | Add +8.3% | 9,750 | $847K |
| Rathbones Group PLC | 0.00% | New | 9,550 | $830K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -6.2% | 9,525 | $828K |
| Cahill Financial Advisors Inc. | 0.11% | No change | 9,353 | $813K |
| Pacific Sun Financial Corp | 0.48% | Reduce -0.1% | 9,350 | $813K |
| KWB Wealth | 0.11% | No change | 9,502 | $810K |
| Keybank National Association | 0.00% | No change | 9,259 | $805K |
| WJ Wealth Management, LLC | 0.29% | No change | 9,250 | $804K |
| Sterling Investment Counsel, LLC | 0.31% | Add +0.0% | 9,036 | $785K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -0.7% | 9,035 | $785K |
| Yarbrough Capital, LLC | 0.03% | No change | 8,945 | $777K |
| Salem Investment Counselors Inc. | 0.03% | Add +1.7% | 8,917 | $775K |
| Blair William & Co. | 0.00% | Add +18.7% | 8,865 | $770K |
| Apollon Financial, LLC | 0.25% | Reduce -7.3% | 8,846 | $769K |
| WBH Advisory Inc. | 0.08% | Reduce -2.1% | 8,820 | $766K |
| WMS Partners, LLC | 0.05% | Reduce -3.5% | 8,756 | $761K |
| Ashton Thomas Private Wealth, LLC | 0.04% | No change | 8,750 | $760K |
| Principal Securities, Inc. | 0.02% | Add +30.4% | 8,627 | $750K |
| Norris Financial Group, LLC | 0.39% | Reduce -88.1% | 8,624 | $749K |
| Northern Trust Corp. | 0.00% | Add +0.1% | 8,443 | $734K |
| Brevan Howard Capital Management LP | 0.05% | New | 8,426 | $732K |
| Baird Financial Group, Inc. | 0.00% | New | 8,331 | $724K |
| Tennessee Valley Asset Management Partners | 0.13% | New | 8,132 | $707K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +302.7% | 8,009 | $696K |
| FNY Investment Advisers, LLC | 0.47% | New | 8,005 | $695K |
| Parallel Advisors, LLC | 0.02% | Reduce -3.0% | 7,986 | $694K |
| Caprock Group, LLC | 0.03% | Reduce -0.9% | 7,747 | $673K |
| IFG Advisory, LLC | 0.04% | Reduce -28.5% | 7,708 | $670K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.5% | 7,665 | $666K |
| HBK Sorce Advisory LLC | 0.02% | No change | 7,557 | $657K |
| Genesee Capital Advisors, LLC | 0.32% | Add +2.0% | 7,511 | $653K |
| Alpine Woods Capital Investors, LLC | 0.10% | No change | 7,500 | $652K |
| Triangle Securities Wealth Management | 0.18% | Reduce -6.3% | 7,465 | $649K |
| Stephens Inc. | 0.01% | Add +15.8% | 7,407 | $644K |
| Renaissance Technologies | 0.00% | New | 7,400 | $643K |
| CreativeOne Wealth, LLC | 0.03% | New | 7,368 | $640K |
| PFG Investments, LLC | 0.04% | Add +1.2% | 7,240 | $629K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -3.6% | 6,880 | $598K |
| Colonial Trust Advisors | 0.06% | No change | 6,876 | $598K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 6,875 | $597K |
| Calamos Wealth Management LLC | 0.03% | No change | 6,800 | $591K |
| Raymond James Trust N.A. | 0.01% | Reduce -9.7% | 6,772 | $588K |
| Goelzer Investment Management, Inc. | 0.03% | No change | 6,755 | $587K |
| Jane Street Group, LLC | 0.00% | Reduce -81.0% | 6,726 | $584K |
| US Bancorp \de | 0.00% | Reduce -7.5% | 6,708 | $583K |
| Hilltop Holdings Inc. | 0.07% | Reduce -41.5% | 6,640 | $577K |
| Novak & Powell Financial Services, Inc. | 0.36% | Reduce -0.2% | 6,625 | $576K |
| 360 Financial, Inc. | 0.22% | Reduce -94.7% | 6,571 | $571K |
| TruWealth Advisors, LLC | 0.04% | Add +9.1% | 6,558 | $570K |
| Madison Wealth Partners, Inc | 0.19% | Add +1.3% | 6,446 | $560K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 6,350 | $559K |
| Plotkin Financial Advisors, LLC | 0.36% | No change | 6,425 | $558K |
| Legacy Financial Strategies, LLC | 0.13% | Add +8.1% | 6,309 | $554K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Reduce -48.1% | 6,370 | $554K |
| Ionic Capital Management LLC | 0.44% | No change | 6,325 | $550K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -64.5% | 6,312 | $549K |
| Greenwood Capital Associates LLC | 0.07% | Reduce -7.1% | 6,052 | $526K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -1.0% | 6,147 | $523K |
| Cinctive Capital Management LP | 0.03% | New | 6,000 | $521K |
| Compound Planning, Inc. | 0.04% | Add +7.5% | 5,964 | $518K |
| Chatham Capital Group, Inc. | 0.09% | No change | 5,825 | $506K |
| Investmark Advisory Group LLC | 0.27% | No change | 5,815 | $505K |
| Thrive Capital Management, LLC | 0.23% | New | 5,801 | $504K |
| HB Wealth Management, LLC | 0.01% | Add +27.5% | 5,790 | $503K |
| Westwind Capital | 0.12% | Reduce -98.1% | 385 | $500K |
| International Assets Investment Management, LLC | 0.05% | Reduce -15.2% | 5,715 | $497K |
| Altura Wealth Advisors Inc. | 0.49% | New | 5,674 | $493K |
| Pinebridge Investments, L.P. | 0.00% | No change | 5,595 | $486K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -61.3% | 5,580 | $485K |
| Gruss & Co., LLC | 2.59% | Add +10.0% | 5,500 | $478K |
| TD Waterhouse Canada Inc. | 0.00% | Add +411.5% | 5,396 | $471K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -44.9% | 5,330 | $463K |
| CX Institutional | 0.02% | Reduce -0.6% | 5,282 | $459K |
| Biondo Investment Advisors, LLC | 0.07% | Reduce -3.1% | 5,260 | $457K |
| E&G Advisors, LLC | 0.13% | No change | 5,200 | $452K |
| Townsquare Capital LLC | 0.01% | New | 5,170 | $449K |
| Annapolis Financial Services, LLC | 0.14% | No change | 5,130 | $446K |
| Kesler, Norman & Wride, LLC | 0.09% | Reduce -0.9% | 5,127 | $446K |
| Monetary Management Group Inc. | 0.12% | Add +11.1% | 5,025 | $437K |
| Davis R M Inc. | 0.01% | New | 5,021 | $436K |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.05% | No change | 5,000 | $435K |
| Breed's Hill Capital LLC | 0.38% | No change | 5,000 | $435K |
| Haverford Trust Co | 0.00% | No change | 4,875 | $424K |
| Bayesian Capital Management, LP | 0.05% | New | 4,865 | $423K |
| Institute for Wealth Management, LLC. | 0.06% | No change | 4,755 | $413K |
| Sandbox Financial Partners, LLC | 0.16% | Reduce -4.0% | 4,709 | $409K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -20.9% | 4,708 | $409K |
| Blue Chip Partners, LLC | 0.04% | No change | 4,595 | $399K |
| Carret Asset Management, LLC | 0.05% | Reduce -4.3% | 4,480 | $389K |
| AE Wealth Management LLC | 0.00% | Add +9.9% | 4,464 | $388K |
| Brighton Jones LLC | 0.01% | Add +16.0% | 4,437 | $386K |
| Thrivent Financial for Lutherans | 0.00% | No change | 4,348 | $378K |
| Canal Capital Management, LLC | 0.06% | No change | 4,295 | $373K |
| Montag A & Associates Inc. | 0.02% | Reduce -50.2% | 4,295 | $373K |
| Journey Advisory Group, LLC | 0.04% | No change | 4,250 | $369K |
| Sequent Planning LLC | 0.13% | Reduce -12.6% | 4,221 | $369K |
| Cynosure Group, LLC | 0.06% | No change | 4,200 | $365K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,085 | $355K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.3% | 4,058 | $353K |
| MWA Asset Management | 0.25% | Add +2.7% | 4,045 | $352K |
| Cannell & Spears LLC | 0.01% | No change | 4,000 | $348K |
| Perigon Wealth Management, LLC | 0.01% | Add +13.5% | 3,997 | $347K |
| Y.D. More Investments Ltd | 0.04% | Reduce -15.0% | 3,980 | $346K |
| Parallax Volatility Advisers, L.P. | 0.01% | Reduce -44.6% | 3,794 | $330K |
| Centaurus Financial, Inc. | 0.02% | Add +199.8% | 3,763 | $327K |
| Wellington Shields Capital Management, LLC | 0.06% | No change | 3,725 | $324K |
| Dupree Financial Group, LLC | 0.16% | Reduce -51.6% | 3,706 | $322K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 3,701 | $322K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -12.7% | 3,670 | $319K |
| Signaturefd, LLC | 0.01% | Reduce -1.0% | 3,667 | $319K |
| Lyell Wealth Management, LP | 0.03% | Reduce -84.1% | 3,656 | $318K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -1.1% | 3,625 | $315K |
| Millennium Capital Advisors, LLC | 0.21% | No change | 3,604 | $313K |
| Samalin Investment Counsel, LLC | 0.15% | Reduce -2.4% | 3,600 | $313K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 3,600 | $313K |
| First Foundation Advisors | 0.01% | Add +9.2% | 3,555 | $309K |
| Wealthstream Advisors, Inc. | 0.11% | No change | 3,500 | $304K |
| Modera Wealth Management, LLC | 0.00% | No change | 3,490 | $303K |
| Tempus Wealth Planning, LLC | 0.13% | Reduce -9.9% | 3,466 | $301K |
| Bright Futures Wealth Management, LLC. | 0.16% | Add +6.3% | 3,748 | $301K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -40.8% | 3,459 | $301K |
| Mission Creek Capital Partners, Inc. | 0.08% | No change | 3,455 | $300K |
| Fifth Third Bancorp | 0.00% | No change | 3,445 | $299K |
| Ironwood Financial, llc | 0.07% | No change | 3,405 | $296K |
| Vontobel Holding Ltd. | 0.00% | No change | 3,400 | $295K |
| Balboa Wealth Partners | 0.08% | New | 3,392 | $295K |
| BTG Pactual Asset Management US LLC | 0.07% | — | 3,375 | $293K |
| Venturi Wealth Management, LLC | 0.02% | Add +0.1% | 3,365 | $292K |
| Wealth Advisors of Tampa Bay, LLC | 0.14% | No change | 3,335 | $290K |
| TRUE Private Wealth Advisors | 0.03% | Add +1.5% | 3,300 | $287K |
| RB Capital Management, LLC | 0.08% | No change | 3,300 | $287K |
| Citizens Financial Group Inc. | 0.01% | New | 3,300 | $287K |
| SOA Wealth Advisors, LLC. | 0.06% | No change | 3,295 | $286K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -43.0% | 3,250 | $282K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.6% | 3,240 | $282K |
| Choreo, LLC | 0.00% | No change | 3,210 | $280K |
| Garrett Wealth Advisory Group, LLC | 0.10% | No change | 3,185 | $277K |
| Purus Wealth Management, LLC | 0.12% | Reduce -0.7% | 3,167 | $275K |
| Ogorek Anthony Joseph /NY/ | 0.10% | Reduce -2.4% | 3,172 | $275K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -5.1% | 3,155 | $274K |
| Fortis Capital Management LLC | 0.06% | Add +16.1% | 3,134 | $272K |
| Mullaney, Keating & Wright, Inc. | 0.21% | — | 2,876 | $271K |
| Ieq Capital, LLC | 0.00% | Reduce -21.7% | 3,115 | $271K |
| Abbot Financial Management, Inc. | 0.14% | Add +19.2% | 3,100 | $269K |
| Ceera Investments, LLC | 0.11% | No change | 3,055 | $265K |
| Bullseye Investment Management, LLC | 0.18% | Reduce -5.3% | 3,050 | $254K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,925 | $254K |
| Capital CS Group, LLC | 0.29% | Reduce -8.9% | 2,864 | $249K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,845 | $247K |
| Clark Asset Management, LLC | 0.07% | New | 2,795 | $243K |
| Founders Financial Securities LLC | 0.02% | Reduce -1.1% | 2,795 | $243K |
| Matthew Goff Investment Advisor, LLC | 0.05% | No change | 2,750 | $239K |
| Kraft, Davis & Associates, LLC | 0.07% | New | 2,797 | $237K |
| Merkkuri Wealth Advisors LLC | 0.22% | — | 2,731 | $237K |
| Garde Capital, Inc. | 0.02% | Add +72.4% | 2,732 | $237K |
| Dakota Wealth Management | 0.01% | No change | 2,725 | $237K |
| Larson Financial Group LLC | 0.02% | Add +6.2% | 2,710 | $235K |
| Fifth Lane Capital, LP | 0.52% | New | 2,680 | $233K |
| Harvest Investment Services, LLC | 0.09% | Add +2.3% | 2,625 | $228K |
| Foguth Wealth Management, LLC. | 0.10% | Reduce -39.7% | 2,620 | $228K |
| Central Asset Investments & Management Holdings (HK) Ltd | 0.16% | New | 2,600 | $226K |
| Almanack Investment Partners, LLC. | 0.04% | Reduce -2.1% | 2,565 | $223K |
| Sunbelt Securities, Inc. | 0.02% | No change | 2,545 | $221K |
| Hanson & Doremus Investment Management | 0.04% | No change | 2,540 | $221K |
| Cutter & CO Brokerage, Inc. | 0.05% | New | 2,537 | $220K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,525 | $219K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -9.0% | 2,525 | $219K |
| Essex Bank | 0.06% | New | 2,525 | $219K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 2,520 | $219K |
| Financial Advocates Investment Management | 0.01% | New | 2,500 | $217K |
| Middleton & Co. Inc. | 0.03% | No change | 2,500 | $217K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,475 | $215K |
| ABLE Financial Group, LLC | 0.08% | New | 2,450 | $213K |
| Colonial Trust Co / SC | 0.04% | No change | 2,430 | $211K |
| Ayalon Insurance Comp Ltd. | 0.07% | No change | 2,425 | $211K |
| XTX Topco Ltd | 0.02% | New | 2,417 | $210K |
| Sharp Wealth Advisory, LLC | 0.18% | New | 2,416 | $210K |
| Interchange Capital Partners, LLC | 0.08% | Add +1.3% | 2,393 | $208K |
| Drive Wealth Management, LLC | 0.06% | No change | 2,375 | $206K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 2,375 | $206K |
| Ceeto Capital Group, LLC | 0.08% | No change | 2,375 | $206K |
| Western Wealth Management, LLC | 0.02% | Reduce -3.1% | 2,370 | $206K |
| Birchcreek Wealth Management, LLC | 0.12% | No change | 2,370 | $206K |
| Members Wealth LLC | 0.14% | — | 1,847 | $205K |
| Arkadios Wealth Advisors | 0.01% | New | 2,352 | $204K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,338 | $203K |
| Tidal Investments LLC | 0.00% | New | 2,314 | $201K |
| Financial Freedom, LLC | 0.11% | No change | 2,211 | $192K |
| Private Trust Co. NA | 0.02% | Reduce -3.4% | 2,125 | $185K |
| Global Trust Asset Management, LLC | 0.07% | Reduce -27.6% | 2,100 | $182K |
| Running Point Capital Advisors, LLC | 0.07% | No change | 2,000 | $174K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +62.6% | 1,987 | $173K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -12.0% | 1,870 | $163K |
| Arlington Trust Co LLC | 0.04% | No change | 1,860 | $162K |
| Lanark Financial, Inc. | 0.01% | No change | 1,750 | $152K |
| Avior Wealth Management, LLC | 0.01% | No change | 1,715 | $149K |
| Coppell Advisory Solutions LLC | 0.02% | — | 1,417 | $123K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -72.5% | 1,415 | $123K |
| Headlands Technologies LLC | 0.01% | New | 1,330 | $116K |
| Global Retirement Partners, LLC | 0.00% | Add +134.5% | 1,299 | $113K |
| Realta Investment Advisors | 0.02% | Add +39.3% | 1,295 | $113K |
| Allworth Financial LP | 0.00% | No change | 1,230 | $104K |
| IFP Advisors, Inc | 0.00% | Reduce -1.8% | 1,152 | $100K |
| Bank of Montreal | 0.00% | Reduce -85.1% | 6,300 | $98K |
| Founders Financial Alliance, LLC | 0.03% | No change | 1,065 | $93K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 965 | $84K |
| First Horizon Advisors, Inc. | 0.00% | No change | 925 | $80K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 905 | $79K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 900 | $78K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -12.4% | 900 | $78K |
| Assetmark, Inc. | 0.00% | Add +122.5% | 890 | $77K |
| Spire Wealth Management | 0.00% | Reduce -22.0% | 877 | $76K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 859 | $75K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 850 | $74K |
| Addison Advisors LLC | 0.02% | No change | 765 | $66K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 760 | $66K |
| Private Capital Management LLC | 0.01% | No change | 655 | $57K |
| Wellington Shields & Co., LLC | 0.02% | No change | 650 | $56K |
| CENTRAL TRUST Co | 0.00% | No change | 650 | $56K |
| NorthRock Partners, LLC | 0.00% | No change | 640 | $56K |
| Investors Research Corp | 0.01% | Reduce -6.7% | 625 | $54K |
| Delta Asset Management LLC | 0.00% | No change | 625 | $54K |
| Chesapeake Asset Management LLC | 0.05% | No change | 625 | $54K |
| Abound Wealth Management | 0.02% | No change | 600 | $52K |
| Farther Finance Advisors, LLC | 0.00% | Add +286.7% | 580 | $51K |
| AlphaMark Advisors, LLC | 0.02% | No change | 575 | $50K |
| Capital Analysts, LLC | 0.00% | Add +6.2% | 535 | $47K |
| Valley National Advisers Inc. | 0.01% | Reduce -3.7% | 525 | $45K |
| Manchester Capital Management LLC | 0.01% | No change | 500 | $43K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 460 | $40K |
| Webster Bank, N. A. | 0.00% | New | 450 | $39K |
| Kathleen S. Wright Associates Inc. | 0.02% | No change | 440 | $38K |
| Mather Group, Llc. | 0.00% | Add +2681.3% | 445 | $38K |
| Element Wealth, LLC | 0.02% | No change | 395 | $34K |
| Tortoise Investment Management, LLC | 0.00% | No change | 375 | $33K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -4.2% | 345 | $30K |
| Whittier Trust Co. | 0.00% | New | 320 | $28K |
| Anchor Investment Management, LLC | 0.00% | No change | 315 | $27K |
| HM Payson & Co. | 0.00% | No change | 295 | $26K |
| Itau Unibanco Holding S.A. | 0.00% | New | 292 | $25K |
| POM Investment Strategies, LLC | 0.02% | New | 290 | $25K |
| Archer Investment Corp | 0.01% | No change | 290 | $25K |
| Gradient Investments LLC | 0.00% | No change | 275 | $24K |
| Godsey & Gibb, Inc. | 0.00% | New | 260 | $23K |
| Byrne Asset Management LLC | 0.01% | No change | 190 | $16K |
| Tyler-Stone Wealth Management | 0.01% | No change | 170 | $15K |
| Financial Perspectives, Inc | 0.01% | No change | 170 | $15K |
| Russell Investments Group, Ltd. | 0.00% | Add +433.3% | 160 | $14K |
| FWL Investment Management, LLC | 0.01% | No change | 155 | $13K |
| BlackRock Inc. | 0.00% | New | 145 | $13K |
| Hobbs Group Advisors, LLC | 0.00% | — | 140 | $12K |
| Triad Wealth Partners, LLC | 0.01% | New | 140 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 125 | $11K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +0.8% | 118 | $10K |
| GAMMA Investing LLC | 0.00% | No change | 115 | $10K |
| Aspire Private Capital, LLC | 0.00% | No change | 110 | $10K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +22.2% | 110 | $10K |
| Bessemer Group Inc. | 0.00% | No change | 100 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 85 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 66 | $6K |
| Tidemark, LLC | 0.00% | No change | 55 | $5K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -50.0% | 50 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 50 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 50 | $4K |
| Sandy Spring Bank | 0.00% | No change | 35 | $3K |
| Pineridge Advisors LLC | 0.00% | No change | 35 | $3K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 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 | $871 |
| West Branch Capital LLC | 0.00% | Add +400.0% | 10 | $870 |
| Balefire, LLC | 0.00% | No change | 5 | $435 |
| Toronto Dominion Bank | 0.00% | New | 3 | $261 |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.