iShares Expanded Tech-SoftwaIGVETF

13F holders, Q3 2024 (September 30)
486holders −2
48new positions
50sold out
6famous investors
$87.38avg. 13F price*

At the end of Q3 2024, 486 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, down 2 from Q2 2024. 48 opened new positions and 50 sold out. The largest holders were Varma Mutual Pension Insurance Co ($665.6M), Morgan Stanley ($456.5M) and Migdal Insurance & Financial Holdings Ltd. ($329.7M). 6 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
iShares Expanded Tech-Softwa
CUSIP
464287515
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 472Q1 2024Q2 2024: 488Q2 2024Q3 2024: 486Q3 2024Q4 2024: 622Q4 2024Q1 2025: 629Q1 2025Q2 2025: 686Q2 2025Q3 2025: 658Q3 2025Q4 2025: 648Q4 2025Q1 2026: 764Q1 2026Q2 2026: 886Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions48$142.8M
Exits50$176.9M

All 13F filers, Q2 2024 → Q3 2024: 8,386,128 shares bought and 10,594,131 shares sold, net −2,208,003 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 486 holders

Varma Mutual Pension Insurance Co 5.27% Add +4.2% 7,293,414 $665.6M
Morgan Stanley 0.03% Reduce -14.6% 5,107,951 $456.5M
Migdal Insurance & Financial Holdings Ltd. 5.33% Add +23.3% 3,689,572 $329.7M
Bank of America Corp. 0.02% Reduce -24.0% 3,175,209 $283.8M
Goldman Sachs Group Inc. 0.04% Add +104.3% 2,457,652 $219.6M
UBS Group AG 0.06% Reduce -8.0% 2,357,521 $210.7M
Citigroup Inc. 0.19% Add +159.0% 2,324,964 $207.8M
Main Management ETF Advisors, LLC 7.04% Add +84.6% 1,661,055 $148.4M
Healthcare of Ontario Pension Plan Trust Fund 0.29% Add +168.0% 1,340,000 $119.8M
Fisher Asset Management 0.05% Reduce -35.3% 1,250,913 $111.8M
LPL Financial LLC 0.05% Add +11.5% 1,178,559 $105.3M
Wells Fargo & Company 0.02% Add +25.4% 1,036,005 $92.6M
Royal Bank of Canada 0.01% Add +27.5% 672,562 $60.1M
Franklin Resources Inc. 0.02% Reduce -36.5% 578,104 $54.0M
Millennium Management 0.04% New 505,863 $45.2M
Main Management LLC 3.48% Add +73.9% 473,256 $42.3M
Ameriprise Financial Inc. 0.01% Add +20.4% 432,057 $38.6M
JPMorgan Chase & Co. 0.00% Reduce -87.6% 418,500 $37.4M
HighTower Advisors, LLC 0.05% Add +13.3% 413,793 $37.0M
SP Asset Management LLC 2.85% Reduce -1.8% 384,445 $34.4M
Stifel Financial Corp. 0.03% Add +7.0% 362,019 $32.4M
MML Investors Services, LLC 0.11% Reduce -40.0% 337,045 $30.1M
Osaic Holdings, Inc. 0.07% Reduce -5.9% 336,479 $30.1M
Northeast Financial Consultants Inc 1.28% Reduce -1.8% 327,906 $29.3M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -6.9% 290,264 $25.9M
CHURCHILL MANAGEMENT Corp 0.25% Reduce -1.3% 242,438 $21.7M
Federation des caisses Desjardins du Quebec 0.10% Add +307.7% 234,326 $20.9M
Wellspring Financial Advisors, LLC 2.43% Add +0.1% 1,554,389 $20.4M
Envestnet Asset Management Inc. 0.01% Reduce -8.7% 208,096 $18.6M
Qube Research & Technologies Ltd 0.03% New 199,268 $17.8M
Crestwood Advisors Group, LLC 0.33% Reduce -10.3% 194,566 $17.4M
Cetera Investment Advisers 0.04% Add +0.9% 185,838 $16.6M
SPC Financial, Inc. 1.45% Reduce -1.1% 184,103 $16.5M
Commonwealth Equity Services, LLC 0.02% Reduce -16.0% 167,775 $15.0M
Venture Visionary Partners LLC 0.64% Add +5.0% 162,706 $14.5M
Cwm, LLC 0.06% Reduce -0.9% 162,219 $14.5M
Noesis Capital Mangement Corp. 2.66% Add +7.3% 149,762 $13.4M
Fiduciary Trust Co 0.17% Reduce -2.3% 137,714 $12.3M
Mariner, LLC 0.02% Add +0.1% 135,373 $12.1M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -46.0% 133,270 $11.9M
HRT Financial LP 0.06% New 130,641 $11.7M
Raymond James & Associates 0.01% Reduce -5.5% 128,590 $11.5M
Phoenix Financial Ltd. 0.17% Reduce -4.6% 126,490 $11.3M
Point72 Europe (London) LLP 0.89% New 118,700 $10.6M
MinichMacGregor Wealth Management, LLC 2.15% Reduce -2.1% 112,282 $10.0M
Bank Hapoalim BM 1.58% Reduce -11.2% 111,141 $9.9M
BNP Paribas Financial Markets 0.01% Reduce -89.2% 111,107 $9.9M
Corient Private Wealth LP 0.02% Add +1.7% 110,466 $9.9M
Lido Advisors, LLC 0.07% Reduce -0.1% 110,105 $9.8M
Baker Avenue Asset Management, LP 0.31% Add +0.9% 108,883 $9.7M
Legacy Edge Advisors, LLC 1.49% Add +13.6% 104,574 $9.3M
Mercer Global Advisors Inc. 0.02% Reduce -4.5% 106,827 $9.3M
Janney Montgomery Scott LLC 0.02% Reduce -10.7% 98,662 $8.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +9.2% 98,125 $8.8M
Bank of Nova Scotia 0.02% New 97,350 $8.7M
GTS Securities LLC 0.17% Add +186.8% 97,172 $8.7M
Gemmer Asset Management LLC 0.86% Add +0.8% 96,669 $8.6M
Advisory Services Network, LLC 0.18% No change 98,878 $8.6M
Principle Wealth Partners LLC 0.61% Reduce -6.9% 96,095 $8.6M
Gillson Capital LP 0.76% Reduce -47.4% 93,400 $8.3M
D. E. Shaw & Co. 0.01% New 92,356 $8.3M
Altus Wealth Management, LLC 3.85% Reduce -0.7% 91,952 $8.2M
Captrust Financial Advisors 0.02% Reduce -0.6% 88,521 $7.9M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -5.0% 88,519 $7.9M
NewEdge Advisors, LLC 0.05% Reduce -11.1% 86,968 $7.8M
D.A. Davidson & Co. 0.06% Add +0.2% 85,884 $7.7M
Susquehanna International Group, LLP 0.01% Add +443.0% 81,628 $7.3M
Focus Partners Wealth 0.02% Reduce -49.4% 78,541 $7.0M
Citadel Advisors 0.01% Reduce -36.9% 77,319 $6.9M
Crestline Management, L.P. 0.38% No change 75,000 $6.7M
Prospera Financial Services Inc 0.17% Add +8.6% 74,712 $6.7M
Sanctuary Advisors, LLC 0.04% Add +175.4% 61,026 $6.5M
Kwmg, LLC 0.64% Reduce -0.3% 71,181 $6.4M
Lowe Brockenbrough & Co. Inc. 0.39% Add +21.6% 69,031 $6.2M
Mathes Company, Inc. 2.17% Add +1.3% 68,075 $6.1M
Wealthspire Advisors, LLC 0.06% No change 65,112 $5.8M
SFI Advisors, LLC 4.03% Add +1.2% 63,225 $5.7M
Adventist Health System Sunbelt Healthcare Corp. 0.23% Reduce -16.8% 62,500 $5.6M
Nan Shan Life Insurance Co., Ltd. 0.13% Reduce -68.8% 62,476 $5.6M
Sfmg, LLC 0.45% Reduce -12.7% 62,351 $5.6M
Truist Financial Corp. 0.01% Reduce -0.2% 59,425 $5.3M
Seven Springs Wealth Group, LLC 1.87% New 56,219 $5.0M
Cadent Capital Advisors, LLC 1.63% Add +5.0% 53,637 $4.8M
Well Done, LLC 0.87% Add +5.8% 53,354 $4.8M
Jmac Enterprises LLC 0.76% Reduce -3.3% 53,007 $4.7M
Marshall Wace, LLP 0.01% Reduce -31.8% 51,508 $4.6M
Holderness Investments Co. 0.97% Reduce -0.5% 49,724 $4.4M
Wealthfront Advisers LLC 0.01% Add +7.4% 49,352 $4.4M
Silverleafe Capital Partners, LLC 1.55% Add +65.3% 49,104 $4.4M
Sumitomo Mitsui Financial Group, Inc. 0.10% Reduce -6.8% 48,801 $4.4M
Tower Research Capital LLC (TRC) 0.11% New 46,786 $4.2M
Sigma Planning Corp 0.12% Reduce -0.6% 44,975 $4.0M
Arlington Capital Management, Inc. 3.17% Add +2.1% 43,145 $3.9M
Innova Wealth Partners 3.17% New 43,145 $3.9M
Jasper Ridge Partners, L.P. 0.11% Add +74.5% 42,175 $3.8M
Bienville Capital Management, LLC 0.97% Add +0.0% 42,062 $3.8M
Valley Wealth Managers, Inc. 0.27% Add +1.1% 40,783 $3.6M
FMR LLC 0.00% Add +7.8% 40,459 $3.6M
Cresset Asset Management, LLC 0.01% Add +5.3% 40,439 $3.6M
Strategic Blueprint, LLC 0.22% Reduce -3.6% 40,048 $3.6M

"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.

Show all 486 holders