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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $142.8M |
| Exits | 50 | $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 |
| National Philanthropic Trust | 0.06% | Reduce -1.3% | 39,350 | $3.5M |
| Cottonwood Capital Advisors, LLC | 2.56% | Add +40.0% | 39,000 | $3.5M |
| KKM Financial LLC | 1.72% | Reduce -8.8% | 38,971 | $3.5M |
| Pursue Wealth Partners LLC | 1.84% | New | 37,636 | $3.4M |
| Summit Trail Advisors, LLC | 0.08% | Add +1.7% | 37,447 | $3.3M |
| Riggs Asset Managment Co. Inc. | 0.90% | Add +7.8% | 36,669 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -21.0% | 36,662 | $3.3M |
| Flow Traders U.S. LLC | 0.16% | New | 35,969 | $3.2M |
| Snowden Capital Advisors LLC | 0.10% | Reduce -10.3% | 35,520 | $3.2M |
| Rockingstone Advisors LLC | 1.56% | Reduce -1.7% | 35,479 | $3.2M |
| Quattro Financial Advisors LLC | 0.89% | No change | 34,001 | $3.2M |
| Point72 Italy, S.r.l. | 1.00% | New | 34,200 | $3.1M |
| Tudor Financial Inc. | 1.85% | — | 33,540 | $3.0M |
| Terra Nova Asset Management LLC | 2.16% | Add +1.1% | 32,537 | $2.9M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -1.6% | 31,770 | $2.9M |
| Stone Summit Wealth LLC | 0.92% | Add +0.6% | 31,911 | $2.9M |
| Jefferies Financial Group Inc. | 0.05% | Add +191.1% | 31,737 | $2.8M |
| Mutual Advisors, LLC | 0.08% | Add +200.1% | 30,538 | $2.8M |
| Creative Planning | 0.00% | Reduce -2.6% | 31,048 | $2.8M |
| Savoie Capital LLC | 0.33% | No change | 30,205 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +148.2% | 29,862 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -12.3% | 28,270 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.9% | 26,742 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Reduce -19.0% | 26,231 | $2.3M |
| Lazard Asset Management LLC | 0.00% | No change | 25,611 | $2.3M |
| Kentucky Farm Bureau Mutual Insurance Co | 0.48% | No change | 25,000 | $2.2M |
| Oppenheimer & Co. Inc. | 0.03% | Add +2.5% | 24,143 | $2.2M |
| TD Waterhouse Canada Inc. | 0.02% | Add +351.9% | 24,387 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.2% | 23,177 | $2.1M |
| GPS Wealth Strategies Group, LLC | 0.28% | Reduce -20.9% | 23,127 | $2.1M |
| Wolverine Trading, LLC | 0.05% | Add +122.0% | 23,081 | $2.1M |
| Renaissance Technologies | 0.00% | Add +209.5% | 22,900 | $2.0M |
| Sowell Financial Services LLC | 0.09% | Reduce -8.8% | 22,312 | $2.0M |
| Great Diamond Partners, LLC | 0.51% | Add +1.0% | 22,292 | $2.0M |
| DRW Securities, LLC | 0.11% | Reduce -60.8% | 21,686 | $1.9M |
| MGB Wealth Management, LLC | 0.71% | Reduce -4.6% | 21,658 | $1.9M |
| National Bank of Canada | 0.00% | Reduce -0.7% | 21,462 | $1.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.2% | 21,363 | $1.9M |
| Quantbot Technologies LP | 0.07% | New | 21,281 | $1.9M |
| Guerra Pan Advisors, LLC | 1.52% | Add +0.3% | 21,278 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -13.7% | 20,807 | $1.9M |
| LMR Partners LLP | 0.05% | New | 20,382 | $1.8M |
| PEAK6 Investments LLC | 0.09% | New | 20,344 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +10.6% | 20,312 | $1.8M |
| Sharper & Granite LLC | 0.81% | Reduce -1.6% | 20,310 | $1.8M |
| Segment Wealth Management, LLC | 0.12% | Reduce -14.0% | 19,573 | $1.7M |
| Patten Group, Inc. | 0.38% | Add +1.3% | 19,130 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 18,868 | $1.7M |
| Lindbrook Capital, LLC | 0.15% | Reduce -3.9% | 18,778 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +125.3% | 18,766 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | New | 17,937 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +35.9% | 17,700 | $1.6M |
| Hanseatic Management Services Inc. | 2.23% | Reduce -57.4% | 17,597 | $1.6M |
| Cascade Wealth Advisors, Inc | 1.12% | Reduce -9.1% | 17,525 | $1.6M |
| Provenance Wealth Advisors, LLC | 0.20% | Add +10.4% | 17,472 | $1.6M |
| Independent Financial Group, LLC | 0.06% | Add +15.5% | 17,402 | $1.6M |
| Polymer Capital Management (HK) LTD | 0.35% | New | 17,000 | $1.5M |
| Arkansas Financial Group, Inc. | 0.24% | Reduce -0.6% | 16,481 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -48.9% | 16,310 | $1.5M |
| IFG Advisory, LLC | 0.09% | Add +109.9% | 16,177 | $1.4M |
| Empirical Asset Management, LLC | 0.51% | Reduce -2.3% | 16,100 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -14.2% | 15,729 | $1.4M |
| Apeiron RIA LLC | 0.40% | Add +44.3% | 15,542 | $1.4M |
| Personal Cfo Solutions, LLC | 0.19% | Add +55.3% | 15,265 | $1.4M |
| Money Concepts Capital Corp. | 0.10% | Reduce -5.3% | 14,823 | $1.3M |
| Nikulski Financial, Inc. | 0.39% | Reduce -10.9% | 14,489 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.4% | 14,409 | $1.3M |
| Comerica Bank | 0.01% | Reduce -1.6% | 14,305 | $1.3M |
| Aft, Forsyth & Company, Inc. | 0.63% | Reduce -2.2% | 14,289 | $1.3M |
| Retirement Planning Group, LLC | 0.07% | Reduce -3.7% | 14,273 | $1.3M |
| Clarius Group, LLC | 0.09% | No change | 14,252 | $1.3M |
| United Community Bank | 0.50% | Reduce -20.3% | 14,247 | $1.3M |
| Blue Fin Capital, Inc. | 0.24% | Reduce -0.5% | 14,175 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +18.6% | 14,164 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -8.9% | 14,089 | $1.3M |
| Citizens National Bank Trust Department | 0.26% | Reduce -4.2% | 13,586 | $1.2M |
| Fortis Group Advisors, LLC | 0.22% | Reduce -3.2% | 13,584 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Reduce -7.7% | 13,434 | $1.2M |
| Tritonpoint Wealth, LLC | 0.11% | No change | 13,425 | $1.2M |
| Triumph Capital Management | 0.42% | Add +5.3% | 13,307 | $1.2M |
| Nvwm, LLC | 0.29% | Add +0.1% | 12,937 | $1.2M |
| RPS Advisory Solutions LLC | 0.83% | Reduce -10.8% | 12,924 | $1.2M |
| Westwind Capital | 0.28% | Add +3226.5% | 12,807 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Reduce -3.4% | 12,775 | $1.1M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -82.3% | 2,785 | $1.1M |
| Novare Capital Management LLC | 0.10% | Reduce -5.3% | 12,550 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -1.0% | 12,516 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | No change | 12,300 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +21.7% | 11,866 | $1.1M |
| Nwam LLC | 0.06% | New | 11,474 | $1.0M |
| Tudor Investment Corporation | 0.01% | New | 11,388 | $1.0M |
| Farther Finance Advisors, LLC | 0.04% | Add +1845.7% | 11,285 | $1.0M |
| Ulland Investment Advisors, LLC | 0.75% | Reduce -49.9% | 11,232 | $1.0M |
| Evanson Asset Management, LLC | 0.07% | No change | 11,226 | $1.0M |
| MAI Capital Management | 0.01% | Add +0.0% | 11,201 | $1.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 11,200 | $999K |
| Carnegie Investment Counsel | 0.03% | Add +11.0% | 11,079 | $990K |
| BTG Pactual Asset Management US LLC | 0.14% | No change | 3,375 | $984K |
| EP Wealth Advisors, LLC | 0.01% | Add +56.1% | 10,739 | $960K |
| Modern Wealth Management, LLC | 0.06% | Add +6.1% | 10,555 | $943K |
| KCM Investment Advisors LLC | 0.03% | No change | 10,480 | $937K |
| Muirfield Wealth Advisors LLC | 0.79% | Reduce -5.5% | 10,455 | $934K |
| Hel Ved Capital Management Ltd | 0.44% | Reduce -55.1% | 10,500 | $930K |
| Sanders Morris Harris LLC | 0.15% | Reduce -81.2% | 10,250 | $916K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -4.1% | 10,193 | $911K |
| Genesee Capital Advisors, LLC | 0.44% | Add +35.0% | 10,137 | $906K |
| JTC Employer Solutions Trustee Ltd | 0.06% | No change | 10,100 | $903K |
| Barclays PLC | 0.00% | Reduce -65.0% | 10,087 | $901K |
| HSBC Holdings PLC | 0.00% | Reduce -50.0% | 10,000 | $894K |
| Synovus Financial Corp. | 0.01% | Reduce -29.1% | 9,984 | $892K |
| Intellectus Partners, LLC | 0.23% | No change | 9,930 | $887K |
| Creative Financial Designs Inc. | 0.07% | Reduce -7.5% | 9,896 | $884K |
| Composition Wealth, LLC | 0.02% | Add +0.5% | 9,876 | $883K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | No change | 9,525 | $851K |
| CreativeOne Wealth, LLC | 0.03% | Add +26.9% | 9,350 | $836K |
| WJ Wealth Management, LLC | 0.29% | No change | 9,250 | $827K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -10.5% | 9,211 | $823K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +1.6% | 9,175 | $820K |
| Cahill Financial Advisors Inc. | 0.11% | Reduce -3.4% | 9,038 | $808K |
| Keybank National Association | 0.00% | Reduce -2.8% | 9,000 | $804K |
| Sterling Investment Counsel, LLC | 0.29% | Reduce -0.8% | 8,963 | $801K |
| Yarbrough Capital, LLC | 0.03% | No change | 8,945 | $799K |
| Salem Investment Counselors Inc. | 0.02% | No change | 8,917 | $797K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 8,902 | $796K |
| Tennessee Valley Asset Management Partners | 0.13% | Add +9.1% | 8,869 | $793K |
| Virtue Capital Management, LLC | 0.16% | Reduce -55.2% | 8,866 | $792K |
| Pacific Sun Financial Corp | 0.44% | Reduce -5.3% | 8,850 | $791K |
| Apollon Financial, LLC | 0.23% | Reduce -0.2% | 8,830 | $789K |
| WBH Advisory Inc. | 0.07% | No change | 8,820 | $788K |
| Blair William & Co. | 0.00% | Reduce -0.8% | 8,790 | $786K |
| WMS Partners, LLC | 0.04% | No change | 8,756 | $783K |
| Ashton Thomas Private Wealth, LLC | 0.04% | No change | 8,750 | $782K |
| Alpine Woods Capital Investors, LLC | 0.14% | No change | 7,500 | $777K |
| Parallel Advisors, LLC | 0.02% | Reduce -3.0% | 7,746 | $692K |
| Quantitative Investment Management, LLC | 0.07% | Reduce -92.2% | 7,696 | $687K |
| Merit Financial Group, LLC | 0.02% | No change | 7,665 | $685K |
| Northern Trust Corp. | 0.00% | Reduce -11.3% | 7,489 | $669K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -0.9% | 7,487 | $669K |
| Cascades Capital Asset Management, LLC | 0.38% | — | 7,468 | $667K |
| Global Financial Private Client, LLC | 0.26% | Reduce -41.9% | 7,411 | $662K |
| Rathbones Group PLC | 0.00% | Reduce -22.6% | 7,391 | $661K |
| Caprock Group, LLC | 0.02% | Reduce -5.2% | 7,347 | $657K |
| 360 Financial, Inc. | 0.24% | Add +11.1% | 7,298 | $652K |
| Altura Wealth Advisors Inc. | 0.43% | Add +27.9% | 7,257 | $649K |
| Integrated Wealth Concepts LLC | 0.01% | Add +13.4% | 7,159 | $640K |
| Journey Strategic Wealth LLC | 0.02% | New | 7,086 | $633K |
| Legacy Financial Strategies, LLC | 0.14% | Add +11.8% | 7,052 | $630K |
| TruWealth Advisors, LLC | 0.04% | Add +7.3% | 7,037 | $629K |
| AE Wealth Management LLC | 0.01% | Add +56.8% | 7,001 | $626K |
| Bullseye Investment Management, LLC | 0.37% | Add +96.1% | 5,980 | $615K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.4% | 6,850 | $612K |
| KWB Wealth | 0.08% | Reduce -26.0% | 7,033 | $611K |
| Triangle Securities Wealth Management | 0.16% | Reduce -8.9% | 6,800 | $608K |
| Calamos Wealth Management LLC | 0.03% | No change | 6,800 | $608K |
| Trexquant Investment LP | 0.01% | New | 6,786 | $606K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.0% | 6,769 | $605K |
| Cibc World Market Inc. | 0.00% | Reduce -42.1% | 6,670 | $596K |
| Principal Securities, Inc. | 0.01% | Reduce -23.0% | 6,641 | $594K |
| Hilltop Holdings Inc. | 0.04% | Reduce -0.8% | 6,585 | $589K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.5% | 6,570 | $587K |
| Novak & Powell Financial Services, Inc. | 0.34% | Reduce -1.7% | 6,515 | $582K |
| PFG Investments, LLC | 0.04% | Reduce -10.6% | 6,470 | $578K |
| Madison Wealth Partners, Inc | 0.17% | Reduce -0.2% | 6,435 | $575K |
| Plotkin Financial Advisors, LLC | 0.34% | No change | 6,425 | $574K |
| Ionic Capital Management LLC | 0.50% | No change | 6,325 | $565K |
| Goelzer Investment Management, Inc. | 0.03% | Reduce -6.7% | 6,305 | $563K |
| Kesler, Norman & Wride, LLC | 0.11% | Add +19.5% | 6,128 | $548K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -3.9% | 5,907 | $542K |
| Flagship Harbor Advisors, LLC | 0.03% | New | 6,062 | $542K |
| Stephens Inc. | 0.01% | Reduce -19.4% | 5,974 | $534K |
| Chatham Capital Group, Inc. | 0.09% | No change | 5,825 | $521K |
| Compound Planning, Inc. | 0.03% | Reduce -2.5% | 5,815 | $520K |
| Foundations Investment Advisors, LLC | 0.01% | Add +4.0% | 5,801 | $518K |
| Investmark Advisory Group LLC | 0.25% | Reduce -0.4% | 5,791 | $518K |
| HB Wealth Management, LLC | 0.01% | No change | 5,790 | $517K |
| Greenwood Capital Associates LLC | 0.07% | Reduce -4.9% | 5,757 | $515K |
| Colonial Trust Advisors | 0.04% | Reduce -16.4% | 5,751 | $514K |
| US Bancorp \de | 0.00% | Reduce -16.1% | 5,625 | $503K |
| Thrive Capital Management, LLC | 0.24% | Reduce -3.3% | 5,609 | $501K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +69.5% | 5,507 | $492K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.0% | 5,328 | $476K |
| Biondo Investment Advisors, LLC | 0.06% | Add +0.5% | 5,285 | $472K |
| E&G Advisors, LLC | 0.13% | No change | 5,200 | $465K |
| Monetary Management Group Inc. | 0.12% | Add +3.0% | 5,175 | $462K |
| Annapolis Financial Services, LLC | 0.14% | No change | 5,130 | $458K |
| Breed's Hill Capital LLC | 0.37% | No change | 5,000 | $447K |
| Institute for Wealth Management, LLC. | 0.06% | Add +2.9% | 4,895 | $437K |
| Wedbush Securities Inc. | 0.02% | Reduce -65.5% | 4,883 | $436K |
| Haverford Trust Co | 0.00% | No change | 4,875 | $436K |
| PVG Asset Management Corp. | 1.74% | New | 4,851 | $434K |
| Advisors Preferred, LLC | 0.07% | New | 4,900 | $429K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -16.4% | 4,677 | $418K |
| Sandbox Financial Partners, LLC | 0.15% | Reduce -0.8% | 4,673 | $418K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -41.9% | 4,650 | $414K |
| Blue Chip Partners, LLC | 0.04% | No change | 4,595 | $411K |
| Westfuller Advisors, LLC | 0.29% | — | 4,548 | $406K |
| Bright Futures Wealth Management, LLC. | 0.19% | Add +12.9% | 4,233 | $397K |
| Simplex Trading, LLC | 0.01% | Reduce -68.5% | 4,400 | $393K |
| Thrivent Financial for Lutherans | 0.00% | No change | 4,348 | $389K |
| Sequent Planning LLC | 0.13% | Add +2.2% | 4,314 | $386K |
| Canal Capital Management, LLC | 0.06% | No change | 4,295 | $384K |
| Carret Asset Management, LLC | 0.04% | Reduce -4.2% | 4,290 | $383K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -81.7% | 4,210 | $376K |
| Western Wealth Management, LLC | 0.02% | Add +77.4% | 4,205 | $376K |
| Cynosure Group, LLC | 0.05% | No change | 4,200 | $375K |
| Journey Advisory Group, LLC | 0.04% | No change | 4,250 | $369K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,085 | $365K |
| Sharp Wealth Advisory, LLC | 0.28% | Add +66.7% | 4,028 | $360K |
| MWA Asset Management | 0.24% | Reduce -1.1% | 4,000 | $357K |
| Cannell & Spears LLC | 0.01% | No change | 4,000 | $357K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -15.3% | 3,989 | $356K |
| Y.D. More Investments Ltd | 0.04% | No change | 3,980 | $355K |
| Matthew Goff Investment Advisor, LLC | 0.07% | Add +43.9% | 3,957 | $354K |
| Lyell Wealth Management, LP | 0.03% | Add +4.8% | 3,831 | $342K |
| Merkkuri Wealth Advisors LLC | 0.27% | Add +37.9% | 3,767 | $337K |
| Dupree Financial Group, LLC | 0.14% | Add +0.8% | 3,737 | $334K |
| Wellington Shields Capital Management, LLC | 0.06% | No change | 3,725 | $333K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.5% | 3,720 | $332K |
| Bailard, Inc. | 0.01% | New | 3,714 | $332K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -1.6% | 3,991 | $330K |
| Signaturefd, LLC | 0.01% | No change | 3,667 | $328K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,625 | $324K |
| Millennium Capital Advisors, LLC | 0.21% | No change | 3,604 | $322K |
| Samalin Investment Counsel, LLC | 0.14% | No change | 3,600 | $322K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 3,600 | $322K |
| Edgestream Partners, L.P. | 0.01% | New | 3,559 | $318K |
| Citizens Financial Group Inc. | 0.01% | Add +7.6% | 3,550 | $317K |
| Brighton Jones LLC | 0.01% | Reduce -20.5% | 3,527 | $315K |
| Tempus Wealth Planning, LLC | 0.11% | Add +1.1% | 3,503 | $313K |
| Wealthstream Advisors, Inc. | 0.06% | No change | 3,500 | $313K |
| Modera Wealth Management, LLC | 0.00% | No change | 3,490 | $312K |
| Cypress Capital Management LLC (WY) | 0.33% | New | 3,452 | $309K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -0.9% | 3,425 | $306K |
| Ironwood Financial, llc | 0.06% | No change | 3,405 | $304K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -14.9% | 3,401 | $304K |
| Fifth Third Bancorp | 0.00% | Reduce -1.5% | 3,394 | $303K |
| Fortis Capital Management LLC | 0.06% | Add +7.6% | 3,372 | $301K |
| Wealth Advisors of Tampa Bay, LLC | 0.12% | No change | 3,335 | $298K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Reduce -47.9% | 3,320 | $297K |
| RB Capital Management, LLC | 0.07% | No change | 3,300 | $295K |
| SOA Wealth Advisors, LLC. | 0.06% | No change | 3,295 | $294K |
| First Foundation Advisors | 0.01% | Reduce -8.4% | 3,256 | $291K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +36.6% | 3,193 | $285K |
| Garrett Wealth Advisory Group, LLC | 0.07% | No change | 3,185 | $285K |
| Townsquare Capital LLC | 0.00% | Reduce -38.6% | 3,175 | $284K |
| Choreo, LLC | 0.00% | No change | 3,210 | $281K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.1% | 3,140 | $281K |
| Abbot Financial Management, Inc. | 0.14% | No change | 3,100 | $277K |
| Centaurus Financial, Inc. | 0.02% | Reduce -17.8% | 3,095 | $277K |
| Mullaney, Keating & Wright, Inc. | 0.19% | Add +0.0% | 2,877 | $276K |
| Ogorek Anthony Joseph /NY/ | 0.09% | Reduce -2.4% | 3,097 | $276K |
| J. Goldman & Co LP | 0.01% | Reduce -97.2% | 3,057 | $273K |
| Ceera Investments, LLC | 0.10% | No change | 3,055 | $273K |
| Gruss & Co., LLC | 2.12% | Reduce -45.5% | 3,000 | $268K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -18.3% | 2,999 | $268K |
| Harvest Investment Services, LLC | 0.09% | Add +14.0% | 2,993 | $267K |
| Outlook Wealth Advisors, LLC | 0.08% | No change | 2,985 | $267K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -9.7% | 2,979 | $266K |
| Purus Wealth Management, LLC | 0.11% | Reduce -6.3% | 2,967 | $265K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -14.4% | 2,960 | $265K |
| Sax Wealth Advisors, LLC | 0.02% | New | 2,947 | $263K |
| Larson Financial Group LLC | 0.01% | Add +8.5% | 2,941 | $263K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,925 | $261K |
| Wesbanco Bank Inc. | 0.01% | New | 2,893 | $259K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,845 | $254K |
| Vontobel Holding Ltd. | 0.00% | Reduce -17.6% | 2,800 | $250K |
| Clark Asset Management, LLC | 0.05% | No change | 2,795 | $250K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +10.8% | 2,793 | $250K |
| Parallax Volatility Advisers, L.P. | 0.01% | Reduce -27.8% | 2,739 | $245K |
| Garde Capital, Inc. | 0.02% | No change | 2,732 | $244K |
| Dakota Wealth Management | 0.01% | No change | 2,725 | $244K |
| Kraft, Davis & Associates, LLC | 0.07% | Reduce -9.6% | 2,529 | $231K |
| Founders Financial Securities LLC | 0.02% | Reduce -8.9% | 2,545 | $227K |
| Hanson & Doremus Investment Management | 0.04% | No change | 2,540 | $227K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,525 | $226K |
| Essex Bank | 0.06% | No change | 2,525 | $226K |
| Transcendent Capital Group LLC | 0.11% | Reduce -88.3% | 2,500 | $223K |
| Middleton & Co. Inc. | 0.02% | No change | 2,500 | $223K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,475 | $221K |
| Foguth Wealth Management, LLC. | 0.08% | Reduce -7.7% | 2,418 | $219K |
| ABLE Financial Group, LLC | 0.07% | No change | 2,450 | $219K |
| Cutter & CO Brokerage, Inc. | 0.05% | Reduce -4.1% | 2,432 | $217K |
| Colonial Trust Co / SC | 0.03% | No change | 2,430 | $217K |
| Ayalon Insurance Comp Ltd. | 0.07% | No change | 2,425 | $217K |
| Arkadios Wealth Advisors | 0.01% | Add +3.2% | 2,427 | $217K |
| Twin Tree Management, LP | 0.01% | New | 2,403 | $215K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -5.9% | 2,395 | $214K |
| Drive Wealth Management, LLC | 0.06% | No change | 2,375 | $212K |
| Private Portfolio Partners LLC | 0.04% | New | 2,375 | $212K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 2,375 | $212K |
| Signal Advisors Wealth, LLC | 0.03% | New | 2,373 | $212K |
| Ceeto Capital Group, LLC | 0.08% | No change | 2,375 | $212K |
| Retirement Planning Co of New England, Inc. | 0.10% | New | 2,275 | $203K |
| Financial Freedom, LLC | 0.10% | No change | 2,211 | $198K |
| Private Trust Co. NA | 0.02% | No change | 2,125 | $190K |
| Running Point Capital Advisors, LLC | 0.07% | No change | 2,000 | $179K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +4.3% | 1,950 | $174K |
| Private Capital Management LLC | 0.03% | Add +191.3% | 1,908 | $171K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -9.8% | 1,895 | $169K |
| Arlington Trust Co LLC | 0.04% | No change | 1,860 | $166K |
| Lanark Financial, Inc. | 0.01% | No change | 1,750 | $156K |
| IFP Advisors, Inc | 0.01% | Add +47.2% | 1,696 | $152K |
| Spectrum Wealth Counsel, LLC | 0.02% | Reduce -97.5% | 1,546 | $138K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,415 | $126K |
| Global Retirement Partners, LLC | 0.00% | Add +6.5% | 1,384 | $124K |
| Allworth Financial LP | 0.00% | Add +8.1% | 1,330 | $119K |
| Aptus Capital Advisors, LLC | 0.00% | Add +45.6% | 1,310 | $117K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -8.1% | 1,302 | $116K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -38.5% | 1,222 | $114K |
| Earned Wealth Advisors, LLC | 0.03% | New | 1,145 | $102K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -6.6% | 995 | $89K |
| Avior Wealth Management, LLC | 0.00% | Reduce -43.7% | 965 | $86K |
| First Horizon Advisors, Inc. | 0.00% | No change | 925 | $83K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 905 | $81K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 900 | $80K |
| Assetmark, Inc. | 0.00% | Add +0.3% | 893 | $80K |
| Spire Wealth Management | 0.00% | No change | 877 | $78K |
| CoreCap Advisors, LLC | 0.00% | New | 870 | $78K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -10.9% | 860 | $77K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 859 | $77K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 850 | $76K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 760 | $68K |
| Wellington Shields & Co., LLC | 0.02% | No change | 650 | $58K |
| CENTRAL TRUST Co | 0.00% | No change | 650 | $58K |
| NorthRock Partners, LLC | 0.00% | No change | 640 | $57K |
| Chesapeake Asset Management LLC | 0.05% | No change | 625 | $56K |
| Investors Research Corp | 0.01% | No change | 625 | $56K |
| Delta Asset Management LLC | 0.00% | No change | 625 | $56K |
| Realta Investment Advisors | 0.03% | Reduce -54.0% | 595 | $56K |
| Abound Wealth Management | 0.02% | Reduce -1.7% | 590 | $53K |
| AlphaMark Advisors, LLC | 0.02% | No change | 575 | $51K |
| Addison Advisors LLC | 0.01% | Reduce -26.1% | 565 | $50K |
| Capital Analysts, LLC | 0.00% | No change | 535 | $48K |
| Valley National Advisers Inc. | 0.01% | No change | 525 | $46K |
| Fortitude Family Office, LLC | 0.02% | New | 500 | $45K |
| Manchester Capital Management LLC | 0.01% | No change | 500 | $45K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 460 | $41K |
| Webster Bank, N. A. | 0.00% | No change | 450 | $40K |
| Kathleen S. Wright Associates Inc. | 0.02% | No change | 440 | $39K |
| Bristlecone Advisors, LLC | 0.00% | New | 425 | $38K |
| Element Wealth, LLC | 0.02% | No change | 395 | $35K |
| Tortoise Investment Management, LLC | 0.00% | No change | 375 | $34K |
| Resources Management Corp. /CT/ | 0.00% | No change | 345 | $31K |
| Blue Trust, Inc. | 0.00% | Add +590.0% | 345 | $30K |
| Bokf, NA | 0.00% | New | 330 | $29K |
| Whittier Trust Co. | 0.00% | No change | 320 | $29K |
| Anchor Investment Management, LLC | 0.00% | No change | 315 | $28K |
| Montag A & Associates Inc. | 0.00% | Reduce -93.0% | 300 | $27K |
| HM Payson & Co. | 0.00% | No change | 295 | $26K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -91.4% | 290 | $26K |
| POM Investment Strategies, LLC | 0.02% | No change | 290 | $26K |
| Archer Investment Corp | 0.01% | No change | 290 | $26K |
| BigSur Wealth Management LLC | 0.01% | New | 285 | $25K |
| Morse Asset Management, Inc | 0.01% | New | 275 | $25K |
| Pflug Koory, LLC | 0.00% | — | 265 | $24K |
| Godsey & Gibb, Inc. | 0.00% | No change | 260 | $23K |
| Northwest Investment Counselors, LLC | 0.01% | New | 245 | $22K |
| Darwin Wealth Management, LLC | 0.00% | New | 200 | $18K |
| Byrne Asset Management LLC | 0.01% | No change | 190 | $17K |
| Financial Perspectives, Inc | 0.01% | No change | 170 | $15K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.4% | 153 | $14K |
| Hobbs Group Advisors, LLC | 0.00% | No change | 140 | $13K |
| FWL Investment Management, LLC | 0.00% | Reduce -12.9% | 135 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 125 | $11K |
| Coastline Trust Co | 0.00% | New | 125 | $11K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 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% | No change | 110 | $10K |
| Bessemer Group Inc. | 0.00% | No change | 100 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 85 | $8K |
| Bogart Wealth, LLC | 0.00% | Reduce -20.0% | 80 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 66 | $6K |
| Tidemark, LLC | 0.00% | No change | 55 | $5K |
| 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 |
| Hoertkorn Richard Charles | 0.00% | New | 30 | $3K |
| Toronto Dominion Bank | 0.00% | Add +800.0% | 27 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 25 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 10 | $895 |
| West Branch Capital LLC | 0.00% | No change | 10 | $894 |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 10 | $894 |
| Washington Growth Strategies LLC | 0.01% | — | 33 | $370 |
| Horizon Investments, LLC | 0.00% | New | 3 | $268 |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.