iShares Expanded Tech-SoftwaIGVETF
13F holders, Q4 2024 (December 31)622holders +136
143new positions
31sold out
6famous investors
$97.88avg. 13F price*
At the end of Q4 2024, 622 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, up 136 from Q3 2024. 143 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($405.5M), Morgan Stanley ($389.5M) and BNP Paribas Financial Markets ($364.8M). 6 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 143 | $744.9M |
| Exits | 31 | $59.0M |
All 13F filers, Q3 2024 → Q4 2024: 20,534,191 shares bought and 13,035,016 shares sold, net +7,499,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 622 holders
| Bank of America Corp. | 0.04% | Add +27.5% | 4,049,768 | $405.5M |
| Morgan Stanley | 0.03% | Reduce -23.8% | 3,890,450 | $389.5M |
| BNP Paribas Financial Markets | 0.29% | Add +3179.0% | 3,643,239 | $364.8M |
| UBS Group AG | 0.06% | Add +19.5% | 2,816,801 | $282.0M |
| Migdal Insurance & Financial Holdings Ltd. | 4.04% | Reduce -23.7% | 2,814,572 | $281.8M |
| Menora Mivtachim Holdings LTD. | 1.62% | New | 2,586,851 | $259.0M |
| Clal Insurance Enterprises Holdings Ltd | 1.90% | New | 2,106,000 | $210.9M |
| JPMorgan Chase & Co. | 0.01% | Add +346.9% | 1,870,349 | $187.3M |
| Main Management ETF Advisors, LLC | 7.78% | Add +3.2% | 1,713,745 | $171.6M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -31.8% | 1,675,657 | $167.8M |
| LPL Financial LLC | 0.06% | Add +30.2% | 1,534,546 | $153.6M |
| Phoenix Financial Ltd. | 1.84% | Add +965.4% | 1,347,654 | $134.9M |
| Envestnet Asset Management Inc. | 0.04% | Add +478.8% | 1,204,367 | $120.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.26% | Reduce -10.4% | 1,200,000 | $120.1M |
| Wells Fargo & Company | 0.03% | Add +15.8% | 1,199,417 | $120.1M |
| Fisher Asset Management | 0.04% | Reduce -12.8% | 1,091,061 | $109.2M |
| Raymond James Financial Inc. | 0.04% | — | 1,029,269 | $103.1M |
| Varma Mutual Pension Insurance Co | 0.77% | Reduce -86.1% | 1,016,162 | $101.7M |
| Royal Bank of Canada | 0.01% | Add +1.1% | 680,003 | $68.1M |
| Janney Montgomery Scott LLC | 0.17% | Add +524.7% | 616,345 | $61.7M |
| Franklin Resources Inc. | 0.02% | Add +4.7% | 604,978 | $60.6M |
| Truist Financial Corp. | 0.09% | Add +866.9% | 574,599 | $57.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.76% | Add +1057.5% | 564,860 | $57.0M |
| Qube Research & Technologies Ltd | 0.09% | Add +175.7% | 549,389 | $55.0M |
| WestEnd Advisors, LLC | 1.32% | New | 517,666 | $51.8M |
| Main Management LLC | 3.89% | Add +0.5% | 475,550 | $47.6M |
| Ameriprise Financial Inc. | 0.01% | Add +8.0% | 466,513 | $46.7M |
| HighTower Advisors, LLC | 0.06% | Add +7.8% | 446,054 | $44.7M |
| Stifel Financial Corp. | 0.04% | Add +13.4% | 410,528 | $41.1M |
| SP Asset Management LLC | 3.42% | Add +6.1% | 407,901 | $40.8M |
| MML Investors Services, LLC | 0.13% | Add +7.9% | 363,570 | $36.4M |
| Osaic Holdings, Inc. | 0.08% | Add +6.3% | 357,569 | $35.8M |
| Northeast Financial Consultants Inc | 1.39% | Add +0.6% | 329,721 | $33.0M |
| Citigroup Inc. | 0.03% | Reduce -86.5% | 312,782 | $31.3M |
| Nan Shan Life Insurance Co., Ltd. | 0.73% | Add +389.0% | 305,529 | $30.6M |
| Wellspring Financial Advisors, LLC | 3.05% | Add +4.2% | 1,619,847 | $29.2M |
| Cetera Investment Advisers | 0.06% | Add +53.3% | 284,828 | $28.5M |
| CHURCHILL MANAGEMENT Corp | 0.26% | Reduce -2.3% | 236,887 | $23.7M |
| Federation des caisses Desjardins du Quebec | 0.11% | Reduce -8.7% | 213,942 | $21.4M |
| Barclays PLC | 0.01% | Add +1862.0% | 197,907 | $19.8M |
| Crestwood Advisors Group, LLC | 0.36% | Reduce -0.5% | 193,596 | $19.4M |
| SPC Financial, Inc. | 1.64% | Add +2.0% | 187,869 | $18.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +40.7% | 187,490 | $18.8M |
| Victory Capital Management Inc. | 0.02% | New | 172,836 | $17.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.3% | 171,673 | $17.2M |
| Venture Visionary Partners LLC | 0.72% | Add +4.3% | 169,770 | $17.0M |
| Cwm, LLC | 0.07% | Reduce -0.7% | 161,045 | $16.1M |
| Noesis Capital Mangement Corp. | 2.91% | Add +1.5% | 152,069 | $15.2M |
| Barings LLC | 0.36% | New | 147,859 | $14.8M |
| Bank of Nova Scotia | 0.03% | Add +51.0% | 146,950 | $14.7M |
| Mariner, LLC | 0.02% | Add +4.1% | 140,899 | $14.1M |
| D. E. Shaw & Co. | 0.02% | Add +51.6% | 140,001 | $14.0M |
| Fiduciary Trust Co | 0.18% | Reduce -0.7% | 136,823 | $13.7M |
| Sanctuary Advisors, LLC | 0.08% | Add +102.7% | 123,709 | $12.7M |
| Citadel Advisors | 0.01% | Add +61.2% | 124,632 | $12.5M |
| Corient Private Wealth LP | 0.02% | Add +4.2% | 115,135 | $11.5M |
| Perbak Capital Partners LLP | 6.03% | New | 112,679 | $11.3M |
| Gemmer Asset Management LLC | 1.10% | Add +16.0% | 112,152 | $11.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.3% | 111,198 | $11.1M |
| MinichMacGregor Wealth Management, LLC | 2.30% | Reduce -1.5% | 110,556 | $11.1M |
| Susquehanna International Group, LLP | 0.02% | Add +34.9% | 110,096 | $11.0M |
| Baker Avenue Asset Management, LP | 0.33% | Reduce -1.0% | 107,758 | $10.8M |
| Strategic Wealth Partners, Ltd. | 0.88% | New | 100,040 | $10.7M |
| Chicago Wealth Management, Inc. | 5.50% | New | 105,728 | $10.6M |
| Bank Hapoalim BM | 1.79% | Reduce -5.0% | 105,547 | $10.6M |
| Prospera Financial Services Inc | 0.24% | Add +35.7% | 101,414 | $10.2M |
| Advisory Services Network, LLC | 0.19% | Add +2.5% | 101,357 | $10.1M |
| Legacy Edge Advisors, LLC | 1.60% | Reduce -4.7% | 99,642 | $10.1M |
| Lido Advisors, LLC | 0.06% | Reduce -11.7% | 97,229 | $9.7M |
| Bank of New York Mellon Corp | 0.00% | Add +577.1% | 95,902 | $9.6M |
| Captrust Financial Advisors | 0.03% | Add +6.2% | 93,970 | $9.4M |
| NewEdge Advisors, LLC | 0.06% | Add +7.8% | 93,742 | $9.4M |
| Altus Wealth Management, LLC | 4.20% | Add +1.9% | 93,721 | $9.4M |
| Principle Wealth Partners LLC | 0.65% | Reduce -3.3% | 92,884 | $9.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +4.1% | 92,162 | $9.2M |
| Symmetry Investments LP | 0.55% | New | 91,100 | $9.1M |
| D.A. Davidson & Co. | 0.07% | Add +0.5% | 86,306 | $8.6M |
| Potomac Fund Management Inc. | 0.50% | — | 85,300 | $8.5M |
| Focus Partners Wealth | 0.02% | Add +7.5% | 84,418 | $8.5M |
| Silverleafe Capital Partners, LLC | 2.60% | Add +66.3% | 81,668 | $8.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -23.9% | 81,274 | $8.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +608.8% | 79,381 | $8.0M |
| Capital Fund Management S.A. | 0.08% | New | 79,818 | $8.0M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | New | 78,121 | $7.8M |
| Valence8 US LP | 3.75% | New | 77,909 | $7.8M |
| Black Swift Group, LLC | 1.63% | New | 76,625 | $7.7M |
| Maxi Investments CY Ltd | 1.47% | New | 76,000 | $7.6M |
| Lowe Brockenbrough & Co. Inc. | 0.45% | Add +1.3% | 69,895 | $7.0M |
| Mathes Company, Inc. | 2.55% | Add +1.6% | 69,175 | $6.9M |
| Assetmark, Inc. | 0.02% | Add +7454.0% | 67,457 | $6.8M |
| Kwmg, LLC | 0.69% | Reduce -5.4% | 67,359 | $6.7M |
| Wolverine Trading, LLC | 0.15% | Add +186.3% | 66,077 | $6.7M |
| GTS Securities LLC | 0.32% | Reduce -33.0% | 65,079 | $6.5M |
| SFI Advisors, LLC | 4.46% | Add +0.5% | 63,526 | $6.4M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -2.7% | 63,339 | $6.3M |
| Wealthfront Advisers LLC | 0.02% | Add +19.5% | 58,973 | $5.9M |
| Sfmg, LLC | 0.46% | Reduce -6.9% | 58,041 | $5.8M |
| Seven Springs Wealth Group, LLC | 2.15% | Reduce -0.0% | 56,213 | $5.6M |
| Jmac Enterprises LLC | 0.86% | Add +3.8% | 55,030 | $5.5M |
| Cadent Capital Advisors, LLC | 1.88% | Add +0.5% | 53,891 | $5.4M |
| Quantitative Investment Management, LLC | 0.39% | Add +582.6% | 52,531 | $5.3M |
| Bawa N Mallick Trust | 2.24% | — | 51,001 | $5.1M |
| KKM Financial LLC | 2.11% | Add +28.0% | 49,873 | $5.1M |
| Holderness Investments Co. | 1.10% | No change | 49,724 | $5.0M |
| Silver Coast Investments LLC | 1.85% | New | 48,809 | $4.9M |
| Valley Wealth Managers, Inc. | 0.36% | Add +19.1% | 48,594 | $4.9M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +32.2% | 48,460 | $4.9M |
| Northstar Advisory Group, LLC | 2.47% | New | 48,436 | $4.8M |
| Pursue Wealth Partners LLC | 2.75% | Add +27.6% | 48,043 | $4.8M |
| Well Done, LLC | 0.87% | No change | 53,354 | $4.8M |
| Sigma Planning Corp | 0.15% | Add +5.3% | 47,371 | $4.7M |
| Arlington Capital Management, Inc. | 3.10% | Add +3.7% | 44,723 | $4.5M |
| Bienville Capital Management, LLC | 1.10% | Add +6.2% | 44,688 | $4.5M |
| Surience Private Wealth LLC | 5.75% | New | 44,493 | $4.5M |
| FMR LLC | 0.00% | Add +8.2% | 43,784 | $4.4M |
| Cottonwood Capital Advisors, LLC | 3.01% | Add +7.7% | 41,984 | $4.2M |
| StoneCrest Wealth Management, Inc. | 2.70% | New | 41,329 | $4.1M |
| Prudential PLC | 0.02% | New | 41,000 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +37.2% | 40,963 | $4.1M |
| Millennium Management | 0.00% | Reduce -92.0% | 40,695 | $4.1M |
| National Philanthropic Trust | 0.06% | Add +0.8% | 39,678 | $4.0M |
| Stephens Inc. | 0.06% | Add +556.7% | 39,233 | $3.9M |
| Strategic Blueprint, LLC | 0.23% | Reduce -3.3% | 38,746 | $3.9M |
| Riggs Asset Managment Co. Inc. | 1.01% | Add +2.4% | 37,534 | $3.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +99.1% | 37,569 | $3.8M |
| Balyasny Asset Management L.P. | 0.01% | New | 37,150 | $3.7M |
| Quantbot Technologies LP | 0.14% | Add +73.6% | 36,951 | $3.7M |
| Creative Planning | 0.00% | Add +17.1% | 36,374 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +120.1% | 35,893 | $3.6M |
| Rockingstone Advisors LLC | 1.56% | Reduce -0.5% | 35,316 | $3.5M |
| Aster Capital Management (DIFC) Ltd | 1.34% | New | 35,074 | $3.5M |
| Quattro Financial Advisors LLC | 0.91% | Reduce -0.4% | 33,866 | $3.5M |
| DAVENPORT & Co LLC | 0.02% | Add +191.2% | 34,552 | $3.5M |
| Tudor Financial Inc. | 1.99% | Add +1.5% | 34,037 | $3.4M |
| Squarepoint Ops LLC | 0.01% | New | 34,032 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Add +25.6% | 33,580 | $3.4M |
| Csenge Advisory Group | 0.18% | New | 32,963 | $3.3M |
| Terra Nova Asset Management LLC | 2.49% | Add +0.5% | 32,685 | $3.3M |
| Nomura Asset Management Co. Ltd. | 0.01% | New | 31,900 | $3.2M |
| Chicago Partners Investment Group LLC | 0.11% | Add +1.1% | 32,122 | $3.2M |
| Stone Summit Wealth LLC | 1.03% | Reduce -3.7% | 30,726 | $3.1M |
| Y-Intercept (Hong Kong) Ltd | 0.20% | Add +244.5% | 30,664 | $3.1M |
| IFG Advisory, LLC | 0.17% | Add +89.5% | 30,654 | $3.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -25.0% | 30,343 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +7.3% | 30,325 | $3.0M |
| Savoie Capital LLC | 0.36% | No change | 30,205 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +24.6% | 30,069 | $3.0M |
| Vicus Capital | 0.27% | New | 30,027 | $3.0M |
| Intrepid Family Office LLC | 3.17% | — | 30,000 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +40.1% | 29,938 | $3.0M |
| Atria Investments, Inc | 0.04% | Add +47.1% | 29,870 | $3.0M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -19.4% | 28,629 | $2.9M |
| Harrell Investment Partners, LLC | 0.78% | New | 28,022 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Add +281.7% | 27,326 | $2.7M |
| Equitable Holdings, Inc. | 0.03% | Add +3.7% | 27,205 | $2.7M |
| Verition Fund Management LLC | 0.01% | New | 26,889 | $2.7M |
| Norris Financial Group, LLC | 1.23% | New | 26,167 | $2.6M |
| Clark Capital Management Group, Inc. | 0.02% | New | 25,938 | $2.6M |
| Jane Street Group, LLC | 0.00% | New | 25,825 | $2.6M |
| Guerra Pan Advisors, LLC | 1.83% | Add +18.8% | 25,285 | $2.5M |
| Horizon Investments, LLC | 0.07% | Add +834866.7% | 25,049 | $2.5M |
| Kentucky Farm Bureau Mutual Insurance Co | 0.56% | No change | 25,000 | $2.5M |
| J. Goldman & Co LP | 0.09% | Add +717.8% | 25,000 | $2.5M |
| Curio Wealth, LLC | 1.35% | — | 24,979 | $2.5M |
| TD Waterhouse Canada Inc. | 0.02% | Add +0.9% | 24,611 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +5.3% | 24,393 | $2.4M |
| Lazard Asset Management LLC | 0.00% | Reduce -4.8% | 24,387 | $2.4M |
| MGB Wealth Management, LLC | 0.75% | Add +11.9% | 24,240 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -50.6% | 23,087 | $2.3M |
| Founders Financial Securities LLC | 0.21% | Add +795.5% | 22,791 | $2.3M |
| Financial Advocates Investment Management | 0.13% | New | 22,677 | $2.3M |
| Sowell Financial Services LLC | 0.12% | Add +1.1% | 22,562 | $2.3M |
| Altfest L J & Co. Inc. | 0.28% | New | 22,293 | $2.2M |
| Great Diamond Partners, LLC | 0.57% | Reduce -0.5% | 22,174 | $2.2M |
| Atom Investors LP | 0.27% | New | 22,068 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +452.9% | 22,057 | $2.2M |
| Grandview Asset Management LLC | 0.79% | New | 21,591 | $2.2M |
| Avalon Capital Management | 0.70% | New | 21,566 | $2.2M |
| National Bank of Canada | 0.00% | Reduce -2.3% | 20,972 | $2.1M |
| Sharper & Granite LLC | 0.92% | Add +3.0% | 20,920 | $2.1M |
| Liberty Square Wealth Partners LLC | 0.75% | — | 19,375 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +26.1% | 19,830 | $2.0M |
| US Bancorp \de | 0.00% | Add +248.7% | 19,615 | $2.0M |
| Montis Financial, LLC | 0.60% | New | 19,563 | $2.0M |
| Guardian Asset Advisors, LLC | 1.26% | New | 19,557 | $2.0M |
| Lindbrook Capital, LLC | 0.18% | Add +3.8% | 19,498 | $2.0M |
| Benjamin Edwards Inc. | 0.03% | Add +7.3% | 19,251 | $1.9M |
| GPS Wealth Strategies Group, LLC | 0.25% | Reduce -16.8% | 19,244 | $1.9M |
| Segment Wealth Management, LLC | 0.13% | Reduce -1.8% | 19,213 | $1.9M |
| Patten Group, Inc. | 0.42% | Reduce -0.9% | 18,958 | $1.9M |
| Deltec Asset Management LLC | 0.37% | New | 18,500 | $1.9M |
| Allworth Financial LP | 0.01% | Add +1222.3% | 17,587 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -12.9% | 18,112 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +25.2% | 18,034 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Add +1.3% | 17,630 | $1.8M |
| Nikulski Financial, Inc. | 0.52% | Add +20.9% | 17,518 | $1.8M |
| Provenance Wealth Advisors, LLC | 0.23% | No change | 17,472 | $1.7M |
| Cascade Wealth Advisors, Inc | 1.17% | Reduce -1.1% | 17,325 | $1.7M |
| Hanseatic Management Services Inc. | 2.17% | Reduce -3.0% | 17,068 | $1.7M |
| Personal Cfo Solutions, LLC | 0.33% | Add +8.8% | 16,607 | $1.7M |
| Fortis Group Advisors, LLC | 0.31% | Add +22.0% | 16,570 | $1.7M |
| Comerica Bank | 0.01% | Add +14.7% | 16,401 | $1.6M |
| Arkansas Financial Group, Inc. | 0.26% | Reduce -1.0% | 16,319 | $1.6M |
| Empirical Asset Management, LLC | 0.53% | Reduce -0.6% | 16,000 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | Add +464.3% | 15,717 | $1.6M |
| Apeiron RIA LLC | 0.44% | Add +0.4% | 15,602 | $1.6M |
| Money Concepts Capital Corp. | 0.12% | Add +4.2% | 15,438 | $1.5M |
| RFG - Bristol Wealth Advisors, LLC | 0.50% | — | 15,266 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -34.1% | 15,100 | $1.5M |
| IAM Advisory, LLC | 0.38% | New | 14,904 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.7% | 14,745 | $1.5M |
| Clarius Group, LLC | 0.10% | No change | 14,252 | $1.4M |
| Harmony Asset Management LLC | 0.57% | New | 14,250 | $1.4M |
| United Community Bank | 0.56% | No change | 14,247 | $1.4M |
| Blue Fin Capital, Inc. | 0.26% | Add +0.5% | 14,240 | $1.4M |
| Retirement Planning Group, LLC | 0.07% | Reduce -1.6% | 14,039 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | New | 13,985 | $1.4M |
| Aft, Forsyth & Company, Inc. | 0.69% | Reduce -2.2% | 13,969 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Add +1.2% | 13,595 | $1.4M |
| StoneX Group Inc. | 0.07% | New | 13,584 | $1.4M |
| Strategic Wealth Investment Group, LLC | 0.07% | New | 7,779 | $1.4M |
| Tritonpoint Wealth, LLC | 0.12% | Reduce -0.1% | 13,405 | $1.3M |
| Citizens National Bank Trust Department | 0.28% | Reduce -2.0% | 13,315 | $1.3M |
| NTV Asset Management LLC | 0.17% | New | 13,236 | $1.3M |
| Novare Capital Management LLC | 0.11% | Add +2.0% | 12,800 | $1.3M |
| Westwind Capital | 0.28% | Reduce -1.3% | 12,642 | $1.3M |
| Triumph Capital Management | 0.43% | Reduce -5.8% | 12,531 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +114.9% | 12,465 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Reduce -2.9% | 12,400 | $1.2M |
| Parsons Capital Management Inc. | 0.07% | No change | 12,300 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.2% | 12,236 | $1.2M |
| Central Asset Investments & Management Holdings (HK) Ltd | 0.79% | New | 12,100 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -35.9% | 12,036 | $1.2M |
| MAI Capital Management | 0.01% | Add +6.7% | 11,947 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +327.1% | 11,929 | $1.2M |
| LMR Partners LLP | 0.03% | Reduce -41.7% | 11,879 | $1.2M |
| Nvwm, LLC | 0.30% | Reduce -9.7% | 11,687 | $1.2M |
| Ulland Investment Advisors, LLC | 0.81% | Add +4.0% | 11,677 | $1.2M |
| Carnegie Investment Counsel | 0.03% | Add +4.1% | 11,534 | $1.2M |
| Nwam LLC | 0.07% | Add +0.5% | 11,528 | $1.2M |
| Pinebridge Investments, L.P. | 0.01% | Add +141.3% | 11,287 | $1.1M |
| Evanson Asset Management, LLC | 0.08% | No change | 11,226 | $1.1M |
| Modern Wealth Management, LLC | 0.04% | Add +4.0% | 10,977 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +79.3% | 10,870 | $1.1M |
| Natixis Advisors, LLC | 0.00% | New | 10,771 | $1.1M |
| KCM Investment Advisors LLC | 0.04% | Add +2.3% | 10,725 | $1.1M |
| Genesee Capital Advisors, LLC | 0.49% | Add +4.8% | 10,623 | $1.1M |
| Global Financial Private Client, LLC | 0.40% | Add +42.5% | 10,557 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -7.3% | 10,460 | $1.0M |
| Composition Wealth, LLC | 0.02% | Add +4.7% | 10,338 | $1.0M |
| Sanders Morris Harris LLC | 0.15% | No change | 10,250 | $1.0M |
| HSBC Holdings PLC | 0.00% | No change | 10,000 | $1.0M |
| Allen Capital Group, LLC | 0.12% | New | 9,995 | $1.0M |
| Synovus Financial Corp. | 0.01% | No change | 9,984 | $1000K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -2.5% | 9,941 | $995K |
| Mgo One Seven LLC | 0.04% | New | 9,938 | $995K |
| Intellectus Partners, LLC | 0.22% | No change | 9,930 | $994K |
| TrinityPoint Wealth, LLC | 0.14% | New | 9,840 | $985K |
| Crestline Management, L.P. | 0.03% | Reduce -86.9% | 9,812 | $982K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -8.7% | 9,803 | $981K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -44.6% | 9,800 | $981K |
| Muirfield Wealth Advisors LLC | 0.80% | Reduce -6.9% | 9,730 | $974K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +1.9% | 9,702 | $971K |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | Add +189.8% | 9,620 | $963K |
| Mutual Advisors, LLC | 0.03% | Reduce -68.5% | 9,636 | $957K |
| Principal Securities, Inc. | 0.02% | Add +41.9% | 9,425 | $944K |
| Blair William & Co. | 0.00% | Add +5.4% | 9,264 | $928K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Add +0.5% | 9,256 | $927K |
| WJ Wealth Management, LLC | 0.32% | No change | 9,250 | $926K |
| Hilltop Holdings Inc. | 0.06% | Add +39.8% | 9,206 | $922K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -0.8% | 9,100 | $911K |
| JTC Employer Solutions Trustee Ltd | 0.06% | Reduce -10.8% | 9,011 | $909K |
| Apollon Financial, LLC | 0.23% | Add +2.5% | 9,050 | $906K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -71.5% | 9,050 | $906K |
| Cahill Financial Advisors Inc. | 0.12% | No change | 9,038 | $905K |
| Keybank National Association | 0.00% | No change | 9,000 | $901K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -4.1% | 8,967 | $898K |
| Cascades Capital Asset Management, LLC | 0.49% | Add +20.0% | 8,962 | $897K |
| Yarbrough Capital, LLC | 0.03% | No change | 8,945 | $896K |
| Union Bancaire Privee, UBP SA | 0.02% | — | 8,961 | $895K |
| Salem Investment Counselors Inc. | 0.03% | Reduce -0.0% | 8,916 | $893K |
| Tennessee Valley Asset Management Partners | 0.15% | Add +0.1% | 8,879 | $889K |
| WBH Advisory Inc. | 0.08% | No change | 8,820 | $883K |
| Pacific Sun Financial Corp | 0.48% | Reduce -0.6% | 8,800 | $881K |
| Kane Investment Management, Inc. | 0.49% | — | 8,775 | $879K |
| Ashton Thomas Private Wealth, LLC | 0.03% | No change | 8,750 | $876K |
| Modera Wealth Management, LLC | 0.01% | Add +148.9% | 8,687 | $870K |
| WMS Partners, LLC | 0.05% | Reduce -2.3% | 8,556 | $857K |
| Virtue Capital Management, LLC | 0.17% | Reduce -4.8% | 8,441 | $845K |
| Park Avenue Securities LLC | 0.01% | New | 8,440 | $845K |
| Transcend Capital Advisors, LLC | 0.06% | New | 8,424 | $843K |
| LMCG Investments, LLC | 0.05% | New | 8,274 | $828K |
| 360 Financial, Inc. | 0.29% | Add +9.5% | 7,992 | $800K |
| Proficio Capital Partners LLC | 0.06% | New | 7,975 | $798K |
| KWB Wealth | 0.10% | Add +26.9% | 8,926 | $798K |
| Merit Financial Group, LLC | 0.01% | Add +3.9% | 7,965 | $797K |
| Parallel Advisors, LLC | 0.02% | No change | 7,746 | $776K |
| Clarus Wealth Advisors | 0.38% | New | 7,967 | $768K |
| Kesler, Norman & Wride, LLC | 0.17% | Add +24.7% | 7,639 | $765K |
| Journey Strategic Wealth LLC | 0.03% | Add +7.3% | 7,600 | $761K |
| Alpine Woods Capital Investors, LLC | 0.14% | No change | 7,500 | $751K |
| HBK Sorce Advisory LLC | 0.02% | No change | 7,487 | $750K |
| TruWealth Advisors, LLC | 0.04% | Add +6.0% | 7,456 | $746K |
| Rathbones Group PLC | 0.00% | No change | 7,391 | $740K |
| Caprock Group, LLC | 0.02% | No change | 7,347 | $736K |
| Northern Trust Corp. | 0.00% | Reduce -3.8% | 7,207 | $722K |
| Trexquant Investment LP | 0.01% | Add +5.6% | 7,165 | $717K |
| Bessemer Group Inc. | 0.00% | Add +7000.0% | 7,100 | $711K |
| Independent Advisor Alliance | 0.01% | New | 7,053 | $706K |
| Legacy Financial Strategies, LLC | 0.15% | No change | 7,052 | $705K |
| Valeo Financial Advisors, LLC | 0.02% | Add +1.9% | 6,979 | $699K |
| Calamos Wealth Management LLC | 0.03% | No change | 6,800 | $681K |
| Hudson Bay Capital Management LP | 0.00% | New | 6,712 | $672K |
| PFG Investments, LLC | 0.04% | Add +3.3% | 6,680 | $669K |
| Sterling Investment Counsel, LLC | 0.44% | Reduce -25.7% | 6,659 | $667K |
| AE Wealth Management LLC | 0.01% | Reduce -6.4% | 6,555 | $656K |
| Triangle Securities Wealth Management | 0.17% | Reduce -4.7% | 6,480 | $649K |
| Group One Trading LLC | 0.02% | New | 6,476 | $648K |
| Madison Wealth Partners, Inc | 0.18% | No change | 6,435 | $644K |
| Novak & Powell Financial Services, Inc. | 0.38% | Reduce -1.4% | 6,425 | $643K |
| Marshall Wace, LLP | 0.00% | Reduce -87.7% | 6,335 | $634K |
| Altura Wealth Advisors Inc. | 0.46% | Reduce -13.4% | 6,284 | $629K |
| Cibc World Market Inc. | 0.00% | Reduce -6.8% | 6,215 | $622K |
| Waverly Advisors, LLC | 0.01% | New | 6,182 | $619K |
| Goelzer Investment Management, Inc. | 0.04% | Reduce -2.5% | 6,145 | $615K |
| Compound Planning, Inc. | 0.03% | Add +5.7% | 6,144 | $615K |
| Sax Wealth Advisors, LLC | 0.05% | Add +105.1% | 6,044 | $605K |
| United Capital Financial Advisors, LLC | 0.01% | Add +13.1% | 6,024 | $603K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 6,018 | $603K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 6,018 | $603K |
| HB Wealth Management, LLC | 0.01% | Add +3.9% | 6,014 | $602K |
| Jasper Ridge Partners, L.P. | 0.02% | Reduce -85.8% | 6,000 | $601K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -0.3% | 5,892 | $590K |
| Private Portfolio Partners LLC | 0.11% | Add +146.4% | 5,852 | $586K |
| One Capital Management, LLC | 0.02% | New | 5,845 | $585K |
| Chatham Capital Group, Inc. | 0.10% | No change | 5,825 | $583K |
| Investmark Advisory Group LLC | 0.28% | No change | 5,791 | $580K |
| Tudor Investment Corporation | 0.01% | Reduce -49.5% | 5,755 | $576K |
| Colonial Trust Advisors | 0.05% | No change | 5,751 | $576K |
| Thrivent Financial for Lutherans | 0.00% | Add +27.6% | 5,548 | $575K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.9% | 5,788 | $574K |
| Plotkin Financial Advisors, LLC | 0.34% | Reduce -11.4% | 5,695 | $570K |
| International Assets Investment Management, LLC | 0.05% | New | 5,586 | $558K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.5% | 5,477 | $548K |
| Monetary Management Group Inc. | 0.14% | Add +3.9% | 5,375 | $538K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +42.4% | 5,298 | $530K |
| Institute for Wealth Management, LLC. | 0.06% | Add +5.2% | 5,150 | $516K |
| IFP Advisors, Inc | 0.02% | Add +201.9% | 5,121 | $513K |
| Western Wealth Management, LLC | 0.03% | Add +21.5% | 5,110 | $512K |
| Biondo Investment Advisors, LLC | 0.07% | Reduce -4.0% | 5,075 | $508K |
| Paragon Financial Partners, Inc. | 0.38% | New | 5,000 | $501K |
| Breed's Hill Capital LLC | 0.26% | No change | 5,000 | $501K |
| Torno Capital, LLC | 0.10% | New | 5,000 | $501K |
| Blue Chip Partners, LLC | 0.04% | Add +8.2% | 4,970 | $498K |
| Perigon Wealth Management, LLC | 0.01% | Add +46.0% | 4,966 | $493K |
| Haverford Trust Co | 0.00% | No change | 4,875 | $488K |
| Sandbox Financial Partners, LLC | 0.16% | Add +3.4% | 4,832 | $484K |
| Greenwood Capital Associates LLC | 0.06% | Reduce -17.8% | 4,734 | $474K |
| Vontobel Holding Ltd. | 0.00% | Add +64.3% | 4,600 | $461K |
| Westfuller Advisors, LLC | 0.29% | No change | 4,548 | $455K |
| Bailard, Inc. | 0.01% | Add +21.9% | 4,528 | $453K |
| NorthCoast Asset Management LLC | 0.00% | Add +12.1% | 4,474 | $448K |
| Investment Management Corp. /Va/ | 0.40% | — | 4,439 | $444K |
| Main Street Financial Solutions, LLC | 0.04% | New | 4,439 | $444K |
| E&G Advisors, LLC | 0.12% | Reduce -15.4% | 4,400 | $441K |
| Lyell Wealth Management, LP | 0.04% | Add +13.9% | 4,364 | $437K |
| Canal Capital Management, LLC | 0.07% | No change | 4,295 | $430K |
| Sequent Planning LLC | 0.16% | Reduce -0.8% | 4,281 | $429K |
| Maxele Advisors, LLC | 0.40% | — | 4,220 | $423K |
| Carret Asset Management, LLC | 0.05% | Reduce -1.9% | 4,210 | $422K |
| Cynosure Group, LLC | 0.06% | No change | 4,200 | $421K |
| Byrne Financial Freedom, LLC | 0.19% | — | 4,169 | $417K |
| Woodline Partners LP | 0.00% | New | 4,141 | $415K |
| Silver Oak Securities, Incorporated | 0.04% | New | 4,097 | $414K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -2.5% | 4,103 | $411K |
| Freedom Investment Management, Inc. | 0.03% | New | 4,086 | $409K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,085 | $409K |
| Bank Pictet & Cie (Europe) AG | 0.01% | New | 4,000 | $400K |
| Cannell & Spears LLC | 0.01% | No change | 4,000 | $400K |
| Citizens Financial Group Inc. | 0.01% | Add +11.8% | 3,970 | $397K |
| MWA Asset Management | 0.26% | Reduce -0.9% | 3,965 | $397K |
| Trilogy Capital Inc. | 0.02% | New | 3,965 | $397K |
| Matthew Goff Investment Advisor, LLC | 0.07% | No change | 3,957 | $396K |
| Wedbush Securities Inc. | 0.01% | Reduce -19.5% | 3,932 | $394K |
| Y.D. More Investments Ltd | 0.03% | Reduce -3.0% | 3,860 | $386K |
| Tranquilli Financial Advisor LLC | 0.24% | New | 3,856 | $386K |
| Ameritas Advisory Services, LLC | 0.01% | Add +28.5% | 3,854 | $386K |
| Signaturefd, LLC | 0.01% | Add +3.9% | 3,810 | $381K |
| Rwa Wealth Partners, LLC | 0.00% | Add +5.6% | 3,800 | $380K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -18.8% | 3,777 | $378K |
| Wellington Shields Capital Management, LLC | 0.07% | Add +1.3% | 3,775 | $378K |
| Merkkuri Wealth Advisors LLC | 0.30% | Add +0.0% | 3,768 | $377K |
| Dupree Financial Group, LLC | 0.18% | Reduce -0.6% | 3,713 | $372K |
| Journey Advisory Group, LLC | 0.04% | No change | 4,250 | $369K |
| Spire Wealth Management | 0.01% | Add +316.8% | 3,655 | $366K |
| Wesbanco Bank Inc. | 0.01% | Add +25.5% | 3,631 | $364K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,625 | $363K |
| Millennium Capital Advisors, LLC | 0.25% | Add +0.3% | 3,614 | $362K |
| Samalin Investment Counsel, LLC | 0.15% | No change | 3,600 | $360K |
| Fortis Capital Management LLC | 0.07% | Add +5.2% | 3,548 | $355K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 3,531 | $354K |
| Fifth Third Bancorp | 0.00% | Add +3.6% | 3,515 | $352K |
| Wealthstream Advisors, Inc. | 0.06% | No change | 3,500 | $350K |
| Cardiff Park Advisors, LLC | 0.03% | New | 3,500 | $350K |
| Runnymede Capital Advisors, Inc. | 0.30% | — | 3,480 | $348K |
| Two Sigma Securities, LLC | 0.06% | New | 3,473 | $348K |
| Larson Financial Group LLC | 0.02% | Add +16.7% | 3,431 | $344K |
| Ironwood Financial, llc | 0.07% | No change | 3,405 | $341K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -0.9% | 3,395 | $340K |
| Headlands Technologies LLC | 0.03% | New | 3,393 | $340K |
| Cypress Capital Management LLC (WY) | 0.38% | Reduce -2.8% | 3,357 | $336K |
| Brighton Jones LLC | 0.01% | Reduce -5.0% | 3,352 | $336K |
| Wealth Advisors of Tampa Bay, LLC | 0.14% | No change | 3,335 | $334K |
| Kraft, Davis & Associates, LLC | 0.09% | Add +25.3% | 3,169 | $332K |
| RB Capital Management, LLC | 0.08% | No change | 3,300 | $330K |
| SOA Wealth Advisors, LLC. | 0.06% | No change | 3,295 | $330K |
| First Foundation Advisors | 0.01% | No change | 3,256 | $326K |
| Choreo, LLC | 0.00% | Add +0.9% | 3,239 | $324K |
| Vigilare Wealth Management | 0.13% | New | 3,231 | $323K |
| Townsquare Capital LLC | 0.00% | Add +1.2% | 3,212 | $322K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 3,193 | $320K |
| Garrett Wealth Advisory Group, LLC | 0.07% | No change | 3,185 | $319K |
| Simplicity Wealth,LLC | 0.07% | New | 3,171 | $317K |
| Tempus Wealth Planning, LLC | 0.10% | Reduce -9.5% | 3,169 | $317K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.8% | 3,165 | $317K |
| Sharp Wealth Advisory, LLC | 0.24% | Reduce -21.9% | 3,146 | $315K |
| Abbot Financial Management, Inc. | 0.15% | No change | 3,100 | $310K |
| Ring Mountain Capital, LLC | 0.21% | — | 3,083 | $309K |
| Brown Advisory Inc. | 0.00% | New | 3,078 | $308K |
| Ceera Investments, LLC | 0.10% | No change | 3,055 | $306K |
| World Investment Advisors | 0.01% | New | 3,027 | $303K |
| Gruss & Co., LLC | 1.28% | No change | 3,000 | $300K |
| Ibex Wealth Advisors | 0.03% | New | 2,947 | $295K |
| Harvest Investment Services, LLC | 0.07% | Reduce -1.8% | 2,938 | $294K |
| QRG Capital Management, Inc. | 0.00% | New | 2,936 | $294K |
| Mullaney, Keating & Wright, Inc. | 0.20% | Add +0.0% | 2,878 | $294K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -1.7% | 2,929 | $293K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,925 | $293K |
| Purus Wealth Management, LLC | 0.11% | Reduce -2.5% | 2,892 | $290K |
| Sunbelt Securities, Inc. | 0.03% | Add +19.4% | 2,860 | $289K |
| Outlook Wealth Advisors, LLC | 0.08% | Reduce -3.8% | 2,872 | $288K |
| Neuberger Berman Group LLC | 0.00% | New | 2,836 | $284K |
| Drive Wealth Management, LLC | 0.07% | Add +19.1% | 2,829 | $283K |
| Advyzon Investment Management, LLC | 0.11% | — | 2,827 | $283K |
| Ogorek Anthony Joseph /NY/ | 0.09% | Reduce -8.8% | 2,826 | $282K |
| Clark Asset Management, LLC | 0.05% | No change | 2,795 | $280K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,787 | $279K |
| Beacon Financial Group | 0.03% | New | 2,780 | $278K |
| Clear Point Advisors Inc. | 0.24% | New | 2,750 | $275K |
| Garde Capital, Inc. | 0.02% | No change | 2,732 | $274K |
| Dakota Wealth Management | 0.01% | No change | 2,725 | $273K |
| Foguth Wealth Management, LLC. | 0.07% | Add +7.9% | 2,609 | $271K |
| Moller Wealth Partners | 0.07% | New | 2,700 | $270K |
| Gsa Capital Partners LLP | 0.02% | New | 2,655 | $266K |
| Centaurus Financial, Inc. | 0.02% | Reduce -14.5% | 2,647 | $265K |
| Bullseye Investment Management, LLC | 0.18% | Reduce -56.7% | 2,591 | $259K |
| Copia Wealth Management | 0.25% | — | 2,578 | $258K |
| Hanson & Doremus Investment Management | 0.04% | No change | 2,540 | $254K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 2,533 | $254K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,525 | $253K |
| Essex Bank | 0.06% | No change | 2,525 | $253K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 2,510 | $251K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 2,505 | $251K |
| Transcendent Capital Group LLC | 0.13% | No change | 2,500 | $250K |
| Middleton & Co. Inc. | 0.03% | No change | 2,500 | $250K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -15.8% | 2,493 | $250K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,475 | $248K |
| ABLE Financial Group, LLC | 0.07% | Add +0.7% | 2,466 | $247K |
| Twin Tree Management, LP | 0.01% | Add +2.6% | 2,466 | $247K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +101.4% | 2,461 | $246K |
| KADENSA CAPITAL Ltd | 0.03% | New | 2,454 | $246K |
| Cutter & CO Brokerage, Inc. | 0.06% | No change | 2,432 | $244K |
| Colonial Trust Co / SC | 0.04% | No change | 2,430 | $243K |
| Ayalon Insurance Comp Ltd. | 0.07% | No change | 2,425 | $243K |
| Diversify Wealth Management, LLC | 0.02% | New | 2,477 | $241K |
| &partners | 0.00% | New | 2,360 | $239K |
| L & S Advisors Inc | 0.03% | New | 2,385 | $239K |
| Ieq Capital, LLC | 0.00% | New | 2,381 | $238K |
| Ceeto Capital Group, LLC | 0.09% | No change | 2,375 | $238K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 2,375 | $238K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -0.2% | 2,369 | $237K |
| Fortress Private Ledger, LLC | 0.14% | — | 2,358 | $236K |
| Prelude Capital Management, LLC | 0.02% | New | 2,280 | $228K |
| Retirement Planning Co of New England, Inc. | 0.11% | No change | 2,275 | $228K |
| Confluence Wealth Services, Inc. | 0.01% | New | 2,175 | $227K |
| Arkadios Wealth Advisors | 0.01% | Reduce -8.5% | 2,220 | $222K |
| Private Trust Co. NA | 0.02% | Add +4.3% | 2,217 | $222K |
| Financial Freedom, LLC | 0.12% | No change | 2,211 | $221K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 2,185 | $219K |
| Processus Wealth & Capital Management, LLC | 0.17% | New | 2,166 | $217K |
| Tocqueville Asset Management L.P. | 0.00% | New | 2,150 | $215K |
| Caxton Associates LP | 0.01% | New | 2,135 | $214K |
| Sfm, LLC | 0.15% | New | 2,130 | $213K |
| Financial Advisors, LLC | 0.04% | New | 2,125 | $213K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 2,115 | $212K |
| Prairie Wealth Advisors, Inc. | 0.10% | New | 2,117 | $212K |
| McGuire Investment Group, LLC | 0.03% | New | 2,107 | $211K |
| Cadence Bank | 0.01% | New | 2,100 | $210K |
| DMC Group, LLC | 0.17% | New | 2,098 | $210K |
| Interchange Capital Partners, LLC | 0.08% | New | 2,076 | $208K |
| Tyche Wealth Partners LLC | 0.04% | New | 2,025 | $203K |
| Aptus Capital Advisors, LLC | 0.00% | Add +54.6% | 2,025 | $203K |
| Almanack Investment Partners, LLC. | 0.03% | New | 2,015 | $202K |
| Running Point Capital Advisors, LLC | 0.07% | No change | 2,000 | $200K |
| High Note Wealth, LLC | 0.05% | New | 1,885 | $189K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -4.1% | 1,870 | $187K |
| Arlington Trust Co LLC | 0.04% | No change | 1,860 | $186K |
| Comprehensive Financial Planning, Inc. | 0.15% | — | 1,825 | $183K |
| Global Retirement Partners, LLC | 0.01% | Add +27.8% | 1,769 | $177K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -10.6% | 1,695 | $170K |
| Spectrum Wealth Counsel, LLC | 0.02% | Reduce -0.4% | 1,540 | $154K |
| BTG Pactual Asset Management US LLC | 0.02% | Reduce -58.6% | 1,397 | $146K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,415 | $142K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -9.8% | 1,175 | $119K |
| GeoWealth Management, LLC | 0.00% | New | 1,145 | $115K |
| Winthrop Capital Management, LLC | 0.03% | New | 1,060 | $107K |
| First Horizon Advisors, Inc. | 0.00% | Add +15.3% | 1,067 | $107K |
| Fourth Dimension Wealth, LLC | 0.05% | — | 1,039 | $104K |
| Founders Financial Alliance, LLC | 0.03% | No change | 995 | $100K |
| Murphy & Mullick Capital Management Corp | 0.09% | — | 967 | $97K |
| Avior Wealth Management, LLC | 0.00% | No change | 965 | $97K |
| Hurley Capital, LLC | 0.07% | — | 895 | $91K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 905 | $91K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 900 | $90K |
| Capital Analysts, LLC | 0.00% | Add +63.0% | 872 | $88K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 860 | $86K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 859 | $86K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 850 | $85K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.3% | 850 | $85K |
| Tanglewood Legacy Advisors, LLC | 0.03% | New | 775 | $78K |
| Fort Point Capital Partners LLC | 0.01% | New | 758 | $76K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 712 | $71K |
| Private Capital Management LLC | 0.01% | Reduce -65.7% | 655 | $66K |
| Wellington Shields & Co., LLC | 0.02% | No change | 650 | $65K |
| Creative Financial Designs Inc. | 0.01% | Reduce -93.5% | 644 | $64K |
| NorthRock Partners, LLC | 0.00% | No change | 640 | $64K |
| Chesapeake Asset Management LLC | 0.06% | No change | 625 | $63K |
| Investors Research Corp | 0.01% | No change | 625 | $63K |
| Delta Asset Management LLC | 0.01% | No change | 625 | $63K |
| Realta Investment Advisors | 0.02% | No change | 595 | $60K |
| Abound Wealth Management | 0.02% | No change | 590 | $59K |
| AlphaMark Advisors, LLC | 0.03% | No change | 575 | $58K |
| Addison Advisors LLC | 0.02% | No change | 565 | $57K |
| Aspect Partners, LLC | 0.03% | New | 555 | $56K |
| Valley National Advisers Inc. | 0.01% | No change | 525 | $52K |
| Pilgrim Partners Asia Pte Ltd | 0.04% | — | 500 | $50K |
| Fortitude Family Office, LLC | 0.02% | No change | 500 | $50K |
| Manchester Capital Management LLC | 0.01% | No change | 500 | $50K |
| Redwood Park Advisors LLC | 0.04% | — | 494 | $49K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 491 | $49K |
| Joseph Group Capital Management | 0.02% | New | 490 | $49K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 460 | $48K |
| Webster Bank, N. A. | 0.00% | No change | 450 | $45K |
| Kathleen S. Wright Associates Inc. | 0.02% | No change | 440 | $44K |
| Bristlecone Advisors, LLC | 0.00% | No change | 425 | $43K |
| Ethos Financial Group, LLC | 0.01% | New | 396 | $40K |
| Element Wealth, LLC | 0.02% | No change | 395 | $40K |
| Tortoise Investment Management, LLC | 0.00% | No change | 375 | $38K |
| Resources Management Corp. /CT/ | 0.00% | No change | 345 | $35K |
| Morse Asset Management, Inc | 0.01% | Add +26.2% | 347 | $35K |
| Anchor Investment Management, LLC | 0.00% | Add +7.6% | 339 | $34K |
| Kestra Investment Management, LLC | 0.00% | New | 338 | $34K |
| Rosenberg Matthew Hamilton | 0.01% | New | 320 | $32K |
| Whittier Trust Co. | 0.00% | No change | 320 | $32K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 315 | $32K |
| Montag A & Associates Inc. | 0.00% | No change | 300 | $30K |
| POM Investment Strategies, LLC | 0.02% | No change | 290 | $29K |
| Archer Investment Corp | 0.01% | No change | 290 | $29K |
| Venturi Wealth Management, LLC | 0.00% | No change | 290 | $29K |
| Pinney & Scofield, Inc. | 0.02% | — | 280 | $28K |
| Cardinal Strategic Wealth Guidance | 0.01% | New | 271 | $27K |
| Pflug Koory, LLC | 0.00% | No change | 265 | $27K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 261 | $26K |
| Godsey & Gibb, Inc. | 0.00% | No change | 260 | $26K |
| Park Square Financial Group, LLC | 0.02% | — | 250 | $25K |
| Princeton Global Asset Management LLC | 0.00% | New | 225 | $23K |
| Russell Investments Group, Ltd. | 0.00% | Add +34.0% | 205 | $21K |
| Darwin Wealth Management, LLC | 0.01% | No change | 200 | $20K |
| Hopwood Financial Services, Inc. | 0.02% | — | 200 | $20K |
| NFSG Corp | 0.01% | New | 200 | $20K |
| Byrne Asset Management LLC | 0.02% | No change | 190 | $19K |
| Financial Perspectives, Inc | 0.01% | No change | 170 | $17K |
| SouthState Bank Corp | 0.00% | New | 141 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 125 | $13K |
| Coastline Trust Co | 0.00% | No change | 125 | $13K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 118 | $12K |
| IMG Wealth Management, Inc. | 0.01% | — | 115 | $12K |
| Flagship Wealth Advisors, LLC | 0.01% | — | 115 | $12K |
| Golden State Wealth Management, LLC | 0.00% | — | 115 | $12K |
| GAMMA Investing LLC | 0.00% | No change | 115 | $12K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 110 | $11K |
| Synergy Investment Management, LLC | 0.00% | — | 105 | $11K |
| FWL Investment Management, LLC | 0.00% | Reduce -22.2% | 105 | $11K |
| Mb, Levis & Associates, LLC | 0.01% | New | 100 | $10K |
| Nemes Rush Group LLC | 0.00% | New | 96 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 85 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 80 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +56.0% | 78 | $8K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | New | 75 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 66 | $7K |
| Lee Danner & Bass Inc. | 0.00% | New | 60 | $6K |
| Mather Group, Llc. | 0.00% | New | 60 | $6K |
| Tidemark, LLC | 0.00% | No change | 55 | $6K |
| Cornerstone Planning Group LLC | 0.00% | New | 48 | $5K |
| Wagner Wealth Management, LLC | 0.00% | New | 48 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | New | 42 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 40 | $4K |
| Sandy Spring Bank | 0.00% | No change | 35 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 35 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 30 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 25 | $3K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 25 | $3K |
| Truvestments Capital LLC | 0.00% | New | 23 | $2K |
| Navigoe, LLC | 0.00% | — | 20 | $2K |
| Howe & Rusling Inc. | 0.00% | New | 18 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -95.7% | 15 | $2K |
| Toronto Dominion Bank | 0.00% | Reduce -59.3% | 11 | $1K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 10 | $1K |
| West Branch Capital LLC | 0.00% | No change | 10 | $1K |
| Berkshire Capital Holdings Inc. | 0.00% | New | 10 | $1K |
| Kiker Wealth Management, LLC | 0.00% | — | 9 | $901 |
| Lanark Financial, Inc. | 0.02% | — | 1 | $190 |
"% of holder's portfolio" is IGV's weight in each manager's 13F, not the share of iShares Expanded Tech-Softwa the manager owns.