iShares Expanded Tech-SoftwaIGVETF

13F holders, Q3 2025 (September 30)
658holders −28
63new positions
88sold out
5famous investors
$112.25avg. 13F price*

At the end of Q3 2025, 658 institutions reported holding iShares Expanded Tech-Softwa (IGV) in their 13F filings, down 28 from Q2 2025. 63 opened new positions and 88 sold out. The largest holders were Bank of America Corp. ($589.7M), Morgan Stanley ($419.2M) and JPMorgan Chase & Co. ($314.3M). 5 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions63$114.3M
Exits88$261.8M

All 13F filers, Q2 2025 → Q3 2025: 5,632,210 shares bought and 25,251,833 shares sold, net −19,619,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 658 holders

Bank of America Corp. 0.04% Reduce -35.0% 5,127,527 $589.7M
Morgan Stanley 0.03% Reduce -12.8% 3,644,645 $419.2M
JPMorgan Chase & Co. 0.02% Reduce -20.1% 2,733,186 $314.3M
Migdal Insurance & Financial Holdings Ltd. 3.37% No change 2,719,572 $312.8M
BNP Paribas Financial Markets 0.23% Add +480.7% 2,508,060 $288.5M
Goldman Sachs Group Inc. 0.04% Reduce -6.7% 2,217,491 $255.0M
Menora Mivtachim Holdings LTD. 1.18% Add +0.3% 2,028,051 $233.2M
Citigroup Inc. 0.16% Add +123.1% 2,019,355 $232.2M
Clal Insurance Enterprises Holdings Ltd 1.65% No change 1,881,000 $216.3M
LPL Financial LLC 0.06% Reduce -16.8% 1,861,029 $214.0M
UBS Group AG 0.04% Reduce -27.9% 1,707,063 $196.3M
Wells Fargo & Company 0.04% Reduce -8.2% 1,618,813 $186.2M
Phoenix Financial Ltd. 1.85% Reduce -2.4% 1,320,685 $151.9M
Main Management ETF Advisors, LLC 5.07% Reduce -28.7% 1,190,154 $136.9M
Healthcare of Ontario Pension Plan Trust Fund 0.24% No change 1,100,000 $126.5M
Royal Bank of Canada 0.02% Reduce -19.6% 832,494 $95.7M
Foundations Investment Advisors, LLC 1.35% Add +52.2% 804,624 $92.5M
Fisher Asset Management 0.03% Reduce -5.5% 750,426 $86.3M
Harel Insurance Investments & Financial Services Ltd. 0.74% Reduce -56.2% 716,675 $82.4M
Nan Shan Life Insurance Co., Ltd. 1.53% Reduce -4.1% 627,527 $72.2M
Ameriprise Financial Inc. 0.02% Reduce -6.5% 606,003 $69.7M
Franklin Resources Inc. 0.02% Reduce -11.9% 536,752 $61.7M
Corient Private Wealth LP 0.08% Add +273.4% 439,967 $50.6M
HighTower Advisors, LLC 0.06% Reduce -6.5% 439,855 $50.6M
SP Asset Management LLC 3.85% Reduce -1.2% 421,266 $48.4M
Qube Research & Technologies Ltd 0.07% Reduce -6.7% 412,770 $47.5M
Raymond James Financial Inc. 0.02% Reduce -83.0% 408,282 $47.0M
Stifel Financial Corp. 0.04% Reduce -21.9% 401,994 $46.2M
Twin Tree Management, LP 1.99% Reduce -59.2% 371,495 $42.7M
MML Investors Services, LLC 0.11% Add +3.8% 366,631 $42.2M
Waverly Advisors, LLC 0.41% Add +34.5% 358,793 $41.3M
Osaic Holdings, Inc. 0.05% Reduce -5.5% 344,464 $38.3M
Envestnet Asset Management Inc. 0.01% Reduce -89.5% 332,513 $38.2M
Main Management LLC 2.70% Reduce -27.0% 320,105 $36.8M
Federation des caisses Desjardins du Quebec 0.14% Add +6.9% 303,010 $34.8M
Cetera Investment Advisers 0.04% Reduce -15.9% 299,016 $34.4M
Wellspring Financial Advisors, LLC 2.97% Add +0.0% 1,611,148 $32.3M
Barings LLC 0.61% No change 271,138 $31.2M
Janney Montgomery Scott LLC 0.07% Reduce -86.4% 253,009 $29.1M
Equitable Holdings, Inc. 0.21% Add +3.5% 249,503 $28.7M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -12.4% 247,803 $28.5M
SPC Financial, Inc. 2.20% Add +1.2% 244,572 $28.1M
Capital Fund Management S.A. 0.21% New 187,218 $21.5M
Anfield Capital Management, LLC 6.17% Add +31.4% 182,292 $21.0M
Barclays PLC 0.01% Reduce -27.1% 175,834 $20.2M
Crestwood Advisors Group, LLC 0.33% Reduce -9.7% 169,479 $19.5M
Cwm, LLC 0.06% Add +1.4% 163,956 $18.9M
Sanctuary Advisors, LLC 0.11% Reduce -14.6% 160,944 $18.5M
Private Capital Advisors, Inc. 2.00% New 156,320 $18.0M
Mariner, LLC 0.02% Reduce -0.1% 153,689 $17.7M
Jump Financial, LLC 0.23% New 152,095 $17.5M
Noesis Capital Mangement Corp. 2.71% Add +1.2% 152,003 $17.5M
Black Swift Group, LLC 3.01% Reduce -7.0% 148,640 $17.1M
Bank of New York Mellon Corp 0.00% Reduce -34.6% 133,287 $15.3M
Fiduciary Trust Co 0.17% Reduce -1.7% 130,761 $15.0M
Lowe Brockenbrough & Co. Inc. 0.77% Add +0.7% 130,398 $15.0M
MinichMacGregor Wealth Management, LLC 2.75% Add +4.0% 122,561 $14.1M
Truist Financial Corp. 0.02% Reduce -93.0% 121,911 $14.0M
Commonwealth Equity Services, LLC 0.02% Reduce -46.3% 121,218 $13.9M
Advisory Services Network, LLC 0.20% Add +3.2% 121,083 $13.9M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -6.6% 118,675 $13.6M
Baker Avenue Asset Management, LP 0.31% Add +4.6% 112,377 $12.9M
Legacy Edge Advisors, LLC 1.49% Add +9.1% 109,755 $12.6M
Focus Partners Wealth 0.02% Add +59.2% 109,661 $12.5M
Chicago Wealth Management, Inc. 5.35% Add +0.4% 106,741 $12.3M
Gemmer Asset Management LLC 0.98% Reduce -9.1% 106,024 $12.2M
Lido Advisors, LLC 0.05% Reduce -4.4% 103,146 $11.9M
Prospera Financial Services Inc 0.20% Add +1.7% 102,236 $11.8M
Bank Hapoalim BM 1.47% Reduce -1.6% 98,980 $11.4M
NewEdge Advisors, LLC 0.05% Add +8.2% 96,484 $11.1M
Citadel Advisors 0.01% Add +214.4% 94,790 $10.9M
HRT Financial LP 0.04% Add +1055.5% 93,389 $10.7M
Captrust Financial Advisors 0.02% Add +1.7% 91,759 $10.6M
Seven Springs Wealth Group, LLC 2.55% Add +11.7% 89,836 $10.3M
Altus Wealth Management, LLC 4.54% Add +0.9% 89,220 $10.3M
D.A. Davidson & Co. 0.06% Reduce -1.0% 87,536 $10.1M
Susquehanna International Group, LLP 0.01% Reduce -29.0% 85,475 $9.8M
Avalon Capital Management 2.41% Reduce -8.8% 85,450 $9.8M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -76.3% 85,043 $9.8M
Principle Wealth Partners LLC 0.55% Reduce -1.9% 82,219 $9.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -5.7% 81,754 $9.4M
Silverleafe Capital Partners, LLC 2.87% Add +5.5% 80,709 $9.3M
Riggs Asset Managment Co. Inc. 1.96% Reduce -7.8% 78,589 $9.0M
Dash Acquisitions Inc. 1.79% New 78,346 $9.0M
U.S. Capital Wealth Advisors, LLC 0.23% Reduce -0.6% 74,856 $8.6M
Mercer Global Advisors Inc. 0.01% Reduce -11.8% 69,167 $8.0M
Kwmg, LLC 0.69% Add +1.0% 68,615 $7.9M
Atom Investors LP 0.58% Add +193.7% 66,735 $7.7M
IronBridge Private Wealth, LLC 2.38% Reduce -35.8% 65,473 $7.5M
Prudential PLC 0.06% Reduce -71.7% 65,333 $7.5M
Avestar Capital, LLC 0.52% Reduce -10.1% 63,630 $7.3M
Chicago Partners Investment Group LLC 0.19% Reduce -1.3% 61,773 $7.2M
Atria Investments, Inc 0.08% Reduce -27.0% 61,590 $7.1M
Rockefeller Capital Management L.P. 0.01% Reduce -12.7% 61,246 $7.0M
Private Advisor Group, LLC 0.03% Add +15.2% 60,667 $7.0M
Jones Financial Companies LLLP 0.00% Add +17.8% 59,921 $6.9M
SFI Advisors, LLC 4.33% Reduce -1.9% 59,158 $6.8M
Jmac Enterprises LLC 1.33% Add +1.4% 58,298 $6.7M
Well Done, LLC 1.14% Add +5.7% 58,105 $6.7M
Sage Advisory Services, Ltd.Co. 3.48% Add +1.5% 57,670 $6.6M

"% 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 658 holders