Security record · archived quarter
IGV
iShares Expanded Tech-Software Sector ETF · Financial Services · Asset Management
75Tracked holders
+2Δ holders
30.28MShares held
$3.20BReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.7% ·
share flow -14.9% ·
net new positions +2.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 95 | +10 | 83.79M | $7.59B | +15 | −5 |
| Q1 2026 | 86 | +10 | 73.75M | $5.90B | +18 | −8 |
| Q4 2025 | 75 | +2 | 30.28M | $3.20B | +3 | −1 |
| Q3 2025 | 10 | -3 | 12.25M | $1.41B | +1 | −4 |
| Q2 2025 | 10 | +2 | 4.14M | $453.05M | +2 | — |
| Q1 2025 | 6 | 0 | 1.48M | $131.92M | +1 | −1 |
| Q4 2024 | 6 | 0 | 1.42M | $141.95M | — | — |
| Q3 2024 | 6 | +1 | 2.00M | $178.82M | +2 | −1 |
| Q2 2024 | 5 | — | 2.83M | $246.04M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.15M | — | $544.67M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 5.15M | — | $544.67M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 5.15M | — | $544.67M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 5.15M | — | $544.67M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 5.15M | — | $544.67M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 5.15M | — | $544.67M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bnp Paribas Financial Markets | 5.13M | — | $542.53M | 0.3% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 3.44M | -5.5% | $363.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 3.44M | -5.5% | $363.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 3.44M | -5.5% | $363.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 3.44M | -5.5% | $363.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 3.44M | -5.5% | $363.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 3.44M | -5.5% | $363.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 3.44M | -5.5% | $363.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 3.44M | -5.5% | $363.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 1.53M | -30.8% | $162.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 1.53M | -30.8% | $162.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | LPL Financial LLC | 1.52M | — | $160.18M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1.35M | — | $143.05M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1.35M | — | $143.05M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 1.35M | — | $143.05M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1.35M | — | $143.05M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citigroup Inc | 1.32M | — | $139.04M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Citigroup Inc | 1.32M | — | $139.04M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 1.31M | — | $138.85M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 1.31M | — | $138.85M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 1.31M | — | $138.85M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 1.31M | — | $138.85M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Corient Private Wealth LP | 906.25K | — | $95.78M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Corient Private Wealth LP | 906.25K | — | $95.78M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Corient Private Wealth LP | 906.25K | — | $95.78M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Healthcare Of Ontario Pension Plan… | 750.00K | — | $79.27M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Fisher Asset Management ✦ | 686.00K | -8.6% | $72.50M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 568.00K | — | $60.03M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 568.00K | — | $60.03M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 568.00K | — | $60.03M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 534.23K | — | $56.46M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 534.23K | — | $56.46M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Royal Bank Of Canada | 534.23K | — | $56.46M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 534.23K | — | $56.46M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Royal Bank Of Canada | 534.23K | — | $56.46M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Royal Bank Of Canada | 534.23K | — | $56.46M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Royal Bank Of Canada | 534.23K | — | $56.46M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Royal Bank Of Canada | 534.23K | — | $56.46M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Franklin Resources Inc | 468.41K | — | $49.51M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Franklin Resources Inc | 468.41K | — | $49.51M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Franklin Resources Inc | 468.41K | — | $49.51M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Franklin Resources Inc | 468.41K | — | $49.51M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | HighTower Advisors, LLC | 451.16K | — | $47.68M | 0.1% | n/c | 1 | SEC ↗ |
| 50 | D. E. Shaw & Co. ✦ | 448.28K | New | $47.39M | 0.0% | New | 1 | SEC ↗ |
| 51 | Mml Investors Services, Llc | 410.86K | — | $43.42M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Stifel Financial Corp | 311.85K | — | $32.96M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Stifel Financial Corp | 311.85K | — | $32.96M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Stifel Financial Corp | 311.85K | — | $32.96M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Osaic Holdings, Inc. | 301.47K | — | $31.86M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Osaic Holdings, Inc. | 301.47K | — | $31.86M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Osaic Holdings, Inc. | 301.47K | — | $31.86M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Raymond James Financial Inc | 300.66K | — | $31.78M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Raymond James Financial Inc | 300.66K | — | $31.78M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Raymond James Financial Inc | 300.66K | — | $31.78M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bridgewater Associates ✦ | 281.94K | New | $29.80M | 0.1% | New | 1 | SEC ↗ |
| 62 | Cetera Investment Advisers | 268.64K | — | $28.39M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 265.92K | -95.1% | $28.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 265.92K | -95.1% | $28.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 265.92K | -95.1% | $28.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 265.92K | -95.1% | $28.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 265.92K | -95.1% | $28.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 265.92K | -95.1% | $28.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Envestnet Asset Management Inc | 215.89K | — | $22.82M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Truist Financial Corp | 205.98K | — | $21.77M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Truist Financial Corp | 205.98K | — | $21.77M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Two Sigma Investments ✦ | 187.20K | +2003.4% | $19.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Susquehanna International Group, Llp | 170.31K | — | $18.00M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Susquehanna International Group, Llp | 170.31K | — | $18.00M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Mariner, LLC | 154.19K | — | $16.30M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Mariner, LLC | 154.19K | — | $16.30M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Cwm, Llc | 116.46K | — | $12.31M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Rockefeller Capital Management L.P. | 112.74K | — | $11.92M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Rockefeller Capital Management L.P. | 112.74K | — | $11.92M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Rockefeller Capital Management L.P. | 112.74K | — | $11.92M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Lido Advisors, LLC | 102.20K | — | $11.75M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Commonwealth Equity Services, Llc | 110.98K | — | $11.73M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Squarepoint Ops LLC | 101.53K | — | $10.73M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Captrust Financial Advisors | 92.05K | — | $9.73M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Wealth Enhancement Advisory… | 82.64K | — | $8.67M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Northwestern Mutual Wealth… | 80.91K | — | $8.55M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Barclays Plc | 75.70K | — | $8.00M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Barclays Plc | 75.70K | — | $8.00M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Focus Partners Wealth | 72.16K | — | $7.64M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Mercer Global Advisors Inc /Adv | 69.16K | — | $7.31M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Jones Financial Companies Lllp | 66.77K | — | $7.06M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Jones Financial Companies Lllp | 66.77K | — | $7.06M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Fidelity (FMR) ✦ | 46.06K | +0.3% | $4.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Fidelity (FMR) ✦ | 46.06K | +0.3% | $4.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Creative Planning | 39.62K | — | $4.19M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Creative Planning | 39.62K | — | $4.19M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Wealthfront Advisers LLC | 39.39K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Cerity Partners LLC | 34.96K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Cerity Partners LLC | 34.96K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Baird Financial Group, Inc. | 31.54K | — | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $47.39M | 0.0% |
| Bridgewater Associates | $29.80M | 0.1% |
Exited
| Citadel Advisors | $10.90M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 751 holders, 117.94M shares, $9.14B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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