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Security record · archived quarter

IGV

iShares Expanded Tech-Software Sector ETF · Financial Services · Asset Management

101.85 -0.6% mkt cap $14.31B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
86Tracked holders
+10Δ holders
73.75MShares held
$5.90BReported value
+18New positions
−8Exits
Strongly Rising Conviction score 76/100 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +13.2% · share flow +30.0% · net new positions +11.6%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Goldman Sachs Group 13.85M +803.0% $1.11B 0.1% ▲ Add 3 SEC ↗
2 Goldman Sachs Group 13.85M +803.0% $1.11B 0.1% ▲ Add 3 SEC ↗
3 Goldman Sachs Group 13.85M +803.0% $1.11B 0.1% ▲ Add 3 SEC ↗
4 Goldman Sachs Group 13.85M +803.0% $1.11B 0.1% ▲ Add 3 SEC ↗
5 Morgan Stanley 10.69M +210.4% $855.53M 0.1% ▲ Add 3 SEC ↗
6 Morgan Stanley 10.69M +210.4% $855.53M 0.1% ▲ Add 3 SEC ↗
7 Morgan Stanley 10.69M +210.4% $855.53M 0.1% ▲ Add 3 SEC ↗
8 Morgan Stanley 10.69M +210.4% $855.53M 0.1% ▲ Add 3 SEC ↗
9 Morgan Stanley 10.69M +210.4% $855.53M 0.1% ▲ Add 3 SEC ↗
10 Morgan Stanley 10.69M +210.4% $855.53M 0.1% ▲ Add 3 SEC ↗
11 Morgan Stanley 10.69M +210.4% $855.53M 0.1% ▲ Add 3 SEC ↗
12 Morgan Stanley 10.69M +210.4% $855.53M 0.1% ▲ Add 3 SEC ↗
13 Morgan Stanley 10.69M +210.4% $855.53M 0.1% ▲ Add 3 SEC ↗
14 Citigroup Inc 10.40M +690.2% $832.14M 0.5% ▲ Add 2 SEC ↗
15 UBS Group AG 7.65M +482.4% $612.45M 0.1% ▲ Add 2 SEC ↗
16 UBS Group AG 7.65M +482.4% $612.45M 0.1% ▲ Add 2 SEC ↗
17 UBS Group AG 7.65M +482.4% $612.45M 0.1% ▲ Add 2 SEC ↗
18 UBS Group AG 7.65M +482.4% $612.45M 0.1% ▲ Add 2 SEC ↗
19 UBS Group AG 7.65M +482.4% $612.45M 0.1% ▲ Add 2 SEC ↗
20 Bnp Paribas Financial Markets 7.16M +39.4% $572.82M 0.4% ▲ Add 2 SEC ↗
21 Bank Of America Corp /De/ 3.52M -31.7% $281.81M 0.0% ▼ Trim 2 SEC ↗
22 Bank Of America Corp /De/ 3.52M -31.7% $281.81M 0.0% ▼ Trim 2 SEC ↗
23 Bank Of America Corp /De/ 3.52M -31.7% $281.81M 0.0% ▼ Trim 2 SEC ↗
24 Bank Of America Corp /De/ 3.52M -31.7% $281.81M 0.0% ▼ Trim 2 SEC ↗
25 Bank Of America Corp /De/ 3.52M -31.7% $281.81M 0.0% ▼ Trim 2 SEC ↗
26 LPL Financial LLC 2.37M +56.4% $189.72M 0.1% ▲ Add 2 SEC ↗
27 Wells Fargo & Company/Mn 2.20M +62.4% $175.96M 0.0% ▲ Add 2 SEC ↗
28 Wells Fargo & Company/Mn 2.20M +62.4% $175.96M 0.0% ▲ Add 2 SEC ↗
29 Wells Fargo & Company/Mn 2.20M +62.4% $175.96M 0.0% ▲ Add 2 SEC ↗
30 Wells Fargo & Company/Mn 2.20M +62.4% $175.96M 0.0% ▲ Add 2 SEC ↗
31 JPMorgan Chase 1.62M +508.3% $125.56M 0.0% ▲ Add 3 SEC ↗
32 JPMorgan Chase 1.62M +508.3% $125.56M 0.0% ▲ Add 3 SEC ↗
33 JPMorgan Chase 1.62M +508.3% $125.56M 0.0% ▲ Add 3 SEC ↗
34 JPMorgan Chase 1.62M +508.3% $125.56M 0.0% ▲ Add 3 SEC ↗
35 JPMorgan Chase 1.62M +508.3% $125.56M 0.0% ▲ Add 3 SEC ↗
36 JPMorgan Chase 1.62M +508.3% $125.56M 0.0% ▲ Add 3 SEC ↗
37 JPMorgan Chase 1.62M +508.3% $125.56M 0.0% ▲ Add 3 SEC ↗
38 Caisse De Depot Et Placement Du… 1.31M New $105.03M 0.2% New 1 SEC ↗
39 Royal Bank Of Canada 1.05M +97.1% $84.30M 0.0% ▲ Add 2 SEC ↗
40 Royal Bank Of Canada 1.05M +97.1% $84.30M 0.0% ▲ Add 2 SEC ↗
41 Royal Bank Of Canada 1.05M +97.1% $84.30M 0.0% ▲ Add 2 SEC ↗
42 Royal Bank Of Canada 1.05M +97.1% $84.30M 0.0% ▲ Add 2 SEC ↗
43 Royal Bank Of Canada 1.05M +97.1% $84.30M 0.0% ▲ Add 2 SEC ↗
44 Royal Bank Of Canada 1.05M +97.1% $84.30M 0.0% ▲ Add 2 SEC ↗
45 Royal Bank Of Canada 1.05M +97.1% $84.30M 0.0% ▲ Add 2 SEC ↗
46 Royal Bank Of Canada 1.05M +97.1% $84.30M 0.0% ▲ Add 2 SEC ↗
47 Royal Bank Of Canada 1.05M +97.1% $84.30M 0.0% ▲ Add 2 SEC ↗
48 Royal Bank Of Canada 1.05M +97.1% $84.30M 0.0% ▲ Add 2 SEC ↗
49 Susquehanna International Group, Llp 948.61K +457.0% $75.94M 0.1% ▲ Add 2 SEC ↗
50 Healthcare Of Ontario Pension Plan… 800.00K +6.7% $64.04M 0.1% ▲ Add 2 SEC ↗
51 Ameriprise Financial Inc 700.16K +23.3% $56.04M 0.0% ▲ Add 2 SEC ↗
52 Ameriprise Financial Inc 700.16K +23.3% $56.04M 0.0% ▲ Add 2 SEC ↗
53 Ameriprise Financial Inc 700.16K +23.3% $56.04M 0.0% ▲ Add 2 SEC ↗
54 Envestnet Asset Management Inc 668.39K +209.6% $53.50M 0.0% ▲ Add 2 SEC ↗
55 Fisher Asset Management 626.48K -8.7% $50.15M 0.0% ▼ Trim 8 SEC ↗
56 Raymond James Financial Inc 577.55K +92.1% $46.23M 0.0% ▲ Add 2 SEC ↗
57 Raymond James Financial Inc 577.55K +92.1% $46.23M 0.0% ▲ Add 2 SEC ↗
58 Raymond James Financial Inc 577.55K +92.1% $46.23M 0.0% ▲ Add 2 SEC ↗
59 HighTower Advisors, LLC 548.42K +21.6% $43.90M 0.0% ▲ Add 2 SEC ↗
60 Bank Of Nova Scotia 548.20K New $43.88M 0.1% New 1 SEC ↗
61 Bank Of Nova Scotia 548.20K New $43.88M 0.1% New 1 SEC ↗
62 Barclays Plc 492.24K +550.2% $39.40M 0.0% ▲ Add 2 SEC ↗
63 Barclays Plc 492.24K +550.2% $39.40M 0.0% ▲ Add 2 SEC ↗
64 Barclays Plc 492.24K +550.2% $39.40M 0.0% ▲ Add 2 SEC ↗
65 Barclays Plc 492.24K +550.2% $39.40M 0.0% ▲ Add 2 SEC ↗
66 Jane Street Group, Llc 432.61K New $34.63M 0.0% New 1 SEC ↗
67 Jane Street Group, Llc 432.61K New $34.63M 0.0% New 1 SEC ↗
68 Commonwealth Equity Services, Llc 359.60K +224.0% $28.79M 0.0% ▲ Add 2 SEC ↗
69 Mml Investors Services, Llc 353.88K -13.9% $28.33M 0.1% ▼ Trim 2 SEC ↗
70 Corient Private Wealth LP 343.40K -62.1% $27.49M 0.0% ▼ Trim 2 SEC ↗
71 Cetera Investment Advisers 311.85K +16.1% $24.96M 0.0% ▲ Add 2 SEC ↗
72 Squarepoint Ops LLC 282.13K +177.9% $22.58M 0.0% ▲ Add 2 SEC ↗
73 LMR Partners LLP 267.61K New $21.42M 0.2% New 1 SEC ↗
74 LMR Partners LLP 267.61K New $21.42M 0.2% New 1 SEC ↗
75 Captrust Financial Advisors 253.42K +175.3% $20.28M 0.0% ▲ Add 2 SEC ↗
76 IMC-Chicago, LLC 221.89K New $17.76M 0.3% New 1 SEC ↗
77 Stifel Financial Corp 216.94K -30.4% $17.37M 0.0% ▼ Trim 2 SEC ↗
78 Stifel Financial Corp 216.94K -30.4% $17.37M 0.0% ▼ Trim 2 SEC ↗
79 Stifel Financial Corp 216.94K -30.4% $17.37M 0.0% ▼ Trim 2 SEC ↗
80 Focus Partners Wealth 221.72K +207.3% $16.97M 0.0% ▲ Add 2 SEC ↗
81 Osaic Holdings, Inc. 207.71K -31.1% $16.63M 0.0% ▼ Trim 2 SEC ↗
82 Osaic Holdings, Inc. 207.71K -31.1% $16.63M 0.0% ▼ Trim 2 SEC ↗
83 Renaissance Technologies 156.80K +429.7% $12.55M 0.0% ▲ Add 3 SEC ↗
84 Truist Financial Corp 148.35K -28.0% $11.88M 0.0% ▼ Trim 2 SEC ↗
85 Truist Financial Corp 148.35K -28.0% $11.88M 0.0% ▼ Trim 2 SEC ↗
86 Rockefeller Capital Management L.P. 146.26K +29.7% $11.71M 0.0% ▲ Add 2 SEC ↗
87 Rockefeller Capital Management L.P. 146.26K +29.7% $11.71M 0.0% ▲ Add 2 SEC ↗
88 Jones Financial Companies Lllp 145.31K +117.6% $11.17M 0.0% ▲ Add 2 SEC ↗
89 Mariner, LLC 117.47K -23.8% $9.40M 0.0% ▼ Trim 2 SEC ↗
90 Mariner, LLC 117.47K -23.8% $9.40M 0.0% ▼ Trim 2 SEC ↗
91 Northwestern Mutual Wealth… 111.11K +37.3% $8.89M 0.0% ▲ Add 2 SEC ↗
92 Hrt Financial Lp 99.86K +335.7% $7.99M 0.0% ▲ Add 2 SEC ↗
93 Cerity Partners LLC 99.75K +185.4% $7.99M 0.0% ▲ Add 2 SEC ↗
94 Cerity Partners LLC 99.75K +185.4% $7.99M 0.0% ▲ Add 2 SEC ↗
95 Wealth Enhancement Advisory… 95.55K +15.6% $7.68M 0.0% ▲ Add 2 SEC ↗
96 Parallax Volatility Advisers, L.P. 95.54K New $7.65M 0.4% New 1 SEC ↗
97 Two Sigma Investments 89.30K -52.3% $7.15M 0.0% ▼ Trim 4 SEC ↗
98 National Bank Of Canada /Fi/ 87.16K +376.7% $6.98M 0.0% ▲ Add 2 SEC ↗
99 National Bank Of Canada /Fi/ 87.16K +376.7% $6.98M 0.0% ▲ Add 2 SEC ↗
100 National Bank Of Canada /Fi/ 87.16K +376.7% $6.98M 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Caisse De Depot Et Placement… $105.03M 0.2%
Bank Of Nova Scotia $43.88M 0.1%
Bank Of Nova Scotia $43.88M 0.1%
Jane Street Group, Llc $34.63M 0.0%
Jane Street Group, Llc $34.63M 0.0%
LMR Partners LLP $21.42M 0.2%
LMR Partners LLP $21.42M 0.2%
IMC-Chicago, LLC $17.76M 0.3%
Parallax Volatility Advisers… $7.65M 0.4%

Exited

D. E. Shaw & Co. $47.39M was 0.0%
Bridgewater Associates $29.80M was 0.1%
Group One Trading Llc $2.14M was 0.1%
Qube Research & Technologies… $1.19M was 0.0%
Toronto Dominion Bank $982,177 was 0.0%
Peak6 Llc $298,892 was 0.0%
Pictet Asset Management… $230,827 was 0.0%
Empower Advisory Group, LLC $219,941 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: Q1 2026 · Methodology · Get this via the API