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Security record · archived quarter

IGV

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

108.72 -0.1% mkt cap $14.40B quote delayed (FMP) · as of Oct 22 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 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
Q3 2026 3 0 642.27K $68.87M n/a −1
Q2 2026 94 +10 83.09M $7.53B +15 −6
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 n/a
Q1 2025 6 0 1.48M $131.92M +1 −1
Q4 2024 6 0 1.42M $141.95M n/a n/a
Q3 2024 6 +1 2.00M $178.82M +2 −1
Q2 2024 5 n/a 2.83M $246.04M n/a n/a
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 ↗ ×4
2 Morgan Stanley ✦ 10.69M +210.4% $855.53M 0.1% ▲ Add 3 SEC ↗ ×9
3 Citigroup Inc 10.40M +690.2% $832.14M 0.5% ▲ Add 2 SEC ↗
4 UBS Group AG 7.65M +482.4% $612.45M 0.1% ▲ Add 2 SEC ↗ ×5
5 Bnp Paribas Financial Markets 7.16M +39.4% $572.82M 0.4% ▲ Add 2 SEC ↗
6 Bank Of America Corp /De/ 3.52M -31.7% $281.81M 0.0% ▼ Trim 2 SEC ↗ ×5
7 LPL Financial LLC 2.37M +56.4% $189.72M 0.1% ▲ Add 2 SEC ↗
8 Wells Fargo & Company/Mn 2.20M +62.4% $175.96M 0.0% ▲ Add 2 SEC ↗ ×4
9 JPMorgan Chase ✦ 1.62M +508.3% $125.56M 0.0% ▲ Add 3 SEC ↗ ×7
10 Caisse De Depot Et Placement Du… 1.31M New $105.03M 0.2% New 1 SEC ↗
11 Royal Bank Of Canada 1.05M +97.1% $84.30M 0.0% ▲ Add 2 SEC ↗ ×10
12 Susquehanna International Group, Llp 948.61K +457.0% $75.94M 0.1% ▲ Add 2 SEC ↗
13 Healthcare Of Ontario Pension Plan… 800.00K +6.7% $64.04M 0.1% ▲ Add 2 SEC ↗
14 Ameriprise Financial Inc 700.16K +23.3% $56.04M 0.0% ▲ Add 2 SEC ↗ ×3
15 Envestnet Asset Management Inc 668.39K +209.6% $53.50M 0.0% ▲ Add 2 SEC ↗
16 Fisher Asset Management ✦ 626.48K -8.7% $50.15M 0.0% ▼ Trim 8 SEC ↗
17 Raymond James Financial Inc 577.55K +92.1% $46.23M 0.0% ▲ Add 2 SEC ↗ ×3
18 HighTower Advisors, LLC 548.42K +21.6% $43.90M 0.0% ▲ Add 2 SEC ↗
19 Bank Of Nova Scotia 548.20K New $43.88M 0.1% New 1 SEC ↗ ×2
20 Barclays Plc 492.24K +550.2% $39.40M 0.0% ▲ Add 2 SEC ↗ ×4
21 Jane Street Group, Llc 432.61K New $34.63M 0.0% New 1 SEC ↗ ×2
22 Commonwealth Equity Services, Llc 359.60K +224.0% $28.79M 0.0% ▲ Add 2 SEC ↗
23 Mml Investors Services, Llc 353.88K -13.9% $28.33M 0.1% ▼ Trim 2 SEC ↗
24 Corient Private Wealth LP 343.40K -62.1% $27.49M 0.0% ▼ Trim 2 SEC ↗
25 Cetera Investment Advisers 311.85K +16.1% $24.96M 0.0% ▲ Add 2 SEC ↗
26 Squarepoint Ops LLC 282.13K +177.9% $22.58M 0.0% ▲ Add 2 SEC ↗
27 LMR Partners LLP 267.61K New $21.42M 0.2% New 1 SEC ↗ ×2
28 Captrust Financial Advisors 253.42K +175.3% $20.28M 0.0% ▲ Add 2 SEC ↗
29 IMC-Chicago, LLC 221.89K New $17.76M 0.3% New 1 SEC ↗
30 Stifel Financial Corp 216.94K -30.4% $17.37M 0.0% ▼ Trim 2 SEC ↗ ×3
31 Focus Partners Wealth 221.72K +207.3% $16.97M 0.0% ▲ Add 2 SEC ↗
32 Osaic Holdings, Inc. 207.71K -31.1% $16.63M 0.0% ▼ Trim 2 SEC ↗ ×2
33 Renaissance Technologies ✦ 156.80K +429.7% $12.55M 0.0% ▲ Add 3 SEC ↗
34 Truist Financial Corp 148.35K -28.0% $11.88M 0.0% ▼ Trim 2 SEC ↗ ×2
35 Rockefeller Capital Management L.P. 146.26K +29.7% $11.71M 0.0% ▲ Add 2 SEC ↗ ×2
36 Jones Financial Companies Lllp 145.31K +117.6% $11.17M 0.0% ▲ Add 2 SEC ↗
37 Mariner, LLC 117.47K -23.8% $9.40M 0.0% ▼ Trim 2 SEC ↗ ×2
38 Northwestern Mutual Wealth… 111.11K +37.3% $8.89M 0.0% ▲ Add 2 SEC ↗
39 Hrt Financial Lp 99.86K +335.7% $7.99M 0.0% ▲ Add 2 SEC ↗
40 Cerity Partners LLC 99.75K +185.4% $7.99M 0.0% ▲ Add 2 SEC ↗ ×2
41 Wealth Enhancement Advisory… 95.55K +15.6% $7.68M 0.0% ▲ Add 2 SEC ↗
42 Parallax Volatility Advisers, L.P. 95.54K New $7.65M 0.4% New 1 SEC ↗
43 Two Sigma Investments ✦ 89.30K -52.3% $7.15M 0.0% ▼ Trim 4 SEC ↗
44 National Bank Of Canada /Fi/ 87.16K +376.7% $6.98M 0.0% ▲ Add 2 SEC ↗ ×3
45 Cwm, Llc 87.08K -25.2% $6.97M 0.0% ▼ Trim 2 SEC ↗
46 First Manhattan Co. Llc. 77.61K New $6.21M 0.0% New 1 SEC ↗
47 Blair William & Co/Il 76.46K +881.0% $6.12M 0.0% ▲ Add 2 SEC ↗
48 Mercer Global Advisors Inc /Adv 69.53K +0.5% $5.54M 0.0% ▲ Add 2 SEC ↗
49 Marshall Wace ✦ 68.29K +255.7% $5.47M 0.0% ▲ Add 2 SEC ↗ ×2
50 Cibc World Market Inc. 64.85K +334.4% $5.19M 0.0% ▲ Add 2 SEC ↗
51 Citadel Advisors ✦ 63.12K New $5.05M 0.0% New 1 SEC ↗ ×2
52 Baird Financial Group, Inc. 54.75K +73.6% $4.38M 0.0% ▲ Add 2 SEC ↗
53 Hsbc Holdings Plc 52.14K +74.4% $4.17M 0.0% ▲ Add 2 SEC ↗ ×5
54 Creative Planning 48.15K +21.5% $3.85M 0.0% ▲ Add 2 SEC ↗ ×2
55 Wealthfront Advisers LLC 47.16K +19.7% $3.77M 0.0% ▲ Add 2 SEC ↗
56 Fidelity (FMR) ✦ 44.13K -4.2% $3.53M 0.0% ▼ Trim 4 SEC ↗ ×2
57 Credit Agricole S A 39.78K New $3.18M 0.0% New 1 SEC ↗
58 Lido Advisors, LLC 37.72K -63.1% $3.02M 0.0% ▼ Trim 2 SEC ↗ ×2
59 Tidal Investments LLC 32.75K New $2.62M 0.0% New 1 SEC ↗
60 Capstone Investment Advisors, Llc 29.97K New $2.40M 0.0% New 1 SEC ↗
61 Northern Trust Corp 29.37K +200.9% $2.35M 0.0% ▲ Add 2 SEC ↗ ×3
62 Quantinno Capital Management LP 24.81K +31.8% $1.99M 0.0% ▲ Add 2 SEC ↗
63 Nomura Asset Management Co Ltd 22.60K New $1.81M 0.0% New 1 SEC ↗
64 TD Waterhouse Canada Inc. 22.63K -20.6% $1.80M 0.0% ▼ Trim 2 SEC ↗
65 Us Bancorp \De\ 20.73K +26.5% $1.66M 0.0% ▲ Add 2 SEC ↗ ×3
66 Millennium Management ✦ 18.40K New $1.47M 0.0% New 1 SEC ↗
67 AQR Capital Management ✦ 18.15K +87.5% $1.45M 0.0% ▲ Add 4 SEC ↗
68 Pnc Financial Services Group, Inc. 18.05K -11.7% $1.44M 0.0% ▼ Trim 2 SEC ↗ ×4
69 Bank of New York Mellon Corp 16.92K +52.6% $1.35M 0.0% ▲ Add 2 SEC ↗ ×5
70 Fifth Third Bancorp 12.27K +198.8% $982,214 0.0% ▲ Add 2 SEC ↗
71 Mirae Asset Global Investments Co.… 11.83K +557.4% $947,232 0.0% ▲ Add 2 SEC ↗
72 Allianz Asset Management GmbH 11.10K New $888,555 0.0% New 1 SEC ↗
73 UBS AM, a distinct business unit of… 11.02K +375.4% $882,071 0.0% ▲ Add 2 SEC ↗
74 BlackRock ✦ (passive) 7.62K +136.2% $609,585 0.0% ▲ Add 4 SEC ↗ ×3
75 Brown Advisory Inc 6.01K +178.2% $481,100 0.0% ▲ Add 2 SEC ↗
76 CIBC Bancorp USA Inc. 5.70K n/a $455,885 0.0% n/c 1 SEC ↗ ×2
77 Neuberger Berman Group LLC 4.60K -82.0% $368,230 0.0% ▼ Trim 2 SEC ↗
78 Franklin Resources Inc 4.49K -99.0% $359,505 0.0% ▼ Trim 2 SEC ↗ ×2
79 Point72 Asset Management ✦ 2.50K New $200,125 0.0% New 1 SEC ↗
80 Russell Investments Group, Ltd. 1.92K -0.2% $153,296 0.0% ▼ Trim 2 SEC ↗
81 Zurcher Kantonalbank (Zurich… 1.87K New $145,464 0.0% New 1 SEC ↗
82 Assetmark, Inc 1.74K -78.8% $139,127 0.0% ▼ Trim 2 SEC ↗
83 Kayne Anderson Rudnick Investment… 375 0.0% $30,011 0.0% Held 2 SEC ↗
84 Allspring Global Investments… 323 +330.7% $25,785 0.0% ▲ Add 2 SEC ↗
85 Optiver Holding B.V. 164 New $13,127 0.0% New 1 SEC ↗
86 Invesco Ltd. 12 New $961 0.0% New 1 SEC ↗

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

New buyers

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