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Security record · archived quarter

IGV

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

101.69 -0.2% mkt cap $14.29B quote delayed (FMP) · as of Aug 26 16:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
95Tracked holders
+10Δ holders
83.79MShares held
$7.59BReported value
+15New positions
−5Exits
Strongly Rising Conviction score 67/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.8% · share flow +13.7% · net new positions +10.5%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Goldman Sachs Group 12.15M -12.3% $1.10B 0.1% ▼ Trim 4 SEC ↗
2 Goldman Sachs Group 12.15M -12.3% $1.10B 0.1% ▼ Trim 4 SEC ↗
3 Goldman Sachs Group 12.15M -12.3% $1.10B 0.1% ▼ Trim 4 SEC ↗
4 Goldman Sachs Group 12.15M -12.3% $1.10B 0.1% ▼ Trim 4 SEC ↗
5 Healthcare Of Ontario Pension Plan… 11.50M +1337.8% $1.04B 1.5% ▲ Add 3 SEC ↗
6 Bank Of America Corp /De/ 9.63M +173.4% $872.14M 0.1% ▲ Add 3 SEC ↗
7 Bank Of America Corp /De/ 9.63M +173.4% $872.14M 0.1% ▲ Add 3 SEC ↗
8 Bank Of America Corp /De/ 9.63M +173.4% $872.14M 0.1% ▲ Add 3 SEC ↗
9 Bank Of America Corp /De/ 9.63M +173.4% $872.14M 0.1% ▲ Add 3 SEC ↗
10 Bank Of America Corp /De/ 9.63M +173.4% $872.14M 0.1% ▲ Add 3 SEC ↗
11 Bank Of America Corp /De/ 9.63M +173.4% $872.14M 0.1% ▲ Add 3 SEC ↗
12 Citigroup Inc 9.21M -11.4% $834.08M 0.4% ▼ Trim 3 SEC ↗
13 Morgan Stanley 8.27M -22.6% $749.65M 0.0% ▼ Trim 4 SEC ↗
14 Morgan Stanley 8.27M -22.6% $749.65M 0.0% ▼ Trim 4 SEC ↗
15 Morgan Stanley 8.27M -22.6% $749.65M 0.0% ▼ Trim 4 SEC ↗
16 Morgan Stanley 8.27M -22.6% $749.65M 0.0% ▼ Trim 4 SEC ↗
17 Morgan Stanley 8.27M -22.6% $749.65M 0.0% ▼ Trim 4 SEC ↗
18 Morgan Stanley 8.27M -22.6% $749.65M 0.0% ▼ Trim 4 SEC ↗
19 Morgan Stanley 8.27M -22.6% $749.65M 0.0% ▼ Trim 4 SEC ↗
20 Morgan Stanley 8.27M -22.6% $749.65M 0.0% ▼ Trim 4 SEC ↗
21 Morgan Stanley 8.27M -22.6% $749.65M 0.0% ▼ Trim 4 SEC ↗
22 Morgan Stanley 8.27M -22.6% $749.65M 0.0% ▼ Trim 4 SEC ↗
23 Morgan Stanley 8.27M -22.6% $749.65M 0.0% ▼ Trim 4 SEC ↗
24 Morgan Stanley 8.27M -22.6% $749.65M 0.0% ▼ Trim 4 SEC ↗
25 Bnp Paribas Financial Markets 4.98M -30.4% $451.17M 0.2% ▼ Trim 3 SEC ↗
26 UBS Group AG 2.85M -62.7% $258.51M 0.0% ▼ Trim 3 SEC ↗
27 UBS Group AG 2.85M -62.7% $258.51M 0.0% ▼ Trim 3 SEC ↗
28 UBS Group AG 2.85M -62.7% $258.51M 0.0% ▼ Trim 3 SEC ↗
29 LPL Financial LLC 2.77M +16.7% $250.62M 0.1% ▲ Add 3 SEC ↗
30 Wells Fargo & Company/Mn 2.62M +19.3% $237.50M 0.0% ▲ Add 3 SEC ↗
31 Wells Fargo & Company/Mn 2.62M +19.3% $237.50M 0.0% ▲ Add 3 SEC ↗
32 Wells Fargo & Company/Mn 2.62M +19.3% $237.50M 0.0% ▲ Add 3 SEC ↗
33 Wells Fargo & Company/Mn 2.62M +19.3% $237.50M 0.0% ▲ Add 3 SEC ↗
34 Wells Fargo & Company/Mn 2.62M +19.3% $237.50M 0.0% ▲ Add 3 SEC ↗
35 Susquehanna International Group, Llp 2.49M +162.4% $225.53M 0.2% ▲ Add 3 SEC ↗
36 Susquehanna International Group, Llp 2.49M +162.4% $225.53M 0.2% ▲ Add 3 SEC ↗
37 Royal Bank Of Canada 1.75M +66.3% $158.63M 0.0% ▲ Add 3 SEC ↗
38 Royal Bank Of Canada 1.75M +66.3% $158.63M 0.0% ▲ Add 3 SEC ↗
39 Royal Bank Of Canada 1.75M +66.3% $158.63M 0.0% ▲ Add 3 SEC ↗
40 Royal Bank Of Canada 1.75M +66.3% $158.63M 0.0% ▲ Add 3 SEC ↗
41 Royal Bank Of Canada 1.75M +66.3% $158.63M 0.0% ▲ Add 3 SEC ↗
42 Royal Bank Of Canada 1.75M +66.3% $158.63M 0.0% ▲ Add 3 SEC ↗
43 Royal Bank Of Canada 1.75M +66.3% $158.63M 0.0% ▲ Add 3 SEC ↗
44 Royal Bank Of Canada 1.75M +66.3% $158.63M 0.0% ▲ Add 3 SEC ↗
45 Caisse De Depot Et Placement Du… 1.46M +11.4% $132.36M 0.2% ▲ Add 2 SEC ↗
46 JPMorgan Chase 1.31M -19.1% $117.62M 0.0% ▼ Trim 4 SEC ↗
47 JPMorgan Chase 1.31M -19.1% $117.62M 0.0% ▼ Trim 4 SEC ↗
48 JPMorgan Chase 1.31M -19.1% $117.62M 0.0% ▼ Trim 4 SEC ↗
49 JPMorgan Chase 1.31M -19.1% $117.62M 0.0% ▼ Trim 4 SEC ↗
50 JPMorgan Chase 1.31M -19.1% $117.62M 0.0% ▼ Trim 4 SEC ↗
51 JPMorgan Chase 1.31M -19.1% $117.62M 0.0% ▼ Trim 4 SEC ↗
52 JPMorgan Chase 1.31M -19.1% $117.62M 0.0% ▼ Trim 4 SEC ↗
53 JPMorgan Chase 1.31M -19.1% $117.62M 0.0% ▼ Trim 4 SEC ↗
54 Barclays Plc 1.15M +133.9% $104.32M 0.0% ▲ Add 3 SEC ↗
55 Barclays Plc 1.15M +133.9% $104.32M 0.0% ▲ Add 3 SEC ↗
56 Barclays Plc 1.15M +133.9% $104.32M 0.0% ▲ Add 3 SEC ↗
57 Barclays Plc 1.15M +133.9% $104.32M 0.0% ▲ Add 3 SEC ↗
58 Envestnet Asset Management Inc 970.44K +45.2% $87.92M 0.0% ▲ Add 3 SEC ↗
59 Raymond James Financial Inc 738.98K +27.9% $66.95M 0.0% ▲ Add 3 SEC ↗
60 Raymond James Financial Inc 738.98K +27.9% $66.95M 0.0% ▲ Add 3 SEC ↗
61 Raymond James Financial Inc 738.98K +27.9% $66.95M 0.0% ▲ Add 3 SEC ↗
62 Raymond James Financial Inc 738.98K +27.9% $66.95M 0.0% ▲ Add 3 SEC ↗
63 Mml Investors Services, Llc 710.01K +100.6% $64.33M 0.1% ▲ Add 3 SEC ↗
64 HighTower Advisors, LLC 697.18K +27.1% $63.16M 0.1% ▲ Add 3 SEC ↗
65 Squarepoint Ops LLC 680.09K +141.1% $61.62M 0.1% ▲ Add 3 SEC ↗
66 Ameriprise Financial Inc 634.20K -9.4% $57.48M 0.0% ▼ Trim 3 SEC ↗
67 Ameriprise Financial Inc 634.20K -9.4% $57.48M 0.0% ▼ Trim 3 SEC ↗
68 Ameriprise Financial Inc 634.20K -9.4% $57.48M 0.0% ▼ Trim 3 SEC ↗
69 Ameriprise Financial Inc 634.20K -9.4% $57.48M 0.0% ▼ Trim 3 SEC ↗
70 Osaic Holdings, Inc. 552.08K +165.8% $50.02M 0.1% ▲ Add 3 SEC ↗
71 Osaic Holdings, Inc. 552.08K +165.8% $50.02M 0.1% ▲ Add 3 SEC ↗
72 Osaic Holdings, Inc. 552.08K +165.8% $50.02M 0.1% ▲ Add 3 SEC ↗
73 Fisher Asset Management 544.36K -13.1% $49.32M 0.0% ▼ Trim 9 SEC ↗
74 Tudor Investment Corp Et Al 413.77K New $37.49M 0.2% New 1 SEC ↗
75 Cetera Investment Advisers 413.33K +32.5% $37.45M 0.0% ▲ Add 3 SEC ↗
76 Hrt Financial Lp 344.60K +245.1% $31.22M 0.1% ▲ Add 3 SEC ↗
77 Corient Private Wealth LP 318.33K -7.3% $28.84M 0.0% ▼ Trim 3 SEC ↗
78 Northwestern Mutual Wealth… 297.70K +167.9% $26.97M 0.0% ▲ Add 3 SEC ↗
79 Stifel Financial Corp 288.04K +32.8% $26.10M 0.0% ▲ Add 3 SEC ↗
80 Stifel Financial Corp 288.04K +32.8% $26.10M 0.0% ▲ Add 3 SEC ↗
81 Stifel Financial Corp 288.04K +32.8% $26.10M 0.0% ▲ Add 3 SEC ↗
82 Commonwealth Equity Services, Llc 251.41K -30.1% $22.78M 0.0% ▼ Trim 3 SEC ↗
83 Ninety One UK Ltd 239.31K New $21.68M 0.0% New 1 SEC ↗
84 LMR Partners LLP 238.47K -10.9% $21.61M 0.2% ▼ Trim 2 SEC ↗
85 Marshall Wace 205.52K +200.9% $18.62M 0.0% ▲ Add 3 SEC ↗
86 Marshall Wace 205.52K +200.9% $18.62M 0.0% ▲ Add 3 SEC ↗
87 Rockefeller Capital Management L.P. 203.06K +38.8% $18.40M 0.0% ▲ Add 3 SEC ↗
88 Rockefeller Capital Management L.P. 203.06K +38.8% $18.40M 0.0% ▲ Add 3 SEC ↗
89 Jones Financial Companies Lllp 207.26K +42.6% $18.28M 0.0% ▲ Add 3 SEC ↗
90 Assetmark, Inc 175.87K +10019.1% $15.93M 0.0% ▲ Add 3 SEC ↗
91 Truist Financial Corp 142.31K -4.1% $12.89M 0.0% ▼ Trim 3 SEC ↗
92 Truist Financial Corp 142.31K -4.1% $12.89M 0.0% ▼ Trim 3 SEC ↗
93 Focus Partners Wealth 146.87K -33.8% $12.77M 0.0% ▼ Trim 3 SEC ↗
94 National Bank Of Canada /Fi/ 139.06K +59.5% $12.60M 0.0% ▲ Add 3 SEC ↗
95 National Bank Of Canada /Fi/ 139.06K +59.5% $12.60M 0.0% ▲ Add 3 SEC ↗
96 National Bank Of Canada /Fi/ 139.06K +59.5% $12.60M 0.0% ▲ Add 3 SEC ↗
97 Captrust Financial Advisors 135.26K -46.6% $12.26M 0.0% ▼ Trim 3 SEC ↗
98 Cerity Partners LLC 133.68K +34.0% $12.11M 0.0% ▲ Add 3 SEC ↗
99 Cerity Partners LLC 133.68K +34.0% $12.11M 0.0% ▲ Add 3 SEC ↗
100 Cerity Partners LLC 133.68K +34.0% $12.11M 0.0% ▲ Add 3 SEC ↗

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

New buyers

Tudor Investment Corp Et Al $37.49M 0.2%
Ninety One UK Ltd $21.68M 0.0%

Exited

Jane Street Group, Llc $34.63M was 0.0%
IMC-Chicago, LLC $17.76M was 0.3%
Two Sigma Investments $7.15M was 0.0%
Optiver Holding B.V. $13,127 was 0.0%
Invesco Ltd. $961 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: Q2 2026 · Methodology · Get this via the API