★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record

IGV

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

111.28 -1.2% mkt cap $15.64B quote delayed (FMP) · as of Oct 12 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
94Tracked holders
+10Δ holders
83.09MShares held
$7.53BReported value
+15New positions
−6Exits
Strongly Rising Conviction score 66/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.9% · share flow +13.6% · net new positions +9.6% — 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 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 —
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 ↗ ×4
2 Healthcare Of Ontario Pension Plan… 11.50M +1337.8% $1.04B 1.5% ▲ Add 3 SEC ↗
3 Bank Of America Corp /De/ 9.63M +173.4% $872.14M 0.1% ▲ Add 3 SEC ↗ ×6
4 Citigroup Inc 9.21M -11.4% $834.08M 0.4% ▼ Trim 3 SEC ↗
5 Morgan Stanley ✦ 8.27M -22.6% $749.65M 0.0% ▼ Trim 4 SEC ↗ ×12
6 Bnp Paribas Financial Markets 4.98M -30.4% $451.17M 0.2% ▼ Trim 3 SEC ↗
7 UBS Group AG 2.85M -62.7% $258.51M 0.0% ▼ Trim 3 SEC ↗ ×3
8 LPL Financial LLC 2.77M +16.7% $250.62M 0.1% ▲ Add 3 SEC ↗
9 Wells Fargo & Company/Mn 2.62M +19.3% $237.50M 0.0% ▲ Add 3 SEC ↗ ×5
10 Susquehanna International Group, Llp 2.49M +162.4% $225.53M 0.2% ▲ Add 3 SEC ↗ ×2
11 Royal Bank Of Canada 1.75M +66.3% $158.63M 0.0% ▲ Add 3 SEC ↗ ×8
12 Caisse De Depot Et Placement Du… 1.46M +11.4% $132.36M 0.2% ▲ Add 2 SEC ↗
13 JPMorgan Chase ✦ 1.31M -19.1% $117.62M 0.0% ▼ Trim 4 SEC ↗ ×8
14 Barclays Plc 1.15M +133.9% $104.32M 0.0% ▲ Add 3 SEC ↗ ×4
15 Envestnet Asset Management Inc 970.44K +45.2% $87.92M 0.0% ▲ Add 3 SEC ↗
16 Raymond James Financial Inc 738.98K +27.9% $66.95M 0.0% ▲ Add 3 SEC ↗ ×4
17 Mml Investors Services, Llc 710.01K +100.6% $64.33M 0.1% ▲ Add 3 SEC ↗
18 Squarepoint Ops LLC 680.09K +141.1% $61.62M 0.1% ▲ Add 3 SEC ↗
19 Ameriprise Financial Inc 634.20K -9.4% $57.48M 0.0% ▼ Trim 3 SEC ↗ ×4
20 Osaic Holdings, Inc. 552.08K +165.8% $50.02M 0.1% ▲ Add 3 SEC ↗ ×3
21 Fisher Asset Management ✦ 544.36K -13.1% $49.32M 0.0% ▼ Trim 9 SEC ↗
22 Tudor Investment Corp Et Al 413.77K New $37.49M 0.2% New 1 SEC ↗
23 Cetera Investment Advisers 413.33K +32.5% $37.45M 0.0% ▲ Add 3 SEC ↗
24 Hrt Financial Lp 344.60K +245.1% $31.22M 0.1% ▲ Add 3 SEC ↗
25 Corient Private Wealth LP 318.33K -7.3% $28.84M 0.0% ▼ Trim 3 SEC ↗
26 Northwestern Mutual Wealth… 297.70K +167.9% $26.97M 0.0% ▲ Add 3 SEC ↗
27 Stifel Financial Corp 288.04K +32.8% $26.10M 0.0% ▲ Add 3 SEC ↗ ×3
28 Commonwealth Equity Services, Llc 251.41K -30.1% $22.78M 0.0% ▼ Trim 3 SEC ↗
29 Ninety One UK Ltd 239.31K New $21.68M 0.0% New 1 SEC ↗
30 LMR Partners LLP 238.47K -10.9% $21.61M 0.2% ▼ Trim 2 SEC ↗
31 Marshall Wace ✦ 205.52K +200.9% $18.62M 0.0% ▲ Add 3 SEC ↗ ×2
32 Rockefeller Capital Management L.P. 203.06K +38.8% $18.40M 0.0% ▲ Add 3 SEC ↗ ×2
33 Jones Financial Companies Lllp 207.26K +42.6% $18.28M 0.0% ▲ Add 3 SEC ↗
34 Assetmark, Inc 175.87K +10019.1% $15.93M 0.0% ▲ Add 3 SEC ↗
35 Truist Financial Corp 142.31K -4.1% $12.89M 0.0% ▼ Trim 3 SEC ↗ ×2
36 Focus Partners Wealth 146.87K -33.8% $12.77M 0.0% ▼ Trim 3 SEC ↗
37 National Bank Of Canada /Fi/ 139.06K +59.5% $12.60M 0.0% ▲ Add 3 SEC ↗ ×3
38 Captrust Financial Advisors 135.26K -46.6% $12.26M 0.0% ▼ Trim 3 SEC ↗
39 Cerity Partners LLC 133.68K +34.0% $12.11M 0.0% ▲ Add 3 SEC ↗ ×3
40 Wealth Enhancement Advisory… 126.63K +32.5% $11.70M 0.0% ▲ Add 3 SEC ↗
41 Walleye Trading LLC 128.71K New $11.66M 0.2% New 1 SEC ↗
42 Blair William & Co/Il 118.28K +54.7% $10.72M 0.0% ▲ Add 3 SEC ↗
43 Bank of New York Mellon Corp 110.23K +551.5% $9.99M 0.0% ▲ Add 3 SEC ↗ ×6
44 Cibc World Market Inc. 106.70K +64.5% $9.67M 0.0% ▲ Add 3 SEC ↗
45 Mariner, LLC 99.43K -15.4% $9.01M 0.0% ▼ Trim 3 SEC ↗
46 Lido Advisors, LLC 95.44K +153.0% $8.65M 0.0% ▲ Add 3 SEC ↗ ×2
47 Group One Trading Llc 81.55K New $7.39M 0.2% New 1 SEC ↗
48 Parallax Volatility Advisers, L.P. 76.92K -19.5% $6.97M 0.3% ▼ Trim 2 SEC ↗
49 Baird Financial Group, Inc. 70.22K +28.3% $6.36M 0.0% ▲ Add 3 SEC ↗
50 Mercer Global Advisors Inc /Adv 65.66K -5.6% $5.95M 0.0% ▼ Trim 3 SEC ↗
51 Wealthfront Advisers LLC 54.91K +16.5% $4.98M 0.0% ▲ Add 3 SEC ↗
52 Hsbc Holdings Plc 52.43K +0.6% $4.75M 0.0% ▲ Add 3 SEC ↗ ×4
53 Millennium Management ✦ 50.52K +174.6% $4.58M 0.0% ▲ Add 2 SEC ↗
54 Credit Agricole S A 44.68K +12.3% $4.05M 0.0% ▲ Add 2 SEC ↗
55 Fidelity (FMR) ✦ 44.67K +1.2% $4.05M 0.0% ▲ Add 5 SEC ↗ ×2
56 Creative Planning 43.21K -10.3% $3.91M 0.0% ▼ Trim 3 SEC ↗ ×2
57 TD Waterhouse Canada Inc. 36.78K +62.5% $3.37M 0.0% ▲ Add 3 SEC ↗
58 Tidal Investments LLC 32.03K -2.2% $2.90M 0.0% ▼ Trim 2 SEC ↗
59 Renaissance Technologies ✦ 30.90K -80.3% $2.80M 0.0% ▼ Trim 4 SEC ↗
60 Northern Trust Corp 28.76K -2.1% $2.61M 0.0% ▼ Trim 3 SEC ↗ ×3
61 Us Bancorp \De\ 26.31K +27.0% $2.38M 0.0% ▲ Add 3 SEC ↗ ×3
62 Quantinno Capital Management LP 25.59K +3.1% $2.32M 0.0% ▲ Add 3 SEC ↗
63 First Manhattan Co. Llc. 21.93K -71.8% $1.99M 0.0% ▼ Trim 2 SEC ↗
64 Nomura Asset Management Co Ltd 19.90K -11.9% $1.80M 0.0% ▼ Trim 2 SEC ↗
65 Legal & General Group Plc 19.80K New $1.78M 0.0% New 1 SEC ↗
66 Pnc Financial Services Group, Inc. 17.78K -1.5% $1.61M 0.0% ▼ Trim 3 SEC ↗ ×4
67 AQR Capital Management ✦ 15.51K -14.5% $1.41M 0.0% ▼ Trim 5 SEC ↗
68 Fifth Third Bancorp 15.18K +23.7% $1.38M 0.0% ▲ Add 3 SEC ↗
69 Belvedere Trading LLC 15.01K New $1.36M 0.1% New 1 SEC ↗
70 Citadel Advisors ✦ 14.14K -77.6% $1.28M 0.0% ▼ Trim 2 SEC ↗
71 Bank Julius Baer & Co. Ltd, Zurich 13.19K New $1.19M 0.0% New 1 SEC ↗
72 Point72 Asset Management ✦ 11.43K +357.1% $1.04M 0.0% ▲ Add 2 SEC ↗
73 Bank Of Nova Scotia 11.06K -98.0% $1.00M 0.0% ▼ Trim 2 SEC ↗
74 Capstone Investment Advisors, Llc 11.04K -63.2% $999,862 0.0% ▼ Trim 2 SEC ↗
75 Peak6 Llc 10.36K New $938,797 0.0% New 1 SEC ↗
76 UBS AM, a distinct business unit of… 10.21K -7.4% $924,573 0.0% ▼ Trim 3 SEC ↗
77 Allianz Asset Management GmbH 9.30K -16.2% $842,580 0.0% ▼ Trim 2 SEC ↗
78 Brown Advisory Inc 6.64K +10.5% $601,477 0.0% ▲ Add 3 SEC ↗
79 D. E. Shaw & Co. ✦ 6.55K New $592,806 0.0% New 1 SEC ↗
80 Mirae Asset Global Investments Co.… 5.92K -50.0% $536,352 0.0% ▼ Trim 3 SEC ↗
81 CIBC Bancorp USA Inc. 5.70K 0.0% $515,967 0.0% Held 2 SEC ↗ ×2
82 Chevy Chase Trust Holdings, LLC 5.62K New $509,263 0.0% New 1 SEC ↗
83 Franklin Resources Inc 5.60K +24.8% $507,631 0.0% ▲ Add 3 SEC ↗ ×4
84 Aristotle Capital Management, LLC 4.68K New $424,304 0.0% New 1 SEC ↗
85 BlackRock ✦ (passive) 4.58K -39.8% $415,223 0.0% ▼ Trim 5 SEC ↗ ×3
86 Toronto Dominion Bank 3.51K New $317,748 0.0% New 1 SEC ↗ ×2
87 Neuberger Berman Group LLC 3.40K -26.1% $307,768 0.0% ▼ Trim 3 SEC ↗
88 Victory Capital Management Inc 2.90K New $262,555 0.0% New 1 SEC ↗
89 Russell Investments Group, Ltd. 2.25K +17.6% $203,966 0.0% ▲ Add 3 SEC ↗
90 Allspring Global Investments… 483 +49.5% $45,083 0.0% ▲ Add 3 SEC ↗ ×2
91 Kayne Anderson Rudnick Investment… 375 0.0% $33,969 0.0% Held 3 SEC ↗
92 Lazard Asset Management Llc 179 New $16,221 0.0% New 1 SEC ↗
93 Zurcher Kantonalbank (Zurich… 93 -95.0% $8,365 0.0% ▼ Trim 2 SEC ↗
94 ARK Investment Management ✦ 56 New $5,109 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

HighTower Advisors, LLC $43.90M was 0.0%
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