carbonthatcarbonthat
← Every company

Who Owns iShares Expanded Tech-Software Sector ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Expanded Tech-Software Sector ETF.

Who crossed 5% of IGV →
Managers holding
39
as of 2026-09-30
Reported value
$102M
summed across filings
Shares held
958.2K
Added vs trimmed
6 / 14
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Ayalon Insurance Comp Ltd.ETP388.8K shadded$41.4M
Insight Wealth Strategies, LLCEXPANDED TECH107.1K sh—$11.4M
Cadent Capital Advisors, LLCEXPANDED TECH81.9K shadded$8.7M
KWMG, LLCEXPANDED TECH77.2K shadded$8.2M
TITLEIST ASSET MANAGEMENT, LLCEXPANDED TECH55.7K shtrimmed$5.9M
Monument Capital ManagementEXPANDED TECH53K sh—$5.6M
VALLEY WEALTH MANAGERS, INC.ETF35.4K shadded$3.8M
Farther Finance Advisors, LLCETF32.6K shtrimmed$3.5M
Westwind CapitalETF23.8K shtrimmed$2.5M
Ebert Capital Management Inc.EXPANDED TECH23.3K shtrimmed$2.5M
CenterStar Asset Management, LLCEXPANDED TECH12K sh—$1.3M
Venture Visionary Partners LLCEXPANDED TECH10.4K shtrimmed$1.1M
Investment Partners Asset Management, Inc.EXPANDED TECH8.3K shtrimmed$883.3K
CenterStar Asset Management, LLCEXPANDED TECH6.5K sh—$692.1K
RFG - Bristol Wealth Advisors, LLCEXPANDED TECH5K shtrimmed$530.4K
Galvin, Gaustad & Stein, LLCEXPANDED TECH4.4K sh—$464.8K
BAKER TILLY WEALTH MANAGEMENT, LLCEXPANDED TECH4.4K shheld$463.9K
Valeo Financial Advisors, LLCETF3.5K shtrimmed$370.9K
Dupree Financial Group, LLCEXPANDED TECH3.3K shtrimmed$355.8K
Meadowbrook Wealth Management, LLCSector3.3K shtrimmed$354.6K
Ridgewood Investments LLCEXPANDED TECH3.2K sh—$345.7K
Whitcomb & Hess, Inc.EXPANDED TECH3K shadded$322.4K
Breakwater Capital GroupEXPANDED TECH2.4K shtrimmed$251.3K
LifeGoal Investments, LLCEXPANDED TECH2K sh—$213K
Allen Mooney & Barnes Investment Advisors LLCETF1.9K sh—$206.6K
Plan A Wealth LLCEXPANDED TECH1.9K sh—$205.1K
CoreCap Advisors, LLCETF1.1K shadded$121.8K
Wealth Enhancement Trust Services, Inc.EXPANDED TECH583 shtrimmed$62.1K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund569 shtrimmed$60.6K
Investors Research CorpEXPANDED TECH525 shheld$55.9K
Bank of New HampshireEXPANDED TECH305 sh—$32.5K
Rosenberg Matthew HamiltonETF200 shheld$21.3K
GAMMA Investing LLCETF195 shheld$20.8K
Byrne Asset Management LLCCOM190 shheld$20.6K
GK Wealth Management LLCEXPANDED TECH100 sh—$10.7K
Central Pacific Bank - Trust DivisionEXPANDED TECH66 shheld$7K
ARMSTRONG ADVISORY GROUP, INCEXPANDED TECH13 sh—$1.4K
Go Invest LLCETF12 shtrimmed$1.3K
Olistico Wealth, LLCETF11 sh—$1.2K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on IGV

Company overviewEverything on IGV in one place, with the price.Funds holding itWhich funds and ETFs hold IGV, and how big a bet.

Follow iShares Expanded Tech-Software Sector ETF (IGV) by email

New trades in iShares Expanded Tech-Software Sector ETF (IGV) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.

Unsubscribe with one click from any email.

Related datasets

Whale MovesAnyone crossing five per cent, and whether they want a say.SectorsEvery company by sector and industry, with valuations.Stock ScreensPiotroski, Graham, dividend records and most shorted.Fund Manager CommentaryWhat well-known funds' managers say drove their year.