# ISHARES TR (IGV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IGV/

- Reporting holders: 40
- Reported value: $61.4M
- Held through calls: 1.1%
- Held through puts: 2.1%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $11.4M | 107,147 | 1.1% | 1 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $8.7M | 81,907 | 1.9% | 2 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $8.2M | 77,228 | 0.6% | 26 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $5.9M | 55,712 | 0.4% | 3 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $5.6M | 53,036 | 1.2% | 1 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $3.8M | 35,393 | 0.2% | 13 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.5M | 32,552 | 0.0% | 14 |
| [Ebert Capital Management Inc.](https://holderbook.com/funds/2102530-ebert-capital-management-inc/) | $2.5M | 23,253 | 2.2% | 4 |
| [CenterStar Asset Management, LLC](https://holderbook.com/funds/1722053-centerstar-asset-management-llc/) | $2.0M | 0 | 0.5% | 1 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $1.6M | 60,650 | 0.3% | 1 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.1M | 10,382 | 0.0% | 10 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $883.3K | 8,295 | 0.5% | 3 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $835.8K | 7,849 | 0.5% | 2 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $638.9K | 6,000 | 0.5% | 3 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $530.4K | 4,981 | 0.1% | 8 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $464.8K | 4,365 | 0.0% | 1 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $463.9K | 4,357 | 0.1% | 3 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $370.9K | 3,483 | 0.0% | 15 |
| [Dupree Financial Group, LLC](https://holderbook.com/funds/1989251-dupree-financial-group-llc/) | $355.8K | 3,341 | 0.1% | 12 |
| [Meadowbrook Wealth Management, LLC](https://holderbook.com/funds/2090468-meadowbrook-wealth-management-llc/) | $354.6K | 3,330 | 0.4% | 2 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $345.7K | 3,247 | 0.1% | 1 |
| [Whitcomb & Hess, Inc.](https://holderbook.com/funds/1813577-whitcomb-hess-inc/) | $322.4K | 3,028 | 0.1% | 3 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $251.3K | 2,360 | 0.0% | 2 |
| [Silverleafe Capital Partners, LLC](https://holderbook.com/funds/1535611-silverleafe-capital-partners-llc/) | $228.3K | 2,144 | 0.1% | 1 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $213.0K | 2,000 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 40 | $61.4M |
| Q2 2026 | 915 | $25.6B |
| Q1 2026 | 784 | $16.4B |
| Q4 2025 | 653 | $5.9B |
| Q3 2025 | 669 | $8.0B |
| Q2 2025 | 695 | $9.7B |
| Q1 2025 | 636 | $7.5B |
| Q4 2024 | 632 | $7.0B |
| Q3 2024 | 492 | $4.7B |
| Q2 2024 | 493 | $5.1B |
| Q1 2024 | 476 | $6.7B |
| Q4 2023 | 483 | $6.2B |