ISHARES TR (IGV)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
40
Reporting holders
$61.4M
Reported value
1.1%
Calls
2.1%
Puts
-875
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Insight Wealth Strategies, LLC | $11.4M | 107,147 | 1.13% | new | NEW |
| Cadent Capital Advisors, LLC | $8.7M | 81,907 | 1.87% | 2q | +211.2%+$5.9M |
| KWMG, LLC | $8.2M | 77,228 | 0.59% | 26q | +4.1%+$324.4K |
| TITLEIST ASSET MANAGEMENT, LLC | $5.9M | 55,712 | 0.38% | 3q | -14.9%-$1.0M |
| Monument Capital Management | $5.6M | 53,036 | 1.18% | new | NEW |
| VALLEY WEALTH MANAGERS, INC. | $3.8M | 35,393 | 0.21% | 13q | +51.4%+$1.3M |
| Farther Finance Advisors, LLC | $3.5M | 32,552 | 0.02% | 14q | -25.8%-$1.2M |
| Ebert Capital Management Inc. | $2.5M | 23,253 | 2.15% | 4q | -5.8%-$153.4K |
| CenterStar Asset Management, LLC | $2.0M | options only | 0.46% | new | OPTIONS |
| GoalVest Advisory LLC | $1.6M | 60,650 | 0.28% | new | NEW |
| Venture Visionary Partners LLC | $1.1M | 10,382 | 0.03% | 10q | -8.6%-$104.3K |
| Investment Partners Asset Management, Inc. | $883.3K | 8,295 | 0.48% | 3q | -6.0%-$56.4K |
| Planning Strategies Inc. | $835.8K | 7,849 | 0.49% | 2q | +22.9%+$156.0K |
| Roxbury Financial LLC | $638.9K | 6,000 | 0.49% | 3q | +3.3%+$20.4K |
| RFG - Bristol Wealth Advisors, LLC | $530.4K | 4,981 | 0.13% | 8q | -9.6%-$56.1K |
| Galvin, Gaustad & Stein, LLC | $464.8K | 4,365 | 0.03% | new | NEW |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $463.9K | 4,357 | 0.09% | 3q | HELD |
| Valeo Financial Advisors, LLC | $370.9K | 3,483 | 0.01% | 15q | -11.2%-$46.8K |
| Dupree Financial Group, LLC | $355.8K | 3,341 | 0.13% | 12q | -1.2%-$4.3K |
| Meadowbrook Wealth Management, LLC | $354.6K | 3,330 | 0.37% | 2q | -18.9%-$82.5K |
| Ridgewood Investments LLC | $345.7K | 3,247 | 0.13% | new | NEW |
| Whitcomb & Hess, Inc. | $322.4K | 3,028 | 0.07% | 3q | +9.1%+$26.9K |
| Breakwater Capital Group | $251.3K | 2,360 | 0.03% | 2q | -14.6%-$43.0K |
| Silverleafe Capital Partners, LLC | $228.3K | 2,144 | 0.06% | new | NEW |
| LifeGoal Investments, LLC | $213.0K | 2,000 | 0.06% | new | NEW |
| Allen Mooney & Barnes Investment Advisors LLC | $206.6K | 1,940 | 0.03% | new | NEW |
| Plan A Wealth LLC | $205.1K | 1,926 | 0.07% | new | NEW |
| CoreCap Advisors, LLC | $121.8K | 1,144 | 0.00% | 9q | +2.9%+$3.4K |
| Wealth Enhancement Trust Services, Inc. | $62.1K | 583 | 0.01% | 2q | -92.2%-$731.2K |
| MassMutual Private Wealth & Trust, FSB | $60.6K | 569 | 0.00% | 8q | -18.2%-$13.5K |
| Investors Research Corp | $55.9K | 525 | 0.01% | 27q | HELD |
| Ayalon Insurance Comp Ltd. | $41.4K | 388,765 | 3.44% | 32q | +57.4%+$15.1K |
| Bank of New Hampshire | $32.5K | 305 | 0.01% | new | NEW |
| Rosenberg Matthew Hamilton | $21.3K | 200 | 0.00% | 8q | HELD |
| GAMMA Investing LLC | $20.8K | 195 | 0.00% | 12q | HELD |
| Byrne Asset Management LLC | $20.6K | 190 | 0.01% | 15q | HELD |
| GK Wealth Management LLC | $10.7K | 100 | 0.01% | new | NEW |
| Central Pacific Bank - Trust Division | $7.0K | 66 | 0.00% | 11q | HELD |
| Westwind Capital | $2.5K | 23,764 | 0.59% | 28q | -9.3% |
| ARMSTRONG ADVISORY GROUP, INC | $1.4K | 13 | 0.00% | new | NEW |
| Go Invest LLC | $1.3K | 12 | 0.00% | 4q | -14.3% |
| Olistico Wealth, LLC | $1.2K | 11 | 0.00% | new | NEW |
| CX Institutional | $45 | 425 | 0.00% | 5q | +21.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 40 | $61.4M | 603,819 | 14 | 7 | 13 | 3.2% |
| Q2 2026 | 915 | $25.6B | 138,596,350 | 233 | 309 | 226 | 51.0% |
| Q1 2026 | 784 | $16.4B | 142,884,391 | 276 | 237 | 160 | 30.8% |
| Q4 2025 | 653 | $5.9B | 51,003,184 | 55 | 155 | 218 | 9.2% |
| Q3 2025 | 669 | $8.0B | 62,098,995 | 73 | 163 | 231 | 13.0% |
| Q2 2025 | 695 | $9.7B | 81,716,398 | 126 | 212 | 190 | 9.2% |
| Q1 2025 | 636 | $7.5B | 73,757,842 | 82 | 237 | 157 | 14.3% |
| Q4 2024 | 632 | $7.0B | 58,614,499 | 149 | 188 | 116 | 17.5% |
| Q3 2024 | 492 | $4.7B | 50,604,004 | 49 | 111 | 173 | 5.4% |
| Q2 2024 | 493 | $5.1B | 55,817,267 | 67 | 125 | 142 | 6.3% |
| Q1 2024 | 476 | $6.7B | 76,638,851 | 60 | 394 | 14 | 4.8% |
| Q4 2023 | 483 | $6.2B | 13,493,996 | 81 | 118 | 122 | 11.8% |
| Q3 2023 | 420 | $4.6B | 12,637,286 | 51 | 105 | 116 | 6.4% |
| Q2 2023 | 415 | $4.5B | 12,320,647 | 72 | 102 | 120 | 6.4% |
| Q1 2023 | 376 | $4.4B | 15,317,949 | 65 | 79 | 132 | 8.7% |
| Q4 2022 | 382 | $3.8B | 12,158,337 | 63 | 68 | 143 | 18.4% |
| Q3 2022 | 380 | $4.2B | 13,938,458 | 47 | 86 | 129 | 17.1% |
| Q2 2022 | 395 | $3.8B | 9,845,337 | 60 | 88 | 153 | 29.3% |
| Q1 2022 | 402 | $5.2B | 10,287,479 | 58 | 93 | 143 | 31.4% |
| Q4 2021 | 428 | $8.8B | 11,028,706 | 45 | 105 | 127 | 50.5% |
| Q3 2021 | 401 | $9.1B | 13,438,892 | 44 | 136 | 94 | 40.8% |
| Q2 2021 | 385 | $8.1B | 11,200,636 | 50 | 107 | 123 | 45.9% |
| Q1 2021 | 381 | $7.7B | 12,873,843 | 38 | 102 | 149 | 42.6% |
| Q4 2020 | 407 | $8.8B | 14,551,744 | 56 | 129 | 114 | 41.4% |
| Q3 2020 | 356 | $5.1B | 11,921,040 | 52 | 122 | 106 | 27.5% |
| Q2 2020 | 342 | $4.9B | 11,327,602 | 92 | 111 | 74 | 33.7% |
| Q1 2020 | 276 | $3.3B | 9,471,306 | 57 | 100 | 71 | 38.9% |
| Q4 2019 | 273 | $3.1B | 9,831,059 | 52 | 63 | 69 | 26.1% |
| Q3 2019 | 234 | $2.3B | 8,545,881 | 36 | 74 | 62 | 20.1% |
| Q2 2019 | 235 | $2.4B | 8,619,787 | 50 | 67 | 60 | 21.8% |
| Q1 2019 | 215 | $2.1B | 8,721,286 | 57 | 66 | 52 | 11.3% |
| Q4 2018 | 187 | $1.2B | 6,675,188 | 5 | 6 | 7 | 2.1% |