Public ownership evidence

iShares Expanded Tech-Software Sector ETF (IGV) Ownership Disclosures

Read IGV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares Expanded Tech-Software Sector ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Alternative Investment Advisors, LLC.
Report period
2026-06-30
Available
2026-09-01
Reported shares
53,046
Value (USD)
$4,806,028
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001172661-26-004258
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IGV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IGV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Alternative Investment Advisors, LLC.2026-06-302026-09-0153,046$4,806,028None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-293,605$320,811None
Corient Private Wealth LP2026-06-302026-08-28315,542$28,588,228None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2850$4,530None
Legacy Edge Advisors, LLC2025-09-302026-08-27109,755$12,622,923None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-2738,940$4,115,569None
Dakota Wealth Management2025-09-302026-08-272,725$313,403None
Dakota Wealth Management2025-12-312026-08-272,725$288,006None
Dakota Wealth Management2026-03-312026-08-272,725$218,137None
Advus Financial Partners, LLC2026-06-302026-08-262,401$217,547None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-263,995$319,800None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-263,945$357,437None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-227,791$705,865None
Kingsview Wealth Management, LLC2026-06-302026-08-2017,156$1,554,337None
Archer Investment Corp2026-06-302026-08-20290$26,274None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20200$610Call
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2065,660$5,948,841None
Sankala Group LLC2026-06-302026-08-193,550$364,319None
Beacon Pointe Advisors, LLC2026-06-302026-08-1977,672$7,037,124None
Copia Wealth Management2026-06-302026-08-191,064$96,398None
Orion Capital Management LLC2026-06-302026-08-191,060$96,036None
RB Capital Management, LLC2026-06-302026-08-195,343$484,050None
Legacy Edge Advisors, LLC2025-06-302026-08-18100,577$11,013,182None
Legacy Edge Advisors, LLC2025-03-312026-08-1896,646$8,600,528None
Legacy Edge Advisors, LLC2024-09-302026-08-18104,574$9,345,778None
Legacy Edge Advisors, LLC2024-06-302026-08-1892,029$7,997,320None
Legacy Edge Advisors, LLC2024-03-312026-08-1877,221$6,584,635None
Legacy Edge Advisors, LLC2024-12-312026-08-1899,642$10,057,863None
Legacy Edge Advisors, LLC2023-12-312026-08-1814,142$5,736,561None
Maxele Advisors, LLC2026-06-302026-08-184,430$401,358None
Strive Financial Group ,LLC2026-06-302026-08-1894$8,516None
Caitlin John, LLC2026-06-302026-08-1850$4,530None
Corient Private Wealth LP2026-06-302026-08-18318,333$28,841,002None
BROOKS, MOORE & ASSOCIATES, INC.2026-06-302026-08-1810,790$977,574None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-186,424$581,875None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-18185,000$16,761,000Put
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-1892,100$8,344,260Call
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-1811,036$999,862None
Equitable Holdings, Inc.2026-06-302026-08-18592,748$53,703,002None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-185,840$529,104None
DEARBORN PARTNERS LLC2026-06-302026-08-184,515$409,059None
Jefferies Financial Group Inc.2026-06-302026-08-1840,000$3,624,000Put
Jefferies Financial Group Inc.2026-06-302026-08-1878,000$7,066,800Call
Jefferies Financial Group Inc.2026-06-302026-08-1840,971$3,711,985None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-183,599$326,000None
Forum Finance Group S.A.2026-06-302026-08-152,817$206,000None
Ruggiero Investments, Inc.2026-06-302026-08-1522,692$2,055,898None
EFG International AG2026-06-302026-08-155,890$534,679None
EFG International AG2026-06-302026-08-15300$27,180None
EFG International AG2026-06-302026-08-152,770$250,962None

90-day public filing window, up to 50 source positions.

Alternative Investment Advisors, LLC. ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗WILLIAM JOHN SEMPOLINSKI ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Advus Financial Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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