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IGV — Ishares Tr Institutional Holders · Q3 2026

Who owns Ishares Tr (IGV)? 47 institutions reported holding $105.42M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ayalon Insurance Comp Ltd. ($41.4M), Insight Wealth Strategies, LLC ($11.4M), Cadent Capital Advisors, LLC ($8.7M).

RankInstitutionValueSharesChange
1Ayalon Insurance Comp Ltd.$41.4M388,765Added
2Insight Wealth Strategies, LLC$11.4M107,147New
3Cadent Capital Advisors, LLC$8.7M81,907Added
4KWMG, LLC$8.2M77,228Added
5TITLEIST ASSET MANAGEMENT, LLC$5.9M55,712Trimmed
6Monument Capital Management$5.6M53,036New
7VALLEY WEALTH MANAGERS, INC.$3.8M35,393Added
8Farther Finance Advisors, LLC$3.5M32,552Trimmed
9Westwind Capital$2.5M23,764Trimmed
10Ebert Capital Management Inc.$2.5M23,253Trimmed
11CenterStar Asset Management, LLC$2.0M18,500New
12GoalVest Advisory LLC$1.6M60,650New
13Venture Visionary Partners LLC$1.1M10,382Trimmed
14Investment Partners Asset Management, Inc.$883,2528,295Trimmed
15Planning Strategies Inc.$835,7627,849Added
16Roxbury Financial LLC$638,8696,000Added
17RFG - Bristol Wealth Advisors, LLC$530,3764,981Trimmed
18Galvin, Gaustad & Stein, LLC$464,7854,365New
19BAKER TILLY WEALTH MANAGEMENT, LLC$463,9334,357Hold
20Valeo Financial Advisors, LLC$370,8553,483Trimmed
21Dupree Financial Group, LLC$355,7633,341Trimmed
22Meadowbrook Wealth Management, LLC$354,5783,330Trimmed
23Ridgewood Investments LLC$345,7413,247New
24Whitcomb & Hess, Inc.$322,4233,028Added
25Breakwater Capital Group$251,2932,360Trimmed

Source: SEC Form 13F filings · as of 2026-09-30