Institutional Ownership Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW). We have compiled data on the 1,826 institutions that hold shares in the stock, with a total of 417 Million shares, which have been reported (via 13F filing form) to have a value of $42.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
177,002
shares
|
$18.3 Million
0.17% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
176,836
shares
|
$18.3 Million
7.57% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
176,592
shares
|
$18.2 Million
0.19% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
176,069
shares
|
$18.2 Million
1.13% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
175,713
shares
|
$18.1 Million
1.0% of portfolio
|
Q3 2023
Added 16.22%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
175,092
shares
|
$18.1 Million
4.8% of portfolio
|
Q4 2023
Reduced 12.08%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
172,618
shares
|
$17.8 Million
1.33% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
172,537
shares
|
$17.8 Million
3.48% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
171,204
shares
|
$17.7 Million
3.5% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
170,141
shares
|
$17.6 Million
0.11% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
169,784
shares
|
$17.5 Million
1.29% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
169,443
shares
|
$17.5 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
167,678
shares
|
$17.3 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
167,100
shares
|
$17.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 22.32%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
166,129
shares
|
$17.2 Million
0.32% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
165,940
shares
|
$17.1 Million
3.06% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
164,492
shares
|
$17 Million
2.07% of portfolio
|
Q3 2024
Added 375.75%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
163,730
shares
|
$16.9 Million
2.45% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
161,809
shares
|
$16.7 Million
2.6% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
156,332
shares
|
$16.1 Million
5.34% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
155,573
shares
|
$16.1 Million
5.66% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
155,553
shares
|
$16.1 Million
2.07% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
155,439
shares
|
$16.1 Million
0.9% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
155,367
shares
|
$16 Million
0.28% of portfolio
|
Q3 2024
Added 17.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
155,028
shares
|
$16 Million
0.66% of portfolio
|
Q3 2024
Reduced 25.92%
|