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 1,778 institutions that hold shares in the stock, with a total of 429 Million shares, which have been reported (via 13F filing form) to have a value of $41.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
171,204
shares
|
$16.9 Million
3.5% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
170,679
shares
|
$16.8 Million
0.81% of portfolio
|
Q2 2024
Added 6.69%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
170,141
shares
|
$16.8 Million
0.12% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
169,845
shares
|
$16.7 Million
0.47% of portfolio
|
Q2 2024
Added 435.86%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
169,784
shares
|
$16.7 Million
1.29% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
169,502
shares
|
$16.7 Million
1.09% of portfolio
|
Q2 2024
Added 19.26%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
169,443
shares
|
$16.7 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
166,130
shares
|
$16.4 Million
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
165,940
shares
|
$16.3 Million
3.06% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
161,809
shares
|
$15.9 Million
2.6% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 26, 2024 Q2 2024 |
161,712
shares
|
$15.9 Million
6.37% of portfolio
|
Q2 2024
Added 66.1%
|
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
161,697
shares
|
$15.9 Million
0.33% of portfolio
|
Q2 2024
Added 0.96%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
161,330
shares
|
$15.9 Million
2.33% of portfolio
|
Q2 2024
Added 52.72%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
159,592
shares
|
$15.7 Million
1.22% of portfolio
|
Q2 2024
Added 54.84%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 30, 2024 Q2 2024 |
157,541
shares
|
$15.5 Million
6.07% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 12, 2024 Q2 2024 |
157,162
shares
|
$15.5 Million
0.43% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
156,427
shares
|
$15.4 Million
0.19% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
156,332
shares
|
$15.4 Million
5.34% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Acropolis Investment Management, LLC
|
Jul 16, 2024 Q2 2024 |
155,083
shares
|
$15.3 Million
0.92% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
154,578
shares
|
$15.2 Million
0.22% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
152,993
shares
|
$15.1 Million
0.46% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
152,971
shares
|
$15.1 Million
1.1% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
152,185
shares
|
$15 Million
1.81% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
150,821
shares
|
$14.8 Million
0.79% of portfolio
|
Q3 2023
Added 14.68%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
148,921
shares
|
$14.7 Million
5.1% of portfolio
|
Q3 2024
Reduced 0.63%
|