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 |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
152,971
shares
|
$15.8 Million
1.1% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
152,185
shares
|
$15.7 Million
1.81% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
152,006
shares
|
$15.7 Million
0.18% of portfolio
|
Q3 2024
Added 25.24%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
151,673
shares
|
$15.7 Million
2.4% of portfolio
|
Q3 2024
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
150,821
shares
|
$15.6 Million
0.79% of portfolio
|
Q3 2023
Added 14.68%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
149,490
shares
|
$15.4 Million
5.76% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
148,921
shares
|
$15.4 Million
5.1% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
147,785
shares
|
$15.3 Million
7.51% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
147,662
shares
|
$15.2 Million
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
147,554
shares
|
$15.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
146,764
shares
|
$15.2 Million
0.31% of portfolio
|
Q3 2024
Reduced 51.38%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
144,827
shares
|
$15 Million
1.18% of portfolio
|
Q2 2023
Reduced 3.57%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
142,479
shares
|
$14.7 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
141,896
shares
|
$14.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
139,953
shares
|
$14.5 Million
1.91% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
139,320
shares
|
$14.4 Million
0.96% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
138,604
shares
|
$14.3 Million
3.92% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
138,576
shares
|
$14.3 Million
13.21% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
138,156
shares
|
$14.3 Million
0.38% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
137,888
shares
|
$14.2 Million
5.39% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
136,938
shares
|
$14.1 Million
2.55% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
135,998
shares
|
$14 Million
3.26% of portfolio
|
Q3 2024
Added 5146.84%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
135,628
shares
|
$14 Million
0.47% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
135,238
shares
|
$14 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
134,446
shares
|
$13.9 Million
1.93% of portfolio
|
Q3 2024
Reduced 3.68%
|