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 |
|---|---|---|---|---|---|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
118,460
shares
|
$12.2 Million
8.09% of portfolio
|
Q3 2024
Reduced 17.19%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
118,129
shares
|
$12.2 Million
0.5% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
117,881
shares
|
$12.2 Million
0.92% of portfolio
|
Q3 2023
Added 216.42%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
117,557
shares
|
$12.1 Million
4.73% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
117,126
shares
|
$12.1 Million
3.72% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
116,807
shares
|
$12.1 Million
1.07% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
115,919
shares
|
$12 Million
0.58% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
115,237
shares
|
$11.9 Million
2.76% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
114,203
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
113,666
shares
|
$11.7 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
113,410
shares
|
$11.7 Million
3.15% of portfolio
|
Q3 2024
Added 21.56%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
113,396
shares
|
$11.7 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
113,038
shares
|
$11.7 Million
3.6% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
112,567
shares
|
$11.6 Million
7.63% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
112,123
shares
|
$11.6 Million
0.5% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
112,082
shares
|
$11.6 Million
2.35% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
111,752
shares
|
$11.5 Million
0.46% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
109,686
shares
|
$11.3 Million
5.71% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
107,700
shares
|
$11.1 Million
2.6% of portfolio
|
Q3 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
107,653
shares
|
$11.1 Million
0.87% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
107,619
shares
|
$11.1 Million
6.05% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
107,557
shares
|
$11.1 Million
7.05% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
106,951
shares
|
$11 Million
0.27% of portfolio
|
Q3 2022
Reduced 10.5%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
106,808
shares
|
$11 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
106,545
shares
|
$11 Million
2.44% of portfolio
|
Q3 2024
Reduced 1.53%
|