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 1,827 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 $43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
71,517
shares
|
$7.39 Million
1.14% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
71,343
shares
|
$7.37 Million
0.38% of portfolio
|
Q3 2024
Reduced 25.67%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
70,075
shares
|
$7.24 Million
3.44% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
69,831
shares
|
$7.21 Million
2.9% of portfolio
|
Q1 2023
Added 1.09%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
69,039
shares
|
$7.13 Million
2.4% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
68,430
shares
|
$7.07 Million
0.92% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
68,144
shares
|
$7.04 Million
0.88% of portfolio
|
Q3 2024
Reduced 14.65%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
67,699
shares
|
$6.99 Million
0.63% of portfolio
|
Q3 2024
Reduced 54.95%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
67,613
shares
|
$6.98 Million
0.12% of portfolio
|
Q1 2023
Added 0.58%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
67,602
shares
|
$6.98 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
67,271
shares
|
$6.95 Million
0.97% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
66,783
shares
|
$6.9 Million
5.47% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
66,629
shares
|
$6.88 Million
0.48% of portfolio
|
Q3 2023
Reduced 38.09%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
66,568
shares
|
$6.87 Million
0.59% of portfolio
|
Q3 2024
Added 17.24%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
66,447
shares
|
$6.86 Million
0.99% of portfolio
|
Q4 2022
Reduced 0.73%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
66,352
shares
|
$6.85 Million
0.44% of portfolio
|
Q3 2024
Added 167.28%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
66,323
shares
|
$6.85 Million
0.16% of portfolio
|
Q3 2024
Added 20.59%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
66,266
shares
|
$6.84 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
66,226
shares
|
$6.84 Million
0.39% of portfolio
|
Q3 2024
Added 52.79%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
65,783
shares
|
$6.79 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
65,497
shares
|
$6.76 Million
2.22% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
65,474
shares
|
$6.76 Million
1.57% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
65,448
shares
|
$6.76 Million
0.19% of portfolio
|
Q3 2024
Reduced 58.36%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
64,945
shares
|
$6.71 Million
0.14% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
64,921
shares
|
$6.7 Million
1.6% of portfolio
|
Q2 2024
Reduced 1.76%
|