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 1,828 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 $42.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
58,141
shares
|
$5.96 Million
0.31% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
57,919
shares
|
$5.94 Million
0.18% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
57,665
shares
|
$5.91 Million
0.56% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
57,559
shares
|
$5.9 Million
2.15% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
57,242
shares
|
$5.87 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
57,242
shares
|
$5.87 Million
0.33% of portfolio
|
Q3 2024
Reduced 33.75%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
56,773
shares
|
$5.82 Million
8.54% of portfolio
|
Q2 2024
Reduced 6.59%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
56,629
shares
|
$5.81 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
56,566
shares
|
$5.8 Million
1.54% of portfolio
|
Q3 2024
Reduced 50.65%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
56,560
shares
|
$5.8 Million
2.89% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
56,504
shares
|
$5.79 Million
0.35% of portfolio
|
Q3 2024
Added 58.49%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
56,000
shares
|
$5.74 Million
0.49% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
55,902
shares
|
$5.73 Million
0.54% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
55,462
shares
|
$5.69 Million
1.19% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
55,065
shares
|
$5.65 Million
4.07% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Florin Court Capital LLP
|
Nov 06, 2024 Q3 2024 |
55,000
shares
|
$5.64 Million
4.42% of portfolio
|
Q3 2024
Reduced 61.05%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
54,904
shares
|
$5.63 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
54,831
shares
|
$5.62 Million
2.2% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
54,648
shares
|
$5.6 Million
1.11% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
54,465
shares
|
$5.58 Million
3.64% of portfolio
|
Q3 2024
Added 15.86%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
54,313
shares
|
$5.57 Million
0.72% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
54,193
shares
|
$5.56 Million
0.18% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
54,167
shares
|
$5.55 Million
0.13% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
54,134
shares
|
$5.55 Million
0.23% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
53,902
shares
|
$5.53 Million
1.32% of portfolio
|
Q3 2024
Added 19.31%
|