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 |
|---|---|---|---|---|---|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
53,035
shares
|
$5.44 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,022
shares
|
$5.44 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
52,934
shares
|
$5.43 Million
1.44% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
52,505
shares
|
$5.38 Million
0.83% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
52,487
shares
|
$5.38 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
52,444
shares
|
$5.38 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
52,371
shares
|
$5.37 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
52,240
shares
|
$5.36 Million
2.01% of portfolio
|
Q3 2024
Reduced 41.85%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
52,153
shares
|
$5.35 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
52,113
shares
|
$5.34 Million
8.09% of portfolio
|
Q3 2023
Reduced 75.19%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
51,646
shares
|
$5.3 Million
0.53% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
51,531
shares
|
$5.28 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
50,658
shares
|
$5.19 Million
0.43% of portfolio
|
Q1 2024
Added 1.06%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
50,601
shares
|
$5.19 Million
1.0% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
50,513
shares
|
$5.18 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
50,100
shares
|
$5.14 Million
0.18% of portfolio
|
Q2 2022
Reduced 2.01%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
49,895
shares
|
$5.12 Million
1.1% of portfolio
|
Q3 2024
Reduced 27.54%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
49,786
shares
|
$5.11 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
49,634
shares
|
$5.09 Million
1.12% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
49,497
shares
|
$5.08 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
49,263
shares
|
$5.05 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
48,956
shares
|
$5.02 Million
0.12% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
48,790
shares
|
$5 Million
0.58% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
48,188
shares
|
$4.94 Million
0.57% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
48,103
shares
|
$4.93 Million
2.12% of portfolio
|
Q3 2024
Added 14.22%
|