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 1,829 institutions that hold shares in the stock, with a total of 415 Million shares, which have been reported (via 13F filing form) to have a value of $42.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
32,657
shares
|
$3.35 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
32,640
shares
|
$3.35 Million
2.51% of portfolio
|
Q3 2022
Reduced 0.22%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
32,524
shares
|
$3.34 Million
3.31% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
32,445
shares
|
$3.33 Million
2.22% of portfolio
|
Q3 2024
Added 101.22%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
32,317
shares
|
$3.31 Million
0.99% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
32,144
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2024
Added 33.04%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
32,007
shares
|
$3.28 Million
0.08% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
31,991
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
31,920
shares
|
$3.27 Million
1.1% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
31,707
shares
|
$3.25 Million
0.26% of portfolio
|
Q3 2024
Added 35.08%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
31,528
shares
|
$3.23 Million
0.27% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
31,453
shares
|
$3.23 Million
1.62% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
31,415
shares
|
$3.22 Million
0.06% of portfolio
|
Q3 2024
Added 30.71%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
31,409
shares
|
$3.22 Million
0.31% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
31,266
shares
|
$3.21 Million
0.19% of portfolio
|
Q2 2024
Reduced 31.89%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
31,160
shares
|
$3.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
31,104
shares
|
$3.19 Million
1.25% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
31,086
shares
|
$3.19 Million
1.65% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
31,077
shares
|
$3.19 Million
0.26% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
30,984
shares
|
$3.18 Million
0.39% of portfolio
|
Q2 2024
Reduced 25.09%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
30,822
shares
|
$3.16 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
30,815
shares
|
$3.16 Million
1.62% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
30,758
shares
|
$3.15 Million
0.21% of portfolio
|
Q4 2022
Reduced 32.26%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
30,710
shares
|
$3.15 Million
0.14% of portfolio
|
Q3 2024
Added 267.08%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
30,559
shares
|
$3.13 Million
1.76% of portfolio
|
Q3 2024
Added 3.29%
|