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 |
|---|---|---|---|---|---|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
21,827
shares
|
$2.24 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
21,802
shares
|
$2.24 Million
1.29% of portfolio
|
Q3 2024
Added 21.01%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
21,767
shares
|
$2.23 Million
1.02% of portfolio
|
Q3 2024
Added 18.04%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
21,765
shares
|
$2.23 Million
1.91% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
21,762
shares
|
$2.23 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
21,662
shares
|
$2.22 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
21,617
shares
|
$2.22 Million
0.22% of portfolio
|
Q3 2024
Added 563.51%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,612
shares
|
$2.22 Million
0.12% of portfolio
|
Q4 2023
Added 9.44%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
21,580
shares
|
$2.21 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
21,542
shares
|
$2.21 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21,492
shares
|
$2.2 Million
0.11% of portfolio
|
Q4 2022
Added 159.0%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
21,458
shares
|
$2.2 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
21,417
shares
|
$2.2 Million
0.17% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
21,355
shares
|
$2.19 Million
1.37% of portfolio
|
Q2 2022
Added 10.04%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
21,328
shares
|
$2.19 Million
0.17% of portfolio
|
Q3 2024
Reduced 21.68%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
21,285
shares
|
$2.18 Million
0.8% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
21,277
shares
|
$2.18 Million
0.1% of portfolio
|
Q3 2024
Added 20.13%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
21,259
shares
|
$2.18 Million
0.99% of portfolio
|
Q3 2024
Added 104.83%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
21,254
shares
|
$2.18 Million
0.81% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
21,187
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.67%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
21,038
shares
|
$2.16 Million
0.66% of portfolio
|
Q3 2024
Added 34.34%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
20,947
shares
|
$2.15 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
20,907
shares
|
$2.14 Million
0.6% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
20,745
shares
|
$2.13 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
20,637
shares
|
$2.12 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.05%
|