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 1,673 institutions that hold shares in the stock, with a total of 384 Million shares, which have been reported (via 13F filing form) to have a value of $33.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Usa Financial Portformulas Corp
Ada, MI |
Apr 30, 2024 Q1 2024 |
902,698
shares
|
$78.2 Million
12.39% of portfolio
|
Q1 2024
Added 5.52%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
897,959
shares
|
$77.8 Million
0.3% of portfolio
|
Q1 2024
Reduced 4.86%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 13, 2024 Q1 2024 |
888,075
shares
|
$76.9 Million
6.77% of portfolio
|
Q1 2024
Added 19.26%
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
881,122
shares
|
$76.3 Million
9.93% of portfolio
|
Q1 2023
New holding
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
848,907
shares
|
$73.5 Million
1.27% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
834,222
shares
|
$72.2 Million
0.29% of portfolio
|
Q1 2024
Added 0.34%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
816,514
shares
|
$70.7 Million
1.21% of portfolio
|
Q1 2024
Reduced 1.57%
|
|
Jb Capital LLC
|
Apr 30, 2024 Q1 2024 |
807,109
shares
|
$69.9 Million
4.58% of portfolio
|
Q1 2024
Added 168.41%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
791,906
shares
|
$68.6 Million
0.6% of portfolio
|
Q1 2024
Added 99.57%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
786,811
shares
|
$68.1 Million
0.26% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
772,999
shares
|
$66.9 Million
1.0% of portfolio
|
Q1 2024
Reduced 2.06%
|
|
Praetorian Wealth Management, Inc.
|
Apr 10, 2024 Q1 2024 |
749,205
shares
|
$64.9 Million
17.02% of portfolio
|
Q1 2024
Added 6.08%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
713,891
shares
|
$61.8 Million
0.97% of portfolio
|
Q1 2024
Reduced 32.68%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
658,711
shares
|
$57 Million
0.65% of portfolio
|
Q1 2024
Reduced 17.22%
|
|
Stegner Investment Associates Inc.
|
Apr 22, 2024 Q1 2024 |
657,847
shares
|
$57 Million
40.69% of portfolio
|
Q1 2024
Reduced 3.74%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
650,803
shares
|
$56.4 Million
0.01% of portfolio
|
Q1 2024
Added 8.31%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
637,164
shares
|
$55.2 Million
0.03% of portfolio
|
Q1 2024
Reduced 9.47%
|
|
Arvest Trust CO N A
Rogers, AR |
May 14, 2024 Q1 2024 |
637,149
shares
|
$55.2 Million
3.39% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
637,102
shares
|
$55.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.95%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
591,293
shares
|
$51.2 Million
0.58% of portfolio
|
Q1 2024
Added 30.45%
|
|
Silver Oak Wealth Management LLC
Edina, MN |
May 07, 2024 Q1 2024 |
580,327
shares
|
$50.3 Million
12.17% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
576,965
shares
|
$50 Million
0.35% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
554,831
shares
|
$48 Million
1.51% of portfolio
|
Q1 2024
Added 151.4%
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
552,859
shares
|
$47.9 Million
14.17% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
551,873
shares
|
$47.8 Million
0.42% of portfolio
|
Q1 2024
Added 59.45%
|