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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,953
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,943
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
9,940
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
9,937
shares
|
$1.02 Million
0.19% of portfolio
|
Q4 2022
Reduced 1.46%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
9,930
shares
|
$1.02 Million
0.52% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
9,929
shares
|
$1.02 Million
0.67% of portfolio
|
Q3 2024
Added 25.75%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
9,904
shares
|
$1.02 Million
0.22% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
9,889
shares
|
$1.01 Million
0.24% of portfolio
|
Q1 2024
Reduced 33.58%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
9,841
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
9,829
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 338.79%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
9,786
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
9,739
shares
|
$998,637
0.44% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
9,736
shares
|
$998,329
0.79% of portfolio
|
Q4 2023
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
9,721
shares
|
$996,791
0.84% of portfolio
|
Q3 2024
Reduced 11.74%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
9,709
shares
|
$995,560
0.12% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
9,697
shares
|
$994,330
0.15% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
9,696
shares
|
$994,227
0.38% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
9,675
shares
|
$992,074
0.38% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
9,659
shares
|
$990,433
0.1% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
9,617
shares
|
$986,127
0.32% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
9,550
shares
|
$979,257
0.4% of portfolio
|
Q1 2024
Reduced 13.34%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
9,498
shares
|
$973,924
0.03% of portfolio
|
Q3 2024
Reduced 39.66%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
9,468
shares
|
$970,848
0.09% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
9,430
shares
|
$966,952
0.06% of portfolio
|
Q3 2024
Added 19.61%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
9,420
shares
|
$965,926
0.11% of portfolio
|
Q3 2024
Reduced 7.0%
|