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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
9,420
shares
|
$965,926
0.1% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
9,400
shares
|
$963,876
0.42% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
9,388
shares
|
$962,645
0.52% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
9,382
shares
|
$962,030
0.16% of portfolio
|
Q3 2024
Reduced 24.59%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
9,362
shares
|
$959,979
0.12% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
9,356
shares
|
$959,364
0.78% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
9,314
shares
|
$955,057
0.04% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
9,304
shares
|
$954,032
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
9,253
shares
|
$948,802
0.11% of portfolio
|
Q4 2023
Reduced 15.83%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
9,188
shares
|
$942,137
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
9,187
shares
|
$942,034
0.26% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
9,176
shares
|
$940,907
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
9,149
shares
|
$938,138
2.16% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
9,141
shares
|
$937,318
0.25% of portfolio
|
Q3 2022
Added 74.85%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
9,136
shares
|
$936,805
0.09% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
9,134
shares
|
$936,600
0.35% of portfolio
|
Q3 2024
Reduced 21.32%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,112
shares
|
$934,344
0.04% of portfolio
|
Q2 2022
Reduced 5.95%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
9,100
shares
|
$933,114
0.11% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
9,090
shares
|
$932,088
0.09% of portfolio
|
Q2 2024
Added 17.49%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
9,081
shares
|
$931,165
0.08% of portfolio
|
Q3 2024
Added 51.65%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 23, 2024 Q3 2024 |
9,077
shares
|
$930,755
0.92% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
9,047
shares
|
$927,679
0.03% of portfolio
|
Q3 2024
Added 81.38%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,013
shares
|
$924,193
0.05% of portfolio
|
Q4 2022
Reduced 46.42%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
9,004
shares
|
$923,270
0.17% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
8,995
shares
|
$922,347
0.1% of portfolio
|
Q3 2024
Added 0.02%
|