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 |
|---|---|---|---|---|---|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
8,926
shares
|
$915,272
0.28% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,923
shares
|
$914,964
0.01% of portfolio
|
Q2 2024
Reduced 36.81%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,895
shares
|
$912,093
0.05% of portfolio
|
Q3 2023
Added 15.85%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,893
shares
|
$911,888
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
8,878
shares
|
$910,350
0.23% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,853
shares
|
$907,786
0.0% of portfolio
|
Q3 2022
Added 111.95%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
8,850
shares
|
$907,479
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
8,848
shares
|
$907,273
0.04% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
8,835
shares
|
$905,940
0.06% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
8,835
shares
|
$905,940
0.04% of portfolio
|
Q1 2024
Added 0.41%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,811
shares
|
$903,479
0.11% of portfolio
|
Q2 2024
Reduced 14.05%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
8,807
shares
|
$903,069
0.12% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
8,794
shares
|
$901,736
0.16% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
8,783
shares
|
$900,608
0.9% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
8,756
shares
|
$897,840
0.06% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
8,750
shares
|
$897,225
0.45% of portfolio
|
Q3 2024
Added 36.72%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
8,734
shares
|
$895,584
0.09% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
8,725
shares
|
$894,661
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
8,677
shares
|
$889,739
0.04% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
8,669
shares
|
$888,919
0.25% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,665
shares
|
$888,509
0.01% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
8,660
shares
|
$887,996
0.18% of portfolio
|
Q3 2024
Added 172.84%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
8,585
shares
|
$880,305
0.05% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
8,568
shares
|
$878,562
0.32% of portfolio
|
Q3 2024
Added 91.76%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,545
shares
|
$876,204
0.22% of portfolio
|
Q3 2024
Reduced 2.21%
|