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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
8,056
shares
|
$826,062
0.05% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,049
shares
|
$825,344
0.08% of portfolio
|
Q3 2022
Added 69.63%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
8,042
shares
|
$824,626
0.17% of portfolio
|
Q3 2024
Added 49.93%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
8,034
shares
|
$823,806
0.05% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
8,016
shares
|
$821,960
0.28% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,008
shares
|
$821,140
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$820,320
0.01% of portfolio
|
Q4 2021
Reduced 4.76%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
8,000
shares
|
$820,320
0.26% of portfolio
|
Q1 2024
Reduced 14.89%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
7,973
shares
|
$817,551
0.67% of portfolio
|
Q3 2024
Reduced 63.8%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
7,965
shares
|
$816,731
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
7,959
shares
|
$816,115
0.24% of portfolio
|
Q3 2024
Added 166.1%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
7,934
shares
|
$813,552
0.26% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
7,916
shares
|
$811,706
0.16% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
7,852
shares
|
$805,144
0.13% of portfolio
|
Q2 2022
Added 84.67%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
7,849
shares
|
$804,836
0.03% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
7,838
shares
|
$803,708
0.02% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
7,814
shares
|
$801,247
0.2% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
7,814
shares
|
$801,247
0.32% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
7,779
shares
|
$797,658
0.25% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
7,771
shares
|
$796,838
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
7,765
shares
|
$796,223
0.08% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
7,764
shares
|
$796,120
0.04% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
7,689
shares
|
$788,430
0.01% of portfolio
|
Q2 2024
Added 17.59%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
7,675
shares
|
$786,994
0.58% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
7,666
shares
|
$786,071
0.27% of portfolio
|
Q3 2024
Reduced 9.61%
|