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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
7,644
shares
|
$783,815
0.03% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
7,610
shares
|
$780,329
0.36% of portfolio
|
Q3 2023
Reduced 6.85%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,606
shares
|
$779,919
0.1% of portfolio
|
Q1 2023
Reduced 7.55%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
7,597
shares
|
$778,996
0.32% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
7,583
shares
|
$777,560
0.38% of portfolio
|
Q3 2024
Added 22.42%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
7,582
shares
|
$777,458
0.48% of portfolio
|
Q3 2024
Added 74.9%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,564
shares
|
$775,612
0.14% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
7,554
shares
|
$774,587
0.22% of portfolio
|
Q3 2024
Reduced 29.26%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,507
shares
|
$769,767
0.05% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
7,461
shares
|
$765,050
0.33% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
7,372
shares
|
$755,924
0.11% of portfolio
|
Q2 2024
Reduced 17.59%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
7,364
shares
|
$755,104
0.03% of portfolio
|
Q4 2023
Added 3.78%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
7,356
shares
|
$754,284
0.06% of portfolio
|
Q2 2022
Added 1.18%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
7,346
shares
|
$753,258
0.09% of portfolio
|
Q1 2024
Reduced 19.1%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
7,318
shares
|
$750,387
0.37% of portfolio
|
Q1 2024
Reduced 7.17%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
7,296
shares
|
$748,131
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
7,287
shares
|
$747,208
0.39% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
7,279
shares
|
$746,388
0.03% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
7,272
shares
|
$745,670
0.18% of portfolio
|
Q1 2022
Added 1.0%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
7,245
shares
|
$742,902
0.21% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
7,232
shares
|
$741,569
0.11% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
7,227
shares
|
$741,056
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
7,220
shares
|
$740,338
0.08% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
7,211
shares
|
$739,415
0.0% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,211
shares
|
$739,415
0.0% of portfolio
|
Q3 2024
Reduced 88.69%
|