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 |
---|---|---|---|---|---|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
7,200
shares
|
$738,288
0.34% of portfolio
|
Q1 2024
Reduced 5.82%
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
7,172
shares
|
$735,416
0.13% of portfolio
|
Q3 2024
Added 34.84%
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
7,163
shares
|
$734,494
0.36% of portfolio
|
Q4 2022
Reduced 0.58%
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
7,152
shares
|
$733,366
0.36% of portfolio
|
Q3 2024
New holding
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
7,148
shares
|
$732,955
0.04% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
7,135
shares
|
$731,622
0.29% of portfolio
|
Q1 2022
Reduced 0.03%
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
7,132
shares
|
$731,315
0.26% of portfolio
|
Q3 2024
Added 0.15%
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
7,131
shares
|
$731,212
0.03% of portfolio
|
Q2 2024
New holding
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
7,128
shares
|
$730,905
0.04% of portfolio
|
Q3 2024
Added 32.74%
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
7,052
shares
|
$723,112
0.26% of portfolio
|
Q2 2023
Added 27.02%
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
7,037
shares
|
$721,573
0.09% of portfolio
|
Q2 2024
Added 0.67%
|
|
Harvey Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
7,000
shares
|
$717,780
0.17% of portfolio
|
Q4 2020
Added 300.0%
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
6,968
shares
|
$714,498
0.1% of portfolio
|
Q2 2024
Reduced 6.52%
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
6,952
shares
|
$712,858
0.09% of portfolio
|
Q1 2023
New holding
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
6,952
shares
|
$712,858
0.48% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
6,948
shares
|
$712,447
0.1% of portfolio
|
Q3 2024
Added 4.83%
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
6,925
shares
|
$710,089
0.06% of portfolio
|
Q4 2024
Added 75.63%
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
6,896
shares
|
$707,115
0.02% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,832
shares
|
$700,553
0.13% of portfolio
|
Q2 2024
New holding
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
6,804
shares
|
$697,682
0.88% of portfolio
|
Q4 2022
New holding
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
6,793
shares
|
$696,554
0.04% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
6,778
shares
|
$695,016
0.53% of portfolio
|
Q3 2024
Added 8.87%
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
6,755
shares
|
$692,657
0.02% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,753
shares
|
$692,452
0.05% of portfolio
|
Q2 2022
Added 57.23%
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Nov 06, 2024 Q3 2024 |
6,733
shares
|
$690,401
1.13% of portfolio
|
Q3 2024
Reduced 92.89%
|