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 |
|---|---|---|---|---|---|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
6,355
shares
|
$651,641
0.15% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,341
shares
|
$650,206
0.11% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,338
shares
|
$649,898
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
6,328
shares
|
$648,873
0.24% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
6,321
shares
|
$648,155
0.12% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
6,315
shares
|
$647,540
0.12% of portfolio
|
Q3 2024
Reduced 30.52%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
6,302
shares
|
$646,207
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
6,296
shares
|
$645,591
0.04% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,256
shares
|
$641,490
0.08% of portfolio
|
Q1 2023
Reduced 48.22%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
6,234
shares
|
$639,234
0.13% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
6,215
shares
|
$637,286
0.06% of portfolio
|
Q3 2024
Added 34.76%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
6,179
shares
|
$633,594
0.21% of portfolio
|
Q3 2024
Added 30.91%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,153
shares
|
$630,928
0.07% of portfolio
|
Q1 2024
Reduced 8.0%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
6,133
shares
|
$628,877
0.01% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
6,118
shares
|
$627,339
0.01% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
6,109
shares
|
$626,416
0.18% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
6,023
shares
|
$617,598
0.12% of portfolio
|
Q2 2024
Reduced 42.63%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
6,020
shares
|
$617,290
0.06% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,999
shares
|
$615,137
0.01% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
5,968
shares
|
$611,958
0.29% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
5,964
shares
|
$611,548
0.13% of portfolio
|
Q1 2022
Reduced 2.1%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
5,930
shares
|
$608,062
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,900
shares
|
$604,986
0.03% of portfolio
|
Q3 2024
Reduced 18.67%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
5,896
shares
|
$604,575
0.07% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,876
shares
|
$602,525
0.02% of portfolio
|
Q4 2022
Reduced 11.35%
|