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 |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
5,871
shares
|
$602,012
0.1% of portfolio
|
Q4 2023
Added 5.37%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
5,870
shares
|
$601,909
0.09% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
5,870
shares
|
$601,909
0.32% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
5,862
shares
|
$601,089
0.29% of portfolio
|
Q3 2024
Added 128.63%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
5,815
shares
|
$596,270
0.1% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
5,787
shares
|
$593,398
0.02% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
5,785
shares
|
$593,193
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
5,782
shares
|
$592,886
0.03% of portfolio
|
Q3 2023
Reduced 15.95%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
5,774
shares
|
$592,065
0.11% of portfolio
|
Q1 2024
Reduced 9.41%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
5,771
shares
|
$591,758
0.16% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,764
shares
|
$591,040
0.03% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
5,756
shares
|
$590,220
1.07% of portfolio
|
Q2 2024
Reduced 38.52%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
5,731
shares
|
$587,656
0.03% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
5,713
shares
|
$585,811
0.2% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
5,709
shares
|
$585,400
0.11% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,707
shares
|
$585,195
0.06% of portfolio
|
Q3 2024
Added 81.58%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,706
shares
|
$585,093
0.05% of portfolio
|
Q4 2023
Added 6.61%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
5,673
shares
|
$581,709
0.09% of portfolio
|
Q3 2024
Reduced 23.62%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
5,663
shares
|
$580,684
0.04% of portfolio
|
Q3 2024
Added 15.41%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
5,661
shares
|
$580,478
0.01% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
5,660
shares
|
$580,376
0.17% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
5,647
shares
|
$579,043
0.05% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
5,634
shares
|
$577,710
0.18% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,611
shares
|
$575,351
0.07% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
5,608
shares
|
$575,044
0.01% of portfolio
|
Q3 2024
Reduced 5.08%
|