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 1,826 institutions that hold shares in the stock, with a total of 417 Million shares, which have been reported (via 13F filing form) to have a value of $42.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
467,771
shares
|
$48.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
465,413
shares
|
$48.1 Million
1.26% of portfolio
|
Q1 2023
Added 5.92%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
440,438
shares
|
$45.5 Million
2.05% of portfolio
|
Q2 2024
Reduced 6.17%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
432,711
shares
|
$44.7 Million
0.85% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
424,013
shares
|
$43.8 Million
1.03% of portfolio
|
Q4 2023
Added 2.51%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
415,503
shares
|
$42.9 Million
0.95% of portfolio
|
Q3 2024
Added 1091.17%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
399,140
shares
|
$41.2 Million
5.57% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
378,328
shares
|
$39.1 Million
13.86% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
378,309
shares
|
$39.1 Million
0.61% of portfolio
|
Q3 2022
Added 52.06%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Oct 23, 2024 Q3 2024 |
377,831
shares
|
$39 Million
19.18% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
377,473
shares
|
$39 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
371,180
shares
|
$38.3 Million
26.96% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
364,775
shares
|
$37.7 Million
0.55% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
360,215
shares
|
$37.2 Million
12.4% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
356,945
shares
|
$36.9 Million
2.48% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
355,122
shares
|
$36.7 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
353,048
shares
|
$36.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
352,802
shares
|
$36.4 Million
1.12% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
348,045
shares
|
$35.9 Million
0.59% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
347,405
shares
|
$35.9 Million
3.62% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
340,504
shares
|
$35.2 Million
7.47% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
340,198
shares
|
$35.1 Million
4.66% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
336,250
shares
|
$34.7 Million
0.02% of portfolio
|
Q3 2024
Added 11.48%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
333,444
shares
|
$34.4 Million
0.92% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
329,914
shares
|
$34.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.04%
|