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 |
|---|---|---|---|---|---|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
5,222
shares
|
$535,463
0.04% of portfolio
|
Q2 2024
Added 6.75%
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,222
shares
|
$535,463
0.37% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
5,214
shares
|
$534,643
0.05% of portfolio
|
Q2 2024
Added 32.67%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
5,161
shares
|
$529,208
0.06% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
5,148
shares
|
$527,875
0.05% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
5,146
shares
|
$527,670
0.03% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
5,119
shares
|
$524,902
0.05% of portfolio
|
Q1 2024
Reduced 8.03%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
5,109
shares
|
$523,876
0.08% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
5,096
shares
|
$522,543
0.07% of portfolio
|
Q2 2024
Added 82.52%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,076
shares
|
$520,493
0.03% of portfolio
|
Q3 2024
Added 101.99%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
5,072
shares
|
$520,082
0.18% of portfolio
|
Q3 2024
Reduced 49.09%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,046
shares
|
$517,416
0.04% of portfolio
|
Q1 2023
Reduced 30.04%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
5,034
shares
|
$516,186
0.14% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,017
shares
|
$514,443
0.05% of portfolio
|
Q2 2023
Added 4.15%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
5,014
shares
|
$514,135
0.12% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
5,010
shares
|
$513,725
0.22% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
5,006
shares
|
$513,315
0.22% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
5,004
shares
|
$513,110
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$512,700
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
4,996
shares
|
$512,289
0.03% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,990
shares
|
$511,674
0.02% of portfolio
|
Q3 2024
Reduced 44.43%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,957
shares
|
$508,290
0.04% of portfolio
|
Q2 2024
Reduced 28.24%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
4,950
shares
|
$507,573
0.04% of portfolio
|
Q3 2024
Added 24.43%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
4,942
shares
|
$506,752
0.04% of portfolio
|
Q1 2024
Added 17.81%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
4,939
shares
|
$506,445
0.07% of portfolio
|
Q3 2024
Reduced 0.32%
|