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 |
|---|---|---|---|---|---|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
4,444
shares
|
$455,687
1.39% of portfolio
|
Q2 2023
Reduced 13.14%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
4,438
shares
|
$455,072
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
4,436
shares
|
$454,867
0.14% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
4,435
shares
|
$454,764
0.06% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
4,372
shares
|
$448,304
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
4,369
shares
|
$447,997
0.15% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
4,346
shares
|
$445,638
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,319
shares
|
$442,870
0.05% of portfolio
|
Q1 2022
Reduced 1.53%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
4,307
shares
|
$441,639
0.04% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
4,306
shares
|
$441,537
0.08% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,303
shares
|
$441,229
0.02% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,289
shares
|
$439,794
0.02% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
4,287
shares
|
$439,588
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
4,287
shares
|
$439,588
0.33% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,284
shares
|
$439,281
0.03% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,280
shares
|
$438,871
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
4,277
shares
|
$438,563
0.38% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
4,277
shares
|
$438,563
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
4,275
shares
|
$438,358
0.04% of portfolio
|
Q3 2023
Reduced 0.56%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
4,252
shares
|
$436,000
0.2% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
4,236
shares
|
$434,359
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
4,229
shares
|
$433,641
0.07% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,222
shares
|
$432,923
0.15% of portfolio
|
Q3 2024
Reduced 26.34%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
4,215
shares
|
$432,206
0.22% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,204
shares
|
$431,078
0.05% of portfolio
|
Q2 2024
Added 50.3%
|