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 1,828 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 $42.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
3,703
shares
|
$379,705
0.07% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
3,677
shares
|
$377,039
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
3,671
shares
|
$376,424
0.04% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
3,658
shares
|
$375,091
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,636
shares
|
$372,835
0.13% of portfolio
|
Q1 2024
Reduced 11.1%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
3,629
shares
|
$372,117
0.07% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,628
shares
|
$372,015
0.04% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
3,625
shares
|
$371,707
0.16% of portfolio
|
Q3 2024
Reduced 41.03%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
3,624
shares
|
$371,604
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
3,619
shares
|
$371,092
0.05% of portfolio
|
Q4 2022
Reduced 7.4%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
3,619
shares
|
$371,092
0.06% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
3,612
shares
|
$370,374
0.07% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,609
shares
|
$370,066
0.02% of portfolio
|
Q3 2024
Added 66.62%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,595
shares
|
$368,631
0.02% of portfolio
|
Q3 2023
Added 1.52%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,558
shares
|
$364,837
0.04% of portfolio
|
Q3 2024
Reduced 33.38%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
3,553
shares
|
$364,324
0.05% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
3,525
shares
|
$361,453
0.03% of portfolio
|
Q2 2023
Reduced 15.02%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
3,523
shares
|
$361,248
0.1% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,514
shares
|
$360,325
0.03% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,507
shares
|
$359,607
0.03% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
3,501
shares
|
$358,992
0.01% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,500
shares
|
$358,890
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
3,492
shares
|
$358,069
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
3,486
shares
|
$357,454
0.1% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,485
shares
|
$357,351
0.0% of portfolio
|
Q4 2023
Reduced 12.81%
|