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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
3,256
shares
|
$333,870
0.14% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,251
shares
|
$333,357
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
3,247
shares
|
$332,947
0.04% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
3,242
shares
|
$332,434
0.14% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
3,234
shares
|
$331,614
0.1% of portfolio
|
Q3 2024
Reduced 44.39%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
3,218
shares
|
$329,973
0.05% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
3,207
shares
|
$328,845
0.16% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,203
shares
|
$328,435
0.25% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
3,200
shares
|
$328,128
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
3,196
shares
|
$327,717
0.05% of portfolio
|
Q4 2022
Reduced 39.65%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,196
shares
|
$327,717
0.0% of portfolio
|
Q3 2024
Added 25.14%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
3,195
shares
|
$327,615
0.12% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
3,186
shares
|
$326,692
0.12% of portfolio
|
Q4 2022
Reduced 0.03%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
3,182
shares
|
$326,282
0.08% of portfolio
|
Q3 2024
Reduced 11.36%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
3,172
shares
|
$325,256
0.02% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
3,171
shares
|
$325,154
0.12% of portfolio
|
Q2 2024
Reduced 15.37%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
3,169
shares
|
$324,949
0.13% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
3,167
shares
|
$324,744
0.11% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,165
shares
|
$324,539
0.01% of portfolio
|
Q3 2024
Added 12852.1%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
3,163
shares
|
$324,334
0.09% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
3,158
shares
|
$323,821
0.07% of portfolio
|
Q1 2024
Reduced 3.95%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,154
shares
|
$323,411
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
3,152
shares
|
$323,206
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
3,129
shares
|
$320,847
0.05% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
3,120
shares
|
$319,924
0.01% of portfolio
|
Q2 2024
New holding
|