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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
328,918
shares
|
$34 Million
0.59% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
327,891
shares
|
$33.9 Million
3.56% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
327,543
shares
|
$33.8 Million
1.03% of portfolio
|
Q3 2024
Reduced 18.95%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
325,519
shares
|
$33.6 Million
11.67% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
325,019
shares
|
$33.6 Million
5.9% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
324,707
shares
|
$33.5 Million
0.92% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
321,536
shares
|
$33.2 Million
0.74% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
318,562
shares
|
$32.9 Million
0.33% of portfolio
|
Q3 2023
Reduced 3.26%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
317,872
shares
|
$32.8 Million
5.71% of portfolio
|
Q3 2024
Added 50.09%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
313,562
shares
|
$32.4 Million
6.29% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
312,583
shares
|
$32.3 Million
1.33% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
311,849
shares
|
$32.2 Million
0.13% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
305,162
shares
|
$31.5 Million
6.87% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
301,889
shares
|
$31.2 Million
5.39% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
298,791
shares
|
$30.9 Million
6.88% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
295,480
shares
|
$30.5 Million
0.13% of portfolio
|
Q2 2023
Reduced 97.99%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
291,962
shares
|
$30.2 Million
1.96% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
290,808
shares
|
$30 Million
0.65% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
289,408
shares
|
$29.9 Million
9.89% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
288,723
shares
|
$29.8 Million
4.5% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
287,774
shares
|
$29.7 Million
0.5% of portfolio
|
Q3 2024
Added 244.68%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
284,595
shares
|
$29.4 Million
0.04% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
283,557
shares
|
$29.3 Million
4.09% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
283,363
shares
|
$29.3 Million
0.4% of portfolio
|
Q3 2024
Added 53.1%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
282,751
shares
|
$29.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.56%
|