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 1,673 institutions that hold shares in the stock, with a total of 384 Million shares, which have been reported (via 13F filing form) to have a value of $33.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sterling Investment Counsel, LLC
|
Apr 26, 2024 Q1 2024 |
308,945
shares
|
$26.8 Million
12.07% of portfolio
|
Q1 2024
Added 1.74%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
306,803
shares
|
$26.6 Million
1.12% of portfolio
|
Q4 2023
Added 6.11%
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
305,596
shares
|
$26.5 Million
0.66% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
302,249
shares
|
$26.2 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
300,378
shares
|
$26 Million
3.29% of portfolio
|
Q1 2024
Reduced 3.89%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
295,480
shares
|
$25.6 Million
0.13% of portfolio
|
Q2 2023
Reduced 97.99%
|
|
Silicon Valley Capital Partners
|
Apr 29, 2024 Q1 2024 |
293,727
shares
|
$25.4 Million
3.7% of portfolio
|
Q1 2024
Reduced 2.85%
|
|
Lee Financial CO
Dallas, TX |
May 15, 2024 Q1 2024 |
292,080
shares
|
$25.3 Million
4.13% of portfolio
|
Q1 2024
Added 11.58%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
290,579
shares
|
$25.2 Million
0.99% of portfolio
|
Q1 2024
Added 16.89%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
286,898
shares
|
$24.8 Million
0.75% of portfolio
|
Q1 2024
Reduced 33.96%
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2024 Q1 2024 |
277,570
shares
|
$24 Million
4.45% of portfolio
|
Q1 2024
Added 0.1%
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 06, 2024 Q1 2024 |
275,619
shares
|
$23.9 Million
8.52% of portfolio
|
Q1 2024
Added 0.61%
|
|
Kwmg, LLC
|
Apr 15, 2024 Q1 2024 |
274,833
shares
|
$23.8 Million
2.54% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 15, 2024 Q1 2024 |
274,013
shares
|
$23.7 Million
4.01% of portfolio
|
Q1 2024
Added 7.12%
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
273,873
shares
|
$23.7 Million
1.31% of portfolio
|
Q1 2024
Added 19.25%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
267,918
shares
|
$23.2 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2024 Q1 2024 |
266,242
shares
|
$23.1 Million
2.11% of portfolio
|
Q1 2024
Added 128.03%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
264,325
shares
|
$22.9 Million
0.04% of portfolio
|
Q1 2024
Added 3.89%
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
263,331
shares
|
$22.8 Million
11.14% of portfolio
|
Q1 2024
Added 4.15%
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2024 Q1 2024 |
259,900
shares
|
$22.5 Million
0.05% of portfolio
|
Q1 2024
Reduced 61.89%
|
|
Spc Financial, Inc.
|
May 03, 2024 Q1 2024 |
256,925
shares
|
$22.2 Million
2.04% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 13, 2024 Q1 2024 |
253,640
shares
|
$22 Million
2.97% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
251,936
shares
|
$21.8 Million
1.06% of portfolio
|
Q1 2024
Reduced 2.06%
|
|
Powell Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
250,701
shares
|
$21.7 Million
11.31% of portfolio
|
Q1 2024
Added 0.85%
|
|
Halpern Financial, Inc.
Ashburn, VA |
Apr 09, 2024 Q1 2024 |
250,404
shares
|
$21.7 Million
6.13% of portfolio
|
Q1 2024
Reduced 2.18%
|