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 1,827 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 $43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
2,950
shares
|
$304,646
0.03% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
2,947
shares
|
$304,336
0.06% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,934
shares
|
$302,994
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
2,929
shares
|
$302,477
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
2,926
shares
|
$302,168
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,921
shares
|
$301,651
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
2,909
shares
|
$300,412
0.06% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
2,903
shares
|
$299,792
0.11% of portfolio
|
Q2 2024
Reduced 18.91%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,897
shares
|
$299,173
0.03% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
2,890
shares
|
$298,450
0.05% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
2,870
shares
|
$296,384
0.1% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
2,862
shares
|
$295,558
0.1% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
2,848
shares
|
$294,112
0.15% of portfolio
|
Q3 2024
Reduced 38.87%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
2,800
shares
|
$289,156
0.14% of portfolio
|
Q3 2024
Added 499.57%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
2,781
shares
|
$287,193
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
2,779
shares
|
$286,987
0.06% of portfolio
|
Q2 2024
Reduced 21.85%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
2,769
shares
|
$285,954
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
2,742
shares
|
$283,166
0.15% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
2,739
shares
|
$282,856
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,735
shares
|
$282,443
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
2,735
shares
|
$282,443
0.2% of portfolio
|
Q2 2024
Reduced 8.23%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,734
shares
|
$282,340
0.03% of portfolio
|
Q3 2024
Reduced 29.59%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
2,720
shares
|
$280,894
0.02% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
2,716
shares
|
$280,481
0.01% of portfolio
|
Q2 2024
Reduced 58.05%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,712
shares
|
$280,068
0.08% of portfolio
|
Q1 2024
Reduced 5.11%
|