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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,702
shares
|
$276,711
0.12% of portfolio
|
Q2 2022
Reduced 82.21%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
2,695
shares
|
$275,994
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
2,682
shares
|
$274,663
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
2,674
shares
|
$273,844
0.01% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,672
shares
|
$273,639
0.04% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
2,672
shares
|
$273,639
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,664
shares
|
$272,820
0.02% of portfolio
|
Q1 2024
Reduced 3.97%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
2,654
shares
|
$271,796
0.03% of portfolio
|
Q2 2024
Reduced 5.72%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
2,653
shares
|
$271,693
0.01% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
2,650
shares
|
$271,386
0.17% of portfolio
|
Q2 2023
Reduced 5.36%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
2,646
shares
|
$270,976
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
2,645
shares
|
$270,874
0.24% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,644
shares
|
$270,772
0.12% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
2,644
shares
|
$270,772
0.22% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
2,637
shares
|
$270,055
0.06% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,626
shares
|
$268,928
0.19% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
2,616
shares
|
$267,904
0.2% of portfolio
|
Q1 2024
Reduced 34.3%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
2,607
shares
|
$266,982
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,602
shares
|
$266,470
0.03% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,596
shares
|
$265,856
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
2,589
shares
|
$265,139
0.13% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
2,583
shares
|
$264,525
0.17% of portfolio
|
Q3 2024
Reduced 14.67%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
2,573
shares
|
$263,500
0.02% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
2,552
shares
|
$261,350
0.18% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
2,551
shares
|
$261,247
0.13% of portfolio
|
Q3 2024
Reduced 0.86%
|