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 |
|---|---|---|---|---|---|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
2,540
shares
|
$262,305
0.14% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,540
shares
|
$262,305
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,539
shares
|
$262,202
0.07% of portfolio
|
Q3 2024
Reduced 18.46%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
2,535
shares
|
$261,789
0.1% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
2,527
shares
|
$260,963
0.04% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
2,522
shares
|
$260,446
0.0% of portfolio
|
Q3 2024
Added 35928.57%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
2,522
shares
|
$260,446
0.05% of portfolio
|
Q1 2024
Reduced 26.58%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
2,517
shares
|
$259,930
0.2% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
2,513
shares
|
$259,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
2,508
shares
|
$259,001
0.03% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
2,496
shares
|
$257,761
0.01% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,489
shares
|
$257,039
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,467
shares
|
$254,767
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
2,451
shares
|
$253,114
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
2,443
shares
|
$252,288
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,431
shares
|
$251,049
0.0% of portfolio
|
Q3 2024
Added 133.08%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
2,427
shares
|
$250,636
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,423
shares
|
$250,223
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
2,420
shares
|
$249,913
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
2,417
shares
|
$249,603
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
2,413
shares
|
$249,190
0.1% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
2,412
shares
|
$249,087
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,411
shares
|
$248,983
0.17% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
2,409
shares
|
$248,777
0.03% of portfolio
|
Q4 2023
Added 3112.0%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
2,409
shares
|
$248,777
0.09% of portfolio
|
Q3 2024
Added 8.46%
|