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 |
|---|---|---|---|---|---|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
2,406
shares
|
$248,467
0.02% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
2,406
shares
|
$248,467
0.06% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
2,400
shares
|
$247,848
0.01% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
2,390
shares
|
$246,815
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
2,387
shares
|
$246,505
0.06% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
2,376
shares
|
$245,369
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
2,375
shares
|
$245,266
0.07% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
2,369
shares
|
$244,646
0.17% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,360
shares
|
$243,717
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
2,344
shares
|
$242,064
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,342
shares
|
$241,858
0.04% of portfolio
|
Q4 2022
Reduced 10.78%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
2,313
shares
|
$238,863
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
2,300
shares
|
$237,521
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
2,298
shares
|
$237,314
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
2,297
shares
|
$237,211
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
2,292
shares
|
$236,694
0.09% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
2,281
shares
|
$235,558
0.06% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,271
shares
|
$234,526
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
2,262
shares
|
$233,596
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
2,260
shares
|
$233,390
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,253
shares
|
$232,667
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,252
shares
|
$232,564
0.09% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,252
shares
|
$232,564
0.08% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,245
shares
|
$231,841
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
2,242
shares
|
$231,531
0.08% of portfolio
|
Q3 2024
New holding
|