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 1,826 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 $42.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
2,109
shares
|
$217,796
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,100
shares
|
$216,867
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,099
shares
|
$216,763
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
2,098
shares
|
$216,660
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
2,096
shares
|
$216,453
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
2,022
shares
|
$208,811
0.02% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
1,998
shares
|
$206,333
0.03% of portfolio
|
Q3 2024
Added 22.5%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,996
shares
|
$206,126
0.06% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
1,980
shares
|
$204,474
0.05% of portfolio
|
Q3 2024
Reduced 98.59%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,905
shares
|
$196,729
0.11% of portfolio
|
Q2 2024
Reduced 72.15%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,901
shares
|
$196,316
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
1,894
shares
|
$195,593
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,832
shares
|
$189,190
0.01% of portfolio
|
Q4 2020
Added 435.67%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,805
shares
|
$186,402
0.05% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,756
shares
|
$181,342
0.01% of portfolio
|
Q4 2022
Added 0.11%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
1,726
shares
|
$178,244
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,706
shares
|
$176,178
0.01% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2024 Q3 2024 |
1,663
shares
|
$171,738
0.14% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,645
shares
|
$169,879
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1,634
shares
|
$168,743
0.04% of portfolio
|
Q3 2024
Reduced 29.11%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,620
shares
|
$167,297
0.01% of portfolio
|
Q4 2022
Reduced 41.13%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
1,615
shares
|
$166,781
0.01% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1,585
shares
|
$163,682
0.0% of portfolio
|
Q3 2024
Added 20.08%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,573
shares
|
$162,443
0.01% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,536
shares
|
$158,622
0.04% of portfolio
|
Q4 2023
Reduced 20.04%
|