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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
1,530
shares
|
$158,003
0.04% of portfolio
|
Q4 2023
Reduced 14.04%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,524
shares
|
$157,383
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
1,509
shares
|
$155,834
0.01% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
1,448
shares
|
$149,534
0.06% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,427
shares
|
$147,366
0.04% of portfolio
|
Q4 2023
Reduced 6.55%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,377
shares
|
$142,202
0.02% of portfolio
|
Q3 2024
Reduced 70.39%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,364
shares
|
$140,860
0.06% of portfolio
|
Q3 2024
Reduced 35.39%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,336
shares
|
$137,968
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
1,335
shares
|
$137,865
0.05% of portfolio
|
Q3 2024
Added 19.62%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
1,326
shares
|
$136,936
0.04% of portfolio
|
Q1 2023
Reduced 19.15%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
1,316
shares
|
$135,903
0.06% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,308
shares
|
$135,077
0.04% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
1,300
shares
|
$134,251
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
1,280
shares
|
$132,185
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,245
shares
|
$128,571
0.04% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,242
shares
|
$128,261
0.02% of portfolio
|
Q3 2024
Added 18.06%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,180
shares
|
$121,858
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,168
shares
|
$120,619
0.03% of portfolio
|
Q3 2024
Reduced 43.11%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
1,162
shares
|
$119,999
0.08% of portfolio
|
Q3 2024
Added 96.28%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,153
shares
|
$119,070
0.03% of portfolio
|
Q3 2024
Reduced 18.75%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
1,152
shares
|
$118,967
0.03% of portfolio
|
Q3 2024
Reduced 46.62%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
1,076
shares
|
$111,118
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,060
shares
|
$109,466
0.05% of portfolio
|
Q3 2024
Reduced 55.16%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,030
shares
|
$106,368
0.07% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,007
shares
|
$103,992
0.01% of portfolio
|
Q1 2024
Added 0.7%
|