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 1,778 institutions that hold shares in the stock, with a total of 429 Million shares, which have been reported (via 13F filing form) to have a value of $41.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
434
shares
|
$42,731
0.03% of portfolio
|
Q2 2024
Added 56.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
417
shares
|
$41,057
0.01% of portfolio
|
Q2 2024
Added 91.28%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
414
shares
|
$40,762
0.02% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
413
shares
|
$40,663
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
412
shares
|
$40,565
0.03% of portfolio
|
Q3 2024
Added 78.35%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
380
shares
|
$37,414
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
364
shares
|
$35,839
0.0% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
349
shares
|
$34,362
0.0% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
337
shares
|
$33,181
0.02% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
334
shares
|
$32,885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
328
shares
|
$32,294
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
324
shares
|
$31,901
0.01% of portfolio
|
Q1 2023
Reduced 98.43%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
306
shares
|
$30,128
0.01% of portfolio
|
Q4 2021
Reduced 8.38%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
304
shares
|
$29,931
0.03% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
270
shares
|
$26,584
0.01% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
265
shares
|
$26,091
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
250
shares
|
$24,615
0.01% of portfolio
|
Q3 2024
Reduced 82.0%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
234
shares
|
$23,039
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
223
shares
|
$21,956
0.01% of portfolio
|
Q2 2024
Reduced 59.53%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
220
shares
|
$21,661
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
219
shares
|
$21,562
0.01% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
202
shares
|
$19,888
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
201
shares
|
$19,790
0.02% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
200
shares
|
$19,692
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
200
shares
|
$19,692
0.01% of portfolio
|
Q3 2023
New holding
|