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 |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
537
shares
|
$55,455
0.02% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
533
shares
|
$55,042
0.01% of portfolio
|
Q2 2024
Reduced 36.62%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
511
shares
|
$52,770
0.04% of portfolio
|
Q3 2024
Reduced 87.55%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
496
shares
|
$51,221
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
484
shares
|
$49,982
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
480
shares
|
$49,569
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
472
shares
|
$48,743
0.01% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
472
shares
|
$48,743
0.02% of portfolio
|
Q2 2023
Reduced 35.16%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
470
shares
|
$48,536
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
460
shares
|
$47,504
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
460
shares
|
$47,504
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
455
shares
|
$46,987
0.01% of portfolio
|
Q3 2024
Reduced 38.1%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
452
shares
|
$46,678
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
445
shares
|
$45,955
0.01% of portfolio
|
Q2 2024
Reduced 90.37%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
444
shares
|
$45,851
0.0% of portfolio
|
Q2 2022
Reduced 14.45%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
442
shares
|
$45,645
0.0% of portfolio
|
Q3 2024
Reduced 16.76%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
434
shares
|
$44,819
0.03% of portfolio
|
Q2 2024
Added 56.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
417
shares
|
$43,063
0.01% of portfolio
|
Q2 2024
Added 91.28%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
414
shares
|
$42,753
0.02% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
412
shares
|
$42,547
0.03% of portfolio
|
Q3 2024
Added 78.35%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
380
shares
|
$39,242
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
360
shares
|
$37,177
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
349
shares
|
$36,041
0.0% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
337
shares
|
$34,801
0.02% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
336
shares
|
$34,698
0.0% of portfolio
|
Q3 2024
Reduced 55.91%
|