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 1,673 institutions that hold shares in the stock, with a total of 384 Million shares, which have been reported (via 13F filing form) to have a value of $33.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 06, 2024 Q1 2024 |
193,486
shares
|
$16.8 Million
7.29% of portfolio
|
Q1 2024
Added 0.35%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
193,360
shares
|
$16.7 Million
0.9% of portfolio
|
Q1 2024
Reduced 2.13%
|
|
Dt Investment Partners, LLC
|
May 13, 2024 Q1 2024 |
192,820
shares
|
$16.7 Million
1.65% of portfolio
|
Q1 2024
Added 15.03%
|
|
Guidance Point Advisors, LLC
|
May 10, 2024 Q1 2024 |
192,639
shares
|
$16.7 Million
5.4% of portfolio
|
Q1 2024
Added 1.09%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
191,261
shares
|
$16.6 Million
0.37% of portfolio
|
Q1 2024
Added 13.9%
|
|
Security Financial Services, Inc.
|
Apr 11, 2024 Q1 2024 |
191,190
shares
|
$16.6 Million
3.71% of portfolio
|
Q1 2024
Added 65.0%
|
|
Steel Peak Wealth Management LLC
|
Apr 17, 2024 Q1 2024 |
190,072
shares
|
$16.5 Million
0.81% of portfolio
|
Q1 2024
Added 175.44%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
189,585
shares
|
$16.4 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
Stone House Investment Management, LLC
|
May 15, 2024 Q1 2024 |
188,668
shares
|
$16.3 Million
3.78% of portfolio
|
Q1 2024
Added 230.33%
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
186,334
shares
|
$16.1 Million
7.17% of portfolio
|
Q2 2022
Added 0.52%
|
|
Asset Management One Co., Ltd.
|
May 02, 2024 Q1 2024 |
184,200
shares
|
$16 Million
0.06% of portfolio
|
Q1 2024
Added 21.1%
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
183,642
shares
|
$15.9 Million
0.9% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
Alera Investment Advisors, LLC
|
May 10, 2024 Q1 2024 |
183,632
shares
|
$15.9 Million
2.11% of portfolio
|
Q1 2024
Reduced 18.83%
|
|
Ma Private Wealth
|
Apr 30, 2024 Q1 2024 |
181,245
shares
|
$15.7 Million
3.1% of portfolio
|
Q1 2024
Added 0.94%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
180,569
shares
|
$15.6 Million
1.82% of portfolio
|
Q1 2024
Reduced 4.86%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2024 Q1 2024 |
180,213
shares
|
$15.6 Million
0.61% of portfolio
|
Q1 2024
Reduced 6.77%
|
|
Wealth Alliance
Mellville, NY |
May 10, 2024 Q1 2024 |
179,888
shares
|
$15.6 Million
2.03% of portfolio
|
Q1 2024
Added 67.85%
|
|
Rodgers & Associates, LTD
|
May 10, 2024 Q1 2024 |
179,486
shares
|
$15.5 Million
1.95% of portfolio
|
Q1 2024
Reduced 5.82%
|
|
Horst & Graben Wealth Management LLC
|
Apr 22, 2024 Q1 2024 |
179,074
shares
|
$15.5 Million
3.16% of portfolio
|
Q1 2024
Added 120.55%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
178,030
shares
|
$15.4 Million
0.25% of portfolio
|
Q1 2024
Added 1.53%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
175,713
shares
|
$15.2 Million
1.0% of portfolio
|
Q3 2023
Added 16.22%
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
175,092
shares
|
$15.2 Million
4.8% of portfolio
|
Q4 2023
Reduced 12.08%
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2024 Q1 2024 |
174,686
shares
|
$15.1 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
Capital Management Associates, Inc
Minneapolis, MN |
May 02, 2024 Q1 2024 |
173,153
shares
|
$15 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
173,014
shares
|
$15 Million
0.21% of portfolio
|
Q1 2024
Added 130.87%
|