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 |
---|---|---|---|---|---|
Ironwood Financial, LLC
|
Apr 17, 2024 Q1 2024 |
171,754
shares
|
$14.9 Million
3.34% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
Prosperity Consulting Group, LLC
|
May 01, 2024 Q1 2024 |
171,745
shares
|
$14.9 Million
1.76% of portfolio
|
Q1 2024
New holding
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
171,564
shares
|
$14.9 Million
0.7% of portfolio
|
Q1 2024
Added 43.62%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
169,143
shares
|
$14.6 Million
0.29% of portfolio
|
Q1 2024
Added 51.05%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
166,785
shares
|
$14.4 Million
0.16% of portfolio
|
Q1 2024
Added 115.39%
|
|
Mesirow Financial Investment Management, Inc.
|
Apr 25, 2024 Q1 2024 |
166,652
shares
|
$14.4 Million
0.33% of portfolio
|
Q1 2024
New holding
|
|
Graypoint LLC
|
May 02, 2024 Q1 2024 |
165,031
shares
|
$14.3 Million
1.03% of portfolio
|
Q1 2024
Added 16.04%
|
|
Laird Norton Trust Company, LLC
|
May 15, 2024 Q1 2024 |
164,492
shares
|
$14.2 Million
1.88% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Sterling Financial Planning, Inc.
|
May 06, 2024 Q1 2024 |
164,244
shares
|
$14.2 Million
5.75% of portfolio
|
Q1 2024
Reduced 4.89%
|
|
Bank Hapoalim Bm
|
May 01, 2024 Q1 2024 |
163,000
shares
|
$14.1 Million
1.78% of portfolio
|
Q1 2024
New holding
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
162,478
shares
|
$14.1 Million
0.17% of portfolio
|
Q1 2024
Reduced 14.85%
|
|
Callan Family Office, LLC
Radnor, PA |
May 08, 2024 Q1 2024 |
162,261
shares
|
$14.1 Million
3.21% of portfolio
|
Q1 2024
Added 0.97%
|
|
Citizens Financial Group Inc
|
May 17, 2024 Q1 2024 |
160,154
shares
|
$13.9 Million
0.45% of portfolio
|
Q1 2024
Added 3.89%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
159,977
shares
|
$13.9 Million
0.68% of portfolio
|
Q1 2024
Added 4.9%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 10, 2024 Q1 2024 |
157,890
shares
|
$13.7 Million
0.21% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
157,233
shares
|
$13.6 Million
0.43% of portfolio
|
Q1 2024
Reduced 14.79%
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
156,998
shares
|
$13.6 Million
2.34% of portfolio
|
Q1 2024
Added 114.05%
|
|
Carl P. Sherr & Co., LLC
|
May 02, 2024 Q1 2024 |
156,616
shares
|
$13.6 Million
7.46% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
May 03, 2024 Q1 2024 |
156,381
shares
|
$13.5 Million
4.71% of portfolio
|
Q1 2024
Reduced 6.66%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
156,091
shares
|
$13.5 Million
1.72% of portfolio
|
Q1 2024
Added 1.63%
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2024 Q1 2024 |
156,040
shares
|
$13.5 Million
0.88% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
Trust Point Inc.
La Crosse, WI |
Apr 19, 2024 Q1 2024 |
152,599
shares
|
$13.2 Million
1.01% of portfolio
|
Q4 2023
New holding
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
150,821
shares
|
$13.1 Million
0.79% of portfolio
|
Q3 2023
Added 14.68%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
147,662
shares
|
$12.8 Million
0.42% of portfolio
|
Q4 2023
New holding
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
146,932
shares
|
$12.7 Million
0.17% of portfolio
|
Q1 2024
Added 5.49%
|