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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
198,483
shares
|
$20.5 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
197,914
shares
|
$20.4 Million
0.64% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
196,165
shares
|
$20.3 Million
7.28% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Nov 07, 2024 Q3 2024 |
196,100
shares
|
$20.3 Million
7.66% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
193,836
shares
|
$20 Million
1.13% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
193,723
shares
|
$20 Million
5.6% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
193,450
shares
|
$20 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
192,073
shares
|
$19.8 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
191,758
shares
|
$19.8 Million
1.56% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
189,627
shares
|
$19.6 Million
1.02% of portfolio
|
Q3 2024
Reduced 20.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
186,924
shares
|
$19.3 Million
0.73% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
186,848
shares
|
$19.3 Million
0.55% of portfolio
|
Q3 2024
Reduced 18.33%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
186,815
shares
|
$19.3 Million
0.36% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
186,334
shares
|
$19.2 Million
7.17% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
183,638
shares
|
$19 Million
0.7% of portfolio
|
Q2 2024
Added 97.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
183,514
shares
|
$19 Million
1.9% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
182,373
shares
|
$18.8 Million
0.34% of portfolio
|
Q3 2024
Added 76.36%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
182,107
shares
|
$18.8 Million
3.94% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
180,627
shares
|
$18.7 Million
2.02% of portfolio
|
Q3 2024
Reduced 40.84%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
180,371
shares
|
$18.6 Million
1.33% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
179,597
shares
|
$18.5 Million
0.62% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
179,129
shares
|
$18.5 Million
0.64% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
178,478
shares
|
$18.4 Million
2.04% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
178,442
shares
|
$18.4 Million
3.21% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
177,548
shares
|
$18.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.09%
|