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 1,824 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 $42.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
134,418
shares
|
$13.8 Million
1.1% of portfolio
|
Q3 2023
Reduced 1.4%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
134,394
shares
|
$13.8 Million
2.95% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
133,918
shares
|
$13.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
131,619
shares
|
$13.5 Million
0.59% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
131,283
shares
|
$13.5 Million
3.66% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
131,106
shares
|
$13.5 Million
0.96% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
129,333
shares
|
$13.3 Million
7.68% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
127,893
shares
|
$13.1 Million
4.26% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
125,195
shares
|
$12.9 Million
8.36% of portfolio
|
Q3 2024
Added 231.77%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
125,136
shares
|
$12.9 Million
1.92% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
124,735
shares
|
$12.8 Million
0.5% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
124,428
shares
|
$12.8 Million
7.36% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
123,811
shares
|
$12.7 Million
2.43% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
123,669
shares
|
$12.7 Million
0.03% of portfolio
|
Q3 2024
Added 35.73%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
123,660
shares
|
$12.7 Million
0.11% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
123,603
shares
|
$12.7 Million
0.34% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
123,325
shares
|
$12.7 Million
0.1% of portfolio
|
Q3 2024
Added 11.7%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
122,166
shares
|
$12.6 Million
0.37% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
122,106
shares
|
$12.5 Million
5.07% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
121,126
shares
|
$12.4 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
120,484
shares
|
$12.4 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
120,437
shares
|
$12.4 Million
0.37% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
118,897
shares
|
$12.2 Million
1.8% of portfolio
|
Q4 2023
Reduced 2.68%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
118,631
shares
|
$12.2 Million
0.77% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
118,460
shares
|
$12.2 Million
8.09% of portfolio
|
Q3 2024
New holding
|