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 |
|---|---|---|---|---|---|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
93,863
shares
|
$9.65 Million
6.78% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
93,266
shares
|
$9.58 Million
3.1% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
93,001
shares
|
$9.56 Million
2.56% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
92,468
shares
|
$9.5 Million
0.34% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
92,411
shares
|
$9.5 Million
1.04% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
91,395
shares
|
$9.39 Million
0.19% of portfolio
|
Q4 2023
Added 9.84%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
89,429
shares
|
$9.19 Million
4.69% of portfolio
|
Q3 2024
Reduced 25.13%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
88,923
shares
|
$9.14 Million
5.09% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
86,813
shares
|
$8.92 Million
2.47% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
86,278
shares
|
$8.87 Million
2.54% of portfolio
|
Q4 2023
Reduced 1.22%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
86,127
shares
|
$8.85 Million
4.28% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
85,692
shares
|
$8.81 Million
2.0% of portfolio
|
Q4 2022
Added 29.12%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
85,152
shares
|
$8.75 Million
0.24% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
84,345
shares
|
$8.67 Million
8.02% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
83,882
shares
|
$8.62 Million
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
83,816
shares
|
$8.61 Million
1.52% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
82,610
shares
|
$8.49 Million
3.8% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
82,504
shares
|
$8.48 Million
0.69% of portfolio
|
Q3 2024
Added 141.48%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
82,415
shares
|
$8.47 Million
0.83% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
82,092
shares
|
$8.44 Million
1.1% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
81,992
shares
|
$8.43 Million
0.74% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
80,404
shares
|
$8.26 Million
0.86% of portfolio
|
Q3 2024
Added 108.54%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
80,320
shares
|
$8.25 Million
1.49% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
79,979
shares
|
$8.22 Million
4.07% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
79,834
shares
|
$8.2 Million
1.33% of portfolio
|
Q3 2024
Added 0.08%
|