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 |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
79,360
shares
|
$8.16 Million
3.39% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
79,208
shares
|
$8.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
77,568
shares
|
$7.97 Million
2.11% of portfolio
|
Q3 2024
Reduced 25.73%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
77,345
shares
|
$7.95 Million
3.18% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
77,201
shares
|
$7.93 Million
1.47% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
76,737
shares
|
$7.89 Million
0.27% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
76,547
shares
|
$7.87 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
75,490
shares
|
$7.76 Million
0.25% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
75,439
shares
|
$7.75 Million
0.46% of portfolio
|
Q3 2024
Added 27.14%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
75,309
shares
|
$7.74 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
75,061
shares
|
$7.71 Million
0.57% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
74,793
shares
|
$7.69 Million
0.85% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
74,571
shares
|
$7.66 Million
3.02% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
74,451
shares
|
$7.65 Million
0.99% of portfolio
|
Q3 2024
Added 25.55%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
74,125
shares
|
$7.62 Million
3.76% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
73,838
shares
|
$7.59 Million
1.67% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
73,448
shares
|
$7.55 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
73,223
shares
|
$7.52 Million
2.67% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
73,192
shares
|
$7.52 Million
0.16% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,531
shares
|
$7.45 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
72,498
shares
|
$7.45 Million
4.18% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
72,171
shares
|
$7.42 Million
0.84% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
71,925
shares
|
$7.39 Million
2.69% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
71,845
shares
|
$7.38 Million
0.11% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
71,517
shares
|
$7.35 Million
1.14% of portfolio
|
Q3 2024
Reduced 9.99%
|