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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
64,439
shares
|
$6.62 Million
0.6% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
64,234
shares
|
$6.6 Million
1.96% of portfolio
|
Q3 2024
Added 67.08%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
64,043
shares
|
$6.58 Million
0.4% of portfolio
|
Q3 2024
Added 45.37%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
64,021
shares
|
$6.58 Million
0.51% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
63,583
shares
|
$6.53 Million
3.25% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
63,215
shares
|
$6.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.11%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
62,798
shares
|
$6.45 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
62,215
shares
|
$6.39 Million
3.17% of portfolio
|
Q3 2024
Added 9950.89%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
62,164
shares
|
$6.39 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
61,923
shares
|
$6.36 Million
0.08% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
61,619
shares
|
$6.33 Million
3.06% of portfolio
|
Q3 2024
Added 49.2%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
61,546
shares
|
$6.32 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
60,696
shares
|
$6.24 Million
3.75% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
60,657
shares
|
$6.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
60,373
shares
|
$6.2 Million
1.19% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
60,062
shares
|
$6.17 Million
3.78% of portfolio
|
Q3 2024
Reduced 27.52%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
60,026
shares
|
$6.17 Million
1.2% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
59,876
shares
|
$6.15 Million
1.81% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
59,799
shares
|
$6.14 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
59,732
shares
|
$6.14 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
58,544
shares
|
$6.02 Million
2.92% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
58,494
shares
|
$6.01 Million
2.57% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
58,399
shares
|
$6 Million
3.64% of portfolio
|
Q3 2024
Added 42.72%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
58,378
shares
|
$6 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
58,283
shares
|
$5.99 Million
3.65% of portfolio
|
Q3 2024
Reduced 1.2%
|