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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,560,058
shares
|
$263 Million
1.81% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,517,381
shares
|
$259 Million
2.6% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
2,364,194
shares
|
$243 Million
0.63% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,214,388
shares
|
$228 Million
0.29% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,159,492
shares
|
$222 Million
0.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,088,929
shares
|
$215 Million
0.98% of portfolio
|
Q3 2024
Reduced 18.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,890,811
shares
|
$194 Million
0.43% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,853,681
shares
|
$190 Million
0.26% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,645,387
shares
|
$169 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,610,860
shares
|
$166 Million
1.03% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,584,755
shares
|
$163 Million
0.05% of portfolio
|
Q3 2024
Added 10365.26%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,459,489
shares
|
$150 Million
3.23% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,438,191
shares
|
$148 Million
0.26% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,429,126
shares
|
$147 Million
3.07% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
1,412,222
shares
|
$145 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,344,766
shares
|
$138 Million
0.65% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,271,236
shares
|
$131 Million
7.12% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,219,810
shares
|
$125 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
1,179,971
shares
|
$121 Million
6.62% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,153,859
shares
|
$119 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,137,400
shares
|
$117 Million
0.26% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
1,040,160
shares
|
$107 Million
6.9% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
1,026,909
shares
|
$106 Million
5.19% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,022,807
shares
|
$105 Million
0.39% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
995,646
shares
|
$102 Million
0.32% of portfolio
|
Q3 2024
Added 3.22%
|