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 |
|---|---|---|---|---|---|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
48,062
shares
|
$4.94 Million
1.19% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
48,032
shares
|
$4.94 Million
1.27% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
47,957
shares
|
$4.93 Million
2.15% of portfolio
|
Q1 2024
Reduced 25.81%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
47,753
shares
|
$4.91 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
47,610
shares
|
$4.89 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
47,354
shares
|
$4.87 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
47,203
shares
|
$4.85 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
47,184
shares
|
$4.85 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
47,128
shares
|
$4.84 Million
2.09% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
46,501
shares
|
$4.78 Million
0.06% of portfolio
|
Q3 2024
Reduced 19.18%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
46,295
shares
|
$4.76 Million
1.83% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
46,206
shares
|
$4.75 Million
0.21% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
46,185
shares
|
$4.75 Million
0.07% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
46,030
shares
|
$4.73 Million
1.69% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
45,917
shares
|
$4.72 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
45,609
shares
|
$4.69 Million
1.8% of portfolio
|
Q3 2024
Reduced 30.01%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
45,543
shares
|
$4.68 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
45,220
shares
|
$4.65 Million
0.08% of portfolio
|
Q3 2024
Added 761.33%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
45,084
shares
|
$4.63 Million
1.68% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
45,039
shares
|
$4.63 Million
3.12% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
44,746
shares
|
$4.6 Million
2.17% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
44,700
shares
|
$4.59 Million
0.03% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
44,504
shares
|
$4.57 Million
0.47% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
43,185
shares
|
$4.44 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
42,883
shares
|
$4.41 Million
0.79% of portfolio
|
Q3 2024
Added 37.53%
|