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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
42,828
shares
|
$4.4 Million
1.79% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
42,363
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2024
Added 38.18%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
42,285
shares
|
$4.35 Million
0.97% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
42,144
shares
|
$4.33 Million
2.33% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
42,028
shares
|
$4.32 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
41,802
shares
|
$4.3 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
41,692
shares
|
$4.28 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
41,662
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
41,521
shares
|
$4.27 Million
0.5% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
41,147
shares
|
$4.23 Million
0.26% of portfolio
|
Q2 2024
Added 15.63%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
40,994
shares
|
$4.21 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
40,379
shares
|
$4.15 Million
0.18% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
40,158
shares
|
$4.13 Million
1.27% of portfolio
|
Q3 2024
Added 33.29%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
40,026
shares
|
$4.11 Million
0.19% of portfolio
|
Q2 2024
Added 1.75%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
39,979
shares
|
$4.11 Million
0.1% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
39,819
shares
|
$4.09 Million
2.05% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
39,809
shares
|
$4.09 Million
0.49% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
39,701
shares
|
$4.08 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
39,486
shares
|
$4.06 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
39,371
shares
|
$4.05 Million
2.2% of portfolio
|
Q3 2024
Added 739.29%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 03, 2024 Q3 2024 |
39,237
shares
|
$4.03 Million
3.0% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
39,182
shares
|
$4.03 Million
0.09% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
39,155
shares
|
$4.02 Million
2.24% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
38,774
shares
|
$3.98 Million
0.11% of portfolio
|
Q3 2023
Reduced 1.82%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
38,590
shares
|
$3.97 Million
0.05% of portfolio
|
Q4 2023
Added 1.14%
|