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 1,828 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 $42.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
38,450
shares
|
$3.94 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Bouvel Investment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
38,184
shares
|
$3.92 Million
1.5% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
38,069
shares
|
$3.9 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
38,008
shares
|
$3.9 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
37,766
shares
|
$3.87 Million
2.65% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
37,532
shares
|
$3.85 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
37,532
shares
|
$3.85 Million
1.35% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
37,413
shares
|
$3.84 Million
0.12% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
37,390
shares
|
$3.83 Million
1.77% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
37,381
shares
|
$3.83 Million
1.92% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
37,320
shares
|
$3.83 Million
0.05% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
37,250
shares
|
$3.82 Million
2.18% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
37,246
shares
|
$3.82 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
37,127
shares
|
$3.81 Million
2.02% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
36,895
shares
|
$3.78 Million
0.28% of portfolio
|
Q3 2024
Added 37.37%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
36,685
shares
|
$3.76 Million
0.05% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
36,492
shares
|
$3.74 Million
0.76% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
36,355
shares
|
$3.73 Million
0.29% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
36,306
shares
|
$3.72 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
36,136
shares
|
$3.71 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Oct 21, 2024 Q3 2024 |
35,982
shares
|
$3.69 Million
3.24% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
35,890
shares
|
$3.68 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
35,734
shares
|
$3.66 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
35,731
shares
|
$3.66 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
35,648
shares
|
$3.66 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.04%
|