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 |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
35,335
shares
|
$3.63 Million
0.0% of portfolio
|
Q3 2024
Added 226.93%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
35,126
shares
|
$3.61 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
35,106
shares
|
$3.61 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
35,037
shares
|
$3.6 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
35,000
shares
|
$3.6 Million
1.72% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
34,968
shares
|
$3.59 Million
1.31% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
34,939
shares
|
$3.59 Million
1.66% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
34,932
shares
|
$3.59 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,917
shares
|
$3.59 Million
0.17% of portfolio
|
Q3 2024
Added 831.37%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
34,893
shares
|
$3.59 Million
1.81% of portfolio
|
Q3 2024
Reduced 23.57%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
34,846
shares
|
$3.58 Million
2.19% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
34,835
shares
|
$3.58 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
34,724
shares
|
$3.57 Million
1.94% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
34,567
shares
|
$3.55 Million
0.41% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
34,323
shares
|
$3.53 Million
0.64% of portfolio
|
Q3 2024
Added 96.65%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
34,255
shares
|
$3.52 Million
0.51% of portfolio
|
Q1 2023
Added 0.47%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,082
shares
|
$3.5 Million
1.9% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
33,951
shares
|
$3.49 Million
2.83% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
33,692
shares
|
$3.46 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
33,500
shares
|
$3.44 Million
0.45% of portfolio
|
Q1 2021
New holding
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
33,402
shares
|
$3.43 Million
0.27% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
33,369
shares
|
$3.43 Million
0.13% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
32,931
shares
|
$3.38 Million
0.11% of portfolio
|
Q1 2024
Reduced 15.58%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
32,805
shares
|
$3.37 Million
0.25% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
32,670
shares
|
$3.36 Million
0.77% of portfolio
|
Q3 2024
Reduced 5.96%
|