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 |
|---|---|---|---|---|---|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
30,522
shares
|
$3.14 Million
1.01% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
30,506
shares
|
$3.13 Million
2.13% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
30,441
shares
|
$3.13 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
30,206
shares
|
$3.1 Million
1.46% of portfolio
|
Q3 2024
Added 53.62%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
29,455
shares
|
$3.03 Million
1.2% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
29,433
shares
|
$3.02 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
29,332
shares
|
$3.01 Million
2.18% of portfolio
|
Q3 2024
Added 52.11%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
28,951
shares
|
$2.98 Million
0.49% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
28,895
shares
|
$2.97 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
28,860
shares
|
$2.97 Million
0.11% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
28,809
shares
|
$2.96 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
28,612
shares
|
$2.94 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
28,571
shares
|
$2.94 Million
0.06% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
28,434
shares
|
$2.92 Million
0.1% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Alaska Permanent Capital Management
|
Nov 04, 2024 Q3 2024 |
28,429
shares
|
$2.92 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
28,141
shares
|
$2.89 Million
0.95% of portfolio
|
Q3 2024
Reduced 19.13%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
28,136
shares
|
$2.89 Million
2.5% of portfolio
|
Q3 2024
Reduced 14.4%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
28,131
shares
|
$2.89 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
28,124
shares
|
$2.89 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
28,036
shares
|
$2.88 Million
0.2% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
27,924
shares
|
$2.87 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
27,880
shares
|
$2.86 Million
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
27,280
shares
|
$2.8 Million
0.74% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
27,268
shares
|
$2.8 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
27,213
shares
|
$2.8 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.32%
|