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 |
|---|---|---|---|---|---|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
27,183
shares
|
$2.79 Million
1.75% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
27,172
shares
|
$2.79 Million
0.32% of portfolio
|
Q3 2023
Added 4.62%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
27,094
shares
|
$2.78 Million
0.33% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
26,920
shares
|
$2.77 Million
0.18% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
26,825
shares
|
$2.76 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
26,765
shares
|
$2.75 Million
1.18% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
26,705
shares
|
$2.74 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
26,642
shares
|
$2.74 Million
0.06% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
26,383
shares
|
$2.71 Million
0.12% of portfolio
|
Q3 2024
Reduced 15.51%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
26,223
shares
|
$2.69 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
26,221
shares
|
$2.69 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
26,064
shares
|
$2.68 Million
0.17% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
26,039
shares
|
$2.68 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
26,018
shares
|
$2.67 Million
0.56% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
25,967
shares
|
$2.67 Million
0.25% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
25,905
shares
|
$2.66 Million
1.48% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
25,715
shares
|
$2.64 Million
1.91% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
25,694
shares
|
$2.64 Million
0.61% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
25,640
shares
|
$2.63 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
25,546
shares
|
$2.63 Million
0.58% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
25,439
shares
|
$2.61 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
25,324
shares
|
$2.6 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
25,241
shares
|
$2.59 Million
0.59% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
25,223
shares
|
$2.59 Million
0.72% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
25,117
shares
|
$2.58 Million
1.06% of portfolio
|
Q4 2023
Reduced 28.2%
|