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 |
|---|---|---|---|---|---|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
24,993
shares
|
$2.57 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
24,887
shares
|
$2.56 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
24,876
shares
|
$2.56 Million
0.48% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
24,641
shares
|
$2.53 Million
1.24% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
24,536
shares
|
$2.52 Million
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
24,499
shares
|
$2.52 Million
1.46% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
24,073
shares
|
$2.47 Million
0.53% of portfolio
|
Q2 2024
Reduced 6.9%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
23,903
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
23,793
shares
|
$2.44 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
23,770
shares
|
$2.44 Million
0.42% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
23,706
shares
|
$2.44 Million
1.24% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
23,508
shares
|
$2.42 Million
0.47% of portfolio
|
Q3 2024
Reduced 28.2%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
23,415
shares
|
$2.41 Million
0.22% of portfolio
|
Q2 2024
Reduced 16.42%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
23,224
shares
|
$2.39 Million
0.04% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
23,072
shares
|
$2.37 Million
0.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
22,760
shares
|
$2.34 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
22,722
shares
|
$2.33 Million
0.07% of portfolio
|
Q4 2022
Reduced 5.6%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
22,703
shares
|
$2.33 Million
0.73% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
22,534
shares
|
$2.32 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
22,527
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2024
Added 50.95%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
22,474
shares
|
$2.31 Million
0.15% of portfolio
|
Q1 2024
Added 24.41%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
22,464
shares
|
$2.31 Million
0.17% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
22,272
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
22,039
shares
|
$2.26 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
21,959
shares
|
$2.26 Million
0.36% of portfolio
|
Q3 2024
Added 2.55%
|