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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
18,901
shares
|
$1.94 Million
0.17% of portfolio
|
Q3 2024
Added 295.25%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
18,801
shares
|
$1.93 Million
0.76% of portfolio
|
Q3 2024
Added 46.43%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
18,725
shares
|
$1.92 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
18,605
shares
|
$1.91 Million
0.87% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
18,590
shares
|
$1.91 Million
0.37% of portfolio
|
Q4 2022
Added 1.53%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
18,287
shares
|
$1.88 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
18,250
shares
|
$1.88 Million
0.23% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
18,247
shares
|
$1.88 Million
0.58% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
18,138
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2024
Added 6.05%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
18,020
shares
|
$1.85 Million
0.54% of portfolio
|
Q3 2023
Reduced 21.84%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
18,020
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
18,011
shares
|
$1.85 Million
0.43% of portfolio
|
Q1 2023
Reduced 15.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,867
shares
|
$1.84 Million
0.12% of portfolio
|
Q3 2024
Reduced 24.14%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
17,832
shares
|
$1.83 Million
0.63% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
17,821
shares
|
$1.83 Million
0.33% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
17,614
shares
|
$1.81 Million
0.41% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
17,550
shares
|
$1.8 Million
0.73% of portfolio
|
Q3 2024
Reduced 67.95%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
17,478
shares
|
$1.8 Million
0.1% of portfolio
|
Q4 2023
Added 14.98%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
17,456
shares
|
$1.79 Million
1.32% of portfolio
|
Q3 2024
Added 23.49%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
17,436
shares
|
$1.79 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,420
shares
|
$1.79 Million
0.33% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
17,385
shares
|
$1.79 Million
0.02% of portfolio
|
Q2 2022
Reduced 6.82%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
17,357
shares
|
$1.78 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
17,295
shares
|
$1.78 Million
1.01% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
17,261
shares
|
$1.77 Million
0.07% of portfolio
|
Q3 2024
Added 8.91%
|