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 |
|---|---|---|---|---|---|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
17,179
shares
|
$1.77 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
17,147
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
17,119
shares
|
$1.76 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
17,061
shares
|
$1.75 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
17,010
shares
|
$1.75 Million
1.79% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,914
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
16,907
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2024
Added 41.93%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
16,882
shares
|
$1.73 Million
0.93% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
16,783
shares
|
$1.72 Million
0.73% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
16,781
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
16,728
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
16,724
shares
|
$1.72 Million
0.47% of portfolio
|
Q3 2024
Reduced 48.07%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
16,691
shares
|
$1.72 Million
0.69% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
16,684
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Added 11.82%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
16,640
shares
|
$1.71 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
16,636
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
16,629
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
16,556
shares
|
$1.7 Million
0.35% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
16,517
shares
|
$1.7 Million
0.42% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
16,493
shares
|
$1.69 Million
0.93% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
16,363
shares
|
$1.68 Million
0.44% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
16,352
shares
|
$1.68 Million
0.42% of portfolio
|
Q3 2024
Added 80.88%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
16,328
shares
|
$1.68 Million
0.43% of portfolio
|
Q1 2022
Reduced 10.8%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
16,309
shares
|
$1.68 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
16,304
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.32%
|