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 |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
16,244
shares
|
$1.67 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
16,210
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
16,174
shares
|
$1.66 Million
0.54% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
16,017
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
16,000
shares
|
$1.64 Million
0.08% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
15,930
shares
|
$1.64 Million
0.3% of portfolio
|
Q2 2021
Reduced 5.18%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
15,894
shares
|
$1.63 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15,790
shares
|
$1.62 Million
0.32% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
15,755
shares
|
$1.62 Million
0.28% of portfolio
|
Q3 2024
Added 167.26%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
15,716
shares
|
$1.61 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
15,619
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
15,618
shares
|
$1.6 Million
0.17% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
15,552
shares
|
$1.6 Million
0.16% of portfolio
|
Q1 2022
New holding
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
15,538
shares
|
$1.6 Million
0.38% of portfolio
|
Q2 2022
Reduced 1.3%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
15,480
shares
|
$1.59 Million
0.31% of portfolio
|
Q3 2024
Reduced 20.37%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
15,449
shares
|
$1.59 Million
0.07% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
15,396
shares
|
$1.58 Million
1.02% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
15,382
shares
|
$1.58 Million
0.45% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
15,362
shares
|
$1.58 Million
1.06% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
15,311
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2024
Added 46.17%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
15,308
shares
|
$1.57 Million
0.6% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
15,304
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.17%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
15,274
shares
|
$1.57 Million
0.8% of portfolio
|
Q4 2023
Reduced 5.27%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
15,072
shares
|
$1.55 Million
0.48% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
14,969
shares
|
$1.54 Million
0.26% of portfolio
|
Q2 2024
Reduced 74.68%
|