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 |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
14,967
shares
|
$1.54 Million
0.09% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
14,967
shares
|
$1.54 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
14,930
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 45.82%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
14,870
shares
|
$1.53 Million
0.88% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
14,850
shares
|
$1.53 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
14,806
shares
|
$1.52 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,678
shares
|
$1.51 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
14,610
shares
|
$1.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 72.27%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
14,521
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
14,513
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
14,475
shares
|
$1.49 Million
0.25% of portfolio
|
Q2 2022
Reduced 9.67%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
14,450
shares
|
$1.48 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
14,449
shares
|
$1.48 Million
0.58% of portfolio
|
Q2 2024
Added 219.95%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
14,408
shares
|
$1.48 Million
0.23% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
14,400
shares
|
$1.48 Million
0.35% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
14,334
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2024
Added 45.35%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
14,221
shares
|
$1.46 Million
0.13% of portfolio
|
Q3 2024
Reduced 28.81%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,209
shares
|
$1.46 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
14,147
shares
|
$1.45 Million
0.19% of portfolio
|
Q3 2022
Added 2.17%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
14,122
shares
|
$1.45 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,102
shares
|
$1.45 Million
0.1% of portfolio
|
Q4 2023
Added 59.43%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
14,059
shares
|
$1.44 Million
0.44% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
13,998
shares
|
$1.44 Million
0.19% of portfolio
|
Q3 2023
Reduced 27.18%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
13,884
shares
|
$1.43 Million
0.72% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
13,873
shares
|
$1.43 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.25%
|