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 |
|---|---|---|---|---|---|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
13,863
shares
|
$1.42 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
13,840
shares
|
$1.42 Million
0.91% of portfolio
|
Q2 2022
Reduced 7.34%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
13,827
shares
|
$1.42 Million
0.27% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Kennicott Capital Management LLC
|
Oct 21, 2024 Q3 2024 |
13,748
shares
|
$1.41 Million
0.51% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
13,691
shares
|
$1.41 Million
0.19% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
13,679
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
13,655
shares
|
$1.4 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,645
shares
|
$1.4 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
13,641
shares
|
$1.4 Million
0.52% of portfolio
|
Q2 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
13,547
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
13,535
shares
|
$1.39 Million
0.47% of portfolio
|
Q3 2024
Added 81.43%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
13,427
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
13,424
shares
|
$1.38 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
13,397
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
13,392
shares
|
$1.38 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
13,348
shares
|
$1.37 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
13,335
shares
|
$1.37 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
13,330
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Added 44.4%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
13,306
shares
|
$1.37 Million
0.1% of portfolio
|
Q2 2024
Reduced 94.01%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
13,298
shares
|
$1.37 Million
1.66% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
13,287
shares
|
$1.37 Million
0.28% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
13,275
shares
|
$1.36 Million
0.57% of portfolio
|
Q3 2024
Added 291.48%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
13,266
shares
|
$1.36 Million
0.17% of portfolio
|
Q3 2024
Added 120.73%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
13,226
shares
|
$1.36 Million
0.13% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
13,195
shares
|
$1.36 Million
0.07% of portfolio
|
Q3 2024
Added 26.97%
|