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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
12,147
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
12,130
shares
|
$1.25 Million
0.23% of portfolio
|
Q4 2023
Reduced 2.05%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
12,088
shares
|
$1.24 Million
0.16% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 01, 2024 Q3 2024 |
11,964
shares
|
$1.23 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
11,956
shares
|
$1.23 Million
0.32% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
11,918
shares
|
$1.22 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
11,907
shares
|
$1.22 Million
0.62% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
11,796
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
11,783
shares
|
$1.21 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
11,767
shares
|
$1.21 Million
0.88% of portfolio
|
Q2 2021
Added 2.32%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
11,707
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
11,671
shares
|
$1.2 Million
0.71% of portfolio
|
Q3 2024
Reduced 53.33%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
11,608
shares
|
$1.19 Million
0.22% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,600
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
11,553
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 258.9%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
11,550
shares
|
$1.19 Million
0.6% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
11,542
shares
|
$1.19 Million
0.14% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
11,489
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
11,481
shares
|
$1.18 Million
0.41% of portfolio
|
Q3 2024
Reduced 12.55%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
11,468
shares
|
$1.18 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
11,428
shares
|
$1.17 Million
0.57% of portfolio
|
Q4 2023
Reduced 1.77%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
11,355
shares
|
$1.17 Million
0.26% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,354
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2022
Reduced 1.19%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
11,268
shares
|
$1.16 Million
0.2% of portfolio
|
Q2 2023
Reduced 2.68%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
11,261
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.94%
|