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 |
|---|---|---|---|---|---|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
11,208
shares
|
$1.15 Million
0.78% of portfolio
|
Q3 2024
New holding
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
11,204
shares
|
$1.15 Million
0.99% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
11,134
shares
|
$1.14 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
11,114
shares
|
$1.14 Million
0.19% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
11,113
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2024
Added 111.23%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
11,083
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
11,083
shares
|
$1.14 Million
0.1% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
11,075
shares
|
$1.14 Million
0.35% of portfolio
|
Q1 2023
Reduced 30.56%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
11,012
shares
|
$1.13 Million
0.48% of portfolio
|
Q3 2024
Reduced 60.4%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
11,011
shares
|
$1.13 Million
0.6% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
10,984
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
10,968
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
10,943
shares
|
$1.12 Million
0.22% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
10,943
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Added 26.98%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
10,896
shares
|
$1.12 Million
0.42% of portfolio
|
Q3 2024
Reduced 21.68%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
10,890
shares
|
$1.12 Million
0.22% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
10,880
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2024
Added 33.02%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
10,859
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,856
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
10,856
shares
|
$1.12 Million
0.72% of portfolio
|
Q4 2023
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
10,759
shares
|
$1.11 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
10,756
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2024
Added 145.8%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
10,645
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2023
Added 226.73%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,624
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2022
Added 8.9%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
10,615
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Added 147.44%
|