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 |
|---|---|---|---|---|---|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
10,493
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
10,411
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
10,314
shares
|
$1.06 Million
0.58% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
10,300
shares
|
$1.06 Million
0.68% of portfolio
|
Q3 2024
Added 52.91%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
10,300
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Reduced 27.41%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,298
shares
|
$1.06 Million
0.21% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
10,264
shares
|
$1.05 Million
0.39% of portfolio
|
Q2 2024
Reduced 6.81%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,248
shares
|
$1.05 Million
0.31% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Tl Private Wealth
|
Oct 08, 2024 Q3 2024 |
10,224
shares
|
$1.05 Million
0.43% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10,217
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
10,180
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,158
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
10,143
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,136
shares
|
$1.04 Million
0.54% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,112
shares
|
$1.04 Million
0.34% of portfolio
|
Q4 2020
Added 270.13%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
10,066
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
10,037
shares
|
$1.03 Million
0.16% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
10,027
shares
|
$1.03 Million
0.17% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
10,025
shares
|
$1.03 Million
0.13% of portfolio
|
Q3 2023
Added 10.74%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
10,009
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2024
Added 62.27%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
9,981
shares
|
$1.03 Million
0.52% of portfolio
|
Q3 2024
Added 17.45%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
9,957
shares
|
$1.02 Million
0.15% of portfolio
|
Q4 2022
Reduced 22.85%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,953
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,943
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
9,940
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.6%
|