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 |
|---|---|---|---|---|---|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
9,362
shares
|
$962,039
0.12% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
9,356
shares
|
$961,422
0.78% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
9,314
shares
|
$957,106
0.04% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
9,304
shares
|
$956,079
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
9,253
shares
|
$950,838
0.11% of portfolio
|
Q4 2023
Reduced 15.83%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
9,188
shares
|
$944,158
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
9,187
shares
|
$944,056
0.26% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
9,176
shares
|
$942,925
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
9,149
shares
|
$940,151
2.16% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
9,141
shares
|
$939,329
0.25% of portfolio
|
Q3 2022
Added 74.85%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
9,136
shares
|
$938,815
0.09% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
9,134
shares
|
$938,609
0.35% of portfolio
|
Q3 2024
Reduced 21.32%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,112
shares
|
$936,349
0.04% of portfolio
|
Q2 2022
Reduced 5.95%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
9,100
shares
|
$935,116
0.11% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
9,090
shares
|
$934,088
0.09% of portfolio
|
Q2 2024
Added 17.49%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
9,081
shares
|
$933,163
0.08% of portfolio
|
Q3 2024
Added 51.65%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 23, 2024 Q3 2024 |
9,077
shares
|
$932,752
0.92% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
9,074
shares
|
$932,444
0.46% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
9,047
shares
|
$929,669
0.03% of portfolio
|
Q3 2024
Added 81.38%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,013
shares
|
$926,175
0.05% of portfolio
|
Q4 2022
Reduced 46.42%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
9,004
shares
|
$925,251
0.17% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
8,995
shares
|
$924,326
0.1% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
8,926
shares
|
$917,235
0.28% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,923
shares
|
$916,927
0.01% of portfolio
|
Q2 2024
Reduced 36.81%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,895
shares
|
$914,050
0.05% of portfolio
|
Q3 2023
Added 15.85%
|