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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,893
shares
|
$913,844
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
8,878
shares
|
$912,303
0.23% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,853
shares
|
$909,734
0.0% of portfolio
|
Q3 2022
Added 111.95%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
8,850
shares
|
$909,426
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
8,848
shares
|
$909,220
0.04% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
8,835
shares
|
$907,884
0.06% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
8,835
shares
|
$907,884
0.04% of portfolio
|
Q1 2024
Added 0.41%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,811
shares
|
$905,418
0.11% of portfolio
|
Q2 2024
Reduced 14.05%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
8,807
shares
|
$905,007
0.12% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
8,794
shares
|
$903,671
0.16% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
8,783
shares
|
$902,541
0.9% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
8,756
shares
|
$899,766
0.06% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
8,750
shares
|
$899,150
0.45% of portfolio
|
Q3 2024
Added 36.72%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
8,734
shares
|
$897,505
0.09% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
8,725
shares
|
$896,581
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
8,677
shares
|
$891,648
0.04% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
8,669
shares
|
$890,826
0.25% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,665
shares
|
$890,415
0.01% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
8,660
shares
|
$889,901
0.18% of portfolio
|
Q3 2024
Added 172.84%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
8,619
shares
|
$885,688
0.04% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
8,585
shares
|
$882,194
0.05% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
8,568
shares
|
$880,447
0.32% of portfolio
|
Q3 2024
Added 91.76%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,545
shares
|
$878,084
0.22% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
8,544
shares
|
$877,981
0.12% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
8,488
shares
|
$872,226
0.72% of portfolio
|
Q2 2024
Reduced 0.59%
|