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 |
|---|---|---|---|---|---|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
8,487
shares
|
$872,124
0.08% of portfolio
|
Q1 2022
Added 6.09%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
8,472
shares
|
$870,582
0.52% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
8,457
shares
|
$869,041
0.07% of portfolio
|
Q3 2024
Added 16.63%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
8,416
shares
|
$864,828
0.06% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
8,410
shares
|
$864,211
0.04% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
8,316
shares
|
$854,552
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
8,270
shares
|
$849,825
0.11% of portfolio
|
Q2 2024
Reduced 14.59%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
8,263
shares
|
$849,105
0.36% of portfolio
|
Q3 2024
Added 16.45%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
8,255
shares
|
$848,283
0.79% of portfolio
|
Q3 2022
Reduced 5.87%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
8,245
shares
|
$847,256
0.05% of portfolio
|
Q3 2024
Reduced 69.37%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
8,215
shares
|
$844,173
0.03% of portfolio
|
Q3 2024
Added 29.09%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
8,214
shares
|
$844,070
0.0% of portfolio
|
Q3 2024
Reduced 17.13%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
8,205
shares
|
$843,145
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
8,193
shares
|
$841,912
0.45% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,192
shares
|
$841,809
0.0% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
8,180
shares
|
$840,576
0.32% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
8,166
shares
|
$839,138
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
8,165
shares
|
$839,035
0.02% of portfolio
|
Q2 2024
Added 7.93%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
8,164
shares
|
$838,932
0.3% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
8,160
shares
|
$838,521
0.21% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
8,101
shares
|
$832,458
0.12% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,101
shares
|
$832,458
0.61% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,091
shares
|
$831,431
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
8,056
shares
|
$827,834
0.05% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,049
shares
|
$827,115
0.08% of portfolio
|
Q3 2022
Added 69.63%
|