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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
8,042
shares
|
$826,395
0.17% of portfolio
|
Q3 2024
Added 49.93%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
8,034
shares
|
$825,573
0.05% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
8,016
shares
|
$823,724
0.27% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,008
shares
|
$822,902
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$822,080
0.01% of portfolio
|
Q4 2021
Reduced 4.76%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
8,000
shares
|
$822,080
0.26% of portfolio
|
Q1 2024
Reduced 14.89%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
7,973
shares
|
$819,305
0.67% of portfolio
|
Q3 2024
Reduced 63.8%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
7,965
shares
|
$818,483
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
7,959
shares
|
$817,866
0.24% of portfolio
|
Q3 2024
Added 166.1%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
7,934
shares
|
$815,297
0.26% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
7,916
shares
|
$813,448
0.16% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
7,867
shares
|
$808,412
0.19% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
7,852
shares
|
$806,871
0.13% of portfolio
|
Q2 2022
Added 84.67%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
7,849
shares
|
$806,563
0.03% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
7,839
shares
|
$805,535
0.31% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
7,838
shares
|
$805,432
0.02% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
7,814
shares
|
$802,966
0.32% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
7,771
shares
|
$798,547
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
7,765
shares
|
$797,931
0.08% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
7,764
shares
|
$797,828
0.04% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
7,689
shares
|
$790,121
0.01% of portfolio
|
Q2 2024
Added 17.59%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
7,675
shares
|
$788,683
0.58% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
7,666
shares
|
$787,758
0.27% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
7,644
shares
|
$785,497
0.03% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
7,610
shares
|
$782,003
0.36% of portfolio
|
Q3 2023
Reduced 6.85%
|