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 |
|---|---|---|---|---|---|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,606
shares
|
$781,592
0.1% of portfolio
|
Q1 2023
Reduced 7.55%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
7,583
shares
|
$779,229
0.38% of portfolio
|
Q3 2024
Added 22.42%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
7,582
shares
|
$779,126
0.48% of portfolio
|
Q3 2024
Added 74.9%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,564
shares
|
$777,276
0.14% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
7,554
shares
|
$776,249
0.22% of portfolio
|
Q3 2024
Reduced 29.26%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,507
shares
|
$771,419
0.05% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
7,461
shares
|
$766,692
0.33% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
7,372
shares
|
$757,546
0.11% of portfolio
|
Q2 2024
Reduced 17.59%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
7,364
shares
|
$756,724
0.03% of portfolio
|
Q4 2023
Added 3.78%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
7,356
shares
|
$755,902
0.06% of portfolio
|
Q2 2022
Added 1.18%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
7,346
shares
|
$754,874
0.09% of portfolio
|
Q1 2024
Reduced 19.1%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
7,318
shares
|
$751,997
0.37% of portfolio
|
Q1 2024
Reduced 7.17%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
7,296
shares
|
$749,736
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
7,279
shares
|
$747,990
0.03% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2024 Q3 2024 |
7,278
shares
|
$747,887
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
7,272
shares
|
$747,270
0.18% of portfolio
|
Q1 2022
Added 1.0%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
7,245
shares
|
$744,496
0.21% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
7,232
shares
|
$743,160
0.11% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
7,227
shares
|
$742,646
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
7,220
shares
|
$741,927
0.08% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
7,211
shares
|
$741,002
0.0% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,211
shares
|
$741,002
0.0% of portfolio
|
Q3 2024
Reduced 88.69%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
7,200
shares
|
$739,872
0.34% of portfolio
|
Q1 2024
Reduced 5.82%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
7,172
shares
|
$736,994
0.13% of portfolio
|
Q3 2024
Added 34.84%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
7,163
shares
|
$736,069
0.36% of portfolio
|
Q4 2022
Reduced 0.58%
|