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 |
|---|---|---|---|---|---|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
7,152
shares
|
$734,939
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
7,148
shares
|
$734,528
0.04% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
7,135
shares
|
$733,192
0.29% of portfolio
|
Q1 2022
Reduced 0.03%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
7,132
shares
|
$732,884
0.26% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
7,131
shares
|
$732,781
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
7,128
shares
|
$732,473
0.04% of portfolio
|
Q3 2024
Added 32.74%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
7,052
shares
|
$724,663
0.26% of portfolio
|
Q2 2023
Added 27.02%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
7,037
shares
|
$723,122
0.09% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Harvey Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
7,000
shares
|
$719,320
0.17% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
6,968
shares
|
$716,031
0.1% of portfolio
|
Q2 2024
Reduced 6.52%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
6,952
shares
|
$714,387
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
6,952
shares
|
$714,387
0.48% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
6,948
shares
|
$713,976
0.1% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
6,896
shares
|
$708,632
0.02% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,832
shares
|
$702,056
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
6,804
shares
|
$699,179
0.88% of portfolio
|
Q4 2022
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
6,793
shares
|
$698,048
0.04% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
6,778
shares
|
$696,507
0.53% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
6,755
shares
|
$694,143
0.02% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,753
shares
|
$693,938
0.05% of portfolio
|
Q2 2022
Added 57.23%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Nov 06, 2024 Q3 2024 |
6,733
shares
|
$691,883
1.13% of portfolio
|
Q3 2024
Reduced 92.89%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
6,730
shares
|
$691,574
0.24% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
6,706
shares
|
$689,108
0.02% of portfolio
|
Q1 2024
Added 10.41%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
6,691
shares
|
$687,567
0.14% of portfolio
|
Q3 2024
Added 30.23%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
6,637
shares
|
$682,018
0.02% of portfolio
|
Q2 2024
Reduced 5.68%
|