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 |
|---|---|---|---|---|---|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
6,607
shares
|
$678,935
0.14% of portfolio
|
Q3 2024
Added 21.7%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
6,595
shares
|
$677,702
0.14% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
6,584
shares
|
$676,571
0.17% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,566
shares
|
$674,722
0.02% of portfolio
|
Q4 2021
Added 43.08%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
6,529
shares
|
$670,920
0.17% of portfolio
|
Q3 2024
Reduced 17.0%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
6,516
shares
|
$669,584
0.08% of portfolio
|
Q1 2024
Added 18.91%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
6,515
shares
|
$669,481
0.31% of portfolio
|
Q3 2023
Added 20.65%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Dec 17, 2024 Q3 2024 |
6,511
shares
|
$669,070
0.36% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,508
shares
|
$668,762
0.01% of portfolio
|
Q3 2024
Reduced 20.54%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
6,508
shares
|
$668,762
0.08% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
6,500
shares
|
$667,940
0.33% of portfolio
|
Q1 2024
Reduced 29.38%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
6,495
shares
|
$667,426
0.32% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
6,483
shares
|
$666,193
0.03% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
6,475
shares
|
$665,371
0.05% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
6,464
shares
|
$664,240
0.41% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
6,447
shares
|
$662,493
0.06% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
6,431
shares
|
$660,849
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
6,410
shares
|
$658,691
0.06% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
6,385
shares
|
$656,122
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,364
shares
|
$653,964
0.05% of portfolio
|
Q2 2022
Reduced 0.16%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,364
shares
|
$653,964
0.23% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
6,355
shares
|
$653,039
0.15% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,341
shares
|
$651,601
0.11% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,338
shares
|
$651,292
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
6,328
shares
|
$650,265
0.24% of portfolio
|
Q3 2024
Added 0.02%
|