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 |
|---|---|---|---|---|---|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
5,586
shares
|
$574,017
0.28% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
5,566
shares
|
$571,962
0.07% of portfolio
|
Q2 2023
Reduced 7.23%
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
5,564
shares
|
$571,756
0.22% of portfolio
|
Q3 2024
Added 14.04%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
5,562
shares
|
$571,551
0.04% of portfolio
|
Q3 2023
Added 4.71%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
5,549
shares
|
$570,215
0.1% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
5,534
shares
|
$568,673
0.02% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
5,524
shares
|
$567,646
0.05% of portfolio
|
Q4 2021
Reduced 33.88%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
5,509
shares
|
$566,104
0.07% of portfolio
|
Q3 2024
Reduced 27.67%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,486
shares
|
$563,741
0.18% of portfolio
|
Q2 2024
Added 7.11%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
5,478
shares
|
$562,919
0.09% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,465
shares
|
$561,583
0.02% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
5,414
shares
|
$556,342
0.04% of portfolio
|
Q2 2024
Reduced 56.32%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
5,399
shares
|
$554,801
0.04% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
5,368
shares
|
$551,615
0.02% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
5,367
shares
|
$551,512
0.01% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
5,319
shares
|
$546,580
0.04% of portfolio
|
Q4 2022
Reduced 4.06%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
5,315
shares
|
$546,169
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
5,303
shares
|
$544,936
0.02% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
5,280
shares
|
$542,572
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
5,267
shares
|
$541,236
0.06% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
5,240
shares
|
$538,462
0.14% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
5,234
shares
|
$537,845
0.29% of portfolio
|
Q3 2024
Reduced 14.22%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
5,225
shares
|
$536,921
0.15% of portfolio
|
Q2 2024
Added 6.44%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
5,222
shares
|
$536,612
0.04% of portfolio
|
Q2 2024
Added 6.75%
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,222
shares
|
$536,612
0.37% of portfolio
|
Q3 2024
Added 0.04%
|