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 1,828 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 $42.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
4,648
shares
|
$476,605
0.07% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
4,618
shares
|
$473,529
0.2% of portfolio
|
Q2 2022
Added 0.35%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Nov 25, 2024 Q3 2024 |
4,601
shares
|
$471,786
1.94% of portfolio
|
Q3 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
4,600
shares
|
$471,684
0.05% of portfolio
|
Q2 2023
Reduced 3.12%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
4,594
shares
|
$471,068
0.09% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,587
shares
|
$470,350
0.04% of portfolio
|
Q2 2024
Reduced 20.3%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,577
shares
|
$469,325
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
4,558
shares
|
$467,377
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
4,555
shares
|
$467,069
0.02% of portfolio
|
Q3 2024
Reduced 80.99%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
4,550
shares
|
$466,557
0.28% of portfolio
|
Q2 2024
Added 0.42%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
4,548
shares
|
$466,351
0.27% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,532
shares
|
$464,711
0.26% of portfolio
|
Q2 2023
Reduced 6.11%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
4,532
shares
|
$464,711
0.13% of portfolio
|
Q4 2020
Reduced 26.74%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
4,527
shares
|
$464,198
0.18% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
4,523
shares
|
$463,788
0.14% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
4,523
shares
|
$463,788
0.04% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
4,522
shares
|
$463,685
0.17% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
4,521
shares
|
$463,583
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,500
shares
|
$461,430
0.02% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
4,473
shares
|
$458,661
0.03% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
4,462
shares
|
$457,533
0.04% of portfolio
|
Q3 2024
Added 63.98%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
4,459
shares
|
$457,225
0.04% of portfolio
|
Q3 2024
Reduced 25.47%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,458
shares
|
$457,123
0.0% of portfolio
|
Q1 2024
Added 35.5%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
4,456
shares
|
$456,918
0.03% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
4,452
shares
|
$456,508
0.04% of portfolio
|
Q1 2024
Reduced 26.34%
|