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 |
|---|---|---|---|---|---|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
4,194
shares
|
$430,052
0.19% of portfolio
|
Q2 2024
Reduced 4.53%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
4,189
shares
|
$429,540
0.13% of portfolio
|
Q3 2024
Reduced 98.81%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,186
shares
|
$429,232
0.07% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
4,154
shares
|
$425,951
0.13% of portfolio
|
Q3 2024
Reduced 21.78%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
4,152
shares
|
$425,746
0.07% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
4,106
shares
|
$421,029
0.12% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
4,066
shares
|
$416,927
0.51% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
4,059
shares
|
$416,209
0.17% of portfolio
|
Q3 2024
Added 24.17%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
4,044
shares
|
$414,671
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
4,038
shares
|
$414,056
0.02% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
4,031
shares
|
$413,338
0.05% of portfolio
|
Q3 2024
Added 44.95%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
4,025
shares
|
$412,723
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,016
shares
|
$411,800
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
4,014
shares
|
$411,595
0.11% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
4,009
shares
|
$411,082
0.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
4,000
shares
|
$410,160
0.24% of portfolio
|
Q1 2023
Reduced 1.48%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,996
shares
|
$409,749
0.09% of portfolio
|
Q3 2024
Reduced 24.79%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
3,995
shares
|
$409,647
0.04% of portfolio
|
Q2 2024
Added 9.57%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,979
shares
|
$408,006
0.05% of portfolio
|
Q2 2024
Added 7.31%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,972
shares
|
$407,288
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
3,970
shares
|
$407,083
0.08% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
3,964
shares
|
$406,468
0.14% of portfolio
|
Q1 2023
Reduced 5.95%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
3,955
shares
|
$405,545
0.27% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
3,933
shares
|
$403,289
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,931
shares
|
$403,084
0.04% of portfolio
|
Q2 2024
Added 0.51%
|