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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,850
shares
|
$395,626
0.1% of portfolio
|
Q4 2021
Reduced 3.75%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,846
shares
|
$395,214
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
3,837
shares
|
$394,290
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
3,835
shares
|
$394,084
0.12% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
3,835
shares
|
$394,084
0.14% of portfolio
|
Q2 2024
Reduced 9.34%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
3,833
shares
|
$393,879
0.13% of portfolio
|
Q2 2022
Reduced 24.07%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
3,831
shares
|
$393,673
0.07% of portfolio
|
Q3 2024
Reduced 35.4%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
3,829
shares
|
$393,468
0.05% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
3,814
shares
|
$391,926
0.34% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,810
shares
|
$391,515
0.06% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
3,805
shares
|
$391,001
0.03% of portfolio
|
Q3 2024
Added 51.96%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
3,804
shares
|
$390,899
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
3,802
shares
|
$390,693
0.02% of portfolio
|
Q2 2024
Reduced 11.95%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
3,799
shares
|
$390,385
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
3,798
shares
|
$390,282
0.01% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,788
shares
|
$389,254
0.06% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
3,784
shares
|
$388,843
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
3,750
shares
|
$385,350
0.09% of portfolio
|
Q2 2022
Reduced 6.25%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,737
shares
|
$384,014
0.17% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2024 Q3 2024 |
3,734
shares
|
$383,705
0.4% of portfolio
|
Q3 2024
Added 18.65%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
3,726
shares
|
$382,883
0.21% of portfolio
|
Q2 2024
Added 2.03%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,725
shares
|
$382,781
0.02% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
3,716
shares
|
$381,856
0.03% of portfolio
|
Q3 2024
Reduced 13.06%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
3,703
shares
|
$380,520
0.07% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
3,677
shares
|
$377,848
0.17% of portfolio
|
Q3 2024
New holding
|