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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,465
shares
|
$356,063
0.05% of portfolio
|
Q3 2024
Reduced 23.09%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
3,465
shares
|
$356,063
0.24% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,456
shares
|
$355,138
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
3,436
shares
|
$353,083
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
3,428
shares
|
$352,261
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
3,426
shares
|
$352,055
0.07% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
3,417
shares
|
$351,130
0.06% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,416
shares
|
$351,028
0.06% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
3,412
shares
|
$350,617
0.15% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
3,370
shares
|
$346,301
0.05% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,361
shares
|
$345,376
0.04% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,352
shares
|
$344,451
0.02% of portfolio
|
Q3 2023
Reduced 4.06%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
3,352
shares
|
$344,451
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
3,343
shares
|
$343,526
0.07% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
3,305
shares
|
$339,621
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
3,295
shares
|
$338,594
0.24% of portfolio
|
Q3 2024
Reduced 27.5%
|
|
|
Jennison Associates LLC
|
Nov 08, 2024 Q3 2024 |
3,289
shares
|
$337,977
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
3,288
shares
|
$337,874
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
3,275
shares
|
$336,539
0.01% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
3,272
shares
|
$336,230
0.03% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
3,271
shares
|
$336,127
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
3,270
shares
|
$336,025
0.02% of portfolio
|
Q2 2024
Added 24.81%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,257
shares
|
$334,689
0.04% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
3,256
shares
|
$334,586
0.14% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,251
shares
|
$334,072
0.01% of portfolio
|
Q1 2024
New holding
|