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 |
|---|---|---|---|---|---|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
2,223
shares
|
$228,435
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,220
shares
|
$228,127
0.15% of portfolio
|
Q1 2023
Added 175.78%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
2,214
shares
|
$227,510
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
2,203
shares
|
$226,380
0.14% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
2,203
shares
|
$226,380
0.06% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
2,197
shares
|
$225,763
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,194
shares
|
$225,455
0.03% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
2,188
shares
|
$224,838
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
2,184
shares
|
$224,427
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,182
shares
|
$224,222
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,177
shares
|
$223,708
0.03% of portfolio
|
Q2 2023
Added 2.11%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,175
shares
|
$223,503
0.02% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
2,165
shares
|
$222,475
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,163
shares
|
$222,269
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
2,160
shares
|
$221,961
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
2,155
shares
|
$221,447
0.06% of portfolio
|
Q3 2024
Added 103.67%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
2,153
shares
|
$221,242
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
2,150
shares
|
$220,934
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,148
shares
|
$220,728
0.03% of portfolio
|
Q3 2024
Added 17.51%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,143
shares
|
$220,214
0.06% of portfolio
|
Q2 2023
Reduced 26.66%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
2,142
shares
|
$220,111
0.02% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
2,132
shares
|
$219,084
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,128
shares
|
$218,673
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
2,119
shares
|
$217,748
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
2,109
shares
|
$216,720
0.11% of portfolio
|
Q3 2024
New holding
|