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 1,825 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 $42.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
966
shares
|
$98,077
0.02% of portfolio
|
Q2 2024
Reduced 10.31%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
960
shares
|
$97,468
0.01% of portfolio
|
Q3 2022
Added 1500.0%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
960
shares
|
$97,468
0.01% of portfolio
|
Q3 2022
Added 45.45%
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
952
shares
|
$96,656
0.03% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
950
shares
|
$96,453
0.03% of portfolio
|
Q1 2024
Reduced 13.32%
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
935
shares
|
$94,930
0.02% of portfolio
|
Q3 2024
Added 126.39%
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
926
shares
|
$94,016
0.05% of portfolio
|
Q3 2022
Reduced 13.94%
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
920
shares
|
$93,407
0.01% of portfolio
|
Q3 2023
Reduced 12.05%
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
882
shares
|
$89,549
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
877
shares
|
$89,041
0.01% of portfolio
|
Q4 2023
New holding
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
875
shares
|
$88,838
0.01% of portfolio
|
Q2 2024
Reduced 10.44%
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
874
shares
|
$88,737
0.0% of portfolio
|
Q3 2024
Reduced 33.89%
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
864
shares
|
$87,721
0.03% of portfolio
|
Q2 2024
Reduced 16.03%
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
844
shares
|
$85,691
0.02% of portfolio
|
Q3 2024
New holding
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
838
shares
|
$85,082
0.0% of portfolio
|
Q3 2024
Added 130.22%
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
838
shares
|
$85,082
0.03% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
829
shares
|
$84,168
0.07% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
817
shares
|
$82,950
0.04% of portfolio
|
Q3 2024
Added 0.12%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
814
shares
|
$82,645
0.01% of portfolio
|
Q4 2023
Reduced 46.73%
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
814
shares
|
$82,645
2.22% of portfolio
|
Q3 2024
Reduced 99.43%
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
802
shares
|
$81,427
0.02% of portfolio
|
Q2 2024
New holding
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
795
shares
|
$80,716
0.01% of portfolio
|
Q3 2024
Added 29.27%
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
772
shares
|
$78,381
0.03% of portfolio
|
Q1 2021
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
755
shares
|
$76,655
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
728
shares
|
$73,913
0.02% of portfolio
|
Q3 2024
Reduced 42.99%
|