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 |
|---|---|---|---|---|---|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
715
shares
|
$73,473
0.04% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
703
shares
|
$72,240
0.03% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
700
shares
|
$71,932
0.02% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
691
shares
|
$71,007
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
680
shares
|
$69,876
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
669
shares
|
$68,746
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
668
shares
|
$68,643
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
645
shares
|
$66,280
0.01% of portfolio
|
Q3 2024
Added 338.78%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
643
shares
|
$66,074
0.02% of portfolio
|
Q4 2023
Added 1361.36%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
642
shares
|
$65,971
0.05% of portfolio
|
Q3 2024
Reduced 91.36%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
640
shares
|
$65,766
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
635
shares
|
$65,252
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
627
shares
|
$64,430
0.02% of portfolio
|
Q4 2023
Reduced 21.63%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
612
shares
|
$62,889
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
604
shares
|
$62,067
0.0% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
601
shares
|
$61,758
0.04% of portfolio
|
Q3 2024
Added 160.17%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
600
shares
|
$61,656
0.02% of portfolio
|
Q2 2023
Reduced 51.42%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
579
shares
|
$59,498
0.04% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
577
shares
|
$59,292
0.03% of portfolio
|
Q3 2024
Added 31.14%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
561
shares
|
$57,648
0.01% of portfolio
|
Q3 2024
Reduced 93.07%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
550
shares
|
$56,518
0.01% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
550
shares
|
$56,518
0.02% of portfolio
|
Q1 2024
Added 5.97%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
549
shares
|
$56,415
0.01% of portfolio
|
Q3 2024
Reduced 20.32%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
548
shares
|
$56,312
0.02% of portfolio
|
Q3 2024
Reduced 73.19%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
537
shares
|
$55,182
0.02% of portfolio
|
Q3 2024
Added 14.5%
|