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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
282,193
shares
|
$29 Million
0.91% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
281,466
shares
|
$28.9 Million
2.9% of portfolio
|
Q3 2024
Added 66.05%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
281,260
shares
|
$28.9 Million
3.51% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
279,335
shares
|
$28.7 Million
4.33% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
277,568
shares
|
$28.5 Million
1.35% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
277,293
shares
|
$28.5 Million
0.33% of portfolio
|
Q3 2024
Added 60.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
276,277
shares
|
$28.4 Million
0.27% of portfolio
|
Q3 2024
Reduced 47.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
271,973
shares
|
$27.9 Million
0.84% of portfolio
|
Q3 2024
Reduced 32.66%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
271,505
shares
|
$27.9 Million
5.42% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
263,331
shares
|
$27.1 Million
11.14% of portfolio
|
Q1 2024
Added 4.15%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
259,758
shares
|
$26.7 Million
11.77% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
259,469
shares
|
$26.7 Million
2.52% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
258,750
shares
|
$26.6 Million
3.92% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
258,207
shares
|
$26.5 Million
0.69% of portfolio
|
Q3 2024
Added 32.1%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
254,222
shares
|
$26.1 Million
3.44% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
252,053
shares
|
$25.9 Million
1.03% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
251,521
shares
|
$25.8 Million
0.05% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
248,840
shares
|
$25.6 Million
8.45% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
247,977
shares
|
$25.5 Million
1.23% of portfolio
|
Q4 2023
Added 12.86%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
244,922
shares
|
$25.2 Million
2.3% of portfolio
|
Q3 2024
Reduced 84.18%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
244,547
shares
|
$25.1 Million
1.36% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
244,261
shares
|
$25.1 Million
2.82% of portfolio
|
Q3 2024
Reduced 36.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
243,999
shares
|
$25.1 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
242,914
shares
|
$25 Million
11.49% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
241,301
shares
|
$24.8 Million
8.06% of portfolio
|
Q3 2024
Reduced 6.51%
|