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 |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
328
shares
|
$33,705
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
324
shares
|
$33,294
0.01% of portfolio
|
Q1 2023
Reduced 98.43%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
306
shares
|
$31,444
0.01% of portfolio
|
Q4 2021
Reduced 8.38%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
304
shares
|
$31,239
0.03% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
270
shares
|
$27,745
0.01% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
265
shares
|
$27,231
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
257
shares
|
$26,409
0.0% of portfolio
|
Q3 2024
Reduced 93.37%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
250
shares
|
$25,690
0.01% of portfolio
|
Q3 2024
Reduced 82.0%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
234
shares
|
$24,045
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
220
shares
|
$22,607
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
219
shares
|
$22,504
0.01% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
201
shares
|
$20,654
0.02% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
200
shares
|
$20,552
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
200
shares
|
$20,552
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
193
shares
|
$19,832
0.0% of portfolio
|
Q2 2024
Reduced 35.67%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
189
shares
|
$19,421
0.0% of portfolio
|
Q1 2024
Reduced 30.77%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
178
shares
|
$18,291
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
175
shares
|
$17,983
0.0% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
170
shares
|
$17,469
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
170
shares
|
$17,469
0.01% of portfolio
|
Q3 2024
Reduced 53.93%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
163
shares
|
$16,749
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
155
shares
|
$15,927
0.01% of portfolio
|
Q3 2024
Reduced 93.28%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
154
shares
|
$15,825
0.0% of portfolio
|
Q2 2024
Reduced 13.97%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
149
shares
|
$15,311
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
149
shares
|
$15,311
0.01% of portfolio
|
Q4 2023
New holding
|