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 |
---|---|---|---|---|---|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
148
shares
|
$15,208
0.01% of portfolio
|
Q2 2023
New holding
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
145
shares
|
$14,900
0.05% of portfolio
|
Q3 2024
New holding
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
132
shares
|
$13,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
128
shares
|
$13,153
0.0% of portfolio
|
Q2 2022
New holding
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
126
shares
|
$12,947
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
123
shares
|
$12,639
0.0% of portfolio
|
Q1 2023
Added 0.82%
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
123
shares
|
$12,639
0.0% of portfolio
|
Q2 2024
New holding
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
106
shares
|
$10,892
0.0% of portfolio
|
Q1 2023
Reduced 53.91%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
102
shares
|
$10,481
0.01% of portfolio
|
Q2 2024
New holding
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$10,276
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
88
shares
|
$9,042
0.0% of portfolio
|
Q1 2024
Reduced 71.97%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
88
shares
|
$9,042
0.02% of portfolio
|
Q3 2024
New holding
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
83
shares
|
$8,529
0.01% of portfolio
|
Q4 2022
New holding
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
82
shares
|
$8,426
0.0% of portfolio
|
Q3 2024
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
81
shares
|
$8,323
0.0% of portfolio
|
Q2 2024
New holding
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
81
shares
|
$8,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
77
shares
|
$7,912
0.0% of portfolio
|
Q3 2024
Reduced 82.96%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
76
shares
|
$7,809
0.0% of portfolio
|
Q4 2022
New holding
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
71
shares
|
$7,295
0.0% of portfolio
|
Q3 2024
Added 61.36%
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
62
shares
|
$6,371
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
62
shares
|
$6,371
0.0% of portfolio
|
Q2 2024
New holding
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
53
shares
|
$5,446
0.0% of portfolio
|
Q4 2023
New holding
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
49
shares
|
$5,035
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
49
shares
|
$5,035
0.0% of portfolio
|
Q4 2022
Reduced 96.84%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
45
shares
|
$4,624
0.0% of portfolio
|
Q3 2024
New holding
|