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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
241,047
shares
|
$24.8 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
240,965
shares
|
$24.8 Million
0.87% of portfolio
|
Q3 2024
Added 23.3%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
240,433
shares
|
$24.7 Million
2.04% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
239,600
shares
|
$24.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
237,778
shares
|
$24.4 Million
4.0% of portfolio
|
Q3 2024
Reduced 74.23%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
237,739
shares
|
$24.4 Million
5.78% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
236,681
shares
|
$24.3 Million
2.77% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
235,506
shares
|
$24.2 Million
3.53% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
234,684
shares
|
$24.1 Million
3.12% of portfolio
|
Q3 2024
Reduced 32.8%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
231,257
shares
|
$23.8 Million
0.01% of portfolio
|
Q3 2024
Added 88.94%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
228,446
shares
|
$23.5 Million
0.36% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
228,146
shares
|
$23.4 Million
0.62% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
227,718
shares
|
$23.4 Million
0.44% of portfolio
|
Q2 2024
Added 19.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
223,222
shares
|
$22.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
219,582
shares
|
$22.6 Million
3.83% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
219,060
shares
|
$22.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
209,738
shares
|
$21.6 Million
1.32% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
208,991
shares
|
$21.5 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
208,678
shares
|
$21.4 Million
1.0% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
208,261
shares
|
$21.4 Million
0.18% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
205,847
shares
|
$21.2 Million
1.35% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
204,134
shares
|
$21 Million
7.69% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
203,920
shares
|
$21 Million
0.81% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
202,099
shares
|
$20.8 Million
5.28% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
200,652
shares
|
$20.6 Million
1.61% of portfolio
|
Q3 2024
Reduced 1.76%
|