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 1,897 institutions that hold shares in the stock, with a total of 416 Million shares, which have been reported (via 13F filing form) to have a value of $43.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
106,545
shares
|
$11.1 Million
2.44% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
105,951
shares
|
$11 Million
1.47% of portfolio
|
Q4 2024
Added 95.07%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
105,908
shares
|
$11 Million
0.01% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
104,980
shares
|
$10.9 Million
0.27% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
104,078
shares
|
$10.8 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
103,651
shares
|
$10.8 Million
0.1% of portfolio
|
Q3 2024
Added 34.16%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
103,141
shares
|
$10.7 Million
0.98% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
102,801
shares
|
$10.7 Million
0.08% of portfolio
|
Q3 2024
Added 672.59%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
101,972
shares
|
$10.6 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
101,936
shares
|
$10.6 Million
0.89% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
101,621
shares
|
$10.6 Million
4.23% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
101,570
shares
|
$10.6 Million
2.68% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
101,183
shares
|
$10.5 Million
1.13% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
101,163
shares
|
$10.5 Million
5.34% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
100,951
shares
|
$10.5 Million
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
100,929
shares
|
$10.5 Million
0.03% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
100,907
shares
|
$10.5 Million
1.45% of portfolio
|
Q4 2024
Added 22.92%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
100,806
shares
|
$10.5 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
100,707
shares
|
$10.5 Million
0.03% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
100,681
shares
|
$10.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
99,006
shares
|
$10.3 Million
0.24% of portfolio
|
Q2 2020
Added 15.55%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
98,759
shares
|
$10.3 Million
0.34% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
98,364
shares
|
$10.2 Million
4.83% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
98,302
shares
|
$10.2 Million
6.91% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
97,538
shares
|
$10.2 Million
6.91% of portfolio
|
Q4 2024
Added 2.15%
|