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 |
|---|---|---|---|---|---|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
73,223
shares
|
$7.63 Million
2.67% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
73,192
shares
|
$7.63 Million
0.16% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,531
shares
|
$7.56 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
72,498
shares
|
$7.55 Million
4.18% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
72,171
shares
|
$7.52 Million
0.84% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
71,925
shares
|
$7.49 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
71,925
shares
|
$7.49 Million
2.69% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
71,845
shares
|
$7.49 Million
0.11% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
71,517
shares
|
$7.45 Million
1.14% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
70,075
shares
|
$7.3 Million
3.44% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
69,831
shares
|
$7.28 Million
2.9% of portfolio
|
Q1 2023
Added 1.09%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
69,738
shares
|
$7.27 Million
1.77% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
69,039
shares
|
$7.19 Million
2.4% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
68,430
shares
|
$7.13 Million
0.92% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
68,273
shares
|
$7.11 Million
3.72% of portfolio
|
Q4 2024
Added 10.8%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
67,699
shares
|
$7.05 Million
0.63% of portfolio
|
Q3 2024
Reduced 54.95%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
67,613
shares
|
$7.04 Million
0.12% of portfolio
|
Q1 2023
Added 0.58%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
67,602
shares
|
$7.04 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
67,271
shares
|
$7.01 Million
0.97% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
66,783
shares
|
$6.96 Million
5.47% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
66,629
shares
|
$6.94 Million
0.48% of portfolio
|
Q3 2023
Reduced 38.09%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
66,568
shares
|
$6.94 Million
0.59% of portfolio
|
Q3 2024
Added 17.24%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
66,447
shares
|
$6.92 Million
0.99% of portfolio
|
Q4 2022
Reduced 0.73%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
66,352
shares
|
$6.91 Million
0.44% of portfolio
|
Q3 2024
Added 167.28%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
66,323
shares
|
$6.91 Million
0.16% of portfolio
|
Q3 2024
Added 20.59%
|