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 1,908 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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,560,058
shares
|
$267 Million
1.81% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,483,216
shares
|
$259 Million
2.59% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
2,306,387
shares
|
$240 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,214,388
shares
|
$231 Million
0.29% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,159,492
shares
|
$225 Million
0.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,088,929
shares
|
$218 Million
0.98% of portfolio
|
Q3 2024
Reduced 18.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,890,811
shares
|
$197 Million
0.43% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,853,681
shares
|
$193 Million
0.26% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,645,387
shares
|
$171 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,610,860
shares
|
$168 Million
1.03% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,444,022
shares
|
$150 Million
3.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,438,191
shares
|
$150 Million
0.26% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,420,998
shares
|
$148 Million
0.94% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,357,648
shares
|
$141 Million
2.67% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,344,766
shares
|
$140 Million
0.65% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
1,249,531
shares
|
$130 Million
7.19% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,219,810
shares
|
$127 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,191,099
shares
|
$124 Million
0.19% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
1,179,971
shares
|
$123 Million
6.62% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,137,400
shares
|
$119 Million
0.26% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,045,415
shares
|
$109 Million
5.51% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
1,028,505
shares
|
$107 Million
7.25% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,022,807
shares
|
$107 Million
0.39% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
995,646
shares
|
$104 Million
0.32% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
972,829
shares
|
$101 Million
0.19% of portfolio
|
Q3 2024
Reduced 7.86%
|