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 1,893 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 $43.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
48,956
shares
|
$5.1 Million
0.12% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
48,790
shares
|
$5.08 Million
0.58% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
48,268
shares
|
$5.03 Million
0.46% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
48,103
shares
|
$5.01 Million
2.12% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
48,062
shares
|
$5.01 Million
1.19% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
47,977
shares
|
$5 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
47,957
shares
|
$5 Million
2.15% of portfolio
|
Q1 2024
Reduced 25.81%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
47,753
shares
|
$4.98 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
47,354
shares
|
$4.93 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
47,128
shares
|
$4.91 Million
2.09% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
46,501
shares
|
$4.84 Million
0.06% of portfolio
|
Q3 2024
Reduced 19.18%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
46,377
shares
|
$4.83 Million
0.59% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
46,295
shares
|
$4.82 Million
1.83% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
46,185
shares
|
$4.81 Million
0.07% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
46,030
shares
|
$4.8 Million
1.69% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
46,008
shares
|
$4.79 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
45,917
shares
|
$4.78 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
45,648
shares
|
$4.76 Million
0.35% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
45,230
shares
|
$4.71 Million
2.35% of portfolio
|
Q4 2024
Reduced 22.74%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
45,084
shares
|
$4.7 Million
1.68% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
45,039
shares
|
$4.69 Million
3.12% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
45,034
shares
|
$4.69 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
45,022
shares
|
$4.69 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
44,902
shares
|
$4.68 Million
4.33% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
44,700
shares
|
$4.66 Million
0.03% of portfolio
|
Q3 2024
Added 0.38%
|