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 |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
25,967
shares
|
$2.72 Million
0.25% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
25,864
shares
|
$2.71 Million
2.13% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
25,694
shares
|
$2.69 Million
0.61% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
25,439
shares
|
$2.66 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
25,324
shares
|
$2.65 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
25,173
shares
|
$2.64 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
25,117
shares
|
$2.63 Million
1.06% of portfolio
|
Q4 2023
Reduced 28.2%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
25,079
shares
|
$2.63 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
24,993
shares
|
$2.62 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
24,887
shares
|
$2.61 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
24,772
shares
|
$2.59 Million
1.44% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
24,692
shares
|
$2.58 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
24,641
shares
|
$2.58 Million
1.24% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
24,536
shares
|
$2.57 Million
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
24,148
shares
|
$2.53 Million
0.5% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
24,058
shares
|
$2.52 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
23,903
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
23,793
shares
|
$2.49 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
23,770
shares
|
$2.49 Million
0.42% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
23,706
shares
|
$2.48 Million
1.24% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
23,630
shares
|
$2.47 Million
0.11% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
23,415
shares
|
$2.45 Million
0.22% of portfolio
|
Q2 2024
Reduced 16.42%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
23,342
shares
|
$2.44 Million
0.04% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
23,324
shares
|
$2.44 Million
0.47% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
23,217
shares
|
$2.43 Million
0.63% of portfolio
|
Q4 2024
New holding
|