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 |
|---|---|---|---|---|---|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
18,247
shares
|
$1.91 Million
0.58% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
18,138
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2024
Added 6.05%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
18,020
shares
|
$1.89 Million
0.54% of portfolio
|
Q3 2023
Reduced 21.84%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
18,020
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
17,911
shares
|
$1.87 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,867
shares
|
$1.87 Million
0.12% of portfolio
|
Q3 2024
Reduced 24.14%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
17,821
shares
|
$1.87 Million
0.33% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
17,612
shares
|
$1.84 Million
0.13% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
17,584
shares
|
$1.84 Million
0.19% of portfolio
|
Q4 2024
Reduced 18.66%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
17,583
shares
|
$1.84 Million
0.77% of portfolio
|
Q4 2024
Added 81.34%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
17,478
shares
|
$1.83 Million
0.1% of portfolio
|
Q4 2023
Added 14.98%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,420
shares
|
$1.82 Million
0.33% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
17,420
shares
|
$1.82 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
17,385
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2022
Reduced 6.82%
|
|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
17,312
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Added 426.36%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
17,301
shares
|
$1.81 Million
0.22% of portfolio
|
Q4 2024
Added 30.42%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
17,299
shares
|
$1.81 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
17,295
shares
|
$1.81 Million
1.01% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
17,261
shares
|
$1.81 Million
0.07% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
17,253
shares
|
$1.81 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
17,215
shares
|
$1.8 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
17,147
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
17,119
shares
|
$1.79 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
17,061
shares
|
$1.79 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
17,031
shares
|
$1.78 Million
1.93% of portfolio
|
Q4 2024
Added 0.12%
|