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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,914
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
16,907
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2024
Added 41.93%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
16,882
shares
|
$1.77 Million
0.93% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
16,830
shares
|
$1.76 Million
0.29% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
16,797
shares
|
$1.76 Million
1.5% of portfolio
|
Q4 2024
Added 32.48%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
16,781
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
16,728
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
16,718
shares
|
$1.75 Million
0.45% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
16,711
shares
|
$1.75 Million
0.72% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
16,684
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Added 11.82%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
16,677
shares
|
$1.75 Million
0.17% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
16,636
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
16,556
shares
|
$1.73 Million
0.35% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
16,493
shares
|
$1.73 Million
0.93% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
16,431
shares
|
$1.72 Million
0.37% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
16,363
shares
|
$1.71 Million
0.44% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
16,328
shares
|
$1.71 Million
0.43% of portfolio
|
Q1 2022
Reduced 10.8%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
16,304
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
16,294
shares
|
$1.71 Million
0.26% of portfolio
|
Q4 2024
Added 31.85%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
16,244
shares
|
$1.7 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
16,191
shares
|
$1.69 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
16,029
shares
|
$1.68 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
16,017
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
16,000
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
15,930
shares
|
$1.67 Million
0.3% of portfolio
|
Q2 2021
Reduced 5.18%
|