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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
14,513
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
14,475
shares
|
$1.52 Million
0.25% of portfolio
|
Q2 2022
Reduced 9.67%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
14,450
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
14,408
shares
|
$1.51 Million
0.23% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
14,400
shares
|
$1.51 Million
0.35% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
14,334
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2024
Added 45.35%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
14,221
shares
|
$1.49 Million
0.13% of portfolio
|
Q3 2024
Reduced 28.81%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,209
shares
|
$1.49 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
14,147
shares
|
$1.48 Million
0.19% of portfolio
|
Q3 2022
Added 2.17%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
14,124
shares
|
$1.48 Million
0.15% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
14,122
shares
|
$1.48 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,102
shares
|
$1.48 Million
0.1% of portfolio
|
Q4 2023
Added 59.43%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
14,059
shares
|
$1.47 Million
0.44% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
13,998
shares
|
$1.47 Million
0.19% of portfolio
|
Q3 2023
Reduced 27.18%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
13,927
shares
|
$1.46 Million
0.08% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
13,898
shares
|
$1.45 Million
0.52% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
13,863
shares
|
$1.45 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
13,840
shares
|
$1.45 Million
0.91% of portfolio
|
Q2 2022
Reduced 7.34%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
13,796
shares
|
$1.44 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
13,780
shares
|
$1.44 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
13,748
shares
|
$1.44 Million
0.73% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
13,691
shares
|
$1.43 Million
0.19% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
13,679
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,645
shares
|
$1.43 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
13,641
shares
|
$1.43 Million
0.52% of portfolio
|
Q2 2024
New holding
|