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 |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
13,547
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
13,535
shares
|
$1.42 Million
0.47% of portfolio
|
Q3 2024
Added 81.43%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
13,434
shares
|
$1.41 Million
0.15% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
13,397
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
13,392
shares
|
$1.4 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
13,348
shares
|
$1.4 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
13,330
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Added 44.4%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
13,306
shares
|
$1.39 Million
0.1% of portfolio
|
Q2 2024
Reduced 94.01%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
13,298
shares
|
$1.39 Million
1.66% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
13,287
shares
|
$1.39 Million
0.28% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
13,275
shares
|
$1.39 Million
0.57% of portfolio
|
Q3 2024
Added 291.48%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
13,229
shares
|
$1.38 Million
0.12% of portfolio
|
Q4 2024
Reduced 82.38%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
13,194
shares
|
$1.38 Million
0.12% of portfolio
|
Q3 2024
Added 118.37%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
13,173
shares
|
$1.38 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
13,106
shares
|
$1.37 Million
2.23% of portfolio
|
Q2 2022
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
13,102
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
13,074
shares
|
$1.37 Million
0.2% of portfolio
|
Q4 2024
Added 276.01%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
13,017
shares
|
$1.36 Million
0.72% of portfolio
|
Q1 2024
Reduced 1.85%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
13,006
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,995
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Added 21.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,979
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Added 474.04%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
12,948
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
12,943
shares
|
$1.35 Million
0.09% of portfolio
|
Q1 2023
Added 69.39%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
12,943
shares
|
$1.35 Million
0.09% of portfolio
|
Q1 2023
Added 69.39%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
12,908
shares
|
$1.35 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.0%
|