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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,953
shares
|
$1.04 Million
0.08% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,943
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
9,940
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
9,937
shares
|
$1.04 Million
0.19% of portfolio
|
Q4 2022
Reduced 1.46%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
9,929
shares
|
$1.04 Million
0.67% of portfolio
|
Q3 2024
Added 25.75%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
9,889
shares
|
$1.04 Million
0.24% of portfolio
|
Q1 2024
Reduced 33.58%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
9,829
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 338.79%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
9,739
shares
|
$1.02 Million
0.44% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
9,736
shares
|
$1.02 Million
0.79% of portfolio
|
Q4 2023
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
9,721
shares
|
$1.02 Million
0.84% of portfolio
|
Q3 2024
Reduced 11.74%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
9,709
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
9,702
shares
|
$1.02 Million
0.16% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
9,659
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,603
shares
|
$1.01 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,598
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
9,591
shares
|
$1 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
9,550
shares
|
$999,694
0.4% of portfolio
|
Q1 2024
Reduced 13.34%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
9,507
shares
|
$995,192
0.16% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,484
shares
|
$992,785
0.09% of portfolio
|
Q4 2024
Reduced 35.09%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
9,455
shares
|
$989,749
0.1% of portfolio
|
Q4 2024
Added 21.76%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
9,430
shares
|
$987,132
0.07% of portfolio
|
Q3 2024
Added 19.61%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
9,400
shares
|
$983,992
0.45% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
9,388
shares
|
$982,735
0.52% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
9,382
shares
|
$982,107
0.16% of portfolio
|
Q3 2024
Reduced 24.59%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
9,362
shares
|
$980,014
0.12% of portfolio
|
Q2 2024
Reduced 1.58%
|