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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,923
shares
|
$934,059
0.01% of portfolio
|
Q2 2024
Reduced 36.81%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,895
shares
|
$931,128
0.05% of portfolio
|
Q3 2023
Added 15.85%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,893
shares
|
$930,919
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
8,878
shares
|
$929,349
0.22% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,853
shares
|
$926,732
0.0% of portfolio
|
Q3 2022
Added 111.95%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,850
shares
|
$926,418
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
8,848
shares
|
$926,208
0.04% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
8,835
shares
|
$924,847
0.06% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8,812
shares
|
$922,440
0.13% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,811
shares
|
$922,335
0.11% of portfolio
|
Q2 2024
Reduced 14.05%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
8,783
shares
|
$919,404
0.9% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
8,756
shares
|
$916,578
0.06% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
8,750
shares
|
$915,950
0.48% of portfolio
|
Q3 2024
Added 36.72%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
8,734
shares
|
$914,275
0.1% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
8,725
shares
|
$913,333
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
8,716
shares
|
$912,390
0.04% of portfolio
|
Q4 2024
Added 18.36%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
8,708
shares
|
$911,553
0.58% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,665
shares
|
$907,052
0.01% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
8,653
shares
|
$905,796
0.13% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,545
shares
|
$894,490
0.22% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
8,535
shares
|
$893,443
0.05% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
8,487
shares
|
$888,419
0.08% of portfolio
|
Q1 2022
Added 6.09%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
8,478
shares
|
$887,477
0.82% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
8,472
shares
|
$886,848
0.52% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
8,457
shares
|
$885,278
0.07% of portfolio
|
Q3 2024
Added 16.63%
|