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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,999
shares
|
$627,975
0.01% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
5,968
shares
|
$624,730
0.29% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
5,964
shares
|
$624,311
0.13% of portfolio
|
Q1 2022
Reduced 2.1%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,957
shares
|
$623,578
0.08% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
5,930
shares
|
$620,752
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,901
shares
|
$617,716
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,876
shares
|
$615,099
0.02% of portfolio
|
Q4 2022
Reduced 11.35%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
5,871
shares
|
$614,576
0.1% of portfolio
|
Q4 2023
Added 5.37%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
5,862
shares
|
$613,634
0.29% of portfolio
|
Q3 2024
Added 128.63%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
5,791
shares
|
$606,201
0.05% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
5,787
shares
|
$605,783
0.02% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
5,782
shares
|
$605,259
0.03% of portfolio
|
Q3 2023
Reduced 15.95%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
5,774
shares
|
$604,422
0.11% of portfolio
|
Q1 2024
Reduced 9.41%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
5,771
shares
|
$604,108
0.16% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,764
shares
|
$603,375
0.03% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
5,723
shares
|
$599,083
0.09% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
5,713
shares
|
$598,036
0.2% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
5,709
shares
|
$597,618
0.11% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,707
shares
|
$597,408
0.06% of portfolio
|
Q3 2024
Added 81.58%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,706
shares
|
$597,304
0.05% of portfolio
|
Q4 2023
Added 6.61%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
5,663
shares
|
$592,802
0.04% of portfolio
|
Q3 2024
Added 15.41%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
5,660
shares
|
$592,488
0.17% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
5,647
shares
|
$591,127
0.05% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
5,642
shares
|
$590,604
0.19% of portfolio
|
Q4 2024
Added 28.55%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
5,641
shares
|
$590,499
0.29% of portfolio
|
Q4 2024
Added 0.98%
|