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 1,872 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 $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
960,528
shares
|
$102 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
953,339
shares
|
$101 Million
11.78% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
881,122
shares
|
$93.6 Million
9.93% of portfolio
|
Q1 2023
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
861,240
shares
|
$91.5 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
827,204
shares
|
$87.9 Million
13.24% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
810,774
shares
|
$86.2 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
809,007
shares
|
$86 Million
4.71% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
798,495
shares
|
$84.8 Million
0.78% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
795,928
shares
|
$84.6 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
770,939
shares
|
$81.9 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
762,055
shares
|
$81 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
761,476
shares
|
$80.9 Million
7.45% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
744,601
shares
|
$79.1 Million
18.63% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
734,306
shares
|
$78 Million
0.79% of portfolio
|
Q3 2024
Reduced 13.06%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
722,114
shares
|
$76.7 Million
0.01% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
720,024
shares
|
$76.5 Million
1.09% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
685,907
shares
|
$72.9 Million
5.62% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
652,040
shares
|
$69.3 Million
0.74% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
640,708
shares
|
$68.1 Million
41.69% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
624,720
shares
|
$66.4 Million
10.71% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
619,382
shares
|
$65.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
609,721
shares
|
$64.8 Million
3.73% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
601,141
shares
|
$63.9 Million
6.86% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
598,017
shares
|
$63.5 Million
0.33% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
594,994
shares
|
$63.2 Million
3.28% of portfolio
|
Q3 2024
Reduced 36.22%
|