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 1,830 institutions that hold shares in the stock, with a total of 415 Million shares, which have been reported (via 13F filing form) to have a value of $42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
585,025
shares
|
$59.1 Million
0.72% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
581,416
shares
|
$58.8 Million
0.37% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
580,827
shares
|
$58.7 Million
0.36% of portfolio
|
Q3 2024
Added 29.89%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
577,418
shares
|
$58.4 Million
12.4% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
570,025
shares
|
$57.6 Million
5.32% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
559,523
shares
|
$56.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
556,142
shares
|
$56.2 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
555,121
shares
|
$56.1 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
552,859
shares
|
$55.9 Million
14.17% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
551,761
shares
|
$55.8 Million
13.97% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
539,043
shares
|
$54.5 Million
0.12% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
530,128
shares
|
$53.6 Million
3.56% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
524,147
shares
|
$53 Million
1.82% of portfolio
|
Q3 2024
Added 33.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
521,633
shares
|
$52.7 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
511,977
shares
|
$51.8 Million
16.04% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
508,118
shares
|
$51.4 Million
5.04% of portfolio
|
Q1 2024
Added 10.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
506,713
shares
|
$51.2 Million
1.5% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
506,415
shares
|
$51.2 Million
0.05% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
503,893
shares
|
$50.9 Million
9.37% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
500,956
shares
|
$50.6 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
500,000
shares
|
$50.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 44.82%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
482,655
shares
|
$48.8 Million
0.93% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
481,588
shares
|
$48.7 Million
0.61% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
478,499
shares
|
$48.4 Million
5.35% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
467,771
shares
|
$47.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.02%
|