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 1,930 institutions that hold shares in the stock, with a total of 420 Million shares, which have been reported (via 13F filing form) to have a value of $44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
62
shares
|
$6,494
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
62
shares
|
$6,494
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
49
shares
|
$5,132
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
49
shares
|
$5,132
0.0% of portfolio
|
Q4 2022
Reduced 96.84%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
48
shares
|
$5,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
45
shares
|
$4,713
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
28
shares
|
$2,933
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
21
shares
|
$2,199
0.0% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
18
shares
|
$1,885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
17
shares
|
$1,780
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
15
shares
|
$1,571
0.0% of portfolio
|
Q3 2023
Reduced 84.21%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
12
shares
|
$1,257
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
10
shares
|
$1,047
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
8
shares
|
$838
0.0% of portfolio
|
Q3 2024
Reduced 94.16%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$209
0.02% of portfolio
|
Q4 2024
Reduced 99.87%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
1
shares
|
$104
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|