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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
241,047
shares
|
$25.6 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
240,965
shares
|
$25.6 Million
0.87% of portfolio
|
Q3 2024
Added 23.3%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
240,433
shares
|
$25.5 Million
2.04% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
239,600
shares
|
$25.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
239,515
shares
|
$25.5 Million
0.3% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
237,794
shares
|
$25.3 Million
3.65% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
237,778
shares
|
$25.3 Million
4.0% of portfolio
|
Q3 2024
Reduced 74.23%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
237,739
shares
|
$25.3 Million
5.78% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
236,681
shares
|
$25.1 Million
2.77% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
234,684
shares
|
$24.9 Million
3.12% of portfolio
|
Q3 2024
Reduced 32.8%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
231,257
shares
|
$24.6 Million
0.01% of portfolio
|
Q3 2024
Added 88.94%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
228,146
shares
|
$24.2 Million
0.62% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
227,718
shares
|
$24.2 Million
0.44% of portfolio
|
Q2 2024
Added 19.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
223,222
shares
|
$23.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
220,672
shares
|
$23.4 Million
0.85% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
219,582
shares
|
$23.3 Million
3.83% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
219,060
shares
|
$23.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
211,039
shares
|
$22.4 Million
0.45% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
208,705
shares
|
$22.2 Million
1.21% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
208,678
shares
|
$22.2 Million
1.0% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
208,261
shares
|
$22.1 Million
0.18% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
204,134
shares
|
$21.7 Million
7.69% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
203,899
shares
|
$21.7 Million
0.66% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
203,305
shares
|
$21.6 Million
0.35% of portfolio
|
Q4 2024
Reduced 11.01%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
202,099
shares
|
$21.5 Million
5.28% of portfolio
|
Q3 2024
Reduced 3.04%
|