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iShares S&P 500 Growth ETF (IVW) Institutional Ownership

iShares S&P 500 Growth ETF logo
$105.20 +1.36 (+1.31%)
(As of 12/24/2024 05:10 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Number of
Institutional Buyers
(last 12 months)
946
Total
Institutional Inflows
(last 12 months)
$6.59B
Number of
Institutional Sellers
(last 12 months)
774
Total
Institutional Outflows
(last 12 months)
$1.95B
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IVW Institutional Buying and Selling by Quarter

iShares S&P 500 Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Independent Solutions Wealth Management LLC182,107$17.44M3.9%-9.0%0.035%
12/17/2024 Hiley Hunt Wealth Management6,511$623K0.4%-5.8%0.001%
12/16/2024 SMART Wealth LLC2,409$231K0.1%+8.5%0.000%
12/13/2024 B. Riley Wealth Advisors Inc.228,146$21.66M0.6%-16.1%0.044%
12/11/2024 1ST Source Bank12,538$1.20M0.1%-3.1%0.002%
12/10/2024 Garden State Investment Advisory Services LLC3,062$293K0.1%-5.2%0.001%
12/9/2024 Copley Financial Group Inc.669$64K0.1%N/A0.000%
12/9/2024 Forthright Family Wealth Advisory LLC125,195$13.02M7.9%+231.8%0.024%
12/3/2024 Bush Investment Group LLC39,237$3.76M3.0%+3.3%0.007%
12/2/2024 Beaird Harris Wealth Management LLC795$76K0.0%+29.3%0.000%
11/29/2024 American Trust3,805$364K0.0%+52.0%0.001%
11/29/2024 Old North State Trust LLC4,287$410K0.3%-3.3%0.001%
11/27/2024 Franklin Resources Inc.83,882$8.20M0.0%+0.5%0.016%
11/26/2024 Peapack Gladstone Financial Corp147,554$14.13M0.2%-4.5%0.028%
11/25/2024 Synovus Financial Corp35,731$3.42M0.0%-7.2%0.007%
11/25/2024 PVG Asset Management Corp4,601$441K1.8%N/A0.001%
11/25/2024 Wilmington Savings Fund Society FSB287,774$27.55M0.5%+244.7%0.055%
11/25/2024 Arvest Bank Trust Division594,994$56.97M3.3%N/A0.114%
11/25/2024 Broadview Financial Management LLC107,557$10.30M7.0%+0.6%0.021%
11/25/2024 Sfmg LLC4,523$433K0.0%-2.9%0.001%
11/25/2024 World Investment Advisors LLC271,973$26.04M0.6%-32.7%0.052%
11/25/2024 Sanctuary Advisors LLC1,412,222$140.69M0.9%+29.8%0.270%
11/22/2024 Fulcrum Equity Management7,973$763K0.6%-63.8%0.002%
11/19/2024 Invst LLC244,261$23.39M2.8%-36.7%0.047%
11/18/2024 Soltis Investment Advisors LLC55,902$5.35M0.5%+9.5%0.011%
11/18/2024 Rehmann Capital Advisory Group1,056,304$101.16M6.6%+0.7%0.202%
11/18/2024 TD Private Client Wealth LLC333,444$31.93M0.9%+6.0%0.064%
11/18/2024 Hobbs Group Advisors LLC1,335$128K0.0%+19.6%0.000%
11/18/2024 Arete Wealth Advisors LLC21,328$2.03M0.2%-21.7%0.004%
11/18/2024 Asset Allocation Strategies LLC77,568$7.43M2.1%-25.7%0.015%
11/18/2024 Sunbelt Securities Inc.183,514$17.57M1.7%+1.5%0.035%
11/18/2024 Coldstream Capital Management Inc.94,508$9.05M0.2%-6.6%0.018%
11/15/2024 MidWestOne Financial Group Inc.4,435$425K0.1%+10.4%0.001%
11/15/2024 Clarity Asset Management Inc.15,396$1.47M1.0%-3.2%0.003%
11/15/2024 High Falls Advisors Inc305,162$29.22M6.7%-6.4%0.058%
11/15/2024 M&T Bank Corp4,667,296$446.89M1.5%-3.2%0.891%
11/15/2024 Continuum Advisory LLC6,508$653K0.1%-3.7%0.001%
11/15/2024 SGL Investment Advisors Inc.39,819$4.00M2.0%N/A0.008%
11/15/2024 EWA LLC325,519$32.66M11.8%-12.5%0.062%
11/15/2024 Glass Jacobson Investment Advisors llc3,835$367K0.1%-6.4%0.001%
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11/15/2024 MML Investors Services LLC2,978,879$285.23M1.0%-3.0%0.569%
11/15/2024 Dorsey Wright & Associates32,670$3.13M0.7%-6.0%0.006%
11/15/2024 Dunhill Financial LLC2,800$268K0.1%+499.6%0.001%
11/15/2024 MCIA Inc2,947$298K0.1%-6.6%0.001%
11/15/2024 Orion Portfolio Solutions LLC282,751$27.07M0.6%-4.6%0.054%
11/15/2024 World Investment Advisors LLC271,973$26.04M0.1%-32.7%0.052%
11/15/2024 National Bank of Canada FI31,991$3.06M0.0%-1.1%0.006%
11/15/2024 EP Wealth Advisors LLC123,660$11.84M0.1%+12.6%0.024%
11/15/2024 United Services Automobile Association48,956$4.69M0.1%+6.4%0.009%
11/15/2024 Insigneo Advisory Services LLC2,734$262K0.0%-29.6%0.001%
11/15/2024 Kovitz Investment Group Partners LLC581,416$55.67M0.4%+4.5%0.111%
11/15/2024 Two Sigma Advisers LP500,000$47.88M0.1%-44.8%0.095%
11/15/2024 Texas Capital Bank Wealth Management Services Inc14,221$1.36M0.1%-28.8%0.003%
11/15/2024 Stifel Financial Corp7,475,408$715.78M0.8%+0.3%1.427%
11/15/2024 Swmg LLC117,557$11.87M4.9%-3.6%0.022%
11/15/2024 SageView Advisory Group LLC4,990$478K0.0%-44.4%0.001%
11/15/2024 Quadrature Capital Ltd4,577$438K0.0%N/A0.001%
11/15/2024 Quantinno Capital Management LP61,923$5.93M0.1%+16.1%0.012%
11/15/2024 Redwood Investment Management LLC31,528$3.02M0.3%-7.7%0.006%
11/15/2024 Resurgent Financial Advisors LLC16,493$1.58M0.9%-495.4%0.003%
11/15/2024 Pinnacle Family Advisors LLC39,371$3.77M2.0%+739.3%0.008%
11/15/2024 IHT Wealth Management LLC36,136$3.46M0.1%-11.9%0.007%
11/15/2024 Ingalls & Snyder LLC2,099$201K0.0%N/A0.000%
11/15/2024 Integrated Wealth Concepts LLC585,025$56.02M0.7%+5.3%0.112%
11/15/2024 HighTower Advisors LLC1,853,681$177.46M0.3%+6.5%0.354%
11/15/2024 Hilltop Holdings Inc.4,284$410K0.0%+15.7%0.001%
11/15/2024 Garden State Investment Advisory Services LLC3,062$293K0.1%-5.2%0.001%
11/15/2024 Ascent Group LLC180,371$17.27M1.3%-4.0%0.034%
11/15/2024 Benjamin Edwards Inc.9,176$879K0.0%N/A0.002%
11/15/2024 Kestra Investment Management LLC3,154$302K0.0%N/A0.001%
11/15/2024 FSA Wealth Management LLC1,180$113K0.0%N/A0.000%
11/14/2024 Tradition Wealth Management LLC81,992$7.85M0.7%+0.4%0.016%
11/14/2024 Edgestream Partners L.P.5,787$554K0.0%+5.2%0.001%
11/14/2024 Acropolis Investment Management LLC155,439$14.88M0.9%+0.2%0.030%
11/14/2024 L.M. Kohn & Company2,952$283K0.1%+22.8%0.001%
11/14/2024 TRUE Private Wealth Advisors48,790$4.67M0.6%+8.0%0.009%
11/14/2024 Flow Traders U.S. LLC34,917$3.34M0.2%+831.4%0.007%
11/14/2024 Captrust Financial Advisors467,771$44.79M0.1%-2.0%0.089%
11/14/2024 Icon Wealth Advisors LLC409,934$39.25M3.3%-5.3%0.078%
11/14/2024 Rockefeller Capital Management L.P.521,633$49.95M0.1%-1.1%0.100%
11/14/2024 Pin Oak Investment Advisors Inc.829$79K0.1%-19.4%0.000%
11/14/2024 Financial Counselors Inc.36,685$3.51M0.1%+6.5%0.007%
11/14/2024 Fiduciary Trust Co8,665$830K0.0%+3.6%0.002%
11/14/2024 Stone House Investment Management LLC313,562$30.02M6.2%-1.5%0.060%
11/14/2024 First Commonwealth Financial Corp PA25,694$2.46M0.6%+8.4%0.005%
11/14/2024 True Vision MN LLC88,923$8.51M5.0%-6.0%0.017%
11/14/2024 CreativeOne Wealth LLC524,147$50.19M1.7%+33.4%0.100%
11/13/2024 Glenmede Trust Co. NA60,657$5.81M0.0%-0.4%0.012%
11/13/2024 Freedom Investment Management Inc.5,663$542K0.0%+15.4%0.001%
11/13/2024 Townsquare Capital LLC177,548$17M0.2%-0.1%0.034%
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11/13/2024 Cadence Bank28,612$2.74M0.2%N/A0.005%
11/13/2024 All Terrain Financial Advisors LLC8,164$782K0.3%-12.4%0.002%
11/13/2024 BNP Paribas Financial Markets162,318$15.54M0.0%+35.6%0.031%
11/13/2024 Avestar Capital LLC82,415$7.89M0.8%-5.6%0.016%
11/13/2024 FMR LLC2,151,918$206.05M0.0%-0.5%0.411%
11/13/2024 D.A. Davidson & CO.79,208$7.58M0.1%-7.8%0.015%
11/13/2024 Elios Financial Group Inc.25,324$2.43M1.1%N/A0.005%
11/13/2024 Patton Albertson Miller Group LLC54,313$5.20M0.7%+16.2%0.010%
11/13/2024 The Manufacturers Life Insurance Company861,240$82.46M0.1%N/A0.164%
11/13/2024 Bank of Montreal Can619,382$59.00M0.0%-1.7%0.118%
(Data available from 1/1/2016 forward)

IVW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVW shares?

During the previous two years, 1,639 institutional investors and hedge funds held shares of iShares S&P 500 Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($4.54B), JPMorgan Chase & Co. ($3.94B), Morgan Stanley ($2.01B), LPL Financial LLC ($1.50B), Wells Fargo & Company MN ($1.17B), Bank of America Corp DE ($1.05B), and Jones Financial Companies Lllp ($966.06M).Learn more on IVW's institutional investors.

Which institutional investors have been buying iShares S&P 500 Growth ETF stock?

Of the 1,358 institutional investors that purchased iShares S&P 500 Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($28.27M), LPL Financial LLC ($7.08M), Envestnet Portfolio Solutions Inc. ($6.37M), JPMorgan Chase & Co. ($5.91M), CWM LLC ($4.75M), Park Avenue Securities LLC ($4.22M), and Cetera Investment Advisers ($2.77M).

How much institutional buying is happening at iShares S&P 500 Growth ETF?

Institutional investors have bought a total of 141,275,721 shares in the last 24 months. This purchase volume represents approximately $10.96B in transactions.

Which iShares S&P 500 Growth ETF major shareholders have been selling company stock?

Of the 1,074 institutional investors that sold iShares S&P 500 Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($9.50M), Jones Financial Companies Lllp ($5.11M), M&T Bank Corp ($4.29M), Osaic Holdings Inc. ($2.11M), Fifth Third Bancorp ($1.66M), Smith Anglin Financial LLC ($1.30M), and Miracle Mile Advisors LLC ($1.25M).

How much institutional selling is happening at iShares S&P 500 Growth ETF?

Institutional investors have sold a total of 55,865,943 shares in the last 24 months. This volume of shares sold represents approximately $4.07B in transactions.


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This page (NYSEARCA:IVW) was last updated on 12/25/2024 by MarketBeat.com Staff
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