Free Trial

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

→ Amazon's betting big on this unknown AI company (From Manward Press) (Ad)
Free IVW Stock Alerts
$86.66
+1.41 (+1.65%)
(As of 05/15/2024 ET)
Compare
Stock AnalysisChartHeadlinesHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Number of
Institutional Buyers
(last 12 months)
901
Total
Institutional Inflows
(last 12 months)
$4.49B
Number of
Institutional Sellers
(last 12 months)
725
Total
Institutional Outflows
(last 12 months)
$2.26B
Get IVW Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares S&P 500 Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IVW Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024Captrust Financial Advisors482,841$40.77M0.1%-14.1%0.092%
5/15/2024Ascent Group LLC97,395$8.22M0.7%+577.4%0.019%
5/15/2024SVB Wealth LLC9,816$829K0.0%-2.7%0.002%
5/15/2024 Transcendent Capital Group LLC37,632$3.18M1.8%+983.2%0.007%
5/15/2024Mount Yale Investment Advisors LLC48,052$4.06M0.3%-2.9%0.009%
5/15/2024Blue Edge Capital LLC274,013$23.14M3.9%+7.1%0.052%
5/15/2024Manhattan West Asset Management LLC9,013$761K0.2%+42.9%0.002%
5/15/2024Fairview Capital Investment Management LLC2,598$219K0.0%-5.1%0.000%
5/15/2024BOKF NA348,254$29.45M0.5%-8.2%0.066%
5/15/2024Kestra Advisory Services LLC499,503$42.18M0.3%+16.3%0.095%
5/15/2024 Truvestments Capital LLC2,474$209K0.1%-17.5%0.000%
5/14/2024 JT Stratford LLC32,122$2.71M0.5%+36.8%0.006%
5/14/2024 Cadence Bank28,506$2.41M0.2%-0.9%0.005%
5/14/2024 First Commonwealth Financial Corp PA 12,990$1.10M0.3%+4.2%0.002%
5/14/2024 Axxcess Wealth Management LLC9,163$774K0.0%-44.0%0.002%
5/14/2024 EP Wealth Advisors LLC110,016$9.29M0.1%-4.0%0.021%
5/14/2024 Freestone Capital Holdings LLC7,053$596K0.0%+11.4%0.001%
5/14/2024 CreativeOne Wealth LLC341,825$28.86M1.2%+218.7%0.065%
5/14/2024 TFO Wealth Partners LLC7,856$663K0.1%-24.6%0.001%
5/14/2024 Mattern Wealth Management LLC29,880$2.52M0.6%-1.9%0.006%
5/14/2024 Mattern Capital Management LLC8,158$689K0.1%-47.6%0.002%
5/14/2024 Payden & Rygel Investment Group222,275$18.77M0.9%N/A0.042%
5/14/2024 Crewe Advisors LLC3,911$330K0.0%+54.8%0.001%
5/14/2024 Evermay Wealth Management LLC1,631$138K0.0%+114.9%0.000%
5/14/2024 Tiemann Investment Advisors LLC14,197$1.20M0.5%+8.5%0.003%
5/14/2024 Vaughan David Investments LLC IL3,557$300K0.0%-24.2%0.001%
5/14/2024 Lake Street Advisors Group LLC8,746$739K0.0%N/A0.002%
5/13/2024 Bessemer Group Inc.22,527$1.90M0.0%+51.0%0.004%
5/13/2024 Texas Capital Bank Wealth Management Services Inc20,924$1.77M0.2%-13.4%0.004%
5/13/2024 Texas Capital Bancshares Inc TX3,102$262K0.1%+4.1%0.001%
5/13/2024 O Shaughnessy Asset Management LLC11,622$981K0.0%+8.2%0.002%
5/13/2024 Ameritas Investment Partners Inc.325,343$27.47M0.9%-12.1%0.062%
5/13/2024 PAX Financial Group LLC113,170$9.56M1.9%N/A0.022%
5/11/2024 Resurgent Financial Advisors LLC7,070$597K0.3%-31.7%0.001%
5/11/2024 Aufman Associates Inc2,445$206K0.1%N/A0.000%
5/11/2024 Beaumont Financial Advisors LLC4,452$376K0.0%-26.3%0.001%
5/11/2024 Catalytic Wealth RIA LLC79,770$6.74M1.3%+603.4%0.015%
5/11/2024 Edgestream Partners L.P.10,283$868K0.0%+163.0%0.002%
5/11/2024 Hirtle Callaghan & Co LLC33,538$2.83M0.1%-14.4%0.006%
5/10/2024 Osaic Holdings Inc.1,761,712$148.78M0.3%-54.5%0.337%
Healthcare Takes A Big Step Forward With The Help Of AI (Ad)

The average doctor can diagnose an illness correctly 50-90% of the time. But one innovative company's medical AI gets it right 92%+.

Click here to see why this small company is trusted by the Mayo Clinic
5/10/2024 Rodgers & Associates LTD179,486$15.16M1.9%-5.8%0.034%
5/10/2024 Fiducient Advisors LLC10,625$897K0.2%-14.1%0.002%
5/10/2024 TIAA Trust National Association99,825$8.43M0.0%+0.3%0.019%
5/10/2024 Alera Investment Advisors LLC183,632$15.51M2.1%-18.8%0.035%
5/10/2024 Spirepoint Private Client LLC41,362$3.49M0.5%N/A0.008%
5/10/2024 JPMorgan Chase & Co.46,660,015$3.94B0.3%+1.5%8.935%
5/10/2024 Broadview Financial Management LLC107,133$9.05M6.6%-0.5%0.021%
5/10/2024 Nicolet Advisory Services LLC5,987$504K0.1%-17.4%0.001%
5/10/2024 Pinnacle Wealth Planning Services Inc.3,893$329K0.0%+12.1%0.001%
5/10/2024 First Foundation Advisors13,853$1.17M0.0%+22.9%0.003%
5/10/2024 Pinkerton Retirement Specialists LLC391,910$33.09M5.3%+9.4%0.075%
5/10/2024 Prevail Innovative Wealth Advisors LLC4,783$404K0.1%N/A0.001%
5/10/2024 1ST Source Bank13,404$1.13M0.1%+3.2%0.003%
5/10/2024 Horizon Family Wealth Inc.130,295$11.00M8.5%-3.5%0.025%
5/10/2024 Nwam LLC51,456$4.35M0.4%+14.9%0.010%
5/9/2024 Great Lakes Retirement Inc.7,346$620K0.1%-19.1%0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC41,872$3.54M0.2%-14.4%0.008%
5/9/2024 Brighton Jones LLC48,266$4.08M0.1%+2.5%0.009%
5/9/2024 ProVise Management Group LLC9,799$827K0.1%-52.0%0.002%
5/9/2024 Private Portfolio Partners LLC4,430$374K0.1%-6.4%0.001%
5/9/2024 Orion Portfolio Solutions LLC166,785$14.08M0.2%+115.4%0.032%
5/9/2024 Blair William & Co. IL136,152$11.50M0.0%+1.4%0.026%
5/9/2024 Renasant Bank48,522$4.10M2.9%-0.3%0.009%
5/9/2024 HBK Sorce Advisory LLC23,994$2.03M0.1%+18.5%0.005%
5/9/2024 Kingsview Wealth Management LLC21,906$1.85M0.0%+3.8%0.004%
5/9/2024 Wealthquest Corp5,119$432K0.0%-8.0%0.001%
5/9/2024 Delta Investment Management LLC2,985$252K0.1%-94.9%0.001%
5/9/2024 Ledyard National Bank3,442$291K0.0%N/A0.001%
5/9/2024 TBH Global Asset Management LLC3,556$300K0.1%N/A0.001%
5/9/2024 SageView Advisory Group LLC108,229$9.14M0.4%+929.9%0.021%
5/9/2024 Avid Wealth Partners LLC61,173$5.17M4.1%N/A0.012%
5/9/2024 Interchange Capital Partners LLC19,135$1.62M1.1%+108.2%0.004%
5/9/2024 Koshinski Asset Management Inc.25,297$2.14M0.2%+277.6%0.005%
5/8/2024 Barings LLC10,483$885K0.0%-98.0%0.002%
5/8/2024 Berkshire Money Management Inc.3,267$276K0.0%N/A0.001%
5/8/2024 Camarda Financial Advisors LLC144,943$12.24M4.9%-2.8%0.028%
5/8/2024 Foundation Wealth Management LLC391,809$33.08M27.0%+3.2%0.075%
5/8/2024 Cozad Asset Management Inc.3,553$300K0.0%N/A0.001%
5/8/2024 MAI Capital Management957,104$80.82M0.8%+8.5%0.183%
5/8/2024 West Wealth Group LLC429,416$36.26M13.4%+488.1%0.082%
5/8/2024 Private Wealth Advisors LLC73,586$6.21M2.5%-4.5%0.014%
5/8/2024 TSA Wealth Managment LLC97,358$8.22M3.6%+84.6%0.019%
5/8/2024 Ethos Financial Group LLC87,024$7.35M1.4%+0.2%0.017%
5/8/2024 Bleakley Financial Group LLC94,975$8.02M0.2%+3.9%0.018%
5/8/2024 Neumann Capital Management LLC8,000$676K0.2%-14.9%0.002%
5/8/2024 Baron Wealth Management LLC29,259$2.47M1.3%-6.4%0.006%
5/8/2024 Avantax Advisory Services Inc.551,873$46.60M0.4%+59.4%0.106%
5/8/2024 US Bancorp DE3,600,393$304.02M0.4%+6.6%0.689%
5/8/2024 QRG Capital Management Inc.8,457$714K0.0%+1.9%0.002%
5/8/2024 Watershed Private Wealth LLC12,091$1.02M0.5%-77.1%0.002%
Healthcare Takes A Big Step Forward With The Help Of AI (Ad)

The average doctor can diagnose an illness correctly 50-90% of the time. But one innovative company's medical AI gets it right 92%+.

Click here to see why this small company is trusted by the Mayo Clinic
5/8/2024 Headlands Technologies LLC3,764$318K0.1%+517.0%0.001%
5/8/2024 New Republic Capital LLC6,729$568K0.4%+59.9%0.001%
5/8/2024 Semus Wealth Partners LLC5,061$427K0.4%N/A0.001%
5/7/2024 Verus Capital Partners LLC25,079$2.12M0.2%+104.7%0.005%
5/7/2024 Capital Square LLC14,304$1.21M0.9%N/A0.003%
5/7/2024 Abbrea Capital LLC5,286$446K0.1%-2.8%0.001%
5/7/2024 Sei Investments Co.236,814$20.00M0.0%-5.7%0.045%
5/7/2024 Chilton Capital Management LLC701$59K0.0%-32.3%0.000%
5/7/2024 SilverOak Wealth Management LLC580,327$49.00M12.2%-1.8%0.111%
5/7/2024 Concurrent Investment Advisors LLC290,579$24.54M1.0%+16.9%0.056%
(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, 1,554 institutional investors and hedge funds held shares of iShares S&P 500 Growth ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($3.94B), Morgan Stanley ($2.01B), Envestnet Asset Management Inc. ($1.62B), Wells Fargo & Company MN ($1.17B), Bank of America Corp DE ($1.05B), Jones Financial Companies Lllp ($966.06M), and The Manufacturers Life Insurance Company ($685.16M).Learn more on IVW's institutional investors.

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

Of the 1,274 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. ($13.11M), JPMorgan Chase & Co. ($9.43M), The Manufacturers Life Insurance Company ($8.83M), Envestnet Portfolio Solutions Inc. ($3.97M), CWM LLC ($3.17M), Clark Capital Management Group Inc. ($2.98M), and LPL Financial LLC ($2.81M).

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

Institutional investors have bought a total of 120,668,195 shares in the last 24 months. This purchase volume represents approximately $8.27B in transactions.

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

Of the 1,024 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: Envestnet Asset Management Inc. ($10.96M), JPMorgan Chase & Co. ($9.50M), Jones Financial Companies Lllp ($5.11M), Advisor Group Holdings Inc. ($4.50M), M&T Bank Corp ($4.14M), Osaic Holdings Inc. ($2.11M), and Bank of America Corp DE ($1.92M).

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

Institutional investors have sold a total of 78,745,993 shares in the last 24 months. This volume of shares sold represents approximately $5.15B in transactions.


Related Companies:
This page (NYSEARCA:IVW) was last updated on 5/16/2024 by MarketBeat.com Staff

From Our Partners
Biden to Drop BOMBSHELL June 13th?
Paradigm Press
Healthcare Takes A Big Step Forward With The Help Of AI
The Bull Report
Amazon's betting big on this unknown AI company
Manward Press
This Wall Street stock prediction just went viral
Chaikin Analytics
The #1 Biotech Stock to Watch in 2024 is Attacking Viruses in a Unique Way
Smallcaps Daily
Top 5 AI Stocks to Buy for 2024
Market Moving Trends
Top 5 Tech Stocks to Buy for 2024
Daily Market Alerts
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media