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

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$82.53
+1.56 (+1.93%)
(As of 04/26/2024 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)
914
Total
Institutional Inflows
(last 12 months)
$4.35B
Number of
Institutional Sellers
(last 12 months)
747
Total
Institutional Outflows
(last 12 months)
$2.12B
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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
4/27/2024Conning Inc.71,106$6.00M0.2%+0.4%0.014%
4/27/2024Fonville Wealth Management LLC28,063$2.37M1.0%-1.7%0.005%
4/27/2024Signature Wealth Management Partners LLC95,372$8.05M6.6%-1.0%0.018%
4/27/2024Capital Performance Advisors LLP23,033$1.95M0.7%N/A0.004%
4/26/2024Sterling Investment Counsel LLC308,945$26.09M12.0%+1.7%0.059%
4/26/2024BLB&B Advisors LLC2,486$210K0.0%N/A0.000%
4/26/2024Planned Solutions Inc.10,799$912K0.4%+4.5%0.002%
4/26/2024UMB Bank n.a.213,026$17.99M0.3%-4.2%0.041%
4/26/2024RCS Financial Planning LLC18,133$1.53M0.9%+35.8%0.003%
4/26/2024MBA Advisors LLC33,295$2.81M1.5%-1.7%0.006%
4/26/2024Northwest Bancshares Inc.26,242$2.22M0.3%+0.8%0.005%
4/26/2024JNBA Financial Advisors10,863$917K0.1%-2.8%0.002%
4/26/2024YHB Investment Advisors Inc.107,410$9.07M0.8%-5.5%0.021%
4/26/2024SlateStone Wealth LLC12,351$1.04M0.1%-1.6%0.002%
4/26/2024First National Trust Co11,652$984K0.0%-3.2%0.002%
4/26/2024Clear Creek Financial Management LLC300,378$25.36M3.2%-3.9%0.058%
4/26/2024First Personal Financial Services15,697$1.33M0.3%-1.7%0.003%
4/26/2024 Mesirow Financial Investment Management Inc.166,652$14.07M0.3%N/A0.032%
4/26/2024Sprinkle Financial Consultants LLC18,029$1.52M1.3%-2.6%0.003%
4/26/2024Verdence Capital Advisors LLC4,822$407K0.0%-7.2%0.001%
4/26/2024Latitude Advisors LLC2,687$227K0.1%N/A0.001%
4/26/2024Tritonpoint Wealth LLC11,271$904K0.1%-6.4%0.002%
4/26/2024Meridian Wealth Management LLC8,703$735K0.1%-2.3%0.002%
4/26/2024Bogart Wealth LLC8,169$690K0.0%-12.7%0.002%
4/25/2024Allworth Financial LP576,965$48.72M0.3%-3.4%0.110%
4/25/2024Lindbrook Capital LLC36,263$3.06M0.3%+1.5%0.007%
4/25/2024One Day In July LLC9,576$809K0.1%+4.6%0.002%
4/25/2024W Advisors LLC116,603$9.85M6.8%+2.9%0.022%
4/25/2024Human Investing LLC2,540$214K0.0%N/A0.000%
4/25/2024TRUE Private Wealth Advisors35,809$3.02M0.3%+30.9%0.007%
4/25/2024Osborne Partners Capital Management LLC2,485$210K0.0%N/A0.000%
4/25/2024TNF LLC7,778$633K0.3%-82.0%0.001%
4/25/2024Smith Chas P & Associates PA Cpas6,084$514K0.0%+4.3%0.001%
4/25/2024Capital Investment Advisory Services LLC59,256$5.00M0.5%+3.1%0.011%
4/25/2024Simplex Trading LLC20,592$1.74M0.0%N/A0.004%
4/25/2024L.M. Kohn & Company2,952$249K0.1%N/A0.001%
4/25/2024Klaas Financial Asset Advisors LLC23,707$2.00M0.4%-5.1%0.005%
4/25/2024 Valeo Financial Advisors LLC30,268$2.46M0.1%+4.4%0.006%
4/25/2024Tilson Financial Group Inc.84,316$7.12M3.8%-2.3%0.016%
4/25/2024 Summit Financial LLC4,406$372K0.0%+15.1%0.001%
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4/25/2024 Cambridge Investment Research Advisors Inc.786,811$66.44M0.3%-1.2%0.150%
4/25/2024 Gordian Advisors LLC2,616$221K0.2%-34.3%0.000%
4/24/2024 Private Trust Co. NA23,506$1.99M0.2%+9.8%0.004%
4/24/2024 Krilogy Financial LLC25,870$2.18M0.2%+3.2%0.005%
4/24/2024 PSI Advisors LLC2,712$229K0.1%-5.1%0.001%
4/24/2024 Patton Albertson Miller Group LLC15,594$1.32M0.2%-1.1%0.003%
4/24/2024 CENTRAL TRUST Co16,116$1.36M0.0%-3.3%0.003%
4/24/2024 Newbridge Financial Services Group Inc.551$47K0.0%-44.0%0.000%
4/24/2024 Pegasus Partners Ltd.2,540$214K0.0%N/A0.000%
4/24/2024 Blue Bell Private Wealth Management LLC5,774$488K0.1%-9.4%0.001%
4/24/2024 Round Rock Advisors LLC31,460$2.66M0.6%+1.7%0.006%
4/24/2024 Smith Anglin Financial LLC1,462,631$123.51M12.8%+38.1%0.279%
4/24/2024 Simplicity Wealth LLC142,699$12.05M0.3%+905.1%0.027%
4/24/2024 NBT Bank N A NY8,698$734K0.1%+21.1%0.002%
4/24/2024 Avitas Wealth Management LLC140,485$11.86M1.8%-25.7%0.027%
4/24/2024 Spire Wealth Management225,556$19.05M0.8%+12.0%0.043%
4/24/2024 First Pacific Financial460$39K0.0%-29.7%0.000%
4/24/2024 Essex Financial Services Inc.27,177$2.30M0.2%+6.2%0.005%
4/24/2024 Bar Harbor Wealth Management8,081$682K0.0%-8.1%0.002%
4/23/2024 Charter Oak Capital Management LLC77,475$6.54M0.7%-5.3%0.015%
4/23/2024 Canal Capital Management LLC4,176$353K0.1%-15.2%0.001%
4/23/2024Busey Bank364,779$30.80M1.1%-0.3%0.070%
4/23/2024 Platte River Wealth Advisors LLC495,534$41.84M11.9%+26.8%0.094%
4/23/2024 Global Retirement Partners LLC141,041$11.91M0.4%+12.9%0.027%
4/23/2024 Cornell Pochily Investment Advisors Inc.19,564$1.65M0.7%+0.8%0.004%
4/23/2024 Arbor Investment Advisors LLC10,251$866K0.1%+3.0%0.002%
4/23/2024 Twin Peaks Wealth Advisors LLC20,794$1.76M1.0%+238.3%0.004%
4/23/2024 LaFleur & Godfrey LLC2,792$236K0.0%-14.7%0.001%
4/23/2024 Venturi Wealth Management LLC24,101$2.04M0.1%+131.7%0.005%
4/23/2024 Community Financial Services Group LLC3,988$337K0.1%N/A0.001%
4/23/2024 Oak Harbor Wealth Partners LLC4,621$390K0.1%-21.4%0.001%
4/23/2024 Nations Financial Group Inc. IA ADV52,316$4.42M0.4%-12.4%0.010%
4/23/2024 Gradient Investments LLC3,821$323K0.0%-10.1%0.001%
4/23/2024 TrueWealth Advisors LLC4,342$367K0.1%+51.9%0.001%
4/23/2024 Fifth Third Bancorp897,959$75.82M0.3%-4.9%0.171%
4/23/2024 McAdam LLC5,161$436K0.0%+4.4%0.001%
4/23/2024 Stablepoint Partners LLC21,434$1.81M0.4%+46.7%0.004%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA6,245$500K0.0%-4.2%0.001%
4/23/2024 Strategic Blueprint LLC27,953$2.36M0.2%-11.3%0.005%
4/23/2024 Bank of Stockton11,969$1.01M0.3%-4.4%0.002%
4/23/2024 4J Wealth Management LLC8,538$721K0.6%-2.1%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.2,408,561$203.38M0.3%-11.4%0.459%
4/23/2024 StoneCrest Wealth Management Inc.31,370$2.65M2.3%-5.7%0.006%
4/23/2024 Sutton Place Investors LLC14,273$1.21M0.6%+233.7%0.003%
4/23/2024 Sapient Capital LLC66,297$5.60M0.1%+6.9%0.013%
4/23/2024 Gray Private Wealth LLC40,983$3.46M2.3%N/A0.008%
4/22/2024 Strategic Financial Concepts LLC3,790$320K0.1%N/A0.001%
4/22/2024 Corrigan Financial Inc.30,801$2.60M0.7%-2.3%0.006%
4/22/2024 Cahaba Wealth Management Inc.69,483$5.87M0.5%-1.5%0.013%
4/22/2024 Kessler Investment Group LLC15,623$1.32M0.8%-1.7%0.003%
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4/22/2024 American Financial Advisors LLC9,301$785K0.1%-1.5%0.002%
4/22/2024 PFG Investments LLC3,285$277K0.0%N/A0.001%
4/22/2024 Financial Management Network Inc.77,811$6.47M1.6%-3.1%0.015%
4/22/2024 Laurel Wealth Planning LLC59,404$5.02M3.3%-1.1%0.011%
4/22/2024 Bay Harbor Wealth Management LLC76,045$6.42M2.3%+167.0%0.014%
4/22/2024 Oakworth Capital Inc.8,794$743K0.1%-4.8%0.002%
4/22/2024 Parsons Capital Management Inc. RI2,560$216K0.0%N/A0.000%
4/22/2024 Horst & Graben Wealth Management LLC179,074$15.12M3.1%+120.6%0.034%
4/22/2024 Raymond James & Associates2,111,674$178.31M0.1%+1.9%0.402%
4/22/2024 Aurora Private Wealth Inc.7,821$661K0.6%-4.6%0.001%
(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, 1,577 institutional investors and hedge funds held shares of iShares S&P 500 Growth ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($2.97B), 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 1,291 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. ($20.72M), JPMorgan Chase & Co. ($12.59M), The Manufacturers Life Insurance Company ($8.83M), Advisor Group Holdings 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 134,429,545 shares in the last 24 months. This purchase volume represents approximately $9.26B in transactions.

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

Of the 1,039 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), Bank of America Corp DE ($1.92M), and Fifth Third Bancorp ($1.59M).

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

Institutional investors have sold a total of 80,281,027 shares in the last 24 months. This volume of shares sold represents approximately $5.24B in transactions.


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This page (NYSEARCA:IVW) was last updated on 4/27/2024 by MarketBeat.com Staff

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