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S&P 500   4,337.44
DOW   34,006.88
QQQ   359.61
3 Blue Chip Safe Havens to Shield Your Portfolio
Experts: "NVIDIA Bubble" Could Affect Entire Market (Ad)
Is Jet Blue's Descent Into Penny Stock Territory an Opportunity?
Are Gene Therapy Stocks The Market's Next Big Winners?
Experts: "NVIDIA Bubble" Could Affect Entire Market (Ad)
3 Stocks That Flourish In The Fall
Buy The World’s Largest IT Infrastructure Provider For Under $20
Options Trading Plan–Perfect For Beginners (Ad)
2 Must-Have Silicon Companies That Don't Make Microchips
Small Caps That Have Priced In A Hard Landing For Big Upside
S&P 500   4,337.44
DOW   34,006.88
QQQ   359.61
3 Blue Chip Safe Havens to Shield Your Portfolio
Experts: "NVIDIA Bubble" Could Affect Entire Market (Ad)
Is Jet Blue's Descent Into Penny Stock Territory an Opportunity?
Are Gene Therapy Stocks The Market's Next Big Winners?
Experts: "NVIDIA Bubble" Could Affect Entire Market (Ad)
3 Stocks That Flourish In The Fall
Buy The World’s Largest IT Infrastructure Provider For Under $20
Options Trading Plan–Perfect For Beginners (Ad)
2 Must-Have Silicon Companies That Don't Make Microchips
Small Caps That Have Priced In A Hard Landing For Big Upside
S&P 500   4,337.44
DOW   34,006.88
QQQ   359.61
3 Blue Chip Safe Havens to Shield Your Portfolio
Experts: "NVIDIA Bubble" Could Affect Entire Market (Ad)
Is Jet Blue's Descent Into Penny Stock Territory an Opportunity?
Are Gene Therapy Stocks The Market's Next Big Winners?
Experts: "NVIDIA Bubble" Could Affect Entire Market (Ad)
3 Stocks That Flourish In The Fall
Buy The World’s Largest IT Infrastructure Provider For Under $20
Options Trading Plan–Perfect For Beginners (Ad)
2 Must-Have Silicon Companies That Don't Make Microchips
Small Caps That Have Priced In A Hard Landing For Big Upside
NYSEARCA:IVW

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

$69.27
+0.35 (+0.51%)
(As of 09/25/2023 ET)
Compare
Today's Range
$68.64
▼
$69.28
50-Day Range
$68.90
▼
$72.65
52-Week Range
$55.30
▼
$72.87
Volume
1.11 million shs
Average Volume
1.83 million shs
Market Capitalization
$33.94 billion
Assets Under Management
$34.01 billion
Dividend Yield
0.75%
Net Expense Ratio
0.18%
ProfileChartHeadlinesHoldingsOptions ChainRatings

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

Number of
Institutional Buyers
(last 12 months)
864
Total
Institutional Inflows
(last 12 months)
$35.28 B
Number of
Institutional Sellers
(last 12 months)
752
Total
Institutional Outflows
(last 12 months)
$2.38 B
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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
9/21/2023Halpern Financial Inc.268,556$18.93M6.5%-0.2%0.055%
9/21/2023Baystate Wealth Management LLC1,558$0.11M0.0%-10.4%0.000%
9/12/2023Farther Finance Advisors LLC6,819$0.48M0.1%+579.9%0.001%
9/7/2023Jag Capital Management LLC3,015$0.21M0.0%-24.4%0.001%
9/5/2023Covenant Partners LLC4,416$0.31M0.1%-10.7%0.001%
9/5/2023Delos Wealth Advisors LLC766$54K0.1%N/A0.000%
9/1/2023Portside Wealth Group LLC2,982$0.21M0.0%N/A0.001%
9/1/2023Corrigan Financial Inc.31,622$2.23M0.7%-0.9%0.006%
9/1/2023Manhattan West Asset Management LLC6,673$0.47M0.2%-28.3%0.001%
8/30/2023Chapin Davis Inc.17,740$1.25M0.6%+1.0%0.004%
8/30/2023Western Wealth Management LLC223,163$15.73M1.3%+2.1%0.046%
8/24/2023ProVise Management Group LLC17,944$1.27M0.1%-1.1%0.004%
8/23/2023Rehmann Capital Advisory Group920,191$64.86M5.7%+13.4%0.188%
8/22/2023Idaho Trust Bank20,140$1.42M0.9%N/A0.004%
8/21/2023BOKF NA355,298$25.04M0.5%+4.3%0.073%
8/21/2023Blue Edge Capital LLC255,158$17.98M3.6%-1.3%0.052%
8/21/2023VisionPoint Advisory Group LLC2,790$0.20M0.1%N/A0.001%
8/21/2023Vestor Capital LLC70,125$4.94M0.5%-3.7%0.014%
8/21/2023Osaic Holdings Inc.3,413,965$240.47M0.4%+0.9%0.697%
8/21/2023Principal Street Partners LLC275,618$19.43M4.5%+0.2%0.056%
8/17/2023Vicus Capital4,738$0.33M0.0%-5.5%0.001%
8/17/2023Orion Portfolio Solutions LLC23,032$1.62M0.0%+55.9%0.005%
8/17/2023Camarda Financial Advisors LLC125,496$8.85M4.4%-47.7%0.026%
8/17/2023Coppell Advisory Solutions LLC1,532$0.11M0.0%N/A0.000%
8/17/2023Imprint Wealth LLC7,279$0.51M0.0%-12.4%0.001%
8/16/2023Vestor Capital LLC5,594$0.39M0.0%-92.3%0.001%
8/16/2023Resources Management Corp CT ADV2,404$0.17M0.0%+1,557.9%0.000%
8/16/2023CreativeOne Wealth LLC26,478$1.87M0.1%+42.5%0.005%
8/16/2023PCA Investment Advisory Services Inc.5,827$0.41M0.2%-12.3%0.001%
8/16/2023Sunbelt Securities Inc.180,983$12.76M1.8%+3.0%0.037%
8/16/2023Verity Asset Management Inc.12,341$0.87M0.6%-16.5%0.003%
8/16/2023GTS Securities LLC119,454$8.42M0.3%N/A0.024%
8/15/2023Alliancebernstein L.P.101,203$7.13M0.0%-0.7%0.021%
8/15/2023Equitable Holdings Inc.799,903$56.38M0.8%-6.5%0.163%
8/15/2023High Falls Advisors Inc11,145$0.79M0.2%N/A0.002%
8/15/2023Imprint Wealth LLC513,013$51.30M0.3%+6,074.9%0.105%
8/15/2023Objective Capital Management LLC46,030$3.24M2.8%-5.1%0.009%
8/15/2023Kraft Davis & Associates LLC105,969$7.52M2.6%N/A0.022%
8/15/2023Strategic Investment Solutions Inc. IL1,805$0.12M0.0%-49.6%0.000%
8/15/2023EPG Wealth Management LLC119,260$8.41M2.5%-1.0%0.024%
8/15/2023Atlas Capital Advisors LLC3,066$0.22M0.0%+666.5%0.001%
8/15/2023Arvest Trust Co. N A678,137$49.27M2.9%-3.1%0.138%
8/15/2023Cornerstone Planning Group LLC789$56K0.0%N/A0.000%
8/15/2023Natixis Advisors L.P.107,517$7.58M0.0%+8.4%0.022%
8/15/2023Moneta Group Investment Advisors LLC782,519$55.15M1.2%+22.0%0.160%
8/15/2023Integrated Wealth Concepts LLC91,365$6.44M0.1%+38.1%0.019%
8/15/2023Crestwood Advisors Group LLC16,578$1.17M0.0%+4.8%0.003%
8/15/2023Raymond James Trust N.A.55,130$3.89M0.1%-7.2%0.011%
8/15/2023First Citizens Bank & Trust Co.19,896$1.40M0.0%-7.4%0.004%
8/15/2023Benjamin F. Edwards & Company Inc.14,947$1.05M0.0%+44.3%0.003%
8/15/2023Colony Group LLC329,298$23.21M0.3%-0.7%0.067%
8/15/2023Parkside Financial Bank & Trust14,097$0.99M0.2%+3.3%0.003%
8/15/2023IHT Wealth Management LLC27,793$1.96M0.1%+5.7%0.006%
8/15/2023Centaurus Financial Inc.102,402$7.22M0.6%+9.0%0.021%
8/15/2023WMS Partners LLC24,794$1.75M0.1%-2.5%0.005%
8/15/2023Y Intercept Hong Kong Ltd8,848$0.62M0.1%+18.8%0.002%
8/15/2023United Services Automobile Association26,423$1.86M0.1%+2.4%0.005%
8/15/2023Goldman Sachs Group Inc.6,332,449$446.31M0.1%-3.0%1.292%
8/15/2023Wealthsource Partners LLC41,224$2.91M0.2%+11.2%0.008%
8/15/2023Pin Oak Investment Advisors Inc.1,100$78K0.1%-12.0%0.000%
8/15/2023Belpointe Asset Management LLC52,840$3.72M0.4%+2.4%0.011%
8/15/2023Fortis Capital Advisors LLC11,800$0.83M0.5%+9.3%0.002%
8/15/2023Harbour Investments Inc.37,997$2.68M0.1%+4.3%0.008%
8/15/2023Waverly Advisors LLC17,116$1.21M0.1%+33.6%0.003%
8/15/2023Captrust Financial Advisors579,789$40.86M0.2%+0.6%0.118%
8/15/2023MMA Asset Management LLC45,568$3.21M2.0%+2.8%0.009%
8/15/2023Castleview Partners LLC1,028$72K0.1%+202.4%0.000%
8/15/2023Tyler Stone Wealth Management17,430$1.23M0.7%N/A0.004%
8/15/2023Lazard Asset Management LLC8,490$0.60M0.0%-10.8%0.002%
8/15/2023Royal Bank of Canada2,879,562$203.11M0.1%+5.3%0.588%
8/15/2023Rockefeller Capital Management L.P.500,515$35.28M0.1%-3.2%0.102%
8/15/2023Segall Bryant & Hamill LLC10,167$0.72M0.0%+21.2%0.002%
8/15/2023Shepherd Kaplan Krochuk LLC9,974$0.70M0.6%-3.0%0.002%
8/15/2023Stifel Financial Corp7,214,146$508.46M0.7%-0.8%1.472%
8/15/2023Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.20,300$1.43M0.3%+1.0%0.004%
8/15/2023JT Stratford LLC27,601$1.95M0.5%-11.8%0.006%
8/15/2023Kenfarb & CO.2,650$0.19M0.2%-5.4%0.001%
8/15/2023Berkshire Asset Management LLC PA3,040$0.21M0.0%N/A0.001%
8/15/2023Brasada Capital Management LP11,268$0.79M0.2%-2.7%0.002%
8/15/2023Balentine LLC1,125$79K0.0%+167.2%0.000%
8/15/2023Beacon Pointe Advisors LLC505,995$35.66M0.6%+170.0%0.103%
8/15/2023Broadview Financial Management LLC112,326$7.92M6.8%-1.5%0.023%
8/15/2023Cahill Financial Advisors Inc.281,464$19.84M3.2%-2.9%0.057%
8/15/2023Cadence Bank28,271$1.99M0.2%-25.3%0.006%
8/14/2023New Republic Capital LLC4,367$0.31M0.2%N/A0.001%
8/14/2023Callan Family Office LLC132,734$9.36M2.5%-5.2%0.027%
8/14/2023Mercer Global Advisors Inc. ADV642,174$45.26M0.2%-38.6%0.131%
8/14/2023Orion Portfolio Solutions LLC23,032$1.62M0.0%+55.9%0.005%
8/14/2023Keebeck Wealth Management LLC5,006$0.35M0.0%N/A0.001%
8/14/2023Gallagher Fiduciary Advisors LLC3,373$0.24M0.0%N/A0.001%
8/14/2023Stephens Inc. AR61,401$4.33M0.1%-4.5%0.013%
8/14/2023Lumature Wealth Partners LLC472$33K0.0%-35.2%0.000%
8/14/2023United Capital Financial Advisers LLC506,537$35.70M0.2%-5.0%0.103%
8/14/2023Sowell Financial Services LLC24,287$1.71M0.1%+23.2%0.005%
8/14/2023Redwood Financial Network Corp5,175$0.37M0.3%-10.9%0.001%
8/14/2023Arrow Investment Advisors LLC92,967$6.55M5.2%N/A0.019%
8/14/2023Mirador Capital Partners LP5,793$0.41M0.1%-9.1%0.001%
8/14/2023Guidance Capital Inc.19,368$1.36M0.6%N/A0.004%
8/14/2023IFP Advisors Inc298,528$21.04M0.9%-3.1%0.061%
8/14/2023Azimuth Capital Investment Management LLC8,305$0.59M0.0%-23.1%0.002%
(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, 1,490 institutional investors and hedge funds held shares of iShares S&P 500 Growth ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($3.04B), Morgan Stanley ($1.64B), Wells Fargo & Company MN ($1.34B), Jones Financial Companies Lllp ($1.26B), Bank of America Corp DE ($1.05B), Envestnet Asset Management Inc. ($987.34M), 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 1,224 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: Moneta Group Investment Advisors LLC ($552.54M), JPMorgan Chase & Co. ($13.05M), Envestnet Asset Management Inc. ($13.04M), The Manufacturers Life Insurance Company ($8.83M), Advisor Group Holdings Inc. ($4.55M), Clark Capital Management Group Inc. ($2.98M), and HB Wealth Management LLC ($2.71M).

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

Institutional investors have bought a total of 676,068,569 shares in the last 24 months. This purchase volume represents approximately $41.02B in transactions.

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

Of the 1,054 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. ($11.12M), JPMorgan Chase & Co. ($9.50M), Advisor Group Holdings Inc. ($4.50M), M&T Bank Corp ($4.22M), Sierra Capital LLC ($2.71M), Bank of America Corp DE ($2.15M), and Cambridge Investment Research Advisors Inc. ($1.94M).

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

Institutional investors have sold a total of 88,930,449 shares in the last 24 months. This volume of shares sold represents approximately $5.90B in transactions.


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This page (NYSEARCA:IVW) was last updated on 9/26/2023 by MarketBeat.com Staff

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