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

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$85.28
+0.53 (+0.63%)
(As of 05/14/2024 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)
903
Total
Institutional Inflows
(last 12 months)
$4.47B
Number of
Institutional Sellers
(last 12 months)
723
Total
Institutional Outflows
(last 12 months)
$2.26B
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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
5/15/2024Truvestments Capital LLC2,474$209K0.1%-17.5%0.000%
5/14/2024JT Stratford LLC32,122$2.71M0.5%+36.8%0.006%
5/14/2024Cadence Bank28,506$2.41M0.2%-0.9%0.005%
5/14/2024First Commonwealth Financial Corp PA 12,990$1.10M0.3%+4.2%0.002%
5/14/2024Axxcess Wealth Management LLC9,163$774K0.0%-44.0%0.002%
5/14/2024EP Wealth Advisors LLC110,016$9.29M0.1%-4.0%0.021%
5/14/2024Freestone Capital Holdings LLC7,053$596K0.0%+11.4%0.001%
5/14/2024CreativeOne Wealth LLC341,825$28.86M1.2%+218.7%0.065%
5/14/2024TFO Wealth Partners LLC7,856$663K0.1%-24.6%0.001%
5/14/2024Mattern Wealth Management LLC29,880$2.52M0.6%-1.9%0.006%
5/14/2024Mattern Capital Management LLC8,158$689K0.1%-47.6%0.002%
5/14/2024Payden & Rygel Investment Group222,275$18.77M0.9%N/A0.042%
5/14/2024Crewe Advisors LLC3,911$330K0.0%+54.8%0.001%
5/14/2024Evermay 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%
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%
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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%
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%
Trump’s Former Wingman Bets Big on AI (Ad)

One of his AI company’s earliest investors was the CIA’s venture capital arm called In-Q-Tel … named after Q, the fictional character who makes gadgets for James Bond. Soon, an alphabet soup of 30 government agencies would entrust the company with their most sensitive information.

Get the full story here.
5/7/2024 Atomi Financial Group Inc.7,749$654K0.1%N/A0.001%
5/7/2024 WealthPLAN Partners LLC64,114$5.41M0.6%+21.6%0.012%
5/7/2024 49 Wealth Management LLC6,014$509K0.1%+2.9%0.001%
5/7/2024 CarsonAllaria Wealth Management Ltd.400$34K0.0%+45.5%0.000%
5/7/2024 BOS Asset Management LLC4,230$357K0.2%-31.4%0.001%
5/7/2024 Smithfield Trust Co39,336$3.32M0.2%-3.7%0.008%
5/7/2024 NTV Asset Management LLC52,115$4.40M0.7%-2.8%0.010%
5/7/2024 Highland Capital Management LLC10,608$896K0.1%+4.5%0.002%
5/7/2024 Shared Vision Wealth Group LLC40,368$3.41M2.1%+118.7%0.008%
5/7/2024 EQ LLC14,800$1.25M0.8%+56.3%0.003%
(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, 1,553 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 1,273 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 120,460,144 shares in the last 24 months. This purchase volume represents approximately $8.25B in transactions.

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

Of the 1,021 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 78,633,910 shares in the last 24 months. This volume of shares sold represents approximately $5.14B in transactions.


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This page (NYSEARCA:IVW) was last updated on 5/15/2024 by MarketBeat.com Staff

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