Who owns iShares S&P 500 Growth Index?
- Ticker: IVW
- CUSIP Number: 464287309
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P 500 Growth Index with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares S&P 500 Growth Index stock
Who bought or sold iShares S&P 500 Growth Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 46M | $3.5B | 6% | Dec 2023 |
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| Bank of America Corporation | 17M | $1.3B | 1% | Dec 2023 |
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| Wells Fargo & Company | 16M | $1.2B | 0% | Dec 2023 |
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| Goldman Sachs Group | 10M | $760M | 61% | Dec 2023 |
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| UBS Group | 9.3M | $701M | 1% | Dec 2023 |
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| Stifel Financial | 7.0M | $523M | 1% | Dec 2023 |
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| M^T Bank Corporation | 5.2M | $388M | -2% | Dec 2023 |
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| Pnc Financial Services | 5.0M | $377M | 0% | Dec 2023 |
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| CWM | 4.4M | $373M | 57% | Mar 2024 |
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| Advisor Group Holdings | 3.9M | $291M | -22% | Dec 2023 |
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| Mariner Wealth Advisors | 3.8M | $282M | -2% | Dec 2023 |
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| Us Bancorp | 3.4M | $254M | 2% | Dec 2023 |
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| Regions Bank | 3.0M | $255M | -1% | Mar 2024 |
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| Royal Bank of Canada | 2.9M | $219M | 4% | Dec 2023 |
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| Commonwealth Equity Services | 2.8M | $213M | -3% | Dec 2023 |
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| Park Avenue Securities | 2.6M | $224M | 145% | Mar 2024 |
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| HB Wealth Management | 2.6M | $198M | -1% | Dec 2023 |
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| Lido Advisors | 2.6M | $192M | 2% | Dec 2023 |
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| Raymond James Financial Services Advisors | 2.4M | $203M | -11% | Mar 2024 |
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| Huntington National Bank | 2.4M | $180M | 3% | Dec 2023 |
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| Raymond James & Associates | 2.1M | $178M | 2% | Mar 2024 |
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| Envestnet Portfolio Solutions | 2.0M | $152M | 100% | Dec 2023 |
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| HighTower Advisors | 1.8M | $133M | -1% | Dec 2023 |
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| CliftonLarsonAllen Wealth Advisors | 1.5M | $110M | -2% | Dec 2023 |
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| Smith Anglin Financial | 1.5M | $124M | 38% | Mar 2024 |
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| Midland Wealth Advisors | 1.3M | $100M | 100% | Dec 2023 |
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| Salomon & Ludwin | 1.2M | $81M | 0% | Dec 2023 |
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| Bank of New York Mellon | 1.1M | $90M | 100% | Mar 2024 |
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| Courier Capital Corp | 1.1M | $90M | -1% | Mar 2024 |
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| Branch Banking & Trust Company | 1.0M | $79M | 4% | Dec 2023 |
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| Baird Financial | 996k | $75M | 1% | Dec 2023 |
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| LVZ Advisors | 978k | $83M | -9% | Mar 2024 |
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| Two Sigma Investments | 978k | $73M | 57% | Dec 2023 |
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| Calamos Wealth Management | 935k | $70M | 6% | Dec 2023 |
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| Fifth Third Bancorp | 898k | $76M | -5% | Mar 2024 |
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| MAI Wealth Advisors | 882k | $66M | 0% | Dec 2023 |
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| Janney Montgomery Scott | 868k | $65M | 1% | Dec 2023 |
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| USA Financial Portformulas | 855k | $64M | 100% | Dec 2023 |
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| Moneta Group Investment Advisors | 849k | $64M | 0% | Dec 2023 |
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| ValMark Advisers | 830k | $62M | -4% | Dec 2023 |
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| Modera Wealth Management | 789k | $59M | -1% | Dec 2023 |
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| SCS Capital Management | 788k | $59M | 31% | Dec 2023 |
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| Cambridge Investment Research Advisors | 787k | $66M | -1% | Mar 2024 |
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| Praetorian Wealth Management | 749k | $63M | 6% | Mar 2024 |
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| Bank Of Montreal | 704k | $53M | 6% | Dec 2023 |
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| Two Sigma Advisers | 682k | $51M | 62% | Dec 2023 |
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| Charles Schwab Investment Management | 677k | $51M | -8% | Dec 2023 |
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| Foundations Investment Advisors | 676k | $53M | 10% | Dec 2023 |
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| Arvest Trust Co N A | 658k | $49M | -2% | Dec 2023 |
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| Stegner Investment Associates | 658k | $56M | -4% | Mar 2024 |
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| SilverOak Wealth Management | 591k | $44M | 100% | Dec 2023 |
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| United Capital Financial Advisers | 585k | $44M | 40% | Dec 2023 |
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| Hanson McClain Advisors | 577k | $49M | -3% | Mar 2024 |
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| Captrust Financial Advisors | 562k | $42M | -6% | Dec 2023 |
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| Mercer Global Advisors | 557k | $42M | -6% | Dec 2023 |
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| Northern Oak Capital Management | 534k | $40M | -1% | Dec 2023 |
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| First Hawaiian Bank | 530k | $45M | -16% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 528k | $45M | 0% | Mar 2024 |
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| Babson Capital Management | 521k | $39M | -7% | Dec 2023 |
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| North Star Investment Management | 519k | $39M | -1% | Dec 2023 |
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| Pensionmark Financial Group | 511k | $38M | 506% | Dec 2023 |
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| Capital Advisors | 506k | $38M | -7% | Dec 2023 |
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| Probity Advisors | 503k | $38M | -6% | Dec 2023 |
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| Rockefeller Capital Management | 496k | $37M | 6% | Dec 2023 |
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| Platte River Wealth Advisors | 496k | $42M | 27% | Mar 2024 |
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| Creative Planning | 490k | $37M | 0% | Dec 2023 |
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| Rsm Us Wealth Management | 476k | $36M | 40% | Dec 2023 |
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| Connecticut Wealth Management | 471k | $35M | -1% | Dec 2023 |
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| Atria Wealth Solutions | 453k | $34M | 12% | Dec 2023 |
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| Advocacy Wealth Management Services | 450k | $38M | 271% | Mar 2024 |
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| Greenleaf Trust | 439k | $33M | -7% | Dec 2023 |
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| Principal Securities | 434k | $33M | 100% | Dec 2023 |
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| Kestra Advisory Services | 430k | $32M | 5% | Dec 2023 |
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| Quantitative Strategies | 426k | $32M | -1% | Dec 2023 |
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| GW & Wade | 424k | $32M | 3% | Dec 2023 |
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| Milestone Group | 419k | $32M | -8% | Dec 2023 |
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| Amarillo National Bank | 410k | $35M | -1% | Mar 2024 |
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| Financial Life Advisors | 396k | $33M | -3% | Mar 2024 |
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| Private Advisor | 394k | $30M | 5% | Dec 2023 |
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| Foundation Wealth Management | 380k | $29M | 5% | Dec 2023 |
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| Bank Of Oklahoma National Association / | 380k | $29M | 13% | Dec 2023 |
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| Summit Investment Advisors | 370k | $28M | -7% | Dec 2023 |
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| AE Wealth Management | 367k | $29M | -31% | Dec 2023 |
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| LMG Wealth Partners | 365k | $27M | 0% | Dec 2023 |
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| Busey Trust Company | 365k | $31M | 0% | Mar 2024 |
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| Citigroup | 360k | $27M | -4% | Dec 2023 |
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| MV Capital Management | 360k | $30M | -1% | Mar 2024 |
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| Pinkerton Retirement Specialists | 358k | $27M | 199% | Dec 2023 |
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| H D Vest Advisory Services | 346k | $26M | -9% | Dec 2023 |
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| Hartland & Co | 336k | $25M | 2% | Dec 2023 |
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| Colony | 324k | $24M | 100% | Dec 2023 |
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| Austin Private Wealth | 322k | $27M | 180% | Mar 2024 |
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| First Merchants Bank, National Association | 315k | $27M | -3% | Mar 2024 |
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| Clear Creek Financial Management | 313k | $24M | 484% | Dec 2023 |
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| IFP Advisors | 307k | $23M | 6% | Dec 2023 |
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| BKD Wealth Advisors | 306k | $26M | -4% | Mar 2024 |
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| Sterling Investment Counsel | 304k | $23M | -9% | Dec 2023 |
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| Pathstone Holdings | 303k | $23M | 100% | Dec 2023 |
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| Silicon Valley Capital Partners | 302k | $23M | -1% | Dec 2023 |
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| JB Capital | 301k | $23M | 5% | Dec 2023 |
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| Green Square Asset Management | 277k | $21M | -50% | Dec 2023 |
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| KWMG | 275k | $23M | -1% | Mar 2024 |
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| Droms Strauss Advisors | 274k | $21M | -3% | Dec 2023 |
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| HPM Partners | 269k | $20M | 77% | Dec 2023 |
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| Lee Financial | 262k | $20M | 15% | Dec 2023 |
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| SPC Financial | 260k | $20M | -2% | Dec 2023 |
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| ShoreHaven Wealth Partners | 256k | $19M | 1% | Dec 2023 |
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| Blue Edge Capital | 256k | $19M | 3% | Dec 2023 |
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| CI Private Wealth | 254k | $19M | -56% | Dec 2023 |
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| Derbend Asset Management | 253k | $19M | 71% | Dec 2023 |
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| GHP Investment Advisors | 252k | $21M | -2% | Mar 2024 |
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| Atria Investments | 251k | $19M | 43% | Dec 2023 |
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| Powell Investment Advisors | 251k | $21M | 1% | Mar 2024 |
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| Halpern Financial | 250k | $21M | -2% | Mar 2024 |
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| Concurrent Investment Advisors | 249k | $19M | 100% | Dec 2023 |
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| Wealthsource Partners | 248k | $19M | 13% | Dec 2023 |
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| J.w. Cole Advisors | 240k | $18M | 4% | Dec 2023 |
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| Western Wealth Management | 235k | $18M | 2% | Dec 2023 |
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| Peninsula Wealth | 233k | $18M | 130% | Dec 2023 |
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| Beacon Pointe Advisors | 226k | $17M | -58% | Dec 2023 |
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| Alera Investment Advisors | 226k | $17M | -1% | Dec 2023 |
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| Spire Wealth Management | 226k | $19M | 12% | Mar 2024 |
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| Pettinga Financial Advisors | 223k | $19M | 189% | Mar 2024 |
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| Umb Bank N A | 222k | $17M | -3% | Dec 2023 |
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| Miracle Mile Advisors | 222k | $19M | -1% | Mar 2024 |
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| Sigma Planning | 221k | $17M | -51% | Dec 2023 |
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| Global Assets Advisory | 219k | $2.6M | 100% | Mar 2024 |
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| Ifrah Financial Services | 213k | $16M | 1% | Dec 2023 |
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| Carnick & Kubik | 212k | $18M | 2% | Mar 2024 |
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| Financial Advisory Service | 207k | $16M | -2% | Dec 2023 |
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| Detalus Advisors | 204k | $17M | 13% | Mar 2024 |
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| Gladstone Institutional Advisory | 198k | $15M | -6% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 198k | $15M | -1% | Dec 2023 |
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| Adaptive Financial Consulting | 193k | $15M | -1% | Dec 2023 |
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| Security Financial Services | 191k | $16M | 65% | Mar 2024 |
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| Sequoia Financial Advisors | 191k | $14M | 21% | Dec 2023 |
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| Rodgers & Associates | 191k | $14M | -3% | Dec 2023 |
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| Guidance Point Advisors | 191k | $14M | -1% | Dec 2023 |
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| Steel Peak Wealth Management | 190k | $16M | 175% | Mar 2024 |
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| Cullen Frost Bankers | 190k | $14M | -5% | Dec 2023 |
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| Prime Capital Investment Advisors | 189k | $14M | 40% | Dec 2023 |
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| Steward Partners Investment Advisory | 186k | $14M | 1% | Dec 2023 |
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| Honkamp Krueger Financial Services | 185k | $14M | -2% | Dec 2023 |
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| Financial Advocates Investment Management | 184k | $14M | -15% | Dec 2023 |
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| Sunbelt Securities | 181k | $15M | -5% | Mar 2024 |
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| Gts Securities | 180k | $14M | 1105% | Dec 2023 |
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| MA Private Wealth | 180k | $14M | 47% | Dec 2023 |
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| Horst & Graben Wealth Management | 179k | $15M | 121% | Mar 2024 |
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| Stratos Wealth Partners | 178k | $15M | 2% | Mar 2024 |
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| EisnerAmper Wealth Management Corporate Benefits | 175k | $13M | -12% | Dec 2023 |
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| Ameritas Advisory Services | 143k | $11M | -42% | Dec 2023 |
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| Avitas Wealth Management | 141k | $12M | -26% | Mar 2024 |
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| First Heartland Consultants | 119k | $8.9M | -58% | Dec 2023 |
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| Wsfs Capital Management | 68k | $5.1M | -65% | Dec 2023 |
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| Royal Fund Management | 67k | $5.7M | -70% | Mar 2024 |
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