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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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 |
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Envestnet Asset Management | 47M | $4.5B | -5% | Sep 2024 |
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Jpmorgan Chase & Co | 44M | $4.2B | -7% | Sep 2024 |
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Morgan Stanley | 33M | $3.1B | 6% | Jun 2024 |
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Bank of America Corporation | 19M | $1.8B | -3% | Sep 2024 |
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LPL Financial | 16M | $1.5B | 2% | Sep 2024 |
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Wells Fargo & Company | 16M | $1.5B | 0% | Sep 2024 |
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Goldman Sachs Group | 9.4M | $868M | -3% | Jun 2024 |
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Jones Financial Companies, L.L | 8.3M | $794M | -34% | Sep 2024 |
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Stifel Financial | 7.5M | $690M | 2% | Jun 2024 |
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Envestnet Portfolio Solutions | 6.0M | $574M | -6% | Sep 2024 |
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CWM | 5.7M | $547M | -5% | Sep 2024 |
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BlackRock | 5.6M | $518M | 3% | Jun 2024 |
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Pnc Financial Services | 5.3M | $510M | 3% | Sep 2024 |
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BlackRock | 4.9M | $469M | 100% | Sep 2024 |
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M^T Bank Corporation | 4.7M | $447M | -3% | Sep 2024 |
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Park Avenue Securities | 3.8M | $364M | -10% | Sep 2024 |
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Mariner Wealth Advisors | 3.8M | $360M | -1% | Sep 2024 |
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Royal Bank of Canada | 3.5M | $336M | 3% | Sep 2024 |
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Us Bancorp | 3.5M | $331M | -10% | Sep 2024 |
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Cetera Investment Advisers | 3.3M | $307M | 30% | Jun 2024 |
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Commonwealth Equity Services | 3.3M | $313M | -2% | Sep 2024 |
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Mml Investors Services | 3.0M | $285M | -3% | Sep 2024 |
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Regions Bank | 2.9M | $275M | -3% | Sep 2024 |
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Lido Advisors | 2.6M | $239M | 3% | Jun 2024 |
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Huntington National Bank | 2.6M | $245M | 0% | Sep 2024 |
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HB Wealth Management | 2.5M | $241M | -1% | Sep 2024 |
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Janney Montgomery Scott | 2.4M | $226M | -7% | Sep 2024 |
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Raymond James Financial Services Advisors | 2.2M | $212M | -10% | Sep 2024 |
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Raymond James & Associates | 2.2M | $207M | 0% | Sep 2024 |
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Advisor Group Holdings | 1.9M | $181M | 7% | Sep 2024 |
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HighTower Advisors | 1.7M | $161M | 2% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 1.6M | $158M | -1% | Sep 2024 |
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Bank of New York Mellon | 1.6M | $157M | -3% | Sep 2024 |
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International Assets Investment Management | 1.6M | $17M | 10365% | Sep 2024 |
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Goss Wealth Management | 1.5M | $138M | 88% | Jun 2024 |
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CliftonLarsonAllen Wealth Advisors | 1.5M | $140M | -1% | Sep 2024 |
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Thrivent Financial for Lutherans | 1.4M | $138M | 24% | Sep 2024 |
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Foundations Investment Advisors | 1.4M | $137M | 14% | Sep 2024 |
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United Capital Financial Advisers | 1.3M | $129M | -9% | Sep 2024 |
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JB Capital | 1.3M | $122M | -3% | Sep 2024 |
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Moneta Group Investment Advisors | 1.2M | $117M | -1% | Sep 2024 |
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Two Sigma Investments | 1.2M | $112M | 1% | Jun 2024 |
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Branch Banking & Trust Company | 1.2M | $111M | 2% | Jun 2024 |
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Midland Wealth Advisors | 1.2M | $113M | -10% | Sep 2024 |
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Sanctuary Advisors | 1.1M | $90M | 100% | Jun 2024 |
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Rehmann Capital Advisory | 1.1M | $101M | 1% | Sep 2024 |
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Courier Capital Corp | 1.0M | $100M | -1% | Sep 2024 |
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Calamos Wealth Management | 1.0M | $98M | 3% | Sep 2024 |
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Brian McDonald | 1.0M | $98M | -6% | Sep 2024 |
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Cambridge Investment Research Advisors | 996k | $95M | 3% | Sep 2024 |
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MAI Wealth Advisors | 961k | $92M | 0% | Sep 2024 |
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LVZ Advisors | 953k | $91M | -3% | Sep 2024 |
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Two Sigma Advisers | 906k | $84M | 249% | Jun 2024 |
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USA Financial Portformulas | 838k | $80M | -4% | Sep 2024 |
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Fifth Third Bancorp | 818k | $78M | -1% | Sep 2024 |
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Keybank National Association | 811k | $78M | -1% | Sep 2024 |
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Modern Wealth Management | 809k | $78M | -9% | Sep 2024 |
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H D Vest Advisory Services | 807k | $75M | 46% | Jun 2024 |
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AE Wealth Management | 799k | $77M | -4% | Sep 2024 |
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Modera Wealth Management | 762k | $73M | -2% | Sep 2024 |
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Salomon & Ludwin | 762k | $73M | -9% | Sep 2024 |
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Praetorian Wealth Management | 750k | $72M | 1% | Sep 2024 |
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Atria Wealth Solutions | 734k | $70M | -13% | Sep 2024 |
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Northern Trust | 722k | $69M | 11% | Sep 2024 |
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ValMark Advisers | 720k | $69M | -2% | Sep 2024 |
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Advocacy Wealth Management Services | 686k | $66M | -5% | Sep 2024 |
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Resources Investment Advisors | 652k | $62M | -8% | Sep 2024 |
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CI Private Wealth | 651k | $62M | 149% | Sep 2024 |
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Alera Investment Advisors | 644k | $60M | 251% | Jun 2024 |
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Stegner Investment Associates | 641k | $61M | 1% | Sep 2024 |
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Arvest Trust Co N A | 610k | $56M | -4% | Jun 2024 |
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Kestra Advisory Services | 598k | $57M | -6% | Sep 2024 |
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Peninsula Wealth | 594k | $57M | 50% | Jun 2024 |
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Integrated Wealth Concepts | 585k | $56M | 5% | Sep 2024 |
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Kovitz Investment Group Partners | 581k | $3.7M | 4% | Sep 2024 |
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Private Advisor | 581k | $56M | 30% | Sep 2024 |
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SilverOak Wealth Management | 577k | $55M | 0% | Sep 2024 |
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Austin Private Wealth | 570k | $55M | 2% | Sep 2024 |
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Steward Partners Investment Advisory | 570k | $53M | 27% | Jun 2024 |
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SCS Capital Management | 562k | $52M | 2% | Jun 2024 |
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Charles Schwab Investment Management | 560k | $54M | -7% | Sep 2024 |
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Hanson McClain Advisors | 556k | $53M | -2% | Sep 2024 |
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Platte River Wealth Advisors | 552k | $53M | 4% | Sep 2024 |
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Wealth Enhancement Advisory Services | 541k | $50M | 2% | Jun 2024 |
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North Star Investment Management | 530k | $51M | 5% | Sep 2024 |
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Rockefeller Capital Management | 527k | $49M | 4% | Jun 2024 |
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Equitable Holdings | 524k | $49M | -20% | Jun 2024 |
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Change Path | 524k | $50M | 33% | Sep 2024 |
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West Wealth Group | 512k | $49M | 5% | Sep 2024 |
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Sigma Planning | 507k | $49M | -10% | Sep 2024 |
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Creative Planning | 506k | $49M | 3% | Sep 2024 |
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Probity Advisors | 504k | $48M | 1% | Sep 2024 |
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Rsm Us Wealth Management | 501k | $47M | -1% | Sep 2024 |
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Atria Investments | 482k | $46M | -10% | Sep 2024 |
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Northern Oak Capital Management | 479k | $46M | -4% | Sep 2024 |
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Colony | 475k | $46M | -71% | Sep 2024 |
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Captrust Financial Advisors | 468k | $45M | -2% | Sep 2024 |
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Connecticut Wealth Management | 440k | $42M | 0% | Sep 2024 |
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Capital Advisors | 433k | $41M | -7% | Sep 2024 |
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Parallel Advisors | 416k | $40M | 1091% | Sep 2024 |
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Mercer Global Advisors | 411k | $38M | -14% | Jun 2024 |
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Icon Wealth Advisors | 410k | $39M | 54% | Sep 2024 |
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Pensionmark Financial Group | 404k | $47M | -6% | Jun 2024 |
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Pinkerton Retirement Specialists | 399k | $38M | -7% | Sep 2024 |
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Financial Life Advisors | 378k | $36M | 5% | Sep 2024 |
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Quantitative Strategies | 378k | $36M | -1% | Sep 2024 |
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Foundation Wealth Management | 371k | $36M | -2% | Sep 2024 |
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Milestone Group | 370k | $34M | -3% | Jun 2024 |
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Hartland & Co | 365k | $35M | 1% | Sep 2024 |
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Encompass Wealth Advisors | 360k | $35M | 0% | Sep 2024 |
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Busey Trust Company | 360k | $33M | -1% | Jun 2024 |
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Greenleaf Trust | 355k | $34M | -6% | Sep 2024 |
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Bank Of Oklahoma National Association / | 348k | $33M | 0% | Sep 2024 |
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MV Capital Management | 347k | $33M | -2% | Sep 2024 |
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LMG Wealth Partners | 341k | $33M | -3% | Sep 2024 |
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Citigroup | 336k | $32M | 11% | Sep 2024 |
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Td Private Client Wealth | 333k | $32M | 6% | Sep 2024 |
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Financial Engines Advisors L.L.C | 330k | $32M | -7% | Sep 2024 |
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Stokes Family Office | 328k | $31M | -5% | Sep 2024 |
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First Hawaiian Bank | 328k | $31M | -19% | Sep 2024 |
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Ewa | 326k | $33M | -12% | Sep 2024 |
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Amarillo National Bank | 325k | $31M | -12% | Sep 2024 |
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Concurrent Investment Advisors | 325k | $31M | 3% | Sep 2024 |
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Lee Financial | 323k | $30M | 10% | Jun 2024 |
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Principal Securities | 322k | $31M | 8% | Sep 2024 |
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MA Private Wealth | 318k | $30M | 50% | Sep 2024 |
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Stone House Investment Management | 314k | $30M | 66% | Sep 2024 |
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Steel Peak Wealth Management | 313k | $30M | -4% | Sep 2024 |
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Pathstone Holdings | 312k | $30M | 1% | Sep 2024 |
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High Falls Advisors | 305k | $29M | -6% | Sep 2024 |
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Horst & Graben Wealth Management | 302k | $29M | 3% | Sep 2024 |
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Pettinga Financial Advisors | 299k | $29M | -2% | Sep 2024 |
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BKD Wealth Advisors | 298k | $28M | -3% | Jun 2024 |
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First Merchants Bank, National Association | 292k | $28M | 1% | Sep 2024 |
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Sterling Investment Counsel | 289k | $28M | 0% | Sep 2024 |
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Susquehanna International | 289k | $28M | -46% | Sep 2024 |
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Green Square Asset Management | 289k | $27M | 4% | Jun 2024 |
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Sharkey, Howes & Javer | 284k | $27M | -6% | Sep 2024 |
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Stratos Wealth Partners | 283k | $27M | 53% | Sep 2024 |
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Orion Portfolio Solutions | 283k | $27M | 70% | Sep 2024 |
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Summit Investment Advisors | 282k | $27M | 1% | Sep 2024 |
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First Heartland Consultants | 282k | $27M | 66% | Sep 2024 |
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Silicon Valley Capital Partners | 281k | $27M | -3% | Sep 2024 |
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Csenge Advisory Group | 278k | $27M | -3% | Sep 2024 |
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Ronald Blue Trust | 277k | $26M | 60% | Sep 2024 |
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National Asset Management | 272k | $25M | 96% | Jun 2024 |
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Security Financial Services | 272k | $26M | -10% | Sep 2024 |
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Blue Edge Capital | 268k | $25M | -2% | Jun 2024 |
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Powell Investment Advisors | 260k | $25M | 4% | Sep 2024 |
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KWMG | 260k | $25M | -2% | Sep 2024 |
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Mcmorgan & Co | 259k | $25M | -5% | Sep 2024 |
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Droms Strauss Advisors | 249k | $24M | -7% | Sep 2024 |
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Smith Anglin Financial | 245k | $24M | -84% | Sep 2024 |
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Invst | 244k | $23M | -37% | Sep 2024 |
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Diam | 240k | $23M | -12% | Sep 2024 |
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Liberty Wealth Management | 238k | $23M | -74% | Sep 2024 |
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Wealth Alliance | 237k | $23M | -9% | Sep 2024 |
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Per Stirling Capital Management | 235k | $23M | -32% | Sep 2024 |
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Clear Creek Financial Management | 181k | $17M | -41% | Sep 2024 |
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Strategic Financial Concepts | 4.2k | $401k | -99% | Sep 2024 |
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