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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Jpmorgan Chase & Co | 46M | $3.5B | 6% | Dec 2023 |
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Morgan Stanley | 29M | $2.0B | 6% | Sep 2023 |
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Envestnet Asset Management | 22M | $1.5B | 55% | Sep 2023 |
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Jones Financial Companies, L.L | 18M | $1.2B | 1% | Sep 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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Ameriprise Financial | 9.0M | $615M | 8% | Sep 2023 |
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LPL Financial | 7.7M | $527M | 35% | Sep 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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BlackRock | 3.9M | $265M | 43% | Sep 2023 |
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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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First Republic Investment Management | 3.4M | $231M | -1% | Sep 2023 |
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Regions Bank | 3.1M | $230M | 1% | Dec 2023 |
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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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CWM | 2.8M | $211M | 18% | Dec 2023 |
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Raymond James Financial Services Advisors | 2.7M | $204M | 0% | Dec 2023 |
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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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Huntington National Bank | 2.4M | $180M | 3% | Dec 2023 |
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FMR | 2.2M | $149M | -1% | Sep 2023 |
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Raymond James & Associates | 2.1M | $156M | 3% | Dec 2023 |
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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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Northwestern Mutual Wealth Management Company | 1.7M | $117M | 6% | Sep 2023 |
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CliftonLarsonAllen Wealth Advisors | 1.5M | $110M | -2% | Dec 2023 |
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Midland Wealth Advisors | 1.3M | $100M | 100% | Dec 2023 |
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Thrivent Financial for Lutherans | 1.3M | $87M | 36% | Sep 2023 |
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Salomon & Ludwin | 1.2M | $81M | 0% | Dec 2023 |
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Brian McDonald | 1.1M | $76M | 100% | Sep 2023 |
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Park Avenue Securities | 1.1M | $81M | 1% | Dec 2023 |
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LVZ Advisors | 1.1M | $81M | -2% | Dec 2023 |
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Courier Capital Corp | 1.1M | $80M | -1% | Dec 2023 |
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Smith Anglin Financial | 1.1M | $80M | 4% | Dec 2023 |
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Mml Investors Services | 1.1M | $73M | 121% | Sep 2023 |
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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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Two Sigma Investments | 978k | $73M | 57% | Dec 2023 |
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Rehmann Capital Advisory | 960k | $66M | 4% | Sep 2023 |
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Fifth Third Bancorp | 944k | $71M | -14% | Dec 2023 |
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Calamos Wealth Management | 935k | $70M | 6% | Dec 2023 |
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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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Cetera Investment Advisers | 863k | $59M | 54% | Sep 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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Cambridge Investment Research Advisors | 796k | $60M | -2% | Dec 2023 |
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Keybank National Association | 793k | $54M | -1% | Sep 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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Equitable Holdings | 783k | $54M | -2% | Sep 2023 |
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Praetorian Wealth Management | 706k | $53M | 6% | Dec 2023 |
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Bank Of Montreal | 704k | $53M | 6% | Dec 2023 |
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Stegner Investment Associates | 683k | $51M | -2% | 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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First Hawaiian Bank | 631k | $47M | -2% | Dec 2023 |
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Hanson McClain Advisors | 597k | $45M | -8% | Dec 2023 |
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SilverOak Wealth Management | 591k | $44M | 100% | Dec 2023 |
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Northern Trust | 587k | $40M | 1% | Sep 2023 |
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United Capital Financial Advisers | 585k | $44M | 40% | Dec 2023 |
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Financial Network Investment Corporation | 565k | $39M | 55% | Sep 2023 |
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Captrust Financial Advisors | 562k | $42M | -6% | Dec 2023 |
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Multi-Financial Securities | 558k | $38M | 2% | Sep 2023 |
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Mercer Global Advisors | 557k | $42M | -6% | Dec 2023 |
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Triad Financial Advisors | 553k | $38M | -1% | Sep 2023 |
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Northern Oak Capital Management | 534k | $40M | -1% | Dec 2023 |
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Bank of New York Mellon | 533k | $40M | -1% | Dec 2023 |
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Wealth Enhancement Advisory Services | 528k | $40M | -3% | Dec 2023 |
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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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Creative Planning | 490k | $37M | 0% | Dec 2023 |
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Prudential | 483k | $33M | -41% | Sep 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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Resources Investment Advisors | 465k | $32M | 243% | Sep 2023 |
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Atria Wealth Solutions | 453k | $34M | 12% | Dec 2023 |
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Financial Engines Advisors L.L.C | 450k | $31M | -6% | Sep 2023 |
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Financial Life Advisors | 443k | $30M | 4% | Sep 2023 |
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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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Strategic Wealth Partners | 413k | $28M | 2% | Sep 2023 |
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Amarillo National Bank | 412k | $31M | 0% | Dec 2023 |
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Private Advisor | 394k | $30M | 5% | Dec 2023 |
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Platte River Wealth Advisors | 391k | $29M | 9% | 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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Busey Trust Company | 366k | $28M | -2% | Dec 2023 |
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LMG Wealth Partners | 365k | $27M | 0% | Dec 2023 |
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MV Capital Management | 365k | $27M | -1% | Dec 2023 |
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Encompass Wealth Advisors | 363k | $25M | 1% | Sep 2023 |
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Citigroup | 360k | $27M | -4% | Dec 2023 |
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Pinkerton Retirement Specialists | 358k | $27M | 199% | Dec 2023 |
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Per Stirling Capital Management | 350k | $24M | 7% | Sep 2023 |
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H D Vest Advisory Services | 346k | $26M | -9% | Dec 2023 |
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Goss Wealth Management | 337k | $23M | 92% | Sep 2023 |
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Payden & Rygel | 337k | $23M | 100% | Sep 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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First Merchants Bank, National Association | 323k | $24M | 0% | Dec 2023 |
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Colony Group | 319k | $22M | -3% | Sep 2023 |
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BKD Wealth Advisors | 319k | $24M | -5% | Dec 2023 |
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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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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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Pathstone Family Office | 296k | $20M | 4887% | Sep 2023 |
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KWMG | 278k | $21M | -2% | Dec 2023 |
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Green Square Asset Management | 277k | $21M | -50% | Dec 2023 |
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Ohe Financial | 276k | $19M | -2% | Sep 2023 |
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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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Susquehanna International | 268k | $18M | -54% | Sep 2023 |
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Lee Financial | 262k | $20M | 15% | Dec 2023 |
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Sei Investments | 261k | $18M | -3% | Sep 2023 |
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SPC Financial | 260k | $20M | -2% | Dec 2023 |
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GHP Investment Advisors | 257k | $19M | -2% | Dec 2023 |
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Halpern Financial | 256k | $19M | -5% | 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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Atria Investments | 251k | $19M | 43% | Dec 2023 |
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Powell Investment Advisors | 249k | $19M | 2% | 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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Royal Fund Management | 227k | $17M | 33% | 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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Miracle Mile Advisors | 225k | $17M | -1% | Dec 2023 |
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Umb Bank N A | 222k | $17M | -3% | Dec 2023 |
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Sigma Planning | 221k | $17M | -51% | Dec 2023 |
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Ameritas Advisory Services | 143k | $11M | -42% | Dec 2023 |
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First Heartland Consultants | 119k | $8.9M | -58% | Dec 2023 |
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Strategic Equity Management | 72k | $5.4M | -79% | Dec 2023 |
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Amerivest Investment Management | 0 | $0 | -100% | Sep 2023 |
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Who sold out of iShares S&P 500 Growth Index?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Veritable | Jun 2023 | 292k | $21M |