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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 49M | $4.5B | 47% | Jun 2024 |
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| Jpmorgan Chase & Co | 48M | $4.4B | 2% | Jun 2024 |
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| Morgan Stanley | 33M | $3.1B | 6% | Jun 2024 |
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| Bank of America Corporation | 19M | $1.8B | 7% | Jun 2024 |
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| Wells Fargo & Company | 16M | $1.4B | 3% | Jun 2024 |
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| LPL Financial | 15M | $1.4B | 35% | Jun 2024 |
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| Goldman Sachs Group | 9.4M | $868M | -3% | Jun 2024 |
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| Stifel Financial | 7.5M | $690M | 2% | Jun 2024 |
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| Envestnet Portfolio Solutions | 6.4M | $590M | 61% | Jun 2024 |
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| CWM | 6.0M | $556M | 36% | Jun 2024 |
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| BlackRock | 5.6M | $518M | 3% | Jun 2024 |
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| Pnc Financial Services | 5.2M | $481M | 1% | Jun 2024 |
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| M^T Bank Corporation | 4.8M | $446M | -5% | Jun 2024 |
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| Us Bancorp | 3.8M | $355M | 7% | Jun 2024 |
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| Park Avenue Securities | 3.8M | $364M | -10% | Sep 2024 |
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| Mariner Wealth Advisors | 3.8M | $351M | 1% | Jun 2024 |
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| Royal Bank of Canada | 3.4M | $315M | 15% | Jun 2024 |
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| Commonwealth Equity Services | 3.3M | $309M | 11% | Jun 2024 |
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| Cetera Investment Advisers | 3.3M | $307M | 30% | Jun 2024 |
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| Mml Investors Services | 3.1M | $284M | 45% | Jun 2024 |
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| Regions Bank | 3.0M | $275M | -2% | Jun 2024 |
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| Lido Advisors | 2.6M | $239M | 3% | Jun 2024 |
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| Huntington National Bank | 2.6M | $236M | -1% | Jun 2024 |
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| Janney Montgomery Scott | 2.5M | $235M | 52% | Jun 2024 |
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| HB Wealth Management | 2.5M | $234M | -2% | Jun 2024 |
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| Raymond James Financial Services Advisors | 2.5M | $228M | 2% | Jun 2024 |
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| Raymond James & Associates | 2.2M | $199M | 2% | Jun 2024 |
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| HighTower Advisors | 1.7M | $161M | 2% | Jun 2024 |
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| Bank of New York Mellon | 1.7M | $157M | 59% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 1.7M | $154M | 1% | Jun 2024 |
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| Colony | 1.7M | $153M | 120% | Jun 2024 |
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| Goss Wealth Management | 1.5M | $138M | 88% | Jun 2024 |
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| United Capital Financial Advisers | 1.5M | $137M | 42% | Jun 2024 |
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| CliftonLarsonAllen Wealth Advisors | 1.5M | $137M | -2% | Jun 2024 |
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| JB Capital | 1.3M | $122M | 63% | Jun 2024 |
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| Midland Wealth Advisors | 1.3M | $121M | -2% | Jun 2024 |
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| Foundations Investment Advisors | 1.2M | $116M | 22% | Jun 2024 |
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| Moneta Group Investment Advisors | 1.2M | $114M | -1% | Jun 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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| Sanctuary Advisors | 1.1M | $90M | 100% | Jun 2024 |
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| Brian McDonald | 1.1M | $100M | -1% | Jun 2024 |
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| Courier Capital Corp | 1.0M | $97M | -1% | Jun 2024 |
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| Rehmann Capital Advisory | 1.0M | $97M | -3% | Jun 2024 |
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| Calamos Wealth Management | 1.0M | $93M | 4% | Jun 2024 |
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| LVZ Advisors | 980k | $91M | 0% | Jun 2024 |
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| Cambridge Investment Research Advisors | 965k | $89M | 23% | Jun 2024 |
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| MAI Wealth Advisors | 964k | $89M | 1% | Jun 2024 |
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| Liberty Wealth Management | 923k | $20M | 1302% | Jun 2024 |
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| Two Sigma Advisers | 906k | $84M | 249% | Jun 2024 |
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| USA Financial Portformulas | 875k | $81M | -3% | Jun 2024 |
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| Atria Wealth Solutions | 845k | $78M | 43% | Jun 2024 |
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| Salomon & Ludwin | 838k | $78M | -26% | Jun 2024 |
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| AE Wealth Management | 832k | $77M | 83% | Jun 2024 |
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| Fifth Third Bancorp | 829k | $77M | -8% | Jun 2024 |
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| Keybank National Association | 821k | $76M | -2% | Jun 2024 |
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| H D Vest Advisory Services | 807k | $75M | 46% | Jun 2024 |
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| Modera Wealth Management | 778k | $72M | 1% | Jun 2024 |
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| Praetorian Wealth Management | 750k | $72M | 1% | Sep 2024 |
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| ValMark Advisers | 736k | $68M | -10% | Jun 2024 |
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| Advocacy Wealth Management Services | 725k | $67M | 61% | Jun 2024 |
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| Resources Investment Advisors | 708k | $66M | -1% | Jun 2024 |
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| Alera Investment Advisors | 644k | $60M | 251% | Jun 2024 |
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| Kestra Advisory Services | 635k | $54M | 27% | Jun 2024 |
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| Stegner Investment Associates | 634k | $59M | -4% | Jun 2024 |
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| Arvest Trust Co N A | 610k | $56M | -4% | Jun 2024 |
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| Charles Schwab Investment Management | 604k | $56M | -5% | Jun 2024 |
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| Peninsula Wealth | 594k | $57M | 50% | Jun 2024 |
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| SilverOak Wealth Management | 580k | $54M | 0% | Jun 2024 |
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| Steward Partners Investment Advisory | 570k | $53M | 27% | Jun 2024 |
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| Sigma Planning | 565k | $52M | 2% | Jun 2024 |
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| Hanson McClain Advisors | 565k | $52M | -2% | Jun 2024 |
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| SCS Capital Management | 562k | $52M | 2% | Jun 2024 |
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| Austin Private Wealth | 561k | $52M | 74% | Jun 2024 |
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| Kovitz Investment Group Partners | 557k | $52M | 100% | Jun 2024 |
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| Integrated Wealth Concepts | 556k | $51M | 141% | Jun 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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| Atria Investments | 534k | $49M | 44% | Jun 2024 |
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| Susquehanna International | 531k | $49M | 24% | Jun 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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| Rsm Us Wealth Management | 507k | $47M | 14% | Jun 2024 |
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| North Star Investment Management | 504k | $47M | -5% | Jun 2024 |
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| Northern Oak Capital Management | 500k | $46M | -2% | Jun 2024 |
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| Probity Advisors | 498k | $46M | 2% | Jun 2024 |
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| Creative Planning | 490k | $45M | 0% | Jun 2024 |
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| West Wealth Group | 486k | $45M | 13% | Jun 2024 |
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| Captrust Financial Advisors | 477k | $44M | -1% | Jun 2024 |
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| Capital Advisors | 467k | $43M | -2% | Jun 2024 |
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| Private Advisor | 447k | $41M | 10% | Jun 2024 |
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| Connecticut Wealth Management | 440k | $41M | -6% | Jun 2024 |
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| Pinkerton Retirement Specialists | 428k | $40M | 9% | Jun 2024 |
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| Mercer Global Advisors | 411k | $38M | -14% | Jun 2024 |
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| Pensionmark Financial Group | 404k | $47M | -6% | Jun 2024 |
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| Change Path | 393k | $36M | 15% | Jun 2024 |
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| Invst | 386k | $36M | 87% | Jun 2024 |
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| Quantitative Strategies | 384k | $36M | 4% | Jun 2024 |
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| Foundation Wealth Management | 380k | $35M | -3% | Jun 2024 |
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| Greenleaf Trust | 376k | $35M | -11% | Jun 2024 |
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| Ewa | 372k | $35M | 7% | Jun 2024 |
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| Milestone Group | 370k | $34M | -3% | Jun 2024 |
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| Amarillo National Bank | 368k | $34M | -10% | Jun 2024 |
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| Financial Life Advisors | 362k | $34M | -9% | Jun 2024 |
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| Hartland & Co | 362k | $34M | 5% | Jun 2024 |
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| Encompass Wealth Advisors | 361k | $33M | 0% | Jun 2024 |
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| Busey Trust Company | 360k | $33M | -1% | Jun 2024 |
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| MV Capital Management | 355k | $33M | -1% | Jun 2024 |
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| Strategic Financial Concepts | 351k | $26M | 9166% | Jun 2024 |
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| LMG Wealth Partners | 350k | $32M | 1% | Jun 2024 |
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| Stokes Family Office | 343k | $32M | 60% | Jun 2024 |
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| First Hawaiian Bank | 328k | $31M | -19% | Sep 2024 |
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| High Falls Advisors | 326k | $30M | 156% | Jun 2024 |
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| Steel Peak Wealth Management | 324k | $30M | 71% | Jun 2024 |
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| Lee Financial | 323k | $30M | 10% | Jun 2024 |
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| Concurrent Investment Advisors | 316k | $29M | 9% | Jun 2024 |
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| Td Private Client Wealth | 315k | $29M | -8% | Jun 2024 |
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| Pathstone Holdings | 308k | $29M | 2% | Jun 2024 |
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| Clear Creek Financial Management | 305k | $28M | 2% | Jun 2024 |
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| Pettinga Financial Advisors | 303k | $28M | 36% | Jun 2024 |
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| Sharkey, Howes & Javer | 302k | $28M | 5833% | Jun 2024 |
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| Citigroup | 302k | $28M | -7% | Jun 2024 |
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| Security Financial Services | 300k | $28M | 57% | Jun 2024 |
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| BKD Wealth Advisors | 298k | $28M | -3% | Jun 2024 |
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| Principal Securities | 297k | $28M | 3% | Jun 2024 |
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| Horst & Graben Wealth Management | 293k | $27M | 63% | Jun 2024 |
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| Green Square Asset Management | 289k | $27M | 4% | Jun 2024 |
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| First Merchants Bank, National Association | 289k | $27M | -8% | Jun 2024 |
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| Sterling Investment Counsel | 288k | $27M | -7% | Jun 2024 |
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| Csenge Advisory Group | 288k | $27M | 5% | Jun 2024 |
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| Summit Investment Advisors | 279k | $26M | -14% | Jun 2024 |
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| Mcmorgan & Co | 273k | $25M | 41% | Jun 2024 |
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| National Asset Management | 272k | $25M | 96% | Jun 2024 |
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| Diam | 272k | $25M | 47% | Jun 2024 |
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| Blue Edge Capital | 268k | $25M | -2% | Jun 2024 |
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| Droms Strauss Advisors | 266k | $25M | -3% | Jun 2024 |
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| CI Private Wealth | 262k | $24M | -1% | Jun 2024 |
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| Wealth Alliance | 260k | $24M | 44% | Jun 2024 |
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| KWMG | 260k | $25M | -2% | Sep 2024 |
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| Detalus Advisors | 258k | $24M | 27% | Jun 2024 |
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| Ohe Financial | 257k | $24M | 1% | Jun 2024 |
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| SPC Financial | 255k | $24M | -1% | Jun 2024 |
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| One Wealth Advisors | 254k | $22M | 61% | Jun 2024 |
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| Powell Investment Advisors | 250k | $23M | 0% | Jun 2024 |
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| Beacon Pointe Advisors | 247k | $23M | 7% | Jun 2024 |
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| GHP Investment Advisors | 247k | $23M | -2% | Jun 2024 |
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| J.w. Cole Advisors | 247k | $23M | -1% | Jun 2024 |
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| ShoreHaven Wealth Partners | 245k | $23M | 5% | Jun 2024 |
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| Smith Anglin Financial | 245k | $24M | -84% | Sep 2024 |
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| Financial Advocates Investment Management | 240k | $22M | 31% | Jun 2024 |
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| Halpern Financial | 238k | $23M | -4% | Sep 2024 |
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| HPM Partners | 237k | $22M | -11% | Jun 2024 |
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Who sold out of iShares S&P 500 Growth Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Herr Investment Group | Mar 2024 | 255k | $321k |