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 | 47M | $3.9B | 2% | Mar 2024 |
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| Envestnet Asset Management | 33M | $2.8B | 54% | Mar 2024 |
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| Morgan Stanley | 31M | $2.6B | 7% | Mar 2024 |
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| Bank of America Corporation | 18M | $1.5B | 2% | Mar 2024 |
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| Wells Fargo & Company | 15M | $1.3B | -3% | Mar 2024 |
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| LPL Financial | 11M | $964M | 48% | Mar 2024 |
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| Goldman Sachs Group | 9.7M | $815M | -5% | Mar 2024 |
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| UBS Group | 9.3M | $786M | 0% | Mar 2024 |
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| Stifel Financial | 7.3M | $615M | 5% | Mar 2024 |
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| Ameriprise Financial | 6.9M | $585M | -24% | Mar 2024 |
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| BlackRock | 5.4M | $459M | 40% | Mar 2024 |
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| Pnc Financial Services | 5.1M | $433M | 2% | Mar 2024 |
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| M^T Bank Corporation | 5.1M | $427M | -2% | Mar 2024 |
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| CWM | 4.4M | $373M | 57% | Mar 2024 |
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| Envestnet Portfolio Solutions | 4.0M | $335M | 97% | Mar 2024 |
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| Mariner Wealth Advisors | 3.7M | $316M | 0% | Mar 2024 |
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| Us Bancorp | 3.6M | $304M | 7% | Mar 2024 |
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| Regions Bank | 3.0M | $255M | -1% | Mar 2024 |
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| Commonwealth Equity Services | 3.0M | $254M | 6% | Mar 2024 |
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| Royal Bank of Canada | 3.0M | $249M | 1% | Mar 2024 |
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| Park Avenue Securities | 2.6M | $224M | 145% | Mar 2024 |
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| HB Wealth Management | 2.6M | $219M | -2% | Mar 2024 |
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| Huntington National Bank | 2.6M | $217M | 7% | Mar 2024 |
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| Fil | 2.6M | $216M | 100% | Mar 2024 |
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| Lido Advisors | 2.5M | $212M | -2% | Mar 2024 |
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| Raymond James Financial Services Advisors | 2.4M | $203M | -11% | Mar 2024 |
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| FMR | 2.2M | $182M | -1% | Mar 2024 |
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| Raymond James & Associates | 2.1M | $178M | 2% | Mar 2024 |
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| Advisor Group Holdings | 1.8M | $149M | -54% | Mar 2024 |
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| HighTower Advisors | 1.7M | $145M | -4% | Mar 2024 |
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| Janney Montgomery Scott | 1.7M | $141M | 93% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 1.6M | $139M | -4% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 1.5M | $128M | 3% | Mar 2024 |
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| Smith Anglin Financial | 1.5M | $124M | 38% | Mar 2024 |
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| Midland Wealth Advisors | 1.3M | $112M | 0% | Mar 2024 |
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| Two Sigma Investments | 1.2M | $101M | 22% | Mar 2024 |
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| Branch Banking & Trust Company | 1.2M | $99M | 12% | Mar 2024 |
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| Thrivent Financial for Lutherans | 1.2M | $98M | -8% | Mar 2024 |
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| Salomon & Ludwin | 1.1M | $96M | -4% | Mar 2024 |
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| Brian McDonald | 1.1M | $93M | -1% | Mar 2024 |
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| Rehmann Capital Advisory | 1.1M | $91M | 13% | Mar 2024 |
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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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| United Capital Financial Advisers | 1.0M | $88M | 78% | Mar 2024 |
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| Foundations Investment Advisors | 1.0M | $86M | 51% | Mar 2024 |
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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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| Calamos Wealth Management | 967k | $82M | 3% | Mar 2024 |
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| MAI Wealth Advisors | 957k | $81M | 9% | Mar 2024 |
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| USA Financial Portformulas | 903k | $76M | 6% | Mar 2024 |
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| Fifth Third Bancorp | 898k | $76M | -5% | Mar 2024 |
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| Modern Wealth Management | 888k | $75M | 100% | Mar 2024 |
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| Moneta Group Investment Advisors | 849k | $64M | 0% | Dec 2023 |
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| Keybank National Association | 834k | $70M | 5% | Mar 2024 |
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| ValMark Advisers | 817k | $69M | -2% | Mar 2024 |
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| JB Capital | 807k | $68M | 168% | Mar 2024 |
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| Goss Wealth Management | 792k | $67M | 135% | Mar 2024 |
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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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| Modera Wealth Management | 773k | $65M | -2% | Mar 2024 |
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| Colony | 753k | $64M | 133% | Mar 2024 |
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| Praetorian Wealth Management | 749k | $63M | 6% | Mar 2024 |
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| Resources Investment Advisors | 714k | $60M | 54% | Mar 2024 |
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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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| Northern Trust | 651k | $55M | 11% | Mar 2024 |
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| Bank Of Montreal | 637k | $54M | -9% | Mar 2024 |
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| Charles Schwab Investment Management | 637k | $54M | -6% | Mar 2024 |
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| Atria Wealth Solutions | 591k | $50M | 30% | Mar 2024 |
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| SilverOak Wealth Management | 580k | $49M | -2% | Mar 2024 |
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| Hanson McClain Advisors | 577k | $49M | -3% | Mar 2024 |
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| Sigma Planning | 555k | $47M | 151% | Mar 2024 |
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| H D Vest Advisory Services | 552k | $47M | 59% | Mar 2024 |
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| North Star Investment Management | 530k | $45M | 2% | Mar 2024 |
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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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| Northern Oak Capital Management | 511k | $43M | -4% | Mar 2024 |
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| Strategic Wealth Partners | 508k | $43M | 23% | Mar 2024 |
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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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| Probity Advisors | 489k | $41M | -3% | Mar 2024 |
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| Creative Planning | 488k | $41M | 0% | Mar 2024 |
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| Captrust Financial Advisors | 483k | $41M | -14% | Mar 2024 |
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| Mercer Global Advisors | 480k | $41M | -14% | Mar 2024 |
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| Capital Advisors | 476k | $40M | -6% | Mar 2024 |
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| Connecticut Wealth Management | 469k | $40M | 0% | Mar 2024 |
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| AE Wealth Management | 455k | $38M | 24% | Mar 2024 |
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| Advocacy Wealth Management Services | 450k | $38M | 271% | Mar 2024 |
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| Steward Partners Investment Advisory | 448k | $38M | 141% | Mar 2024 |
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| Rsm Us Wealth Management | 445k | $38M | -6% | Mar 2024 |
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| Kestra Advisory Services | 430k | $32M | 5% | Dec 2023 |
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| West Wealth Group | 429k | $36M | 488% | Mar 2024 |
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| Pensionmark Financial Group | 429k | $36M | -16% | Mar 2024 |
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| Susquehanna International | 427k | $36M | 59% | Mar 2024 |
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| GW & Wade | 424k | $32M | 3% | Dec 2023 |
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| Greenleaf Trust | 421k | $36M | -4% | Mar 2024 |
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| Amarillo National Bank | 410k | $35M | -1% | Mar 2024 |
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| Private Advisor | 406k | $34M | 3% | Mar 2024 |
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| Financial Life Advisors | 396k | $33M | -3% | Mar 2024 |
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| Pinkerton Retirement Specialists | 392k | $33M | 9% | Mar 2024 |
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| Foundation Wealth Management | 392k | $33M | 3% | Mar 2024 |
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| Milestone Group | 380k | $32M | -9% | Mar 2024 |
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| Quantitative Strategies | 368k | $31M | -14% | Mar 2024 |
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| Busey Trust Company | 365k | $31M | 0% | Mar 2024 |
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| Encompass Wealth Advisors | 362k | $31M | 0% | Mar 2024 |
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| MV Capital Management | 360k | $30M | -1% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 353k | $30M | -21% | Mar 2024 |
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| LMG Wealth Partners | 348k | $29M | -5% | Mar 2024 |
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| Bank Of Oklahoma National Association / | 348k | $30M | -8% | Mar 2024 |
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| Ewa | 348k | $29M | 100% | Mar 2024 |
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| Hartland & Co | 336k | $25M | 2% | Dec 2023 |
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| Citigroup | 326k | $28M | -9% | Mar 2024 |
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| Summit Investment Advisors | 325k | $28M | -12% | Mar 2024 |
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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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| Sterling Investment Counsel | 309k | $26M | 2% | Mar 2024 |
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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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| Pathstone Holdings | 302k | $26M | 0% | Mar 2024 |
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| Clear Creek Financial Management | 300k | $25M | -4% | Mar 2024 |
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| Silicon Valley Capital Partners | 294k | $25M | -3% | Mar 2024 |
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| Concurrent Investment Advisors | 291k | $25M | 17% | Mar 2024 |
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| Principal Securities | 287k | $24M | -34% | Mar 2024 |
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| Green Square Asset Management | 278k | $24M | 0% | Mar 2024 |
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| Droms Strauss Advisors | 276k | $23M | 1% | Mar 2024 |
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| KWMG | 275k | $23M | -1% | Mar 2024 |
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| Blue Edge Capital | 274k | $23M | 7% | Mar 2024 |
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| Csenge Advisory Group | 274k | $23M | 25% | Mar 2024 |
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| HPM Partners | 268k | $23M | -1% | Mar 2024 |
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| Icon Wealth Advisors | 266k | $23M | 128% | Mar 2024 |
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| CI Private Wealth | 264k | $22M | 4% | Mar 2024 |
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| Derbend Asset Management | 263k | $22M | 4% | Mar 2024 |
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| Lee Financial | 262k | $20M | 15% | Dec 2023 |
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| Two Sigma Advisers | 260k | $22M | -62% | Mar 2024 |
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| SPC Financial | 257k | $22M | -1% | Mar 2024 |
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| Herr Investment Group | 255k | $321k | 100% | Mar 2024 |
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| Ohe Financial | 254k | $21M | -8% | Mar 2024 |
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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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| J.w. Cole Advisors | 249k | $21M | 4% | Mar 2024 |
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| Wealthsource Partners | 248k | $19M | 13% | Dec 2023 |
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| Sei Investments | 237k | $20M | -9% | Mar 2024 |
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| ShoreHaven Wealth Partners | 233k | $20M | -9% | Mar 2024 |
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| Integrated Wealth Concepts | 230k | $20M | 54% | Mar 2024 |
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| Western Wealth Management | 230k | $19M | -2% | Mar 2024 |
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| Beacon Pointe Advisors | 226k | $17M | -58% | 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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| Miracle Mile Advisors | 222k | $19M | -1% | Mar 2024 |
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| Alera Investment Advisors | 184k | $16M | -19% | Mar 2024 |
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| Ameritas Advisory Services | 143k | $11M | -42% | Dec 2023 |
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| Royal Fund Management | 67k | $5.7M | -70% | Mar 2024 |
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| Babson Capital Management | 11k | $885k | -98% | Mar 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 |
|---|---|---|---|
| Prudential | Sep 2023 | 483k | $33M |
| Peninsula Wealth | Dec 2023 | 233k | $18M |