Institutional Ownership Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW). We have compiled data on the 2,018 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $37.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
116,810
shares
|
$10.3 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
116,245
shares
|
$10.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
115,313
shares
|
$10.2 Million
10.26% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
114,955
shares
|
$10.2 Million
6.2% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
113,923
shares
|
$10.1 Million
1.81% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Feb 10, 2025 Q4 2024 |
113,469
shares
|
$10 Million
11.78% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
113,420
shares
|
$10 Million
0.54% of portfolio
|
Q1 2025
Added 196.12%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
112,123
shares
|
$9.92 Million
0.56% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
111,725
shares
|
$9.88 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
111,168
shares
|
$9.83 Million
0.77% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
111,155
shares
|
$9.83 Million
3.14% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Mar 03, 2025 Q4 2024 |
109,816
shares
|
$9.71 Million
8.11% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
109,750
shares
|
$9.71 Million
8.3% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
108,866
shares
|
$9.63 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Apr 17, 2025 Q4 2024 |
108,180
shares
|
$9.57 Million
7.82% of portfolio
|
Q4 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
107,790
shares
|
$9.54 Million
0.91% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
107,064
shares
|
$9.47 Million
1.82% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
107,028
shares
|
$9.47 Million
6.74% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
106,951
shares
|
$9.46 Million
0.27% of portfolio
|
Q3 2022
Reduced 10.5%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
106,102
shares
|
$9.39 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
105,951
shares
|
$9.37 Million
1.47% of portfolio
|
Q4 2024
Added 95.07%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
105,948
shares
|
$9.37 Million
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
105,948
shares
|
$9.37 Million
7.75% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
104,980
shares
|
$9.29 Million
0.27% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
104,577
shares
|
$9.25 Million
0.34% of portfolio
|
Q4 2024
Added 2.55%
|