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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
91,395
shares
|
$8.08 Million
0.19% of portfolio
|
Q4 2023
Added 9.84%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
91,109
shares
|
$8.06 Million
10.57% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
90,057
shares
|
$7.97 Million
5.86% of portfolio
|
Q4 2024
Reduced 27.62%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
89,835
shares
|
$7.95 Million
4.6% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
89,261
shares
|
$7.9 Million
0.28% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
89,147
shares
|
$7.89 Million
3.17% of portfolio
|
Q4 2024
New holding
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
88,376
shares
|
$7.82 Million
3.21% of portfolio
|
Q4 2024
Added 20.69%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
88,326
shares
|
$7.81 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
86,278
shares
|
$7.63 Million
2.54% of portfolio
|
Q4 2023
Reduced 1.22%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
86,148
shares
|
$7.62 Million
1.03% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
85,692
shares
|
$7.58 Million
2.05% of portfolio
|
Q4 2022
Added 29.12%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
85,457
shares
|
$7.56 Million
5.15% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
84,637
shares
|
$7.49 Million
0.31% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
84,635
shares
|
$7.49 Million
4.42% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
84,478
shares
|
$7.47 Million
4.26% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
84,444
shares
|
$7.47 Million
7.59% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
83,926
shares
|
$7.42 Million
0.59% of portfolio
|
Q4 2024
Added 26.49%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
83,856
shares
|
$7.42 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
83,041
shares
|
$7.35 Million
0.75% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
81,153
shares
|
$7.18 Million
3.36% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
81,118
shares
|
$7.18 Million
8.36% of portfolio
|
Q4 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
80,345
shares
|
$7.11 Million
3.33% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
79,834
shares
|
$7.06 Million
1.42% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
79,243
shares
|
$7.01 Million
3.46% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
79,046
shares
|
$6.99 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.2%
|