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 2,019 institutions that hold shares in the stock, with a total of 428 Million shares, which have been reported (via 13F filing form) to have a value of $38.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
78,535
shares
|
$7.1 Million
0.92% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
78,314
shares
|
$7.08 Million
0.71% of portfolio
|
Q4 2024
Reduced 23.17%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
77,744
shares
|
$7.03 Million
0.3% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
77,568
shares
|
$7.01 Million
2.11% of portfolio
|
Q3 2024
Reduced 25.73%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
76,652
shares
|
$6.93 Million
0.88% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
75,741
shares
|
$6.85 Million
0.45% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
75,723
shares
|
$6.84 Million
3.9% of portfolio
|
Q4 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
75,646
shares
|
$6.84 Million
3.53% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
75,425
shares
|
$6.82 Million
2.41% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
75,387
shares
|
$6.81 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
75,193
shares
|
$6.8 Million
0.19% of portfolio
|
Q4 2024
Added 13.37%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
75,081
shares
|
$6.79 Million
0.19% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
74,959
shares
|
$6.78 Million
3.15% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
73,787
shares
|
$6.67 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
73,661
shares
|
$6.66 Million
1.46% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
73,484
shares
|
$6.64 Million
1.74% of portfolio
|
Q1 2025
Reduced 27.65%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
72,966
shares
|
$6.6 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
72,940
shares
|
$6.59 Million
4.0% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
72,858
shares
|
$6.59 Million
0.11% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
72,619
shares
|
$6.56 Million
0.62% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,531
shares
|
$6.56 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
72,498
shares
|
$6.55 Million
4.18% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
72,200
shares
|
$6.53 Million
1.75% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
71,914
shares
|
$6.5 Million
2.92% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
71,896
shares
|
$6.5 Million
10.58% of portfolio
|
Q4 2024
New holding
|