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 |
|---|---|---|---|---|---|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
71,896
shares
|
$6.36 Million
10.58% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
71,837
shares
|
$6.35 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
69,831
shares
|
$6.18 Million
2.9% of portfolio
|
Q1 2023
Added 1.09%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
69,830
shares
|
$6.18 Million
3.19% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
69,738
shares
|
$6.17 Million
1.77% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
69,558
shares
|
$6.15 Million
3.17% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
69,457
shares
|
$6.14 Million
0.94% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
68,648
shares
|
$6.07 Million
2.37% of portfolio
|
Q4 2024
New holding
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
68,273
shares
|
$6.04 Million
3.72% of portfolio
|
Q4 2024
Added 10.8%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
67,613
shares
|
$5.98 Million
0.12% of portfolio
|
Q1 2023
Added 0.58%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
67,522
shares
|
$5.97 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
66,629
shares
|
$5.89 Million
0.5% of portfolio
|
Q3 2023
Reduced 38.09%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
66,578
shares
|
$5.89 Million
0.12% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
66,447
shares
|
$5.88 Million
0.99% of portfolio
|
Q4 2022
Reduced 0.73%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
66,146
shares
|
$5.85 Million
0.22% of portfolio
|
Q1 2024
Added 14.1%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
66,063
shares
|
$5.84 Million
5.44% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
65,977
shares
|
$5.84 Million
0.39% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
65,956
shares
|
$5.83 Million
0.96% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
65,567
shares
|
$5.8 Million
0.2% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
65,062
shares
|
$5.76 Million
0.57% of portfolio
|
Q4 2024
Added 94.78%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
64,984
shares
|
$5.75 Million
1.73% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
64,946
shares
|
$5.75 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
64,945
shares
|
$5.75 Million
0.14% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
64,667
shares
|
$5.72 Million
0.43% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
64,338
shares
|
$5.69 Million
1.02% of portfolio
|
Q4 2024
Reduced 10.04%
|