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 2,025 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 $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
2,778,850
shares
|
$287 Million
1.95% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,479,175
shares
|
$256 Million
1.94% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
2,377,360
shares
|
$246 Million
0.63% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,214,388
shares
|
$229 Million
0.29% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,159,492
shares
|
$223 Million
0.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,006,853
shares
|
$208 Million
1.15% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,982,948
shares
|
$205 Million
0.44% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
1,857,008
shares
|
$192 Million
14.99% of portfolio
|
Q1 2025
Added 4023.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,778,980
shares
|
$184 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,702,725
shares
|
$176 Million
1.18% of portfolio
|
Q1 2025
Reduced 35.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,659,880
shares
|
$172 Million
0.13% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,616,055
shares
|
$167 Million
2.94% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,602,454
shares
|
$166 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,420,998
shares
|
$147 Million
0.94% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,368,850
shares
|
$142 Million
0.47% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
1,315,807
shares
|
$136 Million
20.2% of portfolio
|
Q1 2025
Added 59.07%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
1,298,034
shares
|
$134 Million
6.79% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,249,362
shares
|
$129 Million
1.62% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,229,043
shares
|
$127 Million
0.19% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,228,174
shares
|
$127 Million
0.99% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,177,743
shares
|
$122 Million
0.37% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
1,135,349
shares
|
$117 Million
13.68% of portfolio
|
Q1 2025
Added 192.5%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
1,130,790
shares
|
$117 Million
6.18% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
1,104,282
shares
|
$114 Million
3.32% of portfolio
|
Q4 2023
Reduced 18.66%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,081,372
shares
|
$112 Million
1.88% of portfolio
|
Q1 2025
Reduced 20.35%
|