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 |
|---|---|---|---|---|---|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
57,533
shares
|
$5.09 Million
3.77% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
57,020
shares
|
$5.04 Million
0.36% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
56,610
shares
|
$5.01 Million
1.51% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
56,483
shares
|
$5 Million
1.19% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
56,000
shares
|
$4.95 Million
0.52% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
55,832
shares
|
$4.94 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
55,503
shares
|
$4.91 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
55,462
shares
|
$4.91 Million
1.19% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
55,221
shares
|
$4.88 Million
3.02% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
55,024
shares
|
$4.87 Million
1.53% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
55,013
shares
|
$4.87 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
54,889
shares
|
$4.86 Million
3.53% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
54,809
shares
|
$4.85 Million
4.22% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
54,660
shares
|
$4.84 Million
2.31% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
54,535
shares
|
$4.82 Million
0.32% of portfolio
|
Q4 2024
Added 26.28%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
54,423
shares
|
$4.81 Million
3.44% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
54,392
shares
|
$4.81 Million
2.86% of portfolio
|
Q4 2024
Reduced 22.38%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
54,167
shares
|
$4.79 Million
0.13% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
54,081
shares
|
$4.78 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
53,902
shares
|
$4.77 Million
0.3% of portfolio
|
Q4 2024
Added 30.06%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
53,708
shares
|
$4.75 Million
2.71% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
53,585
shares
|
$4.74 Million
0.03% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
52,998
shares
|
$4.69 Million
0.01% of portfolio
|
Q4 2024
Added 49.99%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
52,992
shares
|
$4.69 Million
4.98% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
52,657
shares
|
$4.66 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.73%
|