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 |
|---|---|---|---|---|---|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
48,696
shares
|
$4.31 Million
0.66% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
48,555
shares
|
$4.3 Million
1.18% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
48,268
shares
|
$4.27 Million
0.46% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
47,977
shares
|
$4.24 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
47,957
shares
|
$4.24 Million
2.15% of portfolio
|
Q1 2024
Reduced 25.81%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
47,757
shares
|
$4.22 Million
0.15% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
47,166
shares
|
$4.17 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
47,135
shares
|
$4.17 Million
0.07% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
46,820
shares
|
$4.14 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
46,595
shares
|
$4.12 Million
2.03% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
46,328
shares
|
$4.1 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
46,295
shares
|
$4.1 Million
1.93% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
46,275
shares
|
$4.09 Million
0.2% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
46,185
shares
|
$4.09 Million
0.78% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
46,140
shares
|
$4.08 Million
0.03% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
46,122
shares
|
$4.08 Million
2.0% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
46,104
shares
|
$4.08 Million
0.11% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
45,648
shares
|
$4.04 Million
0.35% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
45,097
shares
|
$3.99 Million
0.48% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
45,084
shares
|
$3.99 Million
1.68% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
45,022
shares
|
$3.98 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
44,902
shares
|
$3.97 Million
4.33% of portfolio
|
Q4 2024
New holding
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
44,404
shares
|
$3.93 Million
0.17% of portfolio
|
Q4 2024
Reduced 18.06%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
44,022
shares
|
$3.89 Million
0.11% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
43,906
shares
|
$3.88 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.91%
|