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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
38,215
shares
|
$3.38 Million
0.06% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
38,204
shares
|
$3.38 Million
0.43% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Bouvel Investment Partners, LLC
|
Apr 17, 2025 Q1 2025 |
38,184
shares
|
$3.38 Million
1.56% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Feb 13, 2025 Q4 2024 |
38,180
shares
|
$3.38 Million
2.96% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
37,872
shares
|
$3.35 Million
3.59% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
37,837
shares
|
$3.35 Million
1.99% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
37,822
shares
|
$3.35 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 14, 2025 Q1 2025 |
37,805
shares
|
$3.34 Million
0.12% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
37,774
shares
|
$3.34 Million
1.0% of portfolio
|
Q1 2025
Added 135.66%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
37,762
shares
|
$3.34 Million
0.47% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
37,563
shares
|
$3.32 Million
2.27% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
37,532
shares
|
$3.32 Million
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
37,220
shares
|
$3.29 Million
2.12% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
37,179
shares
|
$3.29 Million
2.42% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
36,974
shares
|
$3.27 Million
2.05% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
36,778
shares
|
$3.25 Million
2.25% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
36,582
shares
|
$3.24 Million
1.58% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
36,492
shares
|
$3.23 Million
0.82% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
36,460
shares
|
$3.23 Million
2.73% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
36,153
shares
|
$3.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
35,863
shares
|
$3.17 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
35,658
shares
|
$3.15 Million
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
35,651
shares
|
$3.15 Million
0.62% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
35,614
shares
|
$3.15 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
35,587
shares
|
$3.15 Million
0.33% of portfolio
|
Q1 2025
Added 3.53%
|