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 |
|---|---|---|---|---|---|
|
S&Co Inc
Boston, MA |
Feb 07, 2025 Q4 2024 |
35,586
shares
|
$3.15 Million
0.25% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
35,409
shares
|
$3.13 Million
1.38% of portfolio
|
Q1 2025
Added 59.48%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
35,345
shares
|
$3.13 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
35,057
shares
|
$3.1 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
35,000
shares
|
$3.1 Million
1.74% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
34,853
shares
|
$3.08 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
34,712
shares
|
$3.07 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
34,576
shares
|
$3.06 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
34,276
shares
|
$3.03 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
34,255
shares
|
$3.03 Million
0.51% of portfolio
|
Q1 2023
Added 0.47%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
34,244
shares
|
$3.03 Million
1.89% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
34,037
shares
|
$3.01 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
33,968
shares
|
$3 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
33,856
shares
|
$2.99 Million
0.81% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
33,808
shares
|
$2.99 Million
1.6% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,782
shares
|
$2.99 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
33,626
shares
|
$2.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 96.1%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
33,500
shares
|
$2.96 Million
0.49% of portfolio
|
Q1 2021
New holding
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
33,472
shares
|
$2.96 Million
1.76% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
33,403
shares
|
$2.95 Million
0.62% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
33,330
shares
|
$2.95 Million
0.04% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
33,227
shares
|
$2.94 Million
0.14% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
33,168
shares
|
$2.93 Million
0.27% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
32,955
shares
|
$2.92 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
32,931
shares
|
$2.91 Million
0.11% of portfolio
|
Q1 2024
Reduced 15.58%
|