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 |
|---|---|---|---|---|---|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
32,929
shares
|
$2.91 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
32,882
shares
|
$2.91 Million
2.89% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
32,748
shares
|
$2.9 Million
2.93% of portfolio
|
Q4 2024
New holding
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
32,640
shares
|
$2.89 Million
2.51% of portfolio
|
Q3 2022
Reduced 0.22%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
32,524
shares
|
$2.88 Million
3.31% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
32,503
shares
|
$2.88 Million
0.32% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
32,432
shares
|
$2.87 Million
0.35% of portfolio
|
Q4 2024
Added 16.14%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
32,255
shares
|
$2.85 Million
5.44% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
32,241
shares
|
$2.85 Million
0.98% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,209
shares
|
$2.85 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.52%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
32,154
shares
|
$2.84 Million
0.08% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
32,149
shares
|
$2.84 Million
1.65% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
32,148
shares
|
$2.84 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
32,145
shares
|
$2.84 Million
0.05% of portfolio
|
Q4 2024
Added 424.13%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
32,084
shares
|
$2.84 Million
1.89% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
32,020
shares
|
$2.83 Million
0.06% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
31,985
shares
|
$2.83 Million
2.86% of portfolio
|
Q4 2024
Added 46.96%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
31,811
shares
|
$2.81 Million
0.19% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
31,803
shares
|
$2.81 Million
0.06% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
31,786
shares
|
$2.81 Million
0.48% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
31,700
shares
|
$2.8 Million
1.71% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
31,636
shares
|
$2.8 Million
0.1% of portfolio
|
Q4 2024
Added 104.78%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
31,571
shares
|
$2.79 Million
1.32% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
31,372
shares
|
$2.78 Million
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
30,984
shares
|
$2.74 Million
0.39% of portfolio
|
Q2 2024
Reduced 25.09%
|