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 2,015 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 |
|---|---|---|---|---|---|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
25,989
shares
|
$2.29 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
25,954
shares
|
$2.29 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
25,869
shares
|
$2.28 Million
1.95% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
25,861
shares
|
$2.28 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
25,663
shares
|
$2.26 Million
0.07% of portfolio
|
Q1 2025
Reduced 56.21%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
25,439
shares
|
$2.24 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
25,176
shares
|
$2.22 Million
0.33% of portfolio
|
Q4 2024
Reduced 48.4%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
25,069
shares
|
$2.21 Million
1.25% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
24,993
shares
|
$2.21 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
24,975
shares
|
$2.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
24,943
shares
|
$2.2 Million
1.57% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
24,902
shares
|
$2.2 Million
1.2% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
24,887
shares
|
$2.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
24,758
shares
|
$2.18 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
24,717
shares
|
$2.18 Million
0.33% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
24,656
shares
|
$2.18 Million
1.34% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
24,536
shares
|
$2.17 Million
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
24,533
shares
|
$2.17 Million
1.87% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
24,453
shares
|
$2.16 Million
2.46% of portfolio
|
Q4 2023
New holding
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
24,178
shares
|
$2.13 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
24,148
shares
|
$2.13 Million
0.5% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
24,143
shares
|
$2.13 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
24,058
shares
|
$2.12 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
23,818
shares
|
$2.1 Million
0.16% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
23,800
shares
|
$2.1 Million
0.45% of portfolio
|
Q4 2024
Added 0.13%
|