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 2,014 institutions that hold shares in the stock, with a total of 426 Million shares, which have been reported (via 13F filing form) to have a value of $39.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,025,189
shares
|
$94.9 Million
0.35% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
989,191
shares
|
$91.5 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
946,392
shares
|
$87.6 Million
14.33% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
914,992
shares
|
$84.7 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
902,386
shares
|
$83.5 Million
0.59% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
881,122
shares
|
$81.5 Million
9.93% of portfolio
|
Q1 2023
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
878,202
shares
|
$81.3 Million
3.25% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
827,204
shares
|
$76.6 Million
13.24% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
784,449
shares
|
$72.6 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
770,939
shares
|
$71.4 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
758,448
shares
|
$70.2 Million
0.74% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
754,241
shares
|
$69.8 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
744,601
shares
|
$68.9 Million
18.63% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
732,661
shares
|
$67.8 Million
0.01% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
719,242
shares
|
$66.6 Million
5.97% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
709,612
shares
|
$65.7 Million
0.82% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
707,791
shares
|
$65.5 Million
7.63% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
695,288
shares
|
$64.3 Million
1.11% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
658,404
shares
|
$60.9 Million
0.39% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
649,125
shares
|
$60.1 Million
11.33% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
631,174
shares
|
$58.4 Million
42.41% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
609,721
shares
|
$56.4 Million
3.73% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
605,841
shares
|
$56.1 Million
0.17% of portfolio
|
Q4 2024
Added 16.14%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
601,141
shares
|
$55.6 Million
6.86% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
597,896
shares
|
$55.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.47%
|