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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
23,630
shares
|
$2.09 Million
0.11% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
23,625
shares
|
$2.08 Million
1.0% of portfolio
|
Q1 2025
Reduced 14.01%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
23,506
shares
|
$2.07 Million
0.66% of portfolio
|
Q4 2024
Reduced 13.83%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
23,415
shares
|
$2.07 Million
0.25% of portfolio
|
Q2 2024
Reduced 16.42%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
23,343
shares
|
$2.06 Million
0.21% of portfolio
|
Q1 2025
Reduced 22.57%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
23,342
shares
|
$2.06 Million
0.04% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
23,334
shares
|
$2.06 Million
3.11% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
23,259
shares
|
$2.05 Million
0.04% of portfolio
|
Q4 2024
Added 55.79%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
23,211
shares
|
$2.05 Million
0.43% of portfolio
|
Q4 2024
Added 23.96%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Mar 11, 2025 Q4 2024 |
23,106
shares
|
$2.04 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
23,074
shares
|
$2.04 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
23,057
shares
|
$2.03 Million
1.63% of portfolio
|
Q4 2024
Reduced 41.92%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
22,722
shares
|
$2.01 Million
0.07% of portfolio
|
Q4 2022
Reduced 5.6%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
22,698
shares
|
$2 Million
1.28% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
22,615
shares
|
$2 Million
1.44% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
22,534
shares
|
$1.99 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
22,533
shares
|
$1.99 Million
1.16% of portfolio
|
Q4 2024
Reduced 31.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
22,527
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2024
Added 50.95%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
22,515
shares
|
$1.99 Million
0.05% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
22,464
shares
|
$1.98 Million
0.18% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
22,386
shares
|
$1.98 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
22,304
shares
|
$1.97 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
22,150
shares
|
$1.95 Million
0.53% of portfolio
|
Q4 2024
Added 49.6%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
22,093
shares
|
$1.95 Million
0.77% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
21,982
shares
|
$1.94 Million
0.4% of portfolio
|
Q4 2024
Added 0.1%
|