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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
18,916
shares
|
$1.67 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
18,871
shares
|
$1.67 Million
0.04% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
18,853
shares
|
$1.66 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
18,756
shares
|
$1.66 Million
0.16% of portfolio
|
Q4 2024
Reduced 98.82%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
18,705
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
18,590
shares
|
$1.64 Million
0.36% of portfolio
|
Q4 2022
Added 1.53%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
18,502
shares
|
$1.63 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
18,481
shares
|
$1.63 Million
0.04% of portfolio
|
Q4 2024
Added 36.42%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
18,424
shares
|
$1.63 Million
1.06% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
18,283
shares
|
$1.61 Million
0.58% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
18,240
shares
|
$1.61 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
18,171
shares
|
$1.6 Million
0.13% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
18,168
shares
|
$1.6 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
18,157
shares
|
$1.6 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
18,020
shares
|
$1.59 Million
0.54% of portfolio
|
Q3 2023
Reduced 21.84%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
17,926
shares
|
$1.58 Million
0.92% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Whitcomb & Hess, Inc.
|
Apr 08, 2025 Q1 2025 |
17,844
shares
|
$1.57 Million
0.54% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
17,648
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
17,584
shares
|
$1.55 Million
0.19% of portfolio
|
Q4 2024
Reduced 18.66%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
17,545
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
17,507
shares
|
$1.54 Million
0.33% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
17,478
shares
|
$1.54 Million
0.1% of portfolio
|
Q4 2023
Added 14.98%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
17,420
shares
|
$1.54 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
17,385
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2022
Reduced 6.82%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
17,326
shares
|
$1.53 Million
1.57% of portfolio
|
Q4 2024
New holding
|