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 |
|---|---|---|---|---|---|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
17,312
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Added 426.36%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
17,301
shares
|
$1.53 Million
0.22% of portfolio
|
Q4 2024
Added 30.42%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
17,287
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
17,215
shares
|
$1.52 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
17,158
shares
|
$1.51 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
17,119
shares
|
$1.51 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
17,111
shares
|
$1.51 Million
0.4% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
17,070
shares
|
$1.51 Million
1.33% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
17,058
shares
|
$1.51 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
17,031
shares
|
$1.5 Million
1.93% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
16,986
shares
|
$1.5 Million
0.07% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,914
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
16,882
shares
|
$1.49 Million
0.93% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
16,873
shares
|
$1.49 Million
1.02% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
16,830
shares
|
$1.49 Million
0.29% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
16,781
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
16,730
shares
|
$1.48 Million
0.62% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
16,564
shares
|
$1.46 Million
0.34% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
16,431
shares
|
$1.45 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
16,363
shares
|
$1.44 Million
0.44% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
16,328
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Added 25.65%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
16,328
shares
|
$1.44 Million
0.43% of portfolio
|
Q1 2022
Reduced 10.8%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
16,294
shares
|
$1.44 Million
0.23% of portfolio
|
Q4 2024
Added 31.85%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
16,291
shares
|
$1.44 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
16,191
shares
|
$1.43 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.98%
|