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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
16,124
shares
|
$1.42 Million
0.04% of portfolio
|
Q4 2024
Added 47.35%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
16,029
shares
|
$1.41 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
15,930
shares
|
$1.41 Million
0.3% of portfolio
|
Q2 2021
Reduced 5.18%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
15,923
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15,790
shares
|
$1.39 Million
0.32% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
15,785
shares
|
$1.39 Million
1.17% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
15,716
shares
|
$1.39 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
15,699
shares
|
$1.39 Million
0.07% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
15,668
shares
|
$1.38 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
15,584
shares
|
$1.38 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
15,552
shares
|
$1.37 Million
0.16% of portfolio
|
Q1 2022
New holding
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
15,538
shares
|
$1.37 Million
0.55% of portfolio
|
Q2 2022
Reduced 1.3%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
15,406
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
15,386
shares
|
$1.36 Million
0.25% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
15,382
shares
|
$1.36 Million
0.48% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
15,308
shares
|
$1.35 Million
0.6% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
15,274
shares
|
$1.35 Million
0.8% of portfolio
|
Q4 2023
Reduced 5.27%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
15,271
shares
|
$1.35 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
15,183
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
15,097
shares
|
$1.33 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
15,081
shares
|
$1.33 Million
0.39% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
15,058
shares
|
$1.33 Million
0.87% of portfolio
|
Q1 2025
Added 31.86%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
15,030
shares
|
$1.33 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
15,017
shares
|
$1.33 Million
0.91% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
14,967
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2023
Added 0.24%
|