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 |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
13,998
shares
|
$1.24 Million
0.19% of portfolio
|
Q3 2023
Reduced 27.18%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
13,931
shares
|
$1.23 Million
0.12% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
13,927
shares
|
$1.23 Million
0.08% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Apr 14, 2025 Q1 2025 |
13,840
shares
|
$1.22 Million
0.84% of portfolio
|
Q2 2022
Reduced 7.34%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
13,815
shares
|
$1.22 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
13,790
shares
|
$1.22 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
13,711
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 464.01%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
13,680
shares
|
$1.21 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
13,659
shares
|
$1.21 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,645
shares
|
$1.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
13,641
shares
|
$1.2 Million
0.52% of portfolio
|
Q2 2024
New holding
|
|
|
Winslow Capital Management, LLC
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
13,609
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
13,585
shares
|
$1.2 Million
0.62% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
13,579
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
13,549
shares
|
$1.2 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
13,434
shares
|
$1.19 Million
0.15% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
13,392
shares
|
$1.18 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
13,392
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
13,306
shares
|
$1.17 Million
0.1% of portfolio
|
Q2 2024
Reduced 94.01%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
13,215
shares
|
$1.17 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,174
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
13,122
shares
|
$1.16 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
13,107
shares
|
$1.16 Million
0.8% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
13,106
shares
|
$1.16 Million
2.23% of portfolio
|
Q2 2022
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
13,102
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.13%
|