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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
13,024
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.9%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
13,017
shares
|
$1.15 Million
0.72% of portfolio
|
Q1 2024
Reduced 1.85%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
13,012
shares
|
$1.15 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
13,007
shares
|
$1.15 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
12,943
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2023
Added 69.39%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
12,943
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2023
Added 69.39%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
12,942
shares
|
$1.14 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
12,864
shares
|
$1.14 Million
0.19% of portfolio
|
Q1 2025
Reduced 79.48%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
12,854
shares
|
$1.13 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
12,782
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
12,741
shares
|
$1.12 Million
0.67% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
12,740
shares
|
$1.12 Million
0.31% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,738
shares
|
$1.12 Million
0.11% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
12,738
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Added 34.11%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
12,700
shares
|
$1.12 Million
0.66% of portfolio
|
Q1 2025
Reduced 65.13%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
12,690
shares
|
$1.12 Million
0.26% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
12,604
shares
|
$1.11 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,509
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2022
Added 27.79%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
12,504
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
12,503
shares
|
$1.1 Million
0.06% of portfolio
|
Q1 2025
Added 62.0%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
12,495
shares
|
$1.1 Million
0.43% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
12,448
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.49%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
12,433
shares
|
$1.1 Million
0.2% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
12,404
shares
|
$1.09 Million
0.11% of portfolio
|
Q4 2024
Added 31.01%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
12,315
shares
|
$1.09 Million
0.18% of portfolio
|
Q1 2023
Added 3.33%
|