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 2,014 institutions that hold shares in the stock, with a total of 426 Million shares, which have been reported (via 13F filing form) to have a value of $39.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
596,523
shares
|
$55.2 Million
0.12% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
587,869
shares
|
$54.4 Million
1.69% of portfolio
|
Q4 2024
Added 116.15%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
584,514
shares
|
$54.1 Million
0.34% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
582,437
shares
|
$53.9 Million
5.55% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
582,426
shares
|
$53.9 Million
3.56% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
577,636
shares
|
$53.5 Million
12.62% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
576,393
shares
|
$53.3 Million
0.06% of portfolio
|
Q4 2024
Added 13.82%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
573,684
shares
|
$53.1 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
571,995
shares
|
$52.9 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
565,639
shares
|
$52.3 Million
1.18% of portfolio
|
Q4 2024
Added 17.19%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
552,859
shares
|
$51.2 Million
14.17% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
552,826
shares
|
$51.2 Million
0.68% of portfolio
|
Q4 2024
Reduced 15.22%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
551,761
shares
|
$51.1 Million
13.97% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
550,844
shares
|
$51 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
534,688
shares
|
$49.5 Million
16.33% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
527,255
shares
|
$48.8 Million
1.78% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
524,211
shares
|
$48.5 Million
0.03% of portfolio
|
Q1 2025
Added 9183.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
522,269
shares
|
$48.3 Million
3.75% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
508,118
shares
|
$47 Million
5.04% of portfolio
|
Q1 2024
Added 10.98%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
503,893
shares
|
$46.6 Million
9.37% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
499,278
shares
|
$46.2 Million
0.46% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
496,589
shares
|
$46 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
470,456
shares
|
$43.5 Million
1.56% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
465,413
shares
|
$43.1 Million
1.26% of portfolio
|
Q1 2023
Added 5.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
453,014
shares
|
$41.9 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.15%
|