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 2,027 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 $44.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stegner Investment Associates Inc.
|
May 05, 2025 Q1 2025 |
637,250
shares
|
$65.9 Million
41.36% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
634,418
shares
|
$65.6 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
626,025
shares
|
$64.7 Million
5.37% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
609,721
shares
|
$63.1 Million
3.73% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
606,701
shares
|
$62.8 Million
0.11% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
601,141
shares
|
$62.2 Million
6.86% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
581,149
shares
|
$60.1 Million
11.67% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
581,067
shares
|
$60.1 Million
0.3% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
578,215
shares
|
$59.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
572,153
shares
|
$59.2 Million
0.68% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
552,859
shares
|
$57.2 Million
14.17% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
551,761
shares
|
$57.1 Million
13.97% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
543,298
shares
|
$56.2 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
542,892
shares
|
$56.2 Million
15.42% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
529,449
shares
|
$54.8 Million
0.45% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
525,426
shares
|
$54.3 Million
0.61% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
524,211
shares
|
$54.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 98.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
522,677
shares
|
$54.1 Million
3.59% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
513,282
shares
|
$53.1 Million
0.29% of portfolio
|
Q1 2025
Added 184.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
509,834
shares
|
$52.7 Million
0.08% of portfolio
|
Q1 2025
Added 89.37%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
508,118
shares
|
$52.6 Million
5.04% of portfolio
|
Q1 2024
Added 10.98%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
501,058
shares
|
$51.8 Million
9.25% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
494,233
shares
|
$51.1 Million
0.57% of portfolio
|
Q1 2025
Reduced 10.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
490,839
shares
|
$50.8 Million
1.53% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
478,525
shares
|
$49.5 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.64%
|