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 |
|---|---|---|---|---|---|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
11,683
shares
|
$1.03 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
11,655
shares
|
$1.03 Million
0.52% of portfolio
|
Q4 2024
Reduced 75.04%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
11,639
shares
|
$1.03 Million
1.07% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
11,628
shares
|
$1.03 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.87%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
11,626
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Added 18.28%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
11,600
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
11,595
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
11,560
shares
|
$1.02 Million
0.6% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
11,542
shares
|
$1.02 Million
0.14% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
11,532
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.94%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
11,468
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
11,467
shares
|
$1.01 Million
0.1% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
11,454
shares
|
$1.01 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
11,404
shares
|
$1.01 Million
0.23% of portfolio
|
Q1 2025
Reduced 79.59%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
11,396
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,354
shares
|
$1 Million
0.0% of portfolio
|
Q4 2022
Reduced 1.19%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
11,341
shares
|
$1 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
11,317
shares
|
$998,725
0.49% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Feb 14, 2025 Q4 2024 |
11,268
shares
|
$994,401
0.23% of portfolio
|
Q2 2023
Reduced 2.68%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
11,224
shares
|
$990,518
0.5% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
11,214
shares
|
$989,635
0.04% of portfolio
|
Q4 2024
Added 23.95%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
11,208
shares
|
$989,106
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
11,204
shares
|
$988,753
0.98% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
11,184
shares
|
$986,988
0.17% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
11,124
shares
|
$981,693
0.26% of portfolio
|
Q4 2024
Reduced 2.03%
|