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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
11,118
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Added 92.89%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
11,113
shares
|
$1 Million
0.08% of portfolio
|
Q2 2024
Added 111.23%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
11,090
shares
|
$1 Million
0.15% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
11,075
shares
|
$1 Million
0.35% of portfolio
|
Q1 2023
Reduced 30.56%
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
11,012
shares
|
$995,374
0.42% of portfolio
|
Q3 2024
Reduced 60.4%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
11,000
shares
|
$994,290
0.83% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,976
shares
|
$992,120
2.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
10,959
shares
|
$990,584
0.37% of portfolio
|
Q4 2024
Added 27.91%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
10,943
shares
|
$989,137
0.24% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
10,936
shares
|
$988,505
0.21% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
10,923
shares
|
$987,329
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
10,890
shares
|
$984,347
0.22% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
10,856
shares
|
$981,273
0.76% of portfolio
|
Q4 2023
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
10,851
shares
|
$980,821
0.2% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
10,847
shares
|
$980,460
0.39% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
10,832
shares
|
$979,104
0.19% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
10,815
shares
|
$977,567
0.42% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
10,766
shares
|
$973,138
0.09% of portfolio
|
Q4 2024
Added 182.94%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
10,765
shares
|
$973,048
0.72% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
10,756
shares
|
$972,234
0.13% of portfolio
|
Q3 2024
Added 145.8%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
10,755
shares
|
$972,144
0.47% of portfolio
|
Q4 2024
Added 31.7%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
10,731
shares
|
$969,975
0.48% of portfolio
|
Q4 2024
Added 29.87%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
10,717
shares
|
$968,709
0.3% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
10,694
shares
|
$966,630
0.08% of portfolio
|
Q4 2024
Added 139.99%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
10,663
shares
|
$963,828
2.4% of portfolio
|
Q4 2024
Added 16.55%
|