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 |
|---|---|---|---|---|---|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
10,651
shares
|
$962,743
0.15% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
10,645
shares
|
$962,201
0.04% of portfolio
|
Q4 2023
Added 226.73%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
10,627
shares
|
$960,574
0.31% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,624
shares
|
$960,303
0.06% of portfolio
|
Q3 2022
Added 8.9%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
10,605
shares
|
$958,585
0.13% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
10,590
shares
|
$957,230
0.11% of portfolio
|
Q1 2025
Added 17.59%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
10,553
shares
|
$953,885
0.01% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
10,526
shares
|
$951,445
0.31% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
10,455
shares
|
$945,027
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
10,452
shares
|
$944,756
0.33% of portfolio
|
Q4 2024
Added 25.69%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
10,427
shares
|
$942,496
0.14% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
10,391
shares
|
$939,242
0.48% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
10,365
shares
|
$936,892
0.78% of portfolio
|
Q1 2025
Added 35.86%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
10,344
shares
|
$934,994
0.03% of portfolio
|
Q4 2024
Added 26.69%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
10,314
shares
|
$932,282
0.58% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
10,305
shares
|
$931,468
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
10,303
shares
|
$931,288
0.11% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
10,296
shares
|
$930,655
0.09% of portfolio
|
Q4 2024
Reduced 89.98%
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
10,286
shares
|
$929,751
0.43% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
10,280
shares
|
$929,209
0.55% of portfolio
|
Q1 2025
Reduced 51.01%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
10,264
shares
|
$927,762
0.4% of portfolio
|
Q2 2024
Reduced 6.81%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Apr 21, 2025 Q1 2025 |
10,250
shares
|
$926,497
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,248
shares
|
$926,316
0.31% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
10,218
shares
|
$923,605
0.03% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10,217
shares
|
$923,514
0.0% of portfolio
|
Q1 2024
Reduced 0.22%
|