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 |
|---|---|---|---|---|---|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
10,215
shares
|
$923,333
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
10,143
shares
|
$916,825
0.03% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,136
shares
|
$916,193
0.33% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
10,126
shares
|
$915,289
0.67% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
10,119
shares
|
$914,656
0.6% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,112
shares
|
$914,023
0.34% of portfolio
|
Q4 2020
Added 270.13%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
10,095
shares
|
$912,487
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
10,067
shares
|
$909,956
0.18% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
10,067
shares
|
$909,956
0.18% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
10,065
shares
|
$909,775
0.03% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,027
shares
|
$906,340
0.16% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
10,009
shares
|
$904,713
0.08% of portfolio
|
Q3 2024
Added 62.27%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,953
shares
|
$899,651
0.08% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
9,937
shares
|
$898,205
0.2% of portfolio
|
Q4 2022
Reduced 1.46%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
9,889
shares
|
$893,866
0.24% of portfolio
|
Q1 2024
Reduced 33.58%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
9,790
shares
|
$884,918
0.46% of portfolio
|
Q4 2024
Reduced 53.95%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
9,739
shares
|
$880,308
0.44% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
9,736
shares
|
$880,037
0.84% of portfolio
|
Q4 2023
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
9,709
shares
|
$877,596
0.11% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
9,702
shares
|
$876,963
0.16% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,701
shares
|
$876,873
0.0% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
9,621
shares
|
$869,642
0.2% of portfolio
|
Q4 2024
Reduced 46.01%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
9,616
shares
|
$869,190
0.1% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,598
shares
|
$867,563
0.03% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
9,576
shares
|
$865,574
0.02% of portfolio
|
Q4 2024
New holding
|