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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
9,562
shares
|
$843,846
0.06% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
9,522
shares
|
$840,316
0.38% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
9,507
shares
|
$838,992
0.16% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,484
shares
|
$836,963
0.09% of portfolio
|
Q4 2024
Reduced 35.09%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
9,430
shares
|
$832,197
0.07% of portfolio
|
Q3 2024
Added 19.61%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
9,400
shares
|
$829,550
0.45% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
9,362
shares
|
$826,196
0.11% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
9,356
shares
|
$825,667
0.78% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
9,343
shares
|
$824,519
0.46% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
9,323
shares
|
$822,754
0.36% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
9,314
shares
|
$821,960
0.06% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,307
shares
|
$821,342
0.25% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
9,304
shares
|
$821,078
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
9,300
shares
|
$820,725
0.01% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,291
shares
|
$819,930
0.1% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
9,253
shares
|
$816,577
0.11% of portfolio
|
Q4 2023
Reduced 15.83%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
9,224
shares
|
$814,018
0.31% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
9,220
shares
|
$813,665
0.04% of portfolio
|
Q1 2025
Added 37.94%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
9,211
shares
|
$812,870
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
9,209
shares
|
$812,694
0.04% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Feb 18, 2025 Q4 2024 |
9,200
shares
|
$811,900
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
9,189
shares
|
$810,929
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
9,170
shares
|
$809,252
0.23% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
9,136
shares
|
$806,252
0.1% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,112
shares
|
$804,134
0.04% of portfolio
|
Q2 2022
Reduced 5.95%
|