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 |
|---|---|---|---|---|---|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
9,110
shares
|
$803,957
0.01% of portfolio
|
Q4 2024
Added 18.48%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
9,068
shares
|
$800,251
0.04% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
9,060
shares
|
$799,545
0.31% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Apr 21, 2025 Q1 2025 |
9,060
shares
|
$799,545
0.89% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
9,056
shares
|
$799,192
0.09% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
9,053
shares
|
$798,927
0.04% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
9,022
shares
|
$796,191
0.1% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,013
shares
|
$795,397
0.05% of portfolio
|
Q4 2022
Reduced 46.42%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
8,965
shares
|
$791,161
0.01% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
8,950
shares
|
$789,837
0.29% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,923
shares
|
$787,454
0.01% of portfolio
|
Q2 2024
Reduced 36.81%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
8,921
shares
|
$787,278
0.03% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,895
shares
|
$784,983
0.05% of portfolio
|
Q3 2023
Added 15.85%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
8,888
shares
|
$784,366
0.16% of portfolio
|
Q1 2025
Added 40.61%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
8,878
shares
|
$783,483
0.22% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,875
shares
|
$783,218
0.04% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,853
shares
|
$781,277
0.0% of portfolio
|
Q3 2022
Added 111.95%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,850
shares
|
$781,012
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
8,835
shares
|
$779,688
0.06% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
8,813
shares
|
$777,747
0.1% of portfolio
|
Q4 2024
Added 3329.18%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8,812
shares
|
$777,659
0.13% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
8,811
shares
|
$777,570
0.13% of portfolio
|
Q2 2024
Reduced 14.05%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
8,783
shares
|
$775,099
0.9% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
8,779
shares
|
$774,746
0.33% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
8,750
shares
|
$772,187
0.48% of portfolio
|
Q3 2024
Added 36.72%
|