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 |
|---|---|---|---|---|---|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
8,739
shares
|
$771,216
0.12% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
8,708
shares
|
$768,481
0.58% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
8,702
shares
|
$767,951
0.08% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
8,648
shares
|
$763,186
0.04% of portfolio
|
Q4 2024
Added 73.31%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
8,540
shares
|
$753,655
0.18% of portfolio
|
Q1 2025
Added 19.78%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8,522
shares
|
$752,066
0.29% of portfolio
|
Q4 2024
Reduced 58.65%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
8,521
shares
|
$751,978
0.05% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
8,514
shares
|
$751,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
8,487
shares
|
$748,977
0.08% of portfolio
|
Q1 2022
Added 6.09%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
8,478
shares
|
$748,183
0.82% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
8,457
shares
|
$746,330
0.07% of portfolio
|
Q3 2024
Added 16.63%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
8,456
shares
|
$746,242
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
8,439
shares
|
$744,741
0.25% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
8,382
shares
|
$739,711
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Mar 19, 2025 Q4 2024 |
8,281
shares
|
$730,798
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
8,279
shares
|
$730,621
0.23% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
8,273
shares
|
$730,092
0.06% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
8,255
shares
|
$728,503
0.79% of portfolio
|
Q3 2022
Reduced 5.87%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Mar 27, 2025 Q4 2024 |
8,230
shares
|
$726,297
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
8,205
shares
|
$724,091
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,190
shares
|
$722,767
0.12% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
8,155
shares
|
$719,678
0.69% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
8,103
shares
|
$715,089
0.12% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
8,100
shares
|
$714,825
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,055
shares
|
$710,853
0.14% of portfolio
|
Q4 2024
Reduced 48.87%
|