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 |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
7,686
shares
|
$678,289
0.07% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
7,646
shares
|
$674,759
0.23% of portfolio
|
Q1 2025
Added 21.65%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
7,610
shares
|
$671,582
0.38% of portfolio
|
Q3 2023
Reduced 6.85%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
7,610
shares
|
$671,582
0.71% of portfolio
|
Q4 2023
Reduced 6.28%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,606
shares
|
$671,229
0.1% of portfolio
|
Q1 2023
Reduced 7.55%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
7,588
shares
|
$669,641
0.39% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
7,581
shares
|
$669,023
0.13% of portfolio
|
Q1 2025
Added 117.16%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
7,579
shares
|
$668,846
0.36% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
7,572
shares
|
$668,229
0.39% of portfolio
|
Q1 2025
Reduced 29.28%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
7,564
shares
|
$667,523
0.16% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
7,468
shares
|
$659,051
0.0% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
7,456
shares
|
$657,992
0.03% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
7,455
shares
|
$657,903
0.09% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
7,415
shares
|
$654,373
0.23% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
7,384
shares
|
$651,638
0.03% of portfolio
|
Q4 2024
Added 35.11%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
7,372
shares
|
$650,579
0.12% of portfolio
|
Q2 2024
Reduced 17.59%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
7,368
shares
|
$650,226
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
7,365
shares
|
$649,961
0.49% of portfolio
|
Q4 2024
Reduced 74.1%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
7,356
shares
|
$649,167
0.06% of portfolio
|
Q2 2022
Added 1.18%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
7,351
shares
|
$648,725
0.03% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,349
shares
|
$648,549
0.16% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
7,330
shares
|
$646,872
0.14% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
7,318
shares
|
$645,813
0.41% of portfolio
|
Q1 2024
Reduced 7.17%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
7,318
shares
|
$645,813
0.29% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
7,312
shares
|
$645,284
0.26% of portfolio
|
Q1 2025
Reduced 77.71%
|