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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
7,300
shares
|
$644,225
0.05% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
7,296
shares
|
$643,872
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
7,292
shares
|
$643,519
0.06% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
7,292
shares
|
$643,519
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
7,287
shares
|
$643,077
0.39% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
7,272
shares
|
$641,754
0.2% of portfolio
|
Q1 2022
Added 1.0%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
7,256
shares
|
$640,342
0.1% of portfolio
|
Q4 2024
Reduced 33.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
7,205
shares
|
$635,841
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
7,200
shares
|
$635,400
0.34% of portfolio
|
Q1 2024
Reduced 5.82%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
7,170
shares
|
$632,752
0.19% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
7,163
shares
|
$632,134
0.36% of portfolio
|
Q4 2022
Reduced 0.58%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
7,141
shares
|
$630,193
0.28% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
7,135
shares
|
$629,663
0.28% of portfolio
|
Q1 2022
Reduced 0.03%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
7,106
shares
|
$627,104
0.33% of portfolio
|
Q1 2025
Reduced 40.34%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
7,096
shares
|
$626,222
0.25% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
7,066
shares
|
$623,574
0.11% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
7,060
shares
|
$623,045
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
7,058
shares
|
$622,868
0.09% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
7,051
shares
|
$622,250
0.03% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,051
shares
|
$622,250
0.1% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
7,040
shares
|
$621,280
0.09% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
7,027
shares
|
$620,132
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
7,000
shares
|
$617,750
0.17% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
6,959
shares
|
$614,131
0.01% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
6,952
shares
|
$613,514
0.11% of portfolio
|
Q1 2023
New holding
|