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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
6,297
shares
|
$555,710
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
6,256
shares
|
$552,092
0.09% of portfolio
|
Q1 2023
Reduced 48.22%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
6,237
shares
|
$550,415
0.03% of portfolio
|
Q1 2025
Reduced 38.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
6,237
shares
|
$550,415
0.25% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
6,186
shares
|
$545,914
0.17% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,153
shares
|
$543,002
0.07% of portfolio
|
Q1 2024
Reduced 8.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
6,146
shares
|
$542,384
0.17% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
6,113
shares
|
$539,472
0.2% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
6,101
shares
|
$538,413
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
6,088
shares
|
$537,266
0.35% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,086
shares
|
$537,089
0.11% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
6,058
shares
|
$534,618
0.04% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
6,023
shares
|
$531,529
0.12% of portfolio
|
Q2 2024
Reduced 42.63%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
6,020
shares
|
$531,265
0.06% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
6,005
shares
|
$529,941
0.04% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
5,982
shares
|
$527,911
0.07% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
5,968
shares
|
$526,676
0.28% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
5,966
shares
|
$526,499
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
5,925
shares
|
$522,881
0.01% of portfolio
|
Q4 2024
Added 90.03%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,907
shares
|
$521,292
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
5,894
shares
|
$520,145
0.26% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,876
shares
|
$518,557
0.02% of portfolio
|
Q4 2022
Reduced 11.35%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
5,821
shares
|
$513,703
0.16% of portfolio
|
Q1 2025
Added 14.97%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
5,801
shares
|
$511,938
0.14% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
5,791
shares
|
$511,055
0.05% of portfolio
|
Q4 2024
Added 0.1%
|