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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
5,782
shares
|
$510,261
0.04% of portfolio
|
Q3 2023
Reduced 15.95%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
5,771
shares
|
$509,290
0.16% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
5,731
shares
|
$505,760
0.04% of portfolio
|
Q4 2024
Added 53.85%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
5,729
shares
|
$505,584
0.1% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
5,723
shares
|
$505,054
0.09% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
5,716
shares
|
$504,437
0.19% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
5,714
shares
|
$504,260
0.11% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
5,710
shares
|
$503,907
0.06% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,706
shares
|
$503,554
0.06% of portfolio
|
Q4 2023
Added 6.61%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
5,642
shares
|
$497,906
0.19% of portfolio
|
Q4 2024
Added 28.55%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
5,627
shares
|
$496,582
0.2% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,623
shares
|
$496,229
0.06% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
5,616
shares
|
$495,612
0.04% of portfolio
|
Q4 2024
Added 31.09%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
5,608
shares
|
$494,906
0.01% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
5,590
shares
|
$493,317
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
5,566
shares
|
$491,199
0.08% of portfolio
|
Q2 2023
Reduced 7.23%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
5,562
shares
|
$490,846
0.04% of portfolio
|
Q3 2023
Added 4.71%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
5,555
shares
|
$490,228
0.05% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
5,536
shares
|
$488,552
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
5,534
shares
|
$488,375
0.03% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
5,524
shares
|
$487,493
0.05% of portfolio
|
Q4 2021
Reduced 33.88%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
5,501
shares
|
$485,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
5,498
shares
|
$485,198
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
5,497
shares
|
$485,110
0.08% of portfolio
|
Q4 2024
Reduced 93.44%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
5,462
shares
|
$482,021
0.17% of portfolio
|
Q4 2024
Reduced 3.5%
|