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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
5,426
shares
|
$478,844
0.04% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
5,425
shares
|
$478,756
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
5,425
shares
|
$478,756
0.08% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
5,424
shares
|
$478,668
0.05% of portfolio
|
Q4 2024
Added 21.26%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
5,414
shares
|
$477,785
0.04% of portfolio
|
Q2 2024
Reduced 56.32%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
5,401
shares
|
$476,638
0.03% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
5,361
shares
|
$473,108
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,352
shares
|
$472,314
0.18% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
5,322
shares
|
$469,666
0.02% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
5,319
shares
|
$469,401
0.04% of portfolio
|
Q4 2022
Reduced 4.06%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
5,306
shares
|
$468,254
0.26% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
5,303
shares
|
$467,989
0.02% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
5,290
shares
|
$466,842
0.31% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
5,280
shares
|
$465,960
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
5,267
shares
|
$464,812
0.03% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
5,267
shares
|
$464,812
0.05% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
5,265
shares
|
$464,636
0.33% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
5,264
shares
|
$464,548
0.02% of portfolio
|
Q4 2024
Added 22.73%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,252
shares
|
$463,489
0.06% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
5,249
shares
|
$463,224
0.04% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,240
shares
|
$462,430
0.15% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,229
shares
|
$461,459
0.11% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
5,227
shares
|
$461,282
0.56% of portfolio
|
Q4 2024
New holding
|