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 |
|---|---|---|---|---|---|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
5,198
shares
|
$458,723
0.22% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
5,185
shares
|
$457,576
0.13% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
5,184
shares
|
$457,488
0.08% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
5,161
shares
|
$455,458
0.06% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
5,136
shares
|
$453,252
0.06% of portfolio
|
Q4 2024
Reduced 21.18%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
5,123
shares
|
$452,104
0.11% of portfolio
|
Q4 2024
Reduced 18.88%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
5,096
shares
|
$449,722
0.07% of portfolio
|
Q2 2024
Added 82.52%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,084
shares
|
$448,663
0.04% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
5,076
shares
|
$447,957
0.18% of portfolio
|
Q4 2024
Reduced 43.13%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
5,072
shares
|
$447,604
0.19% of portfolio
|
Q3 2024
Reduced 49.09%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
5,060
shares
|
$446,545
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,046
shares
|
$445,309
0.04% of portfolio
|
Q1 2023
Reduced 30.04%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
5,034
shares
|
$444,250
0.14% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
5,028
shares
|
$443,721
0.05% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
5,018
shares
|
$442,838
0.23% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,017
shares
|
$442,750
0.05% of portfolio
|
Q2 2023
Added 4.15%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
5,014
shares
|
$442,485
0.16% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
5,010
shares
|
$442,132
0.03% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
5,006
shares
|
$441,779
0.22% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
5,005
shares
|
$441,691
0.13% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
5,004
shares
|
$441,603
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
5,000
shares
|
$441,250
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
4,991
shares
|
$440,455
0.04% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
4,991
shares
|
$440,455
0.06% of portfolio
|
Q4 2024
Added 15.91%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
4,952
shares
|
$437,014
0.07% of portfolio
|
Q4 2024
Added 0.28%
|