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 |
|---|---|---|---|---|---|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
4,720
shares
|
$416,540
0.06% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
4,716
shares
|
$416,187
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
4,710
shares
|
$415,657
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
4,709
shares
|
$415,569
0.1% of portfolio
|
Q4 2024
Reduced 17.52%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
4,697
shares
|
$414,510
0.05% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
4,689
shares
|
$413,804
0.03% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
4,686
shares
|
$413,539
0.03% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
4,678
shares
|
$412,833
0.17% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
4,669
shares
|
$412,039
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
4,658
shares
|
$411,068
0.21% of portfolio
|
Q4 2024
Added 27.34%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
4,656
shares
|
$410,892
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
4,656
shares
|
$410,892
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
4,636
shares
|
$409,127
0.07% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
4,618
shares
|
$407,538
0.2% of portfolio
|
Q2 2022
Added 0.35%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
4,600
shares
|
$405,950
0.06% of portfolio
|
Q2 2023
Reduced 3.12%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,587
shares
|
$404,802
0.04% of portfolio
|
Q2 2024
Reduced 20.3%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
4,582
shares
|
$404,361
0.08% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
4,562
shares
|
$402,596
0.18% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,558
shares
|
$402,243
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
4,543
shares
|
$400,919
0.11% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,532
shares
|
$399,949
0.26% of portfolio
|
Q2 2023
Reduced 6.11%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
4,532
shares
|
$399,949
0.13% of portfolio
|
Q4 2020
Reduced 26.74%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
4,516
shares
|
$398,537
0.16% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Feb 11, 2025 Q4 2024 |
4,505
shares
|
$397,566
0.49% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
4,497
shares
|
$396,860
0.08% of portfolio
|
Q4 2024
Reduced 17.91%
|