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 |
|---|---|---|---|---|---|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
4,495
shares
|
$396,683
0.19% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
4,491
shares
|
$396,330
0.04% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
4,488
shares
|
$396,066
0.08% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
4,467
shares
|
$394,212
0.02% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,463
shares
|
$393,859
0.08% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,459
shares
|
$393,506
0.05% of portfolio
|
Q3 2024
Reduced 25.47%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
4,458
shares
|
$393,418
0.0% of portfolio
|
Q1 2024
Added 35.5%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
4,455
shares
|
$393,153
0.04% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,452
shares
|
$392,889
0.04% of portfolio
|
Q1 2024
Reduced 26.34%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
4,444
shares
|
$392,183
1.39% of portfolio
|
Q2 2023
Reduced 13.14%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,440
shares
|
$391,830
0.03% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
4,439
shares
|
$391,741
0.06% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
4,436
shares
|
$391,477
0.14% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
4,435
shares
|
$391,388
0.06% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,429
shares
|
$390,859
0.03% of portfolio
|
Q4 2024
Reduced 76.57%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,419
shares
|
$389,976
0.09% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
4,396
shares
|
$387,947
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
4,388
shares
|
$387,241
0.1% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
4,372
shares
|
$385,829
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
4,355
shares
|
$384,328
0.16% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
4,344
shares
|
$383,358
0.19% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,319
shares
|
$381,151
0.05% of portfolio
|
Q1 2022
Reduced 1.53%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
4,307
shares
|
$380,092
0.04% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,303
shares
|
$379,739
0.02% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
4,279
shares
|
$377,621
0.36% of portfolio
|
Q1 2025
Added 31.66%
|