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 2,018 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 |
|---|---|---|---|---|---|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
4,277
shares
|
$378,343
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
4,229
shares
|
$374,097
0.07% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
4,223
shares
|
$373,566
0.39% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
4,208
shares
|
$372,239
0.18% of portfolio
|
Q4 2024
Added 16.08%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,204
shares
|
$371,885
0.05% of portfolio
|
Q2 2024
Added 50.3%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
4,203
shares
|
$371,797
0.07% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
4,193
shares
|
$370,912
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,191
shares
|
$370,735
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
4,175
shares
|
$369,320
0.07% of portfolio
|
Q1 2025
Added 67.74%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
4,171
shares
|
$368,966
0.19% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
4,163
shares
|
$368,258
0.14% of portfolio
|
Q4 2024
Reduced 87.12%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
4,140
shares
|
$366,224
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
4,137
shares
|
$365,959
0.13% of portfolio
|
Q4 2024
Added 84.52%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
4,135
shares
|
$365,782
0.14% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
4,133
shares
|
$365,605
0.2% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
4,131
shares
|
$365,428
0.15% of portfolio
|
Q4 2024
Added 83.44%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
4,107
shares
|
$363,305
0.13% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
4,094
shares
|
$362,155
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,089
shares
|
$361,712
0.07% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
4,076
shares
|
$360,562
0.58% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
4,068
shares
|
$359,855
0.29% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
4,059
shares
|
$359,059
0.08% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
4,059
shares
|
$359,059
0.18% of portfolio
|
Q3 2024
Added 24.17%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
4,031
shares
|
$356,582
0.06% of portfolio
|
Q3 2024
Added 44.95%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
4,027
shares
|
$356,228
0.07% of portfolio
|
Q4 2024
Added 4.95%
|