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 2,014 institutions that hold shares in the stock, with a total of 426 Million shares, which have been reported (via 13F filing form) to have a value of $39.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
342,386
shares
|
$31.7 Million
3.9% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
341,616
shares
|
$31.6 Million
7.56% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
336,510
shares
|
$31.1 Million
0.77% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
333,299
shares
|
$30.8 Million
0.07% of portfolio
|
Q4 2024
Added 32.51%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
332,186
shares
|
$30.7 Million
0.15% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
331,991
shares
|
$30.7 Million
4.78% of portfolio
|
Q4 2024
Added 41.46%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
331,442
shares
|
$30.7 Million
12.64% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
326,007
shares
|
$30.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
324,612
shares
|
$30 Million
6.24% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
323,946
shares
|
$30 Million
6.17% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
321,629
shares
|
$29.8 Million
0.91% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
318,562
shares
|
$29.5 Million
0.33% of portfolio
|
Q3 2023
Reduced 3.26%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
307,968
shares
|
$28.5 Million
3.48% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
306,896
shares
|
$28.4 Million
0.84% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
304,132
shares
|
$28.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
300,179
shares
|
$27.8 Million
1.26% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
295,480
shares
|
$27.3 Million
0.13% of portfolio
|
Q2 2023
Reduced 97.99%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
294,589
shares
|
$27.3 Million
2.09% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
292,050
shares
|
$27 Million
0.7% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
291,649
shares
|
$27 Million
0.43% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
288,723
shares
|
$26.7 Million
4.5% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
287,750
shares
|
$26.6 Million
6.7% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
287,355
shares
|
$26.6 Million
0.94% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
286,930
shares
|
$26.6 Million
6.95% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
283,704
shares
|
$26.3 Million
5.31% of portfolio
|
Q4 2024
Reduced 6.02%
|