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 |
|---|---|---|---|---|---|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
4,025
shares
|
$356,051
0.12% of portfolio
|
Q1 2025
Added 27.9%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,016
shares
|
$355,255
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
4,015
shares
|
$355,166
0.33% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
4,011
shares
|
$354,813
0.06% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Apr 10, 2025 Q1 2025 |
3,986
shares
|
$352,601
0.33% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,972
shares
|
$351,363
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
3,964
shares
|
$350,655
0.14% of portfolio
|
Q1 2023
Reduced 5.95%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
3,958
shares
|
$350,124
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
3,956
shares
|
$349,947
0.02% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
3,945
shares
|
$348,974
0.11% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,944
shares
|
$348,886
0.03% of portfolio
|
Q4 2024
Added 349.71%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
3,935
shares
|
$348,090
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
3,924
shares
|
$347,117
0.05% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
3,920
shares
|
$346,763
0.19% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,918
shares
|
$346,586
0.0% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
3,913
shares
|
$346,143
0.11% of portfolio
|
Q4 2024
Reduced 57.19%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,897
shares
|
$344,728
0.03% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
3,889
shares
|
$344,020
0.1% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3,882
shares
|
$343,401
0.02% of portfolio
|
Q4 2024
Reduced 52.92%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
3,877
shares
|
$342,959
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Feb 14, 2025 Q4 2024 |
3,876
shares
|
$342,870
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
3,869
shares
|
$342,251
0.13% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
3,840
shares
|
$339,686
0.08% of portfolio
|
Q3 2023
Added 48.36%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,836
shares
|
$339,332
0.14% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
3,833
shares
|
$339,067
0.13% of portfolio
|
Q2 2022
Reduced 24.07%
|