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 |
|---|---|---|---|---|---|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
3,619
shares
|
$320,136
0.05% of portfolio
|
Q4 2022
Reduced 7.4%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
3,616
shares
|
$319,871
0.03% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
3,595
shares
|
$318,013
0.02% of portfolio
|
Q3 2023
Added 1.52%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
3,586
shares
|
$317,217
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
3,578
shares
|
$316,509
0.06% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
3,577
shares
|
$316,421
0.2% of portfolio
|
Q4 2024
Reduced 39.06%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
3,556
shares
|
$314,563
0.03% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
3,555
shares
|
$314,475
0.04% of portfolio
|
Q3 2024
Added 49.51%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
3,545
shares
|
$313,590
0.05% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
3,541
shares
|
$313,236
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
3,530
shares
|
$312,263
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
3,525
shares
|
$311,821
0.04% of portfolio
|
Q2 2023
Reduced 15.02%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
3,525
shares
|
$311,821
0.24% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
3,523
shares
|
$311,644
0.11% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
3,521
shares
|
$311,467
0.11% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
3,509
shares
|
$310,406
0.01% of portfolio
|
Q4 2024
Added 67.17%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
3,507
shares
|
$310,229
0.03% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
3,501
shares
|
$309,698
0.01% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,500
shares
|
$309,610
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,493
shares
|
$308,990
0.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
3,492
shares
|
$308,902
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,464
shares
|
$306,425
0.16% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
3,462
shares
|
$306,248
0.1% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
3,456
shares
|
$305,717
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
3,450
shares
|
$305,187
0.04% of portfolio
|
Q4 2024
Reduced 9.9%
|