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 2,062 institutions that hold shares in the stock, with a total of 422 Million shares, which have been reported (via 13F filing form) to have a value of $47.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
3,062
shares
|
$345,852
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
3,050
shares
|
$344,497
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
3,047
shares
|
$344,158
0.05% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
3,044
shares
|
$343,819
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
3,033
shares
|
$342,577
0.06% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,022
shares
|
$341,334
0.1% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
3,021
shares
|
$341,221
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,015
shares
|
$340,544
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
3,009
shares
|
$339,866
0.12% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
3,003
shares
|
$339,188
0.17% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
M. Kraus & CO
|
Jul 24, 2025 Q2 2025 |
3,000
shares
|
$338,850
0.11% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
3,000
shares
|
$338,850
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
2,999
shares
|
$338,737
0.06% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,981
shares
|
$336,703
0.06% of portfolio
|
Q1 2024
Added 3.01%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,980
shares
|
$336,591
0.07% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
2,980
shares
|
$336,591
0.12% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2,962
shares
|
$334,557
0.13% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
2,951
shares
|
$333,315
0.17% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
2,950
shares
|
$333,202
0.04% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
2,944
shares
|
$332,524
0.1% of portfolio
|
Q1 2025
Reduced 28.89%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
2,936
shares
|
$331,621
0.03% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
2,930
shares
|
$330,943
0.1% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
2,921
shares
|
$329,926
0.12% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
2,916
shares
|
$329,362
0.07% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
2,909
shares
|
$328,571
0.06% of portfolio
|
Q3 2024
Reduced 3.64%
|