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 2,015 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 $38.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
2,716
shares
|
$247,128
0.02% of portfolio
|
Q2 2024
Reduced 58.05%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Feb 11, 2025 Q4 2024 |
2,713
shares
|
$246,855
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
2,705
shares
|
$246,127
0.02% of portfolio
|
Q1 2025
Added 26.88%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,702
shares
|
$245,854
0.12% of portfolio
|
Q2 2022
Reduced 82.21%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
2,700
shares
|
$245,673
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avity Investment Management Inc.
|
Apr 11, 2025 Q1 2025 |
2,695
shares
|
$245,218
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
2,685
shares
|
$244,308
0.14% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,682
shares
|
$244,035
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
2,672
shares
|
$243,125
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
2,664
shares
|
$242,397
0.03% of portfolio
|
Q1 2024
Reduced 3.97%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
2,657
shares
|
$241,760
0.02% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
2,655
shares
|
$241,578
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
2,654
shares
|
$241,487
0.03% of portfolio
|
Q2 2024
Reduced 5.72%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
2,650
shares
|
$241,123
0.03% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
2,650
shares
|
$241,123
0.17% of portfolio
|
Q2 2023
Reduced 5.36%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
2,646
shares
|
$240,759
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,644
shares
|
$240,577
0.13% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
2,640
shares
|
$240,213
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
2,619
shares
|
$238,302
0.07% of portfolio
|
Q4 2024
Reduced 12.29%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Feb 05, 2025 Q4 2024 |
2,616
shares
|
$238,029
0.21% of portfolio
|
Q1 2024
Reduced 34.3%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
2,613
shares
|
$237,756
0.1% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
2,607
shares
|
$237,210
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,602
shares
|
$236,755
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Apr 11, 2025 Q4 2024 |
2,600
shares
|
$236,574
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
2,589
shares
|
$235,573
0.14% of portfolio
|
Q3 2024
Added 5.42%
|