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 2,027 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 $44.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
2,223
shares
|
$229,924
0.06% of portfolio
|
Q2 2024
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,220
shares
|
$229,614
0.15% of portfolio
|
Q1 2023
Added 175.78%
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
2,204
shares
|
$227,959
0.01% of portfolio
|
Q1 2025
Added 151.89%
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
2,196
shares
|
$227,132
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
2,194
shares
|
$226,925
0.05% of portfolio
|
Q1 2025
New holding
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
2,190
shares
|
$226,511
0.07% of portfolio
|
Q1 2025
Added 0.09%
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
2,189
shares
|
$226,408
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,177
shares
|
$225,167
0.03% of portfolio
|
Q2 2023
Added 2.11%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,174
shares
|
$224,856
0.02% of portfolio
|
Q1 2025
Added 108600.0%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,173
shares
|
$224,753
0.03% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
2,166
shares
|
$224,029
0.08% of portfolio
|
Q1 2025
Added 0.6%
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
2,165
shares
|
$223,925
0.1% of portfolio
|
Q1 2025
Added 1.93%
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
2,165
shares
|
$223,925
0.14% of portfolio
|
Q2 2024
New holding
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Apr 24, 2025 Q1 2025 |
2,164
shares
|
$223,822
0.19% of portfolio
|
Q4 2024
New holding
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
2,160
shares
|
$223,408
0.03% of portfolio
|
Q3 2024
New holding
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
2,155
shares
|
$222,891
0.04% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
2,154
shares
|
$222,788
0.07% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
2,143
shares
|
$221,650
0.06% of portfolio
|
Q1 2025
Reduced 65.3%
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
2,129
shares
|
$220,202
0.14% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
2,128
shares
|
$220,099
0.04% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
2,105
shares
|
$217,720
0.21% of portfolio
|
Q1 2025
Added 6.31%
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,071
shares
|
$214,203
0.16% of portfolio
|
Q4 2024
New holding
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
2,058
shares
|
$212,858
0.03% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
2,012
shares
|
$208,101
0.02% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
1,952
shares
|
$201,895
0.24% of portfolio
|
Q1 2025
New holding
|