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 1,897 institutions that hold shares in the stock, with a total of 416 Million shares, which have been reported (via 13F filing form) to have a value of $43.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
234
shares
|
$24,380
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
231
shares
|
$24,067
0.02% of portfolio
|
Q4 2024
Reduced 43.93%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
223
shares
|
$23,234
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
220
shares
|
$22,921
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
219
shares
|
$22,817
0.01% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
214
shares
|
$22,296
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
201
shares
|
$20,942
0.02% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
200
shares
|
$20,838
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
200
shares
|
$20,838
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
193
shares
|
$20,108
0.0% of portfolio
|
Q2 2024
Reduced 35.67%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
190
shares
|
$19,796
0.01% of portfolio
|
Q4 2024
Reduced 99.58%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
189
shares
|
$19,691
0.0% of portfolio
|
Q1 2024
Reduced 30.77%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
178
shares
|
$18,545
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
175
shares
|
$18,233
0.0% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
171
shares
|
$17,816
0.0% of portfolio
|
Q4 2024
Reduced 63.77%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
170
shares
|
$17,712
0.01% of portfolio
|
Q3 2024
Reduced 53.93%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
165
shares
|
$17,191
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
163
shares
|
$16,982
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
154
shares
|
$16,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
154
shares
|
$16,045
0.0% of portfolio
|
Q2 2024
Reduced 13.97%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
150
shares
|
$15,628
0.01% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
149
shares
|
$15,524
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
149
shares
|
$15,524
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
145
shares
|
$15,107
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
132
shares
|
$13,753
0.0% of portfolio
|
Q3 2024
New holding
|