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 2,016 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 |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,336
shares
|
$121,562
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,329
shares
|
$120,925
0.03% of portfolio
|
Q2 2024
Reduced 6.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
1,328
shares
|
$120,834
0.0% of portfolio
|
Q4 2024
Reduced 93.73%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
1,326
shares
|
$120,652
0.04% of portfolio
|
Q1 2023
Reduced 19.15%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,318
shares
|
$119,924
0.02% of portfolio
|
Q4 2024
Added 61.92%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
1,316
shares
|
$119,742
0.07% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,308
shares
|
$119,014
0.05% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
1,280
shares
|
$116,467
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,274
shares
|
$115,921
0.09% of portfolio
|
Q4 2024
Added 23.69%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
1,248
shares
|
$113,555
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
1,232
shares
|
$112,099
0.1% of portfolio
|
Q1 2025
Reduced 98.48%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
1,203
shares
|
$109,460
0.0% of portfolio
|
Q1 2025
Reduced 24.1%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,200
shares
|
$109,188
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,195
shares
|
$108,733
0.03% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,180
shares
|
$107,368
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,168
shares
|
$106,276
0.03% of portfolio
|
Q3 2024
Reduced 43.11%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
1,162
shares
|
$105,730
0.08% of portfolio
|
Q3 2024
Added 96.28%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
1,153
shares
|
$104,911
0.03% of portfolio
|
Q3 2024
Reduced 18.75%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
1,152
shares
|
$104,820
0.03% of portfolio
|
Q3 2024
Reduced 46.62%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
1,100
shares
|
$100,089
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
1,092
shares
|
$99,361
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
1,076
shares
|
$97,905
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,061
shares
|
$96,540
0.06% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,053
shares
|
$95,812
0.01% of portfolio
|
Q4 2024
Added 40.21%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
1,032
shares
|
$93,901
0.08% of portfolio
|
Q4 2024
New holding
|