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 1,979 institutions that hold shares in the stock, with a total of 428 Million shares, which have been reported (via 13F filing form) to have a value of $45.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
171
shares
|
$18,197
0.0% of portfolio
|
Q4 2024
Reduced 63.77%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
170
shares
|
$18,091
0.01% of portfolio
|
Q3 2024
Reduced 53.93%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
165
shares
|
$17,559
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
163
shares
|
$17,346
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
155
shares
|
$16,495
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
154
shares
|
$16,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
150
shares
|
$15,963
0.01% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
149
shares
|
$15,856
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
149
shares
|
$15,856
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
145
shares
|
$15,430
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
128
shares
|
$13,621
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
123
shares
|
$13,089
0.0% of portfolio
|
Q1 2023
Added 0.82%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
112
shares
|
$11,919
0.0% of portfolio
|
Q4 2024
Reduced 82.64%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
112
shares
|
$11,919
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
106
shares
|
$11,280
0.0% of portfolio
|
Q1 2023
Reduced 53.91%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$10,642
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
88
shares
|
$9,364
0.0% of portfolio
|
Q1 2024
Reduced 71.97%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
88
shares
|
$9,364
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
83
shares
|
$8,832
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
82
shares
|
$8,726
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
81
shares
|
$8,620
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
81
shares
|
$8,620
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
77
shares
|
$8,194
0.01% of portfolio
|
Q3 2024
Reduced 82.96%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
76
shares
|
$8,087
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
71
shares
|
$7,555
0.0% of portfolio
|
Q4 2024
New holding
|