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 2,051 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $47.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
643
shares
|
$72,626
0.02% of portfolio
|
Q4 2023
Added 1361.36%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
642
shares
|
$72,513
0.04% of portfolio
|
Q1 2025
Reduced 73.44%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
640
shares
|
$72,288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
638
shares
|
$72,062
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
625
shares
|
$70,593
0.01% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
612
shares
|
$69,125
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
602
shares
|
$67,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
600
shares
|
$67,770
0.02% of portfolio
|
Q2 2023
Reduced 51.42%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
585
shares
|
$66,075
0.05% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
579
shares
|
$65,398
0.04% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
579
shares
|
$65,398
0.06% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
576
shares
|
$65,059
0.0% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
555
shares
|
$62,687
0.01% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
551
shares
|
$62,235
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
550
shares
|
$62,122
0.02% of portfolio
|
Q1 2024
Added 5.97%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
537
shares
|
$60,654
0.02% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
511
shares
|
$57,717
0.04% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
501
shares
|
$56,587
0.02% of portfolio
|
Q4 2024
Reduced 20.1%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
496
shares
|
$56,023
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
481
shares
|
$54,328
0.01% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
481
shares
|
$54,328
0.01% of portfolio
|
Q1 2025
Added 329.46%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
472
shares
|
$53,312
0.02% of portfolio
|
Q2 2023
Reduced 35.16%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
471
shares
|
$53,199
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
463
shares
|
$52,295
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
460
shares
|
$51,957
0.03% of portfolio
|
Q4 2024
Added 5.99%
|