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 2,014 institutions that hold shares in the stock, with a total of 426 Million shares, which have been reported (via 13F filing form) to have a value of $39.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
243,683
shares
|
$22.6 Million
2.37% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
241,195
shares
|
$22.3 Million
12.07% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
241,113
shares
|
$22.3 Million
1.16% of portfolio
|
Q4 2024
Added 15.54%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
239,890
shares
|
$22.2 Million
8.46% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
238,615
shares
|
$22.1 Million
2.94% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
238,239
shares
|
$22 Million
1.56% of portfolio
|
Q4 2024
Added 356.81%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
237,794
shares
|
$22 Million
3.65% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
237,739
shares
|
$22 Million
5.78% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
236,940
shares
|
$21.9 Million
2.12% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
236,938
shares
|
$21.9 Million
3.82% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
235,900
shares
|
$21.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
231,942
shares
|
$21.5 Million
2.9% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
231,335
shares
|
$21.4 Million
4.07% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
227,632
shares
|
$21.1 Million
0.29% of portfolio
|
Q4 2024
Added 24.82%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
220,672
shares
|
$20.4 Million
0.85% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
219,805
shares
|
$20.3 Million
0.29% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
214,120
shares
|
$19.8 Million
3.79% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
213,087
shares
|
$19.7 Million
1.02% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
211,039
shares
|
$19.5 Million
0.45% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
210,897
shares
|
$19.5 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
208,705
shares
|
$19.3 Million
1.21% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
208,685
shares
|
$19.3 Million
18.81% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
208,261
shares
|
$19.3 Million
0.18% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
207,533
shares
|
$19.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
206,680
shares
|
$19.1 Million
8.15% of portfolio
|
Q4 2024
Added 1.25%
|