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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
203,899
shares
|
$18.9 Million
0.66% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
203,305
shares
|
$18.8 Million
0.35% of portfolio
|
Q4 2024
Reduced 11.01%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
199,822
shares
|
$18.5 Million
0.33% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
199,556
shares
|
$18.5 Million
5.19% of portfolio
|
Q4 2024
Added 24415.48%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
198,991
shares
|
$18.4 Million
0.4% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
197,193
shares
|
$18.3 Million
5.81% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
194,612
shares
|
$18 Million
5.52% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Feb 03, 2025 Q4 2024 |
194,214
shares
|
$18 Million
8.17% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
193,505
shares
|
$17.9 Million
7.61% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
193,033
shares
|
$17.9 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
192,428
shares
|
$17.8 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.8%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Mar 19, 2025 Q4 2024 |
191,233
shares
|
$17.7 Million
10.49% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
188,416
shares
|
$17.4 Million
1.72% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
188,368
shares
|
$17.4 Million
1.71% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
187,389
shares
|
$17.3 Million
0.76% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
186,334
shares
|
$17.2 Million
7.17% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
184,477
shares
|
$17.1 Million
3.58% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
183,279
shares
|
$17 Million
0.67% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
182,989
shares
|
$16.9 Million
1.11% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
182,778
shares
|
$16.9 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
182,568
shares
|
$16.9 Million
1.44% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
180,826
shares
|
$16.7 Million
1.79% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
180,521
shares
|
$16.7 Million
0.67% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
180,516
shares
|
$16.7 Million
0.18% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
177,711
shares
|
$16.4 Million
0.21% of portfolio
|
Q4 2024
Added 0.09%
|