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 2,010 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 $40 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
175,713
shares
|
$16.7 Million
1.0% of portfolio
|
Q3 2023
Added 16.22%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
175,178
shares
|
$16.6 Million
0.31% of portfolio
|
Q4 2024
Added 167.66%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
175,092
shares
|
$16.6 Million
4.8% of portfolio
|
Q4 2023
Reduced 12.08%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
174,493
shares
|
$16.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
173,964
shares
|
$16.5 Million
12.87% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
173,056
shares
|
$16.4 Million
0.31% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
172,567
shares
|
$16.4 Million
1.11% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
172,441
shares
|
$16.3 Million
0.02% of portfolio
|
Q4 2024
Added 307.06%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
171,924
shares
|
$16.3 Million
3.68% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
170,456
shares
|
$16.2 Million
3.64% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
170,141
shares
|
$16.1 Million
0.12% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
169,983
shares
|
$16.1 Million
11.41% of portfolio
|
Q4 2024
Reduced 41.27%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
169,549
shares
|
$16.1 Million
2.06% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
169,325
shares
|
$16.1 Million
1.01% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
168,942
shares
|
$16 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
168,873
shares
|
$16 Million
7.77% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
168,770
shares
|
$16 Million
0.67% of portfolio
|
Q4 2024
Added 45.59%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
168,521
shares
|
$16 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
168,185
shares
|
$15.9 Million
2.6% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
165,680
shares
|
$15.7 Million
3.68% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
165,068
shares
|
$15.6 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
164,492
shares
|
$15.6 Million
2.28% of portfolio
|
Q3 2024
Added 375.75%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
164,432
shares
|
$15.6 Million
1.74% of portfolio
|
Q4 2024
Reduced 41.58%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
161,197
shares
|
$15.3 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
161,030
shares
|
$15.3 Million
1.12% of portfolio
|
Q4 2024
Reduced 8.54%
|