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 2,041 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 $46.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
184,530
shares
|
$20.1 Million
1.32% of portfolio
|
Q1 2025
Added 23.29%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
184,520
shares
|
$20.1 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
184,005
shares
|
$20.1 Million
5.31% of portfolio
|
Q1 2025
Added 18.89%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 05, 2025 Q1 2025 |
183,688
shares
|
$20 Million
7.3% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
182,778
shares
|
$19.9 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
182,008
shares
|
$19.8 Million
3.6% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
181,191
shares
|
$19.7 Million
1.46% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
180,330
shares
|
$19.7 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
179,266
shares
|
$19.5 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
178,389
shares
|
$19.4 Million
1.63% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
177,564
shares
|
$19.3 Million
1.24% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
176,664
shares
|
$19.3 Million
0.33% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
175,713
shares
|
$19.1 Million
1.0% of portfolio
|
Q3 2023
Added 16.22%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
175,142
shares
|
$19.1 Million
7.1% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
175,092
shares
|
$19.1 Million
4.8% of portfolio
|
Q4 2023
Reduced 12.08%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
174,349
shares
|
$19 Million
1.85% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
172,338
shares
|
$18.8 Million
10.0% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
171,514
shares
|
$18.7 Million
12.13% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
170,984
shares
|
$18.6 Million
3.42% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
170,208
shares
|
$18.5 Million
3.54% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
169,741
shares
|
$18.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
165,669
shares
|
$18.1 Million
7.72% of portfolio
|
Q1 2025
Added 732.3%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
165,659
shares
|
$18.1 Million
14.77% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
165,007
shares
|
$18 Million
0.55% of portfolio
|
Q1 2025
Added 23.35%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
164,919
shares
|
$18 Million
2.45% of portfolio
|
Q1 2025
Reduced 1.94%
|