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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
164,742
shares
|
$18 Million
0.51% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
164,617
shares
|
$17.9 Million
1.2% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
164,492
shares
|
$17.9 Million
2.46% of portfolio
|
Q3 2024
Added 375.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
164,467
shares
|
$17.9 Million
0.65% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
164,395
shares
|
$17.9 Million
1.86% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
163,931
shares
|
$17.9 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
163,837
shares
|
$17.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 55.74%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
162,247
shares
|
$17.7 Million
0.71% of portfolio
|
Q2 2025
Reduced 13.94%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
160,209
shares
|
$17.5 Million
1.95% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
159,856
shares
|
$17.4 Million
0.36% of portfolio
|
Q1 2025
Reduced 47.91%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
159,753
shares
|
$17.4 Million
9.69% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
158,647
shares
|
$17.3 Million
2.59% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
156,332
shares
|
$17 Million
5.34% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
155,923
shares
|
$17 Million
1.4% of portfolio
|
Q4 2024
Reduced 18.82%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
155,588
shares
|
$17 Million
0.14% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
155,130
shares
|
$16.9 Million
1.9% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
154,860
shares
|
$16.9 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
154,375
shares
|
$16.8 Million
5.38% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
151,750
shares
|
$16.5 Million
1.58% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
151,593
shares
|
$16.5 Million
0.96% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
151,255
shares
|
$16.5 Million
2.14% of portfolio
|
Q1 2025
Added 16.85%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
150,821
shares
|
$16.4 Million
0.79% of portfolio
|
Q3 2023
Added 14.68%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
149,882
shares
|
$16.3 Million
4.19% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
149,778
shares
|
$16.3 Million
0.03% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
149,343
shares
|
$16.3 Million
5.51% of portfolio
|
Q1 2025
Added 2.7%
|