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 |
|---|---|---|---|---|---|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
149,076
shares
|
$16.2 Million
13.14% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
148,921
shares
|
$16.2 Million
5.1% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
147,662
shares
|
$16.1 Million
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
146,509
shares
|
$16 Million
3.32% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
146,033
shares
|
$15.9 Million
0.04% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
145,734
shares
|
$15.9 Million
2.03% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
144,827
shares
|
$15.8 Million
1.18% of portfolio
|
Q2 2023
Reduced 3.57%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
144,433
shares
|
$15.7 Million
0.5% of portfolio
|
Q4 2024
Reduced 36.69%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
143,694
shares
|
$15.7 Million
7.36% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
143,358
shares
|
$15.6 Million
12.22% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
142,818
shares
|
$15.6 Million
0.47% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
142,108
shares
|
$15.5 Million
1.14% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
141,699
shares
|
$15.4 Million
1.84% of portfolio
|
Q1 2025
Reduced 40.62%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
141,047
shares
|
$15.4 Million
0.95% of portfolio
|
Q1 2025
Added 1832.15%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
139,647
shares
|
$15.2 Million
0.5% of portfolio
|
Q1 2025
Reduced 17.26%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
139,313
shares
|
$15.2 Million
1.06% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
139,077
shares
|
$15.2 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
137,985
shares
|
$15 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
137,321
shares
|
$15 Million
0.59% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
134,418
shares
|
$14.6 Million
1.1% of portfolio
|
Q3 2023
Reduced 1.4%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
131,203
shares
|
$14.3 Million
0.03% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
130,787
shares
|
$14.3 Million
0.85% of portfolio
|
Q1 2025
Added 55.84%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
130,724
shares
|
$14.2 Million
0.29% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
130,683
shares
|
$14.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
129,674
shares
|
$14.1 Million
0.76% of portfolio
|
Q1 2025
Reduced 77.74%
|