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 |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
129,496
shares
|
$14.1 Million
3.87% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
129,438
shares
|
$14.1 Million
0.36% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
128,432
shares
|
$14 Million
1.03% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
127,678
shares
|
$13.9 Million
2.38% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
127,402
shares
|
$13.9 Million
5.09% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
126,804
shares
|
$13.8 Million
4.73% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
126,267
shares
|
$13.8 Million
2.46% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
125,902
shares
|
$13.7 Million
0.49% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
124,594
shares
|
$13.6 Million
0.09% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
124,476
shares
|
$13.6 Million
7.31% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
124,203
shares
|
$13.5 Million
4.26% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
123,596
shares
|
$13.5 Million
0.47% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
122,570
shares
|
$13.4 Million
0.0% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
122,221
shares
|
$13.3 Million
5.45% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
122,217
shares
|
$13.3 Million
0.96% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
121,671
shares
|
$13.3 Million
2.32% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
121,418
shares
|
$13.2 Million
2.31% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
118,802
shares
|
$12.9 Million
1.42% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
118,795
shares
|
$12.9 Million
0.84% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
118,064
shares
|
$12.9 Million
3.05% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
117,881
shares
|
$12.8 Million
0.92% of portfolio
|
Q3 2023
Added 216.42%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
117,079
shares
|
$12.8 Million
1.73% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
116,810
shares
|
$12.7 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Apr 30, 2025 Q1 2025 |
116,096
shares
|
$12.7 Million
10.85% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
115,584
shares
|
$12.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.57%
|