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 |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
115,393
shares
|
$12.6 Million
2.38% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
114,955
shares
|
$12.5 Million
6.2% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
114,896
shares
|
$12.5 Million
1.62% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
114,142
shares
|
$12.4 Million
0.87% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
113,420
shares
|
$12.4 Million
0.54% of portfolio
|
Q1 2025
Added 196.12%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
112,218
shares
|
$12.2 Million
1.29% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
112,208
shares
|
$12.2 Million
7.75% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
112,123
shares
|
$12.2 Million
0.56% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
111,155
shares
|
$12.1 Million
3.14% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
110,474
shares
|
$12 Million
0.02% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
108,402
shares
|
$11.8 Million
0.86% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
108,028
shares
|
$11.8 Million
0.95% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
107,918
shares
|
$11.8 Million
0.44% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
107,905
shares
|
$11.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
May 08, 2025 Q1 2025 |
107,841
shares
|
$11.8 Million
7.36% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
107,635
shares
|
$11.7 Million
2.18% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
107,520
shares
|
$11.7 Million
8.06% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
107,028
shares
|
$11.7 Million
6.74% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
106,951
shares
|
$11.7 Million
0.27% of portfolio
|
Q3 2022
Reduced 10.5%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
106,125
shares
|
$11.6 Million
3.39% of portfolio
|
Q1 2025
Added 20.08%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
105,502
shares
|
$11.5 Million
7.37% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
105,267
shares
|
$11.5 Million
1.63% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
104,359
shares
|
$11.4 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
103,432
shares
|
$11.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Apr 25, 2025 Q1 2025 |
103,147
shares
|
$11.2 Million
5.14% of portfolio
|
Q1 2025
Added 1.96%
|