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 |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
78,616
shares
|
$8.57 Million
3.05% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
78,135
shares
|
$8.51 Million
5.14% of portfolio
|
Q1 2025
Added 104.65%
|
|
|
Polianta LTD
|
Jul 10, 2025 Q2 2025 |
77,900
shares
|
$8.49 Million
3.7% of portfolio
|
Q2 2025
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
77,875
shares
|
$8.49 Million
0.81% of portfolio
|
Q3 2022
Reduced 88.93%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
77,757
shares
|
$8.47 Million
2.86% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
77,614
shares
|
$8.46 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
76,780
shares
|
$8.37 Million
1.82% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
76,672
shares
|
$8.35 Million
2.33% of portfolio
|
Q1 2025
Reduced 41.93%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
75,646
shares
|
$8.24 Million
3.53% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
75,425
shares
|
$8.22 Million
2.41% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
74,580
shares
|
$8.13 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
73,988
shares
|
$8.06 Million
3.68% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
73,661
shares
|
$8.03 Million
1.46% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
73,565
shares
|
$8.02 Million
0.14% of portfolio
|
Q1 2025
Reduced 81.79%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
73,484
shares
|
$8.01 Million
1.74% of portfolio
|
Q1 2025
Reduced 27.65%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
72,966
shares
|
$7.95 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
72,907
shares
|
$7.94 Million
2.95% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
72,858
shares
|
$7.94 Million
0.11% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
72,578
shares
|
$7.91 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,531
shares
|
$7.9 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
72,498
shares
|
$7.9 Million
4.18% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
71,975
shares
|
$7.84 Million
4.39% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Apr 23, 2025 Q1 2025 |
71,655
shares
|
$7.81 Million
6.93% of portfolio
|
Q1 2025
Reduced 37.86%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
71,508
shares
|
$7.79 Million
3.77% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
71,369
shares
|
$7.78 Million
0.61% of portfolio
|
Q1 2025
Reduced 14.06%
|