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 |
|---|---|---|---|---|---|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
71,289
shares
|
$7.77 Million
2.44% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
71,117
shares
|
$7.75 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Florin Court Capital LLP
|
May 12, 2025 Q1 2025 |
71,000
shares
|
$7.74 Million
6.96% of portfolio
|
Q1 2025
Reduced 44.49%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
70,972
shares
|
$7.73 Million
1.8% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
69,831
shares
|
$7.61 Million
2.9% of portfolio
|
Q1 2023
Added 1.09%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
69,558
shares
|
$7.58 Million
3.17% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
69,457
shares
|
$7.57 Million
0.94% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
68,890
shares
|
$7.51 Million
0.53% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
68,648
shares
|
$7.48 Million
2.37% of portfolio
|
Q4 2024
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
68,138
shares
|
$7.42 Million
0.43% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
67,937
shares
|
$7.4 Million
0.59% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
67,692
shares
|
$7.38 Million
0.38% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
67,621
shares
|
$7.37 Million
2.37% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
67,613
shares
|
$7.37 Million
0.12% of portfolio
|
Q1 2023
Added 0.58%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
67,523
shares
|
$7.36 Million
3.4% of portfolio
|
Q1 2025
Added 50.38%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
67,403
shares
|
$7.34 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
67,130
shares
|
$7.32 Million
0.01% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
66,795
shares
|
$7.28 Million
3.98% of portfolio
|
Q1 2025
Reduced 25.83%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
66,539
shares
|
$7.25 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
66,514
shares
|
$7.25 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
66,447
shares
|
$7.24 Million
0.99% of portfolio
|
Q4 2022
Reduced 0.73%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
65,828
shares
|
$7.17 Million
1.15% of portfolio
|
Q1 2025
Reduced 38.92%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
65,343
shares
|
$7.12 Million
0.86% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
64,946
shares
|
$7.08 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
64,945
shares
|
$7.08 Million
0.14% of portfolio
|
Q3 2024
Added 4.19%
|