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 |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
64,646
shares
|
$7.04 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
63,945
shares
|
$6.97 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
63,232
shares
|
$6.89 Million
0.54% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
63,221
shares
|
$6.89 Million
4.94% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
May 07, 2025 Q1 2025 |
63,208
shares
|
$6.89 Million
5.4% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
62,987
shares
|
$6.86 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
62,930
shares
|
$6.86 Million
0.84% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
62,227
shares
|
$6.78 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
62,015
shares
|
$6.76 Million
2.57% of portfolio
|
Q1 2025
Added 16.73%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
61,727
shares
|
$6.73 Million
3.5% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
61,580
shares
|
$6.71 Million
0.33% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
61,524
shares
|
$6.7 Million
1.75% of portfolio
|
Q1 2025
Reduced 17.74%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
61,166
shares
|
$6.67 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
60,669
shares
|
$6.61 Million
0.33% of portfolio
|
Q1 2025
Reduced 40.14%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
60,614
shares
|
$6.61 Million
3.07% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
60,357
shares
|
$6.58 Million
0.54% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
60,231
shares
|
$6.56 Million
0.42% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
59,915
shares
|
$6.53 Million
0.76% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
59,738
shares
|
$6.51 Million
0.29% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
59,594
shares
|
$6.49 Million
0.32% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
58,825
shares
|
$6.41 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
58,145
shares
|
$6.34 Million
3.46% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
58,110
shares
|
$6.33 Million
0.94% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
58,061
shares
|
$6.33 Million
2.12% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
57,701
shares
|
$6.29 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.17%
|