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 |
|---|---|---|---|---|---|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
57,544
shares
|
$6.27 Million
3.68% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
57,169
shares
|
$6.23 Million
1.06% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
57,026
shares
|
$6.21 Million
1.64% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
56,609
shares
|
$6.17 Million
1.62% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
56,424
shares
|
$6.15 Million
1.78% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
56,289
shares
|
$6.13 Million
0.48% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
55,941
shares
|
$6.1 Million
1.29% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
55,462
shares
|
$6.04 Million
1.19% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
55,024
shares
|
$6 Million
1.53% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
55,010
shares
|
$5.99 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
54,889
shares
|
$5.98 Million
3.53% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
54,423
shares
|
$5.93 Million
3.44% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
54,210
shares
|
$5.91 Million
0.23% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
54,137
shares
|
$5.9 Million
1.58% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
54,131
shares
|
$5.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
53,992
shares
|
$5.88 Million
2.1% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
53,598
shares
|
$5.84 Million
0.06% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
52,945
shares
|
$5.77 Million
4.33% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
52,872
shares
|
$5.76 Million
0.03% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
52,839
shares
|
$5.76 Million
2.76% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
52,599
shares
|
$5.73 Million
1.89% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
52,305
shares
|
$5.7 Million
0.03% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
52,221
shares
|
$5.69 Million
1.25% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
52,113
shares
|
$5.68 Million
8.09% of portfolio
|
Q3 2023
Reduced 75.19%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
52,030
shares
|
$5.67 Million
0.28% of portfolio
|
Q1 2025
Added 2382.35%
|