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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
51,867
shares
|
$5.65 Million
0.43% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
51,455
shares
|
$5.61 Million
2.93% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
51,447
shares
|
$5.61 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
51,260
shares
|
$5.59 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
51,191
shares
|
$5.58 Million
3.86% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
51,183
shares
|
$5.58 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
51,069
shares
|
$5.56 Million
0.97% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
50,882
shares
|
$5.54 Million
0.2% of portfolio
|
Q1 2025
Added 29.46%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
50,656
shares
|
$5.52 Million
2.58% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
50,643
shares
|
$5.52 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
50,214
shares
|
$5.47 Million
1.05% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
50,178
shares
|
$5.47 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
50,168
shares
|
$5.47 Million
0.07% of portfolio
|
Q1 2025
Added 38.77%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
50,100
shares
|
$5.46 Million
0.18% of portfolio
|
Q2 2022
Reduced 2.01%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
50,043
shares
|
$5.45 Million
1.44% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
49,855
shares
|
$5.43 Million
2.5% of portfolio
|
Q1 2025
Added 27.35%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
49,816
shares
|
$5.43 Million
1.94% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
49,551
shares
|
$5.4 Million
1.03% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
49,372
shares
|
$5.38 Million
0.75% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
49,245
shares
|
$5.37 Million
2.51% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
49,230
shares
|
$5.36 Million
1.08% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
48,555
shares
|
$5.29 Million
1.18% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
48,527
shares
|
$5.29 Million
1.01% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
48,295
shares
|
$5.26 Million
0.43% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
47,957
shares
|
$5.23 Million
2.15% of portfolio
|
Q1 2024
Reduced 25.81%
|