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 |
|---|---|---|---|---|---|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
47,851
shares
|
$5.21 Million
1.95% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
47,757
shares
|
$5.2 Million
0.15% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
46,884
shares
|
$5.11 Million
0.1% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
46,753
shares
|
$5.09 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
46,701
shares
|
$5.09 Million
2.1% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
46,275
shares
|
$5.04 Million
0.2% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
46,104
shares
|
$5.02 Million
0.11% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
46,020
shares
|
$5.01 Million
0.02% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
45,969
shares
|
$5.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
45,561
shares
|
$4.96 Million
0.79% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
45,407
shares
|
$4.95 Million
2.35% of portfolio
|
Q1 2025
Reduced 46.35%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
45,212
shares
|
$4.93 Million
1.85% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
45,097
shares
|
$4.91 Million
0.48% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
45,084
shares
|
$4.91 Million
1.68% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
45,048
shares
|
$4.91 Million
0.35% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
45,011
shares
|
$4.9 Million
1.29% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
44,827
shares
|
$4.88 Million
0.05% of portfolio
|
Q1 2025
Added 265.73%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
44,689
shares
|
$4.87 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
44,439
shares
|
$4.84 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
44,404
shares
|
$4.84 Million
0.15% of portfolio
|
Q4 2024
Reduced 18.06%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
44,310
shares
|
$4.83 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
44,218
shares
|
$4.82 Million
0.05% of portfolio
|
Q1 2025
Added 32.67%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
44,090
shares
|
$4.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
43,622
shares
|
$4.75 Million
1.98% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
43,424
shares
|
$4.73 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.87%
|