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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
42,444
shares
|
$4.63 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
41,882
shares
|
$4.56 Million
0.25% of portfolio
|
Q1 2025
Reduced 18.01%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
40,876
shares
|
$4.45 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
40,860
shares
|
$4.45 Million
0.22% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
40,846
shares
|
$4.45 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
40,490
shares
|
$4.41 Million
2.22% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
40,449
shares
|
$4.41 Million
2.05% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
40,314
shares
|
$4.39 Million
0.26% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,173
shares
|
$4.38 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
39,988
shares
|
$4.36 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
39,814
shares
|
$4.34 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
39,194
shares
|
$4.27 Million
2.36% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
39,028
shares
|
$4.25 Million
0.58% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
38,822
shares
|
$4.23 Million
0.05% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
38,774
shares
|
$4.23 Million
0.11% of portfolio
|
Q3 2023
Reduced 1.82%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
38,725
shares
|
$4.22 Million
0.66% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
38,638
shares
|
$4.21 Million
1.13% of portfolio
|
Q1 2025
Added 45.55%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
38,590
shares
|
$4.21 Million
0.05% of portfolio
|
Q4 2023
Added 1.14%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
38,450
shares
|
$4.19 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
38,370
shares
|
$4.18 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
38,336
shares
|
$4.18 Million
2.65% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
38,308
shares
|
$4.17 Million
1.45% of portfolio
|
Q1 2025
Added 98.23%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
38,302
shares
|
$4.17 Million
0.4% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
38,262
shares
|
$4.17 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
38,204
shares
|
$4.16 Million
0.43% of portfolio
|
Q1 2025
Reduced 14.38%
|