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 |
|---|---|---|---|---|---|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
38,000
shares
|
$4.14 Million
0.19% of portfolio
|
Q1 2025
Added 39.45%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
37,822
shares
|
$4.12 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
37,805
shares
|
$4.12 Million
0.16% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
37,774
shares
|
$4.12 Million
1.0% of portfolio
|
Q1 2025
Added 135.66%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
37,762
shares
|
$4.11 Million
0.47% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
37,663
shares
|
$4.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 70.53%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
37,532
shares
|
$4.09 Million
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
37,522
shares
|
$4.09 Million
3.35% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
37,505
shares
|
$4.09 Million
0.65% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
37,342
shares
|
$4.07 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
37,230
shares
|
$4.06 Million
2.13% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
36,713
shares
|
$4 Million
2.05% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
36,653
shares
|
$3.99 Million
2.08% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
36,492
shares
|
$3.98 Million
0.75% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
36,465
shares
|
$3.97 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
36,349
shares
|
$3.96 Million
0.38% of portfolio
|
Q2 2025
Added 81.09%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
35,778
shares
|
$3.9 Million
2.88% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
35,751
shares
|
$3.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 40.37%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
35,590
shares
|
$3.88 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
35,587
shares
|
$3.88 Million
0.33% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
35,586
shares
|
$3.88 Million
0.22% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
35,563
shares
|
$3.88 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
35,409
shares
|
$3.86 Million
1.38% of portfolio
|
Q1 2025
Added 59.48%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
35,403
shares
|
$3.86 Million
1.48% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
35,298
shares
|
$3.85 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.01%
|