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 |
|---|---|---|---|---|---|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
35,033
shares
|
$3.82 Million
1.65% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
35,000
shares
|
$3.81 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
34,875
shares
|
$3.8 Million
2.53% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
34,712
shares
|
$3.78 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
34,576
shares
|
$3.77 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
34,354
shares
|
$3.74 Million
1.42% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
34,287
shares
|
$3.74 Million
0.61% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
34,255
shares
|
$3.73 Million
0.51% of portfolio
|
Q1 2023
Added 0.47%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
34,040
shares
|
$3.71 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
33,981
shares
|
$3.7 Million
1.3% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
33,948
shares
|
$3.7 Million
0.93% of portfolio
|
Q1 2025
Reduced 76.56%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
33,808
shares
|
$3.68 Million
1.6% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
33,773
shares
|
$3.68 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
33,682
shares
|
$3.67 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
33,647
shares
|
$3.67 Million
0.34% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
33,594
shares
|
$3.66 Million
1.74% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
33,500
shares
|
$3.65 Million
0.45% of portfolio
|
Q1 2021
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
33,483
shares
|
$3.65 Million
0.13% of portfolio
|
Q1 2025
Added 97.12%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
33,370
shares
|
$3.64 Million
1.45% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
33,270
shares
|
$3.63 Million
0.05% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
33,227
shares
|
$3.62 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
33,168
shares
|
$3.61 Million
0.25% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
33,114
shares
|
$3.61 Million
1.62% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
32,931
shares
|
$3.59 Million
0.11% of portfolio
|
Q1 2024
Reduced 15.58%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
32,929
shares
|
$3.59 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.79%
|