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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
32,851
shares
|
$3.58 Million
0.08% of portfolio
|
Q1 2025
Reduced 35.95%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
32,655
shares
|
$3.56 Million
2.41% of portfolio
|
Q2 2025
Reduced 20.72%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
32,640
shares
|
$3.56 Million
2.51% of portfolio
|
Q3 2022
Reduced 0.22%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
32,593
shares
|
$3.55 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
32,524
shares
|
$3.54 Million
3.31% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
32,460
shares
|
$3.54 Million
0.23% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
32,345
shares
|
$3.52 Million
2.22% of portfolio
|
Q1 2025
Added 59.72%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
32,342
shares
|
$3.52 Million
0.07% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
32,297
shares
|
$3.52 Million
2.0% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
32,268
shares
|
$3.52 Million
1.22% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
32,241
shares
|
$3.51 Million
0.98% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
32,084
shares
|
$3.5 Million
1.89% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
31,853
shares
|
$3.47 Million
1.68% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
31,811
shares
|
$3.47 Million
0.19% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
31,786
shares
|
$3.46 Million
0.48% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
31,785
shares
|
$3.46 Million
1.3% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
31,519
shares
|
$3.43 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
31,279
shares
|
$3.41 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
31,146
shares
|
$3.39 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
31,066
shares
|
$3.39 Million
1.15% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
30,998
shares
|
$3.38 Million
0.54% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
30,984
shares
|
$3.38 Million
0.38% of portfolio
|
Q2 2024
Reduced 25.09%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
30,918
shares
|
$3.37 Million
0.64% of portfolio
|
Q1 2025
Added 5.04%
|