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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
30,849
shares
|
$3.36 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
30,815
shares
|
$3.36 Million
1.62% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
30,758
shares
|
$3.35 Million
0.21% of portfolio
|
Q4 2022
Reduced 32.26%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
30,735
shares
|
$3.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
30,655
shares
|
$3.34 Million
0.82% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
30,493
shares
|
$3.32 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
30,391
shares
|
$3.31 Million
0.09% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
30,307
shares
|
$3.3 Million
1.11% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
30,090
shares
|
$3.28 Million
1.61% of portfolio
|
Q1 2025
Added 20.64%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
30,061
shares
|
$3.28 Million
2.57% of portfolio
|
Q1 2025
Added 22.93%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
30,057
shares
|
$3.28 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
29,982
shares
|
$3.27 Million
1.41% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
29,655
shares
|
$3.23 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
29,466
shares
|
$3.21 Million
1.42% of portfolio
|
Q1 2025
Added 18.95%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
29,450
shares
|
$3.21 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
29,167
shares
|
$3.18 Million
0.33% of portfolio
|
Q4 2024
Reduced 15.62%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
29,114
shares
|
$3.17 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
28,974
shares
|
$3.16 Million
1.73% of portfolio
|
Q1 2025
Added 70.66%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
28,860
shares
|
$3.14 Million
0.11% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
28,784
shares
|
$3.14 Million
1.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
28,715
shares
|
$3.13 Million
0.64% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
28,651
shares
|
$3.12 Million
0.04% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
28,405
shares
|
$3.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
28,120
shares
|
$3.06 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
27,935
shares
|
$3.04 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.78%
|