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 |
|---|---|---|---|---|---|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
27,880
shares
|
$3.04 Million
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
27,668
shares
|
$3.01 Million
0.19% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
27,606
shares
|
$3.01 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
27,596
shares
|
$3.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
27,481
shares
|
$2.99 Million
0.99% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
27,465
shares
|
$2.99 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
27,399
shares
|
$2.99 Million
0.18% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
27,311
shares
|
$2.98 Million
1.59% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
27,172
shares
|
$2.96 Million
0.31% of portfolio
|
Q3 2023
Added 4.62%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
27,170
shares
|
$2.96 Million
0.38% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
26,990
shares
|
$2.94 Million
0.07% of portfolio
|
Q1 2025
Reduced 33.95%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
26,960
shares
|
$2.94 Million
0.09% of portfolio
|
Q1 2025
Added 87.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
26,803
shares
|
$2.92 Million
0.15% of portfolio
|
Q1 2025
Added 40.26%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
26,702
shares
|
$2.91 Million
0.32% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
26,691
shares
|
$2.91 Million
0.48% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
26,631
shares
|
$2.9 Million
0.09% of portfolio
|
Q1 2025
Added 51.21%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
26,476
shares
|
$2.89 Million
0.06% of portfolio
|
Q1 2025
Added 17.59%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
26,462
shares
|
$2.88 Million
0.94% of portfolio
|
Q1 2025
Added 262.69%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
26,439
shares
|
$2.88 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
26,285
shares
|
$2.86 Million
0.28% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
26,180
shares
|
$2.85 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
26,135
shares
|
$2.85 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
26,131
shares
|
$2.85 Million
0.61% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
26,121
shares
|
$2.85 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
26,097
shares
|
$2.84 Million
0.53% of portfolio
|
Q1 2025
Added 0.3%
|