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 2,043 institutions that hold shares in the stock, with a total of 425 Million shares, which have been reported (via 13F filing form) to have a value of $46.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
25,663
shares
|
$2.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 56.21%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
25,654
shares
|
$2.8 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
25,603
shares
|
$2.79 Million
0.25% of portfolio
|
Q2 2025
Reduced 50.29%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
25,455
shares
|
$2.77 Million
0.7% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
25,359
shares
|
$2.76 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
25,288
shares
|
$2.76 Million
0.95% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
25,188
shares
|
$2.74 Million
0.04% of portfolio
|
Q1 2025
Added 45.7%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
25,131
shares
|
$2.74 Million
1.77% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
25,069
shares
|
$2.73 Million
1.25% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
24,993
shares
|
$2.72 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
24,887
shares
|
$2.71 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
24,792
shares
|
$2.7 Million
1.14% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
24,641
shares
|
$2.69 Million
1.58% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
24,536
shares
|
$2.67 Million
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
24,533
shares
|
$2.67 Million
1.87% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
24,348
shares
|
$2.65 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
24,255
shares
|
$2.64 Million
1.23% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
24,178
shares
|
$2.63 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
24,143
shares
|
$2.63 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
24,088
shares
|
$2.62 Million
0.26% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
24,070
shares
|
$2.62 Million
0.09% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
24,008
shares
|
$2.62 Million
0.02% of portfolio
|
Q1 2025
Added 47.04%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
23,916
shares
|
$2.61 Million
1.71% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
23,888
shares
|
$2.6 Million
1.98% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
23,825
shares
|
$2.6 Million
0.41% of portfolio
|
Q1 2025
Added 0.11%
|