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 |
|---|---|---|---|---|---|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,075,698
shares
|
$117 Million
5.2% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,052,213
shares
|
$115 Million
0.75% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
1,027,464
shares
|
$112 Million
6.31% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
986,934
shares
|
$108 Million
0.57% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
984,972
shares
|
$107 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
907,341
shares
|
$98.9 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
881,122
shares
|
$96 Million
9.93% of portfolio
|
Q1 2023
New holding
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
845,630
shares
|
$92.1 Million
12.42% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
806,123
shares
|
$87.8 Million
3.31% of portfolio
|
Q1 2025
Added 341.55%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
805,022
shares
|
$87.7 Million
6.27% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
757,854
shares
|
$82.6 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
738,402
shares
|
$80.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
734,740
shares
|
$80.1 Million
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
733,688
shares
|
$79.9 Million
0.94% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
729,467
shares
|
$79.5 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
718,261
shares
|
$78.3 Million
0.85% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
687,847
shares
|
$75 Million
6.84% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
686,231
shares
|
$74.8 Million
0.15% of portfolio
|
Q1 2025
Reduced 36.83%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
680,388
shares
|
$74.1 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
664,252
shares
|
$72.4 Million
0.39% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
658,567
shares
|
$71.8 Million
0.06% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
650,854
shares
|
$70.9 Million
0.16% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
649,125
shares
|
$70.7 Million
11.33% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Stegner Investment Associates Inc.
|
May 05, 2025 Q1 2025 |
637,250
shares
|
$69.4 Million
41.36% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
634,418
shares
|
$69.1 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.64%
|