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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
21,982
shares
|
$2.4 Million
0.4% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
21,870
shares
|
$2.38 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
21,768
shares
|
$2.37 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
21,655
shares
|
$2.36 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,612
shares
|
$2.36 Million
0.12% of portfolio
|
Q4 2023
Added 9.44%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21,492
shares
|
$2.34 Million
0.11% of portfolio
|
Q4 2022
Added 159.0%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
21,462
shares
|
$2.34 Million
0.15% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
21,355
shares
|
$2.33 Million
1.37% of portfolio
|
Q2 2022
Added 10.04%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
21,218
shares
|
$2.31 Million
0.25% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
21,142
shares
|
$2.3 Million
0.54% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
21,100
shares
|
$2.3 Million
0.98% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
20,914
shares
|
$2.28 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
20,900
shares
|
$2.28 Million
1.66% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
20,894
shares
|
$2.28 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
20,881
shares
|
$2.28 Million
0.73% of portfolio
|
Q1 2025
Added 337.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
20,868
shares
|
$2.27 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
20,733
shares
|
$2.26 Million
0.5% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
20,707
shares
|
$2.26 Million
0.17% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
20,682
shares
|
$2.25 Million
0.19% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
20,500
shares
|
$2.23 Million
0.92% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
20,487
shares
|
$2.23 Million
0.7% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
20,437
shares
|
$2.23 Million
1.48% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
20,365
shares
|
$2.22 Million
0.45% of portfolio
|
Q4 2024
Reduced 19.32%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
20,365
shares
|
$2.22 Million
0.73% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
20,332
shares
|
$2.22 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.23%
|