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 |
|---|---|---|---|---|---|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
20,200
shares
|
$2.2 Million
0.29% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
20,166
shares
|
$2.2 Million
0.67% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
20,104
shares
|
$2.19 Million
0.87% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
20,047
shares
|
$2.18 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
20,031
shares
|
$2.18 Million
0.07% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
20,019
shares
|
$2.18 Million
0.03% of portfolio
|
Q4 2024
Reduced 52.37%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
20,014
shares
|
$2.18 Million
0.8% of portfolio
|
Q1 2025
Reduced 59.18%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
19,994
shares
|
$2.18 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
19,966
shares
|
$2.18 Million
0.86% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
19,856
shares
|
$2.16 Million
0.6% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
19,742
shares
|
$2.15 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
19,730
shares
|
$2.15 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
19,662
shares
|
$2.14 Million
1.15% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
19,470
shares
|
$2.12 Million
0.34% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
19,441
shares
|
$2.12 Million
0.23% of portfolio
|
Q1 2025
Reduced 22.78%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
19,401
shares
|
$2.11 Million
0.19% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
19,058
shares
|
$2.08 Million
0.61% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
18,959
shares
|
$2.07 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
18,930
shares
|
$2.06 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
18,930
shares
|
$2.06 Million
1.76% of portfolio
|
Q4 2022
Reduced 2.91%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
18,929
shares
|
$2.06 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
18,833
shares
|
$2.05 Million
0.82% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
18,718
shares
|
$2.04 Million
0.62% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
18,696
shares
|
$2.04 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
18,640
shares
|
$2.03 Million
0.06% of portfolio
|
Q1 2025
Added 702.07%
|