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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
18,578
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2025
Added 45.35%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
18,546
shares
|
$2.02 Million
0.04% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
18,542
shares
|
$2.02 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
18,516
shares
|
$2.02 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
18,516
shares
|
$2.02 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
18,502
shares
|
$2.02 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
18,472
shares
|
$2.01 Million
0.2% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
18,466
shares
|
$2.01 Million
1.11% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
18,445
shares
|
$2.01 Million
0.18% of portfolio
|
Q1 2025
Added 269.57%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
18,377
shares
|
$2 Million
1.51% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
18,319
shares
|
$2 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
18,247
shares
|
$1.99 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
18,232
shares
|
$1.99 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
18,200
shares
|
$1.98 Million
1.23% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
18,170
shares
|
$1.98 Million
0.03% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
18,020
shares
|
$1.96 Million
0.54% of portfolio
|
Q3 2023
Reduced 21.84%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
17,729
shares
|
$1.93 Million
0.7% of portfolio
|
Q2 2025
Added 162.85%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
17,723
shares
|
$1.93 Million
1.04% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
17,688
shares
|
$1.93 Million
0.23% of portfolio
|
Q2 2025
Added 64.45%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
17,665
shares
|
$1.92 Million
0.99% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
17,599
shares
|
$1.92 Million
0.51% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
17,565
shares
|
$1.91 Million
0.03% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
17,478
shares
|
$1.9 Million
0.1% of portfolio
|
Q4 2023
Added 14.98%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
17,385
shares
|
$1.89 Million
0.02% of portfolio
|
Q2 2022
Reduced 6.82%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
17,340
shares
|
$1.89 Million
1.45% of portfolio
|
Q1 2025
Added 0.08%
|