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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
17,306
shares
|
$1.89 Million
0.22% of portfolio
|
Q1 2025
Added 72.59%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
17,273
shares
|
$1.88 Million
0.86% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
17,120
shares
|
$1.87 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
17,119
shares
|
$1.87 Million
0.25% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
17,082
shares
|
$1.86 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
17,058
shares
|
$1.86 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
17,049
shares
|
$1.86 Million
1.59% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
16,991
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
16,977
shares
|
$1.85 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,914
shares
|
$1.84 Million
0.03% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
16,891
shares
|
$1.84 Million
1.52% of portfolio
|
Q1 2025
Added 146.58%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
16,882
shares
|
$1.84 Million
0.93% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
16,852
shares
|
$1.84 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
16,698
shares
|
$1.82 Million
0.83% of portfolio
|
Q2 2025
Added 29.02%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
16,575
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
16,564
shares
|
$1.8 Million
0.34% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
16,546
shares
|
$1.8 Million
0.04% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
16,509
shares
|
$1.8 Million
0.27% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
16,453
shares
|
$1.79 Million
0.57% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
16,437
shares
|
$1.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
16,363
shares
|
$1.78 Million
0.44% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
16,358
shares
|
$1.78 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
16,340
shares
|
$1.78 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
16,328
shares
|
$1.78 Million
0.43% of portfolio
|
Q1 2022
Reduced 10.8%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
16,294
shares
|
$1.78 Million
0.23% of portfolio
|
Q4 2024
Added 31.85%
|