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 |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,283
shares
|
$1.77 Million
0.33% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
16,259
shares
|
$1.77 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
16,252
shares
|
$1.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
16,222
shares
|
$1.77 Million
0.1% of portfolio
|
Q1 2025
Added 266.27%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
16,114
shares
|
$1.76 Million
1.23% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
15,985
shares
|
$1.74 Million
0.15% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
15,981
shares
|
$1.74 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
15,930
shares
|
$1.74 Million
0.3% of portfolio
|
Q2 2021
Reduced 5.18%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15,790
shares
|
$1.72 Million
0.32% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
15,769
shares
|
$1.72 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
15,738
shares
|
$1.71 Million
1.26% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
15,716
shares
|
$1.71 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
15,715
shares
|
$1.71 Million
0.96% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
15,699
shares
|
$1.71 Million
0.07% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
15,668
shares
|
$1.71 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
15,666
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
15,611
shares
|
$1.7 Million
0.05% of portfolio
|
Q1 2025
Added 32.31%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
15,585
shares
|
$1.7 Million
0.25% of portfolio
|
Q1 2025
Added 93.48%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
15,583
shares
|
$1.7 Million
0.04% of portfolio
|
Q1 2025
Added 38.96%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
15,552
shares
|
$1.69 Million
0.16% of portfolio
|
Q1 2022
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
15,528
shares
|
$1.69 Million
0.02% of portfolio
|
Q1 2025
Added 123.14%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
15,438
shares
|
$1.68 Million
0.47% of portfolio
|
Q1 2025
Added 40.87%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
15,386
shares
|
$1.68 Million
0.25% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
15,382
shares
|
$1.68 Million
0.44% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
15,329
shares
|
$1.67 Million
0.88% of portfolio
|
Q1 2025
Added 2.08%
|