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 |
|---|---|---|---|---|---|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
15,308
shares
|
$1.67 Million
0.6% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
15,303
shares
|
$1.67 Million
0.06% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
15,282
shares
|
$1.67 Million
0.18% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
15,274
shares
|
$1.66 Million
0.8% of portfolio
|
Q4 2023
Reduced 5.27%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
15,183
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
15,167
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Added 298.71%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
15,141
shares
|
$1.65 Million
0.94% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
15,081
shares
|
$1.64 Million
0.39% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
15,076
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 91.26%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
15,058
shares
|
$1.64 Million
0.87% of portfolio
|
Q1 2025
Added 31.86%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
14,973
shares
|
$1.63 Million
0.19% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
14,967
shares
|
$1.63 Million
0.09% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
14,871
shares
|
$1.62 Million
1.57% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
14,851
shares
|
$1.62 Million
0.56% of portfolio
|
Q1 2025
Reduced 17.15%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
14,850
shares
|
$1.62 Million
0.11% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
14,841
shares
|
$1.62 Million
0.2% of portfolio
|
Q1 2025
Reduced 47.72%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
14,730
shares
|
$1.61 Million
0.29% of portfolio
|
Q2 2025
Added 35.99%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
14,712
shares
|
$1.6 Million
0.44% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
14,694
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,678
shares
|
$1.6 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
14,610
shares
|
$1.59 Million
1.18% of portfolio
|
Q1 2025
Reduced 29.16%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
14,505
shares
|
$1.58 Million
0.08% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
14,485
shares
|
$1.58 Million
0.58% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
14,475
shares
|
$1.58 Million
0.25% of portfolio
|
Q2 2022
Reduced 9.67%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
14,474
shares
|
$1.58 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.02%
|