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 2,042 institutions that hold shares in the stock, with a total of 425 Million shares, which have been reported (via 13F filing form) to have a value of $46.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
13,490
shares
|
$1.47 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
13,392
shares
|
$1.46 Million
0.14% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
13,392
shares
|
$1.46 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
13,306
shares
|
$1.45 Million
0.1% of portfolio
|
Q2 2024
Reduced 94.01%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
13,215
shares
|
$1.44 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
13,175
shares
|
$1.44 Million
0.3% of portfolio
|
Q1 2025
Added 2133.05%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,174
shares
|
$1.44 Million
0.29% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
13,124
shares
|
$1.43 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
13,107
shares
|
$1.43 Million
0.8% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
13,106
shares
|
$1.43 Million
2.23% of portfolio
|
Q2 2022
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
13,102
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
13,061
shares
|
$1.42 Million
0.43% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
12,995
shares
|
$1.42 Million
1.62% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
12,995
shares
|
$1.42 Million
0.05% of portfolio
|
Q1 2025
Reduced 28.48%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
12,943
shares
|
$1.41 Million
0.09% of portfolio
|
Q1 2023
Added 69.39%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
12,943
shares
|
$1.41 Million
0.09% of portfolio
|
Q1 2023
Added 69.39%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
12,920
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
12,886
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
12,856
shares
|
$1.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Apr 30, 2025 Q1 2025 |
12,851
shares
|
$1.4 Million
1.02% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
12,843
shares
|
$1.4 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
12,810
shares
|
$1.4 Million
0.04% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
12,808
shares
|
$1.4 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
12,747
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,738
shares
|
$1.39 Million
0.11% of portfolio
|
Q4 2023
Added 0.02%
|