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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
12,700
shares
|
$1.38 Million
0.66% of portfolio
|
Q1 2025
Reduced 65.13%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
12,690
shares
|
$1.38 Million
0.26% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
12,634
shares
|
$1.38 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,509
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2022
Added 27.79%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
12,503
shares
|
$1.36 Million
0.06% of portfolio
|
Q1 2025
Added 62.0%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
12,448
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.49%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
12,439
shares
|
$1.36 Million
0.18% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
12,432
shares
|
$1.35 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
12,404
shares
|
$1.35 Million
0.13% of portfolio
|
Q4 2024
Added 31.01%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
12,387
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Added 38.17%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
12,381
shares
|
$1.35 Million
0.53% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
12,377
shares
|
$1.35 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
12,364
shares
|
$1.35 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
12,340
shares
|
$1.34 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
12,323
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2025
Added 20.6%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
12,315
shares
|
$1.34 Million
0.18% of portfolio
|
Q1 2023
Added 3.33%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
12,312
shares
|
$1.34 Million
0.59% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
12,301
shares
|
$1.34 Million
0.13% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
12,261
shares
|
$1.34 Million
0.13% of portfolio
|
Q1 2025
Added 29.28%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
12,216
shares
|
$1.33 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
12,147
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
12,135
shares
|
$1.32 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
12,117
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
12,077
shares
|
$1.32 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
12,044
shares
|
$1.31 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.14%
|