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 |
|---|---|---|---|---|---|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
11,404
shares
|
$1.24 Million
0.23% of portfolio
|
Q1 2025
Reduced 79.59%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
11,396
shares
|
$1.24 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,354
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2022
Reduced 1.19%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
11,351
shares
|
$1.24 Million
0.18% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
11,304
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
11,283
shares
|
$1.23 Million
0.73% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
11,262
shares
|
$1.23 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
11,239
shares
|
$1.22 Million
1.02% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
11,224
shares
|
$1.22 Million
0.5% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
11,208
shares
|
$1.22 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
11,204
shares
|
$1.22 Million
0.98% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
11,133
shares
|
$1.21 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
11,113
shares
|
$1.21 Million
0.08% of portfolio
|
Q2 2024
Added 111.23%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
11,075
shares
|
$1.21 Million
0.35% of portfolio
|
Q1 2023
Reduced 30.56%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
11,019
shares
|
$1.2 Million
0.15% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
11,012
shares
|
$1.2 Million
0.45% of portfolio
|
Q3 2024
Reduced 60.4%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
11,000
shares
|
$1.2 Million
0.83% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,976
shares
|
$1.2 Million
2.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
10,937
shares
|
$1.19 Million
0.37% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
10,895
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Reduced 33.12%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
10,890
shares
|
$1.19 Million
0.22% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
10,877
shares
|
$1.19 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
10,856
shares
|
$1.18 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
10,851
shares
|
$1.18 Million
0.2% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
10,836
shares
|
$1.18 Million
0.24% of portfolio
|
Q1 2025
Added 3.67%
|