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 |
|---|---|---|---|---|---|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
10,811
shares
|
$1.18 Million
0.36% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
10,804
shares
|
$1.18 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
10,738
shares
|
$1.17 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
10,670
shares
|
$1.16 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
10,666
shares
|
$1.16 Million
0.34% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
10,651
shares
|
$1.16 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
10,647
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
10,645
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2023
Added 226.73%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,624
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2022
Added 8.9%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
10,555
shares
|
$1.15 Million
0.39% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
10,526
shares
|
$1.15 Million
0.31% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
10,429
shares
|
$1.14 Million
0.13% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
10,405
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
10,395
shares
|
$1.13 Million
0.34% of portfolio
|
Q2 2025
Added 40.85%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
10,391
shares
|
$1.13 Million
0.48% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
10,365
shares
|
$1.13 Million
0.78% of portfolio
|
Q1 2025
Added 35.86%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
10,344
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Added 26.69%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
10,322
shares
|
$1.12 Million
0.08% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
10,320
shares
|
$1.12 Million
0.47% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
10,314
shares
|
$1.12 Million
0.58% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
10,295
shares
|
$1.12 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
10,280
shares
|
$1.12 Million
0.55% of portfolio
|
Q1 2025
Reduced 51.01%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
10,250
shares
|
$1.12 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,248
shares
|
$1.12 Million
0.31% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,244
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 5.6%
|