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 |
|---|---|---|---|---|---|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10,217
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
10,215
shares
|
$1.11 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
10,205
shares
|
$1.11 Million
2.89% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
10,143
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
10,136
shares
|
$1.1 Million
0.57% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
10,126
shares
|
$1.1 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,112
shares
|
$1.1 Million
0.34% of portfolio
|
Q4 2020
Added 270.13%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
10,095
shares
|
$1.1 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
10,067
shares
|
$1.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
10,043
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
10,027
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
10,025
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
10,009
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2024
Added 62.27%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
9,981
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Added 25.01%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
9,979
shares
|
$1.09 Million
0.19% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
9,976
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
9,958
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,953
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
9,941
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Added 26.2%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
9,924
shares
|
$1.08 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
9,889
shares
|
$1.08 Million
0.24% of portfolio
|
Q1 2024
Reduced 33.58%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
9,764
shares
|
$1.06 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
9,739
shares
|
$1.06 Million
0.39% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
9,736
shares
|
$1.06 Million
0.76% of portfolio
|
Q4 2023
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
9,709
shares
|
$1.06 Million
0.11% of portfolio
|
Q1 2024
Reduced 1.99%
|