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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
9,657
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
9,641
shares
|
$1.05 Million
0.94% of portfolio
|
Q1 2025
Reduced 70.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
9,562
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
9,522
shares
|
$1.04 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
9,507
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
9,507
shares
|
$1.04 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
9,486
shares
|
$1.03 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
9,470
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Added 79.9%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
9,421
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
9,400
shares
|
$1.02 Million
0.45% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
9,393
shares
|
$1.02 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
9,368
shares
|
$1.02 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
9,356
shares
|
$1.02 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
9,343
shares
|
$1.02 Million
0.46% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
9,341
shares
|
$1.02 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
9,323
shares
|
$1.02 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,307
shares
|
$1.01 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
9,300
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9,291
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
9,220
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Added 37.94%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
9,219
shares
|
$1 Million
0.2% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
9,214
shares
|
$1 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Apr 29, 2025 Q1 2025 |
9,200
shares
|
$1 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
9,184
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
9,178
shares
|
$1 Million
0.23% of portfolio
|
Q2 2025
Added 0.09%
|