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 2,043 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 |
|---|---|---|---|---|---|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
7,764
shares
|
$846,043
0.05% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
7,761
shares
|
$845,716
0.2% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
7,706
shares
|
$839,722
0.8% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
7,689
shares
|
$837,870
0.01% of portfolio
|
Q1 2025
Reduced 15.6%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
7,682
shares
|
$837,107
0.07% of portfolio
|
Q1 2025
Reduced 11.72%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
7,667
shares
|
$835,472
0.06% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
7,648
shares
|
$833,402
0.01% of portfolio
|
Q1 2025
Added 54.94%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
7,646
shares
|
$833,184
0.23% of portfolio
|
Q1 2025
Added 21.65%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
7,635
shares
|
$831,985
0.08% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
7,632
shares
|
$831,659
0.61% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
7,621
shares
|
$830,460
0.41% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
May 13, 2025 Q1 2025 |
7,610
shares
|
$829,261
0.66% of portfolio
|
Q4 2023
Reduced 6.28%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,606
shares
|
$828,825
0.1% of portfolio
|
Q1 2023
Reduced 7.55%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
7,600
shares
|
$828,172
0.08% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
7,595
shares
|
$827,627
0.03% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
7,572
shares
|
$825,120
0.39% of portfolio
|
Q1 2025
Reduced 29.28%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
7,564
shares
|
$824,249
0.14% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Wallington Asset Management, LLC
|
May 09, 2025 Q1 2025 |
7,534
shares
|
$820,979
0.11% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
7,520
shares
|
$819,454
0.04% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
7,468
shares
|
$813,787
0.0% of portfolio
|
Q1 2025
Reduced 45.53%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
7,457
shares
|
$812,589
0.2% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
7,455
shares
|
$812,371
0.09% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
7,431
shares
|
$809,756
0.05% of portfolio
|
Q1 2025
Added 28.32%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
7,421
shares
|
$808,666
0.04% of portfolio
|
Q1 2025
Added 22.5%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
7,409
shares
|
$807,358
0.15% of portfolio
|
Q1 2025
Reduced 22.99%
|