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 |
|---|---|---|---|---|---|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
7,372
shares
|
$803,326
0.11% of portfolio
|
Q2 2024
Reduced 17.59%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
7,368
shares
|
$802,890
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
7,360
shares
|
$802,019
0.0% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
7,356
shares
|
$801,583
0.06% of portfolio
|
Q2 2022
Added 1.18%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,349
shares
|
$800,820
0.16% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
7,318
shares
|
$797,442
0.27% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
7,312
shares
|
$796,788
0.26% of portfolio
|
Q1 2025
Reduced 77.71%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
7,272
shares
|
$792,429
0.21% of portfolio
|
Q1 2022
Added 1.0%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
7,261
shares
|
$791,231
0.33% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
7,254
shares
|
$790,468
0.12% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
7,229
shares
|
$787,744
0.31% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
7,210
shares
|
$785,673
0.32% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
7,205
shares
|
$785,128
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
7,200
shares
|
$784,584
0.31% of portfolio
|
Q1 2024
Reduced 5.82%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
7,176
shares
|
$781,968
0.07% of portfolio
|
Q1 2025
Added 60.93%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
7,170
shares
|
$781,314
0.19% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
7,163
shares
|
$780,552
0.36% of portfolio
|
Q4 2022
Reduced 0.58%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
7,149
shares
|
$779,026
0.26% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
7,138
shares
|
$777,827
0.06% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
7,135
shares
|
$777,500
0.28% of portfolio
|
Q1 2022
Reduced 0.03%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
7,106
shares
|
$774,340
0.33% of portfolio
|
Q1 2025
Reduced 40.34%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
7,096
shares
|
$773,251
0.23% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
7,066
shares
|
$769,982
0.11% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
7,058
shares
|
$769,110
0.09% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
7,052
shares
|
$768,456
0.0% of portfolio
|
Q1 2025
Reduced 3.29%
|