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 |
|---|---|---|---|---|---|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
7,051
shares
|
$768,347
0.03% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,051
shares
|
$768,347
0.1% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
7,040
shares
|
$767,148
0.09% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
7,027
shares
|
$765,732
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
7,005
shares
|
$763,334
0.06% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Harvey Capital Management Inc
|
Apr 30, 2025 Q1 2025 |
6,975
shares
|
$760,065
0.17% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
6,952
shares
|
$757,559
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
6,934
shares
|
$755,597
0.08% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
6,913
shares
|
$753,309
0.06% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
6,905
shares
|
$752,437
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
6,903
shares
|
$752,219
0.36% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
6,889
shares
|
$750,694
0.05% of portfolio
|
Q2 2025
Added 21.99%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
6,840
shares
|
$745,354
0.02% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
6,832
shares
|
$744,483
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
6,815
shares
|
$742,630
0.24% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
6,815
shares
|
$742,630
0.15% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
6,805
shares
|
$741,540
0.43% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
6,804
shares
|
$741,431
0.81% of portfolio
|
Q4 2022
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
6,793
shares
|
$740,233
0.35% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,776
shares
|
$738,380
0.03% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,754
shares
|
$735,983
0.06% of portfolio
|
Q1 2025
Added 2004.05%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,753
shares
|
$735,874
0.05% of portfolio
|
Q2 2022
Added 57.23%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
6,743
shares
|
$734,784
0.24% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
6,734
shares
|
$733,803
0.1% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
6,731
shares
|
$733,477
0.27% of portfolio
|
Q1 2025
Added 6.89%
|