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 2,048 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $46.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,252
shares
|
$572,310
0.06% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
5,249
shares
|
$571,983
0.04% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
5,245
shares
|
$571,547
0.03% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
5,244
shares
|
$571,438
0.22% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
5,240
shares
|
$571,002
0.13% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
5,233
shares
|
$570,240
0.51% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,222
shares
|
$569,041
0.39% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
5,219
shares
|
$568,714
0.1% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
5,200
shares
|
$566,644
0.12% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
5,194
shares
|
$565,990
0.04% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
5,179
shares
|
$564,355
0.15% of portfolio
|
Q1 2025
Reduced 75.97%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
5,176
shares
|
$564,028
0.37% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
5,171
shares
|
$563,483
0.07% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
5,162
shares
|
$562,503
0.43% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
5,161
shares
|
$562,394
0.06% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
5,136
shares
|
$559,669
0.06% of portfolio
|
Q4 2024
Reduced 21.18%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
5,076
shares
|
$553,131
0.18% of portfolio
|
Q4 2024
Reduced 43.13%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
5,072
shares
|
$552,695
0.19% of portfolio
|
Q3 2024
Reduced 49.09%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
5,060
shares
|
$551,388
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,046
shares
|
$549,862
0.04% of portfolio
|
Q1 2023
Reduced 30.04%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,043
shares
|
$549,535
0.1% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
5,036
shares
|
$548,772
0.19% of portfolio
|
Q1 2025
Reduced 19.26%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
5,034
shares
|
$548,554
0.13% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
5,018
shares
|
$546,811
0.23% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,017
shares
|
$546,702
0.05% of portfolio
|
Q2 2023
Added 4.15%
|