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 |
|---|---|---|---|---|---|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
5,006
shares
|
$545,503
0.22% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
5,000
shares
|
$544,850
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,996
shares
|
$544,414
0.0% of portfolio
|
Q1 2025
Reduced 57.03%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
4,995
shares
|
$544,305
0.05% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
4,994
shares
|
$544,196
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
4,952
shares
|
$539,619
0.04% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
4,951
shares
|
$539,510
0.34% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
4,945
shares
|
$538,856
0.07% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
4,942
shares
|
$538,529
0.04% of portfolio
|
Q1 2024
Added 17.81%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
4,939
shares
|
$538,202
0.07% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,923
shares
|
$536,459
0.04% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
4,920
shares
|
$536,132
0.18% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Mosaic Advisors LLC
Houston, TX |
May 05, 2025 Q1 2025 |
4,912
shares
|
$535,260
0.71% of portfolio
|
Q1 2025
Added 81.05%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
4,904
shares
|
$534,388
0.02% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
4,891
shares
|
$532,972
0.44% of portfolio
|
Q4 2024
Reduced 32.32%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,888
shares
|
$532,645
0.04% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
4,872
shares
|
$530,901
0.05% of portfolio
|
Q2 2023
Added 20.06%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
4,851
shares
|
$528,613
0.18% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
4,840
shares
|
$527,414
0.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
4,834
shares
|
$526,760
0.45% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,803
shares
|
$523,382
0.27% of portfolio
|
Q3 2023
Reduced 29.27%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
4,790
shares
|
$521,966
0.44% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
4,784
shares
|
$521,312
0.22% of portfolio
|
Q1 2025
Reduced 19.81%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
4,769
shares
|
$519,677
0.03% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
4,764
shares
|
$519,133
0.22% of portfolio
|
Q3 2023
Reduced 0.36%
|