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 |
|---|---|---|---|---|---|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
4,753
shares
|
$517,934
0.17% of portfolio
|
Q4 2024
Added 23.94%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
4,750
shares
|
$517,607
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,739
shares
|
$516,408
0.1% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,731
shares
|
$515,537
0.23% of portfolio
|
Q2 2023
Added 40.01%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
4,724
shares
|
$514,774
0.07% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
4,722
shares
|
$514,556
0.23% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
4,717
shares
|
$514,011
0.12% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
4,716
shares
|
$513,902
0.58% of portfolio
|
Q1 2025
Reduced 79.55%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
4,716
shares
|
$513,902
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
4,710
shares
|
$513,248
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
4,709
shares
|
$513,139
0.09% of portfolio
|
Q4 2024
Reduced 17.52%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
4,704
shares
|
$512,594
0.15% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
4,702
shares
|
$512,376
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
4,697
shares
|
$511,832
0.08% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
4,690
shares
|
$511,069
0.07% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
4,688
shares
|
$510,851
0.04% of portfolio
|
Q1 2025
Reduced 27.46%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
4,673
shares
|
$509,216
0.08% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
4,669
shares
|
$508,780
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,657
shares
|
$507,473
0.19% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
4,657
shares
|
$507,473
0.09% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
4,656
shares
|
$507,364
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
4,638
shares
|
$505,402
0.03% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
4,638
shares
|
$505,402
0.1% of portfolio
|
Q1 2025
Added 100.26%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
4,636
shares
|
$505,184
0.07% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
4,618
shares
|
$503,223
0.2% of portfolio
|
Q2 2022
Added 0.35%
|