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 |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
4,600
shares
|
$501,262
0.05% of portfolio
|
Q2 2023
Reduced 3.12%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,587
shares
|
$499,845
0.04% of portfolio
|
Q2 2024
Reduced 20.3%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
4,582
shares
|
$499,300
0.08% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
4,573
shares
|
$498,319
0.18% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,532
shares
|
$493,852
0.26% of portfolio
|
Q2 2023
Reduced 6.11%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,527
shares
|
$493,307
0.11% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
4,521
shares
|
$492,653
0.1% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
4,510
shares
|
$491,454
0.04% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
4,499
shares
|
$490,256
0.02% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
4,493
shares
|
$489,602
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
4,491
shares
|
$489,384
0.03% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
4,488
shares
|
$489,057
0.08% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
4,486
shares
|
$488,839
0.04% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
4,476
shares
|
$487,749
0.02% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
4,467
shares
|
$486,768
0.02% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,463
shares
|
$486,333
0.08% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
4,458
shares
|
$485,788
0.0% of portfolio
|
Q1 2024
Added 35.5%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
4,450
shares
|
$484,916
0.04% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
4,448
shares
|
$484,698
0.15% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
4,444
shares
|
$484,262
1.39% of portfolio
|
Q2 2023
Reduced 13.14%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
4,444
shares
|
$484,262
0.05% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
4,436
shares
|
$483,390
0.14% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
4,435
shares
|
$483,281
0.06% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,419
shares
|
$481,538
0.09% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
4,399
shares
|
$479,359
0.11% of portfolio
|
Q2 2025
Reduced 1.19%
|