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 2,010 institutions that hold shares in the stock, with a total of 428 Million shares, which have been reported (via 13F filing form) to have a value of $40 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
3,221
shares
|
$305,350
0.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
3,202
shares
|
$303,549
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
3,200
shares
|
$303,360
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
3,196
shares
|
$302,980
0.05% of portfolio
|
Q4 2022
Reduced 39.65%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
3,187
shares
|
$302,127
0.22% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3,186
shares
|
$302,032
0.12% of portfolio
|
Q4 2022
Reduced 0.03%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
3,182
shares
|
$301,653
0.14% of portfolio
|
Q4 2024
Reduced 93.61%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
3,180
shares
|
$301,464
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
3,158
shares
|
$299,378
0.07% of portfolio
|
Q1 2024
Reduced 3.95%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
3,152
shares
|
$298,809
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
3,147
shares
|
$298,335
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
3,133
shares
|
$297,008
0.14% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
3,120
shares
|
$295,776
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
3,118
shares
|
$295,586
0.13% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
3,106
shares
|
$294,448
0.15% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
3,102
shares
|
$294,069
0.13% of portfolio
|
Q1 2024
Added 4.09%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
3,100
shares
|
$293,880
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
3,099
shares
|
$293,785
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
3,095
shares
|
$293,406
0.25% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
3,091
shares
|
$293,026
0.15% of portfolio
|
Q4 2024
Reduced 15.94%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
3,081
shares
|
$292,078
0.21% of portfolio
|
Q4 2024
Added 36.21%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
3,062
shares
|
$290,277
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
3,062
shares
|
$290,277
0.09% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
3,052
shares
|
$289,329
0.26% of portfolio
|
Q4 2024
Reduced 47.94%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
3,050
shares
|
$289,140
0.07% of portfolio
|
Q4 2024
New holding
|