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 2,041 institutions that hold shares in the stock, with a total of 426 Million shares, which have been reported (via 13F filing form) to have a value of $46.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3,186
shares
|
$347,178
0.12% of portfolio
|
Q4 2022
Reduced 0.03%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
3,180
shares
|
$346,524
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
3,170
shares
|
$345,434
0.16% of portfolio
|
Q1 2025
Added 24.66%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
3,167
shares
|
$345,107
0.04% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
3,158
shares
|
$344,127
0.06% of portfolio
|
Q1 2024
Reduced 3.95%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
3,152
shares
|
$343,473
0.03% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
3,152
shares
|
$343,473
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
3,142
shares
|
$342,383
0.06% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
3,130
shares
|
$341,076
0.07% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
3,129
shares
|
$340,967
0.16% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
3,126
shares
|
$340,640
0.13% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Kennicott Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
3,124
shares
|
$340,422
0.19% of portfolio
|
Q1 2025
Reduced 77.28%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
3,120
shares
|
$339,986
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
3,118
shares
|
$339,768
0.12% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
3,117
shares
|
$339,659
0.16% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
3,116
shares
|
$339,550
0.22% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
M. Kraus & CO
|
Apr 17, 2025 Q1 2025 |
3,100
shares
|
$337,807
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
3,100
shares
|
$337,807
0.06% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
3,099
shares
|
$337,698
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
3,085
shares
|
$336,172
0.01% of portfolio
|
Q1 2025
Reduced 53.52%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
3,070
shares
|
$334,537
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
3,065
shares
|
$333,993
0.23% of portfolio
|
Q1 2025
Reduced 42.83%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
3,062
shares
|
$333,666
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
3,055
shares
|
$332,903
0.04% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
3,050
shares
|
$332,358
0.09% of portfolio
|
Q4 2024
New holding
|