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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
3,047
shares
|
$332,031
0.05% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
3,044
shares
|
$331,704
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
3,024
shares
|
$329,525
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,022
shares
|
$329,307
0.1% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
3,021
shares
|
$329,198
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,015
shares
|
$328,544
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
3,009
shares
|
$327,890
0.12% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
3,003
shares
|
$327,236
0.17% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
3,002
shares
|
$327,127
0.06% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
3,000
shares
|
$326,910
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,981
shares
|
$324,839
0.06% of portfolio
|
Q1 2024
Added 3.01%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,980
shares
|
$324,730
0.07% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
2,980
shares
|
$324,730
0.12% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2,962
shares
|
$322,769
0.13% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
2,950
shares
|
$321,461
0.03% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Apr 22, 2025 Q1 2025 |
2,947
shares
|
$321,134
0.23% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
2,944
shares
|
$320,807
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
2,944
shares
|
$320,807
0.1% of portfolio
|
Q1 2025
Reduced 28.89%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
2,936
shares
|
$319,935
0.03% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
2,934
shares
|
$319,717
0.12% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
2,932
shares
|
$319,500
0.24% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
2,930
shares
|
$319,282
0.1% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
2,921
shares
|
$318,301
0.12% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
2,916
shares
|
$317,756
0.07% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
2,910
shares
|
$317,102
0.25% of portfolio
|
Q1 2025
Added 5.66%
|