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 |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
2,909
shares
|
$316,993
0.06% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
2,906
shares
|
$316,666
0.01% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,890
shares
|
$314,923
0.05% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
2,880
shares
|
$313,833
0.04% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
2,843
shares
|
$309,801
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
2,835
shares
|
$308,929
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
2,822
shares
|
$307,513
0.05% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,805
shares
|
$305,660
0.08% of portfolio
|
Q2 2025
Reduced 18.98%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
2,791
shares
|
$304,135
0.2% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,781
shares
|
$303,045
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,781
shares
|
$303,045
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
2,779
shares
|
$302,827
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
2,778
shares
|
$302,718
0.2% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
2,775
shares
|
$302,391
0.17% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
2,760
shares
|
$300,757
0.03% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,756
shares
|
$300,321
0.03% of portfolio
|
Q1 2025
Added 17.83%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
2,750
shares
|
$299,667
0.0% of portfolio
|
Q1 2025
Reduced 49.49%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
2,748
shares
|
$299,449
0.14% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
2,746
shares
|
$299,231
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
2,740
shares
|
$298,577
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,735
shares
|
$298,032
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
2,730
shares
|
$297,488
0.1% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
2,718
shares
|
$296,180
0.04% of portfolio
|
Q4 2024
Reduced 15.54%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
2,705
shares
|
$294,763
0.02% of portfolio
|
Q1 2025
Added 26.88%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,702
shares
|
$294,436
0.12% of portfolio
|
Q2 2022
Reduced 82.21%
|