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 |
---|---|---|---|---|---|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
2,695
shares
|
$293,674
0.02% of portfolio
|
Q4 2023
New holding
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2,691
shares
|
$293,238
0.04% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
2,689
shares
|
$293,020
0.12% of portfolio
|
Q1 2025
Added 3.86%
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,682
shares
|
$292,257
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
2,682
shares
|
$292,257
0.03% of portfolio
|
Q1 2025
Added 2.17%
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
2,677
shares
|
$291,712
0.02% of portfolio
|
Q1 2025
Added 0.19%
|
|
Community Financial Services Group, LLC
Newport, VT |
Apr 23, 2025 Q1 2025 |
2,676
shares
|
$291,603
0.05% of portfolio
|
Q1 2025
Reduced 21.89%
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,669
shares
|
$290,840
0.1% of portfolio
|
Q1 2025
Added 5.29%
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
2,657
shares
|
$289,533
0.02% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,655
shares
|
$289,315
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
2,651
shares
|
$288,879
0.12% of portfolio
|
Q1 2024
New holding
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
2,650
shares
|
$288,770
0.03% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
2,650
shares
|
$288,770
0.17% of portfolio
|
Q2 2023
Reduced 5.36%
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
2,646
shares
|
$288,334
0.06% of portfolio
|
Q1 2024
New holding
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,644
shares
|
$288,116
0.13% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,640
shares
|
$287,680
0.14% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
2,640
shares
|
$287,680
0.03% of portfolio
|
Q4 2024
New holding
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
2,638
shares
|
$287,462
0.02% of portfolio
|
Q1 2025
Reduced 70.14%
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
2,619
shares
|
$285,392
0.06% of portfolio
|
Q4 2024
Reduced 12.29%
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
2,616
shares
|
$285,065
0.19% of portfolio
|
Q1 2024
Reduced 34.3%
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
2,607
shares
|
$284,084
0.22% of portfolio
|
Q1 2024
New holding
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
2,605
shares
|
$283,866
0.14% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
2,600
shares
|
$283,322
0.08% of portfolio
|
Q4 2024
New holding
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
2,597
shares
|
$282,995
0.04% of portfolio
|
Q1 2025
Added 19.51%
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
2,590
shares
|
$282,232
0.24% of portfolio
|
Q1 2025
New holding
|