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 |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,726
shares
|
$188,082
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,722
shares
|
$187,646
0.07% of portfolio
|
Q1 2025
Added 113.65%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,664
shares
|
$181,326
0.01% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,643
shares
|
$179,037
0.01% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
1,601
shares
|
$174,460
0.12% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
1,594
shares
|
$173,698
0.07% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,536
shares
|
$167,377
0.04% of portfolio
|
Q4 2023
Reduced 20.04%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
1,530
shares
|
$166,724
0.04% of portfolio
|
Q4 2023
Reduced 14.04%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,527
shares
|
$166,397
0.02% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,524
shares
|
$166,070
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
1,453
shares
|
$158,333
0.05% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,448
shares
|
$157,788
0.06% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,448
shares
|
$157,788
0.01% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,427
shares
|
$155,500
0.04% of portfolio
|
Q4 2023
Reduced 6.55%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,372
shares
|
$149,506
0.02% of portfolio
|
Q1 2025
Added 45.65%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,351
shares
|
$147,218
0.12% of portfolio
|
Q1 2025
Added 52.83%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,336
shares
|
$145,583
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,329
shares
|
$144,821
0.03% of portfolio
|
Q2 2024
Reduced 6.93%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
1,326
shares
|
$144,494
0.04% of portfolio
|
Q1 2023
Reduced 19.15%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,318
shares
|
$143,622
0.02% of portfolio
|
Q4 2024
Added 61.92%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,316
shares
|
$143,404
0.06% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
May 13, 2025 Q1 2025 |
1,292
shares
|
$140,789
0.11% of portfolio
|
Q1 2025
Reduced 23.64%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
1,280
shares
|
$139,481
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
1,248
shares
|
$135,994
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
1,238
shares
|
$134,904
0.0% of portfolio
|
Q1 2025
Reduced 57.86%
|