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 1,872 institutions that hold shares in the stock, with a total of 416 Million shares, which have been reported (via 13F filing form) to have a value of $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
123
shares
|
$13,069
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
112
shares
|
$11,901
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
106
shares
|
$11,263
0.0% of portfolio
|
Q1 2023
Reduced 53.91%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
102
shares
|
$10,838
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$10,626
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
88
shares
|
$9,350
0.0% of portfolio
|
Q1 2024
Reduced 71.97%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
88
shares
|
$9,350
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
83
shares
|
$8,819
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
82
shares
|
$8,713
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
81
shares
|
$8,607
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
81
shares
|
$8,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
77
shares
|
$8,182
0.0% of portfolio
|
Q3 2024
Reduced 82.96%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
76
shares
|
$8,075
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
71
shares
|
$7,544
0.0% of portfolio
|
Q3 2024
Added 61.36%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
62
shares
|
$6,588
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
62
shares
|
$6,588
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
49
shares
|
$5,206
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
49
shares
|
$5,206
0.0% of portfolio
|
Q4 2022
Reduced 96.84%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
48
shares
|
$5,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
45
shares
|
$4,781
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
28
shares
|
$2,975
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
21
shares
|
$2,231
0.0% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
18
shares
|
$1,912
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
17
shares
|
$1,806
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
15
shares
|
$1,593
0.0% of portfolio
|
Q3 2023
Reduced 84.21%
|