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 |
|---|---|---|---|---|---|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
1,232
shares
|
$134,251
0.1% of portfolio
|
Q1 2025
Reduced 98.48%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
1,199
shares
|
$130,655
0.07% of portfolio
|
Q1 2025
Added 30.75%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,195
shares
|
$130,219
0.03% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,180
shares
|
$128,584
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,168
shares
|
$127,276
0.03% of portfolio
|
Q3 2024
Reduced 43.11%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
1,162
shares
|
$126,623
0.08% of portfolio
|
Q3 2024
Added 96.28%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,153
shares
|
$125,642
0.03% of portfolio
|
Q3 2024
Reduced 18.75%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
1,152
shares
|
$125,533
0.03% of portfolio
|
Q3 2024
Reduced 46.62%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1,100
shares
|
$119,867
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,092
shares
|
$118,995
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
1,076
shares
|
$117,251
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
1,070
shares
|
$116,597
0.07% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
1,062
shares
|
$115,726
0.06% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,053
shares
|
$114,745
0.01% of portfolio
|
Q4 2024
Added 40.21%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
1,044
shares
|
$113,764
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
1,032
shares
|
$112,457
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
1,031
shares
|
$112,348
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,031
shares
|
$112,348
0.05% of portfolio
|
Q1 2025
Reduced 27.29%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,008
shares
|
$109,841
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
996
shares
|
$108,534
0.05% of portfolio
|
Q4 2024
Reduced 23.38%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
965
shares
|
$105,156
0.0% of portfolio
|
Q1 2025
Reduced 40.25%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
961
shares
|
$104,720
0.0% of portfolio
|
Q2 2025
Reduced 20.12%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
960
shares
|
$104,611
0.01% of portfolio
|
Q3 2022
Added 1500.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
960
shares
|
$104,611
0.01% of portfolio
|
Q3 2022
Added 45.45%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
952
shares
|
$103,739
0.03% of portfolio
|
Q3 2024
Reduced 3.15%
|