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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
496
shares
|
$54,049
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
481
shares
|
$52,414
0.01% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
481
shares
|
$52,414
0.01% of portfolio
|
Q1 2025
Added 329.46%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
472
shares
|
$51,433
0.02% of portfolio
|
Q2 2023
Reduced 35.16%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
471
shares
|
$51,324
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
471
shares
|
$51,324
0.02% of portfolio
|
Q1 2025
Reduced 31.84%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
463
shares
|
$50,453
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
460
shares
|
$50,126
0.03% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
460
shares
|
$50,126
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
458
shares
|
$49,908
0.02% of portfolio
|
Q1 2025
Reduced 36.03%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
452
shares
|
$49,254
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
452
shares
|
$49,254
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
445
shares
|
$48,491
0.01% of portfolio
|
Q2 2024
Reduced 90.37%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
444
shares
|
$48,382
0.0% of portfolio
|
Q2 2022
Reduced 14.45%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
409
shares
|
$44,568
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
396
shares
|
$43,152
0.0% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
391
shares
|
$42,607
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
390
shares
|
$42,498
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
380
shares
|
$41,408
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
360
shares
|
$39,229
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
356
shares
|
$38,793
0.02% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
356
shares
|
$38,793
0.01% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
355
shares
|
$38,684
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
353
shares
|
$38,466
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
350
shares
|
$38,139
0.0% of portfolio
|
Q1 2025
New holding
|