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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
343
shares
|
$37,376
0.0% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
331
shares
|
$36,069
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
300
shares
|
$32,691
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
297
shares
|
$32,364
0.0% of portfolio
|
Q1 2025
Reduced 58.35%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
292
shares
|
$31,819
0.01% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
290
shares
|
$31,601
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
290
shares
|
$31,601
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
284
shares
|
$30,947
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
265
shares
|
$28,877
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
250
shares
|
$27,242
0.01% of portfolio
|
Q3 2024
Reduced 82.0%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
234
shares
|
$25,498
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
234
shares
|
$25,498
0.01% of portfolio
|
Q4 2024
Reduced 51.65%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
231
shares
|
$25,172
0.02% of portfolio
|
Q4 2024
Reduced 43.93%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
227
shares
|
$24,736
0.0% of portfolio
|
Q4 2024
Reduced 25.82%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
220
shares
|
$23,973
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
220
shares
|
$23,973
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
219
shares
|
$23,864
0.01% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
201
shares
|
$21,902
0.02% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
200
shares
|
$21,794
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
193
shares
|
$21,031
0.0% of portfolio
|
Q2 2024
Reduced 35.67%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
190
shares
|
$20,704
0.01% of portfolio
|
Q4 2024
Reduced 99.58%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
189
shares
|
$20,595
0.0% of portfolio
|
Q1 2024
Reduced 30.77%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
178
shares
|
$19,396
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
175
shares
|
$19,069
0.0% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
170
shares
|
$18,524
0.01% of portfolio
|
Q3 2024
Reduced 53.93%
|