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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
247,977
shares
|
$27 Million
1.23% of portfolio
|
Q4 2023
Added 12.86%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
246,723
shares
|
$26.9 Million
10.94% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
243,834
shares
|
$26.6 Million
4.49% of portfolio
|
Q1 2025
Reduced 82.12%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
242,368
shares
|
$26.4 Million
2.32% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
241,418
shares
|
$26.3 Million
1.42% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
240,817
shares
|
$26.2 Million
2.57% of portfolio
|
Q1 2025
Added 214.17%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
239,917
shares
|
$26.1 Million
7.39% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
239,673
shares
|
$26.1 Million
0.51% of portfolio
|
Q1 2025
Added 58.27%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
238,867
shares
|
$26 Million
3.75% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
238,202
shares
|
$26 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
237,905
shares
|
$25.9 Million
11.11% of portfolio
|
Q1 2025
Added 74.85%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
237,739
shares
|
$25.9 Million
5.78% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
237,552
shares
|
$25.9 Million
3.41% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
233,641
shares
|
$25.5 Million
1.92% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
231,288
shares
|
$25.2 Million
1.38% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
228,379
shares
|
$24.9 Million
3.05% of portfolio
|
Q1 2025
Reduced 31.21%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
225,523
shares
|
$24.6 Million
3.72% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
224,895
shares
|
$24.5 Million
0.36% of portfolio
|
Q1 2025
Added 29.96%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
224,622
shares
|
$24.5 Million
1.43% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
224,328
shares
|
$24.4 Million
0.21% of portfolio
|
Q1 2025
Added 40.05%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
223,034
shares
|
$24.3 Million
0.34% of portfolio
|
Q1 2025
Added 27.32%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
222,594
shares
|
$24.3 Million
0.32% of portfolio
|
Q1 2025
Reduced 20.5%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
219,832
shares
|
$24 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
219,371
shares
|
$23.9 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
214,830
shares
|
$23.4 Million
1.45% of portfolio
|
Q1 2025
Added 26.87%
|