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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
81
shares
|
$8,826
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
74
shares
|
$8,063
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
71
shares
|
$7,736
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
65
shares
|
$7,083
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
56
shares
|
$6,102
0.0% of portfolio
|
Q1 2025
Reduced 76.37%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
55
shares
|
$5,993
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
49
shares
|
$5,339
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
49
shares
|
$5,339
0.0% of portfolio
|
Q4 2022
Reduced 96.84%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
48
shares
|
$5,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
48
shares
|
$5,230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
44
shares
|
$4,794
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
May 07, 2025 Q1 2025 |
34
shares
|
$3,704
0.0% of portfolio
|
Q1 2025
Reduced 99.94%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
33
shares
|
$3,596
0.0% of portfolio
|
Q1 2025
Added 57.14%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
30
shares
|
$3,269
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
28
shares
|
$3,051
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
25
shares
|
$2,724
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
18
shares
|
$1,961
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
15
shares
|
$1,634
0.0% of portfolio
|
Q3 2023
Reduced 84.21%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
12
shares
|
$1,307
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
10
shares
|
$1,089
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
8
shares
|
$871
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
1
shares
|
$108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$108
0.03% of portfolio
|
Q1 2025
Reduced 99.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|