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 1,897 institutions that hold shares in the stock, with a total of 416 Million shares, which have been reported (via 13F filing form) to have a value of $43.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
134,418
shares
|
$14 Million
1.1% of portfolio
|
Q3 2023
Reduced 1.4%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
134,157
shares
|
$14 Million
3.14% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
133,918
shares
|
$14 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
132,025
shares
|
$13.8 Million
3.84% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
131,106
shares
|
$13.7 Million
0.96% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
130,375
shares
|
$13.6 Million
1.14% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
128,159
shares
|
$13.4 Million
2.55% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
127,781
shares
|
$13.3 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
127,161
shares
|
$13.2 Million
9.18% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
127,028
shares
|
$13.2 Million
5.33% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
126,244
shares
|
$13.2 Million
5.41% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
125,195
shares
|
$13 Million
8.36% of portfolio
|
Q3 2024
Added 231.77%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
125,136
shares
|
$13 Million
1.92% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
124,941
shares
|
$13 Million
4.44% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
124,735
shares
|
$13 Million
0.5% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
124,243
shares
|
$12.9 Million
7.91% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
123,811
shares
|
$12.9 Million
2.43% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
123,669
shares
|
$12.9 Million
0.03% of portfolio
|
Q3 2024
Added 35.73%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
123,660
shares
|
$12.9 Million
0.11% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
123,035
shares
|
$12.8 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
120,484
shares
|
$12.6 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
120,437
shares
|
$12.5 Million
0.37% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
119,416
shares
|
$12.4 Million
2.58% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
118,897
shares
|
$12.4 Million
1.8% of portfolio
|
Q4 2023
Reduced 2.68%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
118,631
shares
|
$12.4 Million
0.77% of portfolio
|
Q3 2024
Added 2.65%
|