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 |
|---|---|---|---|---|---|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
118,460
shares
|
$12.3 Million
8.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
117,970
shares
|
$12.3 Million
3.95% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
117,881
shares
|
$12.3 Million
0.92% of portfolio
|
Q3 2023
Added 216.42%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
117,152
shares
|
$12.2 Million
0.38% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
115,919
shares
|
$12.1 Million
0.58% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
115,313
shares
|
$12 Million
10.26% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
115,237
shares
|
$12 Million
2.76% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
114,203
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
113,923
shares
|
$11.9 Million
1.81% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
113,752
shares
|
$11.9 Million
8.21% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
113,396
shares
|
$11.8 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
112,723
shares
|
$11.7 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
112,123
shares
|
$11.7 Million
0.5% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
111,752
shares
|
$11.6 Million
0.46% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
111,168
shares
|
$11.6 Million
0.77% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
111,132
shares
|
$11.6 Million
6.48% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
110,316
shares
|
$11.5 Million
3.52% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
109,693
shares
|
$11.4 Million
3.22% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
109,686
shares
|
$11.4 Million
5.71% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
107,790
shares
|
$11.2 Million
0.91% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
107,768
shares
|
$11.2 Million
2.27% of portfolio
|
Q4 2024
Added 79.99%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
107,700
shares
|
$11.2 Million
2.6% of portfolio
|
Q3 2024
New holding
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
107,557
shares
|
$11.2 Million
7.05% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
106,951
shares
|
$11.1 Million
0.27% of portfolio
|
Q3 2022
Reduced 10.5%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
106,808
shares
|
$11.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.0%
|