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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
97,166
shares
|
$10.1 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
96,856
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
95,925
shares
|
$9.99 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
95,170
shares
|
$9.92 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
94,508
shares
|
$9.85 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
93,863
shares
|
$9.78 Million
6.78% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
93,266
shares
|
$9.72 Million
3.1% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
93,001
shares
|
$9.69 Million
2.56% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
92,695
shares
|
$9.66 Million
0.34% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
92,411
shares
|
$9.63 Million
1.04% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
91,395
shares
|
$9.52 Million
0.19% of portfolio
|
Q4 2023
Added 9.84%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
90,057
shares
|
$9.38 Million
5.86% of portfolio
|
Q4 2024
Reduced 27.62%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
89,429
shares
|
$9.32 Million
4.69% of portfolio
|
Q3 2024
Reduced 25.13%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
88,326
shares
|
$9.2 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
86,813
shares
|
$9.05 Million
2.47% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
86,278
shares
|
$8.99 Million
2.54% of portfolio
|
Q4 2023
Reduced 1.22%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
86,127
shares
|
$8.97 Million
4.28% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
85,793
shares
|
$8.94 Million
0.74% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
85,692
shares
|
$8.93 Million
2.0% of portfolio
|
Q4 2022
Added 29.12%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
85,457
shares
|
$8.9 Million
5.15% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
85,152
shares
|
$8.87 Million
0.24% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
84,478
shares
|
$8.8 Million
4.26% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
84,444
shares
|
$8.8 Million
7.59% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
83,882
shares
|
$8.74 Million
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
83,816
shares
|
$8.73 Million
1.52% of portfolio
|
Q3 2024
Reduced 2.26%
|