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 2,005 institutions that hold shares in the stock, with a total of 428 Million shares, which have been reported (via 13F filing form) to have a value of $43.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
88,326
shares
|
$8.88 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
86,278
shares
|
$8.68 Million
2.54% of portfolio
|
Q4 2023
Reduced 1.22%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
86,148
shares
|
$8.66 Million
1.03% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
85,793
shares
|
$8.63 Million
0.74% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
85,692
shares
|
$8.62 Million
2.05% of portfolio
|
Q4 2022
Added 29.12%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
85,457
shares
|
$8.59 Million
5.15% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
84,637
shares
|
$8.51 Million
0.31% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
84,635
shares
|
$8.51 Million
4.42% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
84,478
shares
|
$8.49 Million
4.26% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
84,444
shares
|
$8.49 Million
7.59% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
83,856
shares
|
$8.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
83,041
shares
|
$8.35 Million
0.75% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
81,216
shares
|
$8.17 Million
7.37% of portfolio
|
Q4 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
81,153
shares
|
$8.16 Million
3.36% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
80,345
shares
|
$8.08 Million
3.33% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
79,834
shares
|
$8.03 Million
1.42% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
79,243
shares
|
$7.97 Million
3.46% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
79,046
shares
|
$7.95 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
78,802
shares
|
$7.92 Million
0.76% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
78,535
shares
|
$7.9 Million
0.92% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
78,314
shares
|
$7.87 Million
0.71% of portfolio
|
Q4 2024
Reduced 23.17%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
77,744
shares
|
$7.82 Million
0.3% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
77,568
shares
|
$7.8 Million
2.11% of portfolio
|
Q3 2024
Reduced 25.73%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
76,652
shares
|
$7.71 Million
0.88% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
76,354
shares
|
$7.68 Million
1.57% of portfolio
|
Q4 2024
Reduced 1.1%
|