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 1,893 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 $43.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
66,193
shares
|
$6.9 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
65,977
shares
|
$6.87 Million
0.39% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
65,783
shares
|
$6.85 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
65,567
shares
|
$6.83 Million
0.2% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
65,448
shares
|
$6.82 Million
0.19% of portfolio
|
Q3 2024
Reduced 58.36%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
65,062
shares
|
$6.78 Million
0.57% of portfolio
|
Q4 2024
Added 94.78%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
64,984
shares
|
$6.77 Million
1.73% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
64,945
shares
|
$6.77 Million
0.14% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
64,667
shares
|
$6.74 Million
0.43% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
64,234
shares
|
$6.69 Million
1.96% of portfolio
|
Q3 2024
Added 67.08%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
64,043
shares
|
$6.67 Million
0.4% of portfolio
|
Q3 2024
Added 45.37%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
64,021
shares
|
$6.67 Million
0.51% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
63,583
shares
|
$6.62 Million
3.25% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
63,223
shares
|
$6.59 Million
2.06% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
63,215
shares
|
$6.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.11%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
62,569
shares
|
$6.52 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
62,215
shares
|
$6.48 Million
3.17% of portfolio
|
Q3 2024
Added 9950.89%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
61,923
shares
|
$6.45 Million
0.08% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
60,790
shares
|
$6.33 Million
3.91% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
60,657
shares
|
$6.32 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
60,373
shares
|
$6.29 Million
1.19% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
60,231
shares
|
$6.28 Million
0.46% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
60,114
shares
|
$6.26 Million
0.87% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
60,062
shares
|
$6.26 Million
3.78% of portfolio
|
Q3 2024
Reduced 27.52%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
59,732
shares
|
$6.22 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.63%
|