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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
58,600
shares
|
$6.11 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
58,494
shares
|
$6.09 Million
2.57% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
58,378
shares
|
$6.08 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
58,283
shares
|
$6.07 Million
3.65% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
58,117
shares
|
$6.06 Million
0.57% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
57,804
shares
|
$6.02 Million
3.83% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
57,723
shares
|
$6.01 Million
0.6% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
57,559
shares
|
$6 Million
2.15% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
57,242
shares
|
$5.96 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
57,242
shares
|
$5.96 Million
0.33% of portfolio
|
Q3 2024
Reduced 33.75%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
57,112
shares
|
$5.95 Million
0.48% of portfolio
|
Q4 2024
Reduced 11.37%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
56,773
shares
|
$5.92 Million
8.54% of portfolio
|
Q2 2024
Reduced 6.59%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
56,629
shares
|
$5.9 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
56,504
shares
|
$5.89 Million
0.35% of portfolio
|
Q3 2024
Added 58.49%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
56,483
shares
|
$5.88 Million
1.19% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
56,177
shares
|
$5.85 Million
0.57% of portfolio
|
Q4 2024
Reduced 30.13%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
56,000
shares
|
$5.83 Million
0.52% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
55,873
shares
|
$5.82 Million
1.13% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
55,462
shares
|
$5.78 Million
1.19% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
55,248
shares
|
$5.76 Million
1.61% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
55,221
shares
|
$5.75 Million
3.02% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Florin Court Capital LLP
|
Nov 06, 2024 Q3 2024 |
55,000
shares
|
$5.73 Million
4.42% of portfolio
|
Q3 2024
Reduced 61.05%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
54,904
shares
|
$5.72 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
54,831
shares
|
$5.71 Million
2.2% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
54,809
shares
|
$5.71 Million
4.22% of portfolio
|
Q4 2024
Reduced 0.46%
|