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 |
|---|---|---|---|---|---|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
54,648
shares
|
$5.69 Million
1.11% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
54,465
shares
|
$5.67 Million
3.64% of portfolio
|
Q3 2024
Added 15.86%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
54,167
shares
|
$5.64 Million
0.13% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
54,134
shares
|
$5.64 Million
0.23% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
53,606
shares
|
$5.59 Million
1.53% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
53,585
shares
|
$5.58 Million
0.03% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,022
shares
|
$5.52 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
52,992
shares
|
$5.52 Million
4.98% of portfolio
|
Q4 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
52,434
shares
|
$5.46 Million
1.36% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
52,371
shares
|
$5.46 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
52,153
shares
|
$5.43 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
52,113
shares
|
$5.43 Million
8.09% of portfolio
|
Q3 2023
Reduced 75.19%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
51,759
shares
|
$5.39 Million
0.17% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
51,646
shares
|
$5.38 Million
0.53% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
51,453
shares
|
$5.36 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
51,080
shares
|
$5.32 Million
0.28% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
51,056
shares
|
$5.32 Million
0.38% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
50,843
shares
|
$5.3 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
50,658
shares
|
$5.28 Million
0.48% of portfolio
|
Q1 2024
Added 1.06%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
50,139
shares
|
$5.22 Million
1.54% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
50,100
shares
|
$5.22 Million
0.18% of portfolio
|
Q2 2022
Reduced 2.01%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
50,095
shares
|
$5.22 Million
2.02% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
49,953
shares
|
$5.2 Million
4.14% of portfolio
|
Q4 2024
Added 47.13%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
49,199
shares
|
$5.13 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Highview Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
49,026
shares
|
$5.11 Million
1.95% of portfolio
|
Q4 2024
Added 7.49%
|