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 |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
44,618
shares
|
$4.67 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
44,504
shares
|
$4.66 Million
0.47% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
44,404
shares
|
$4.65 Million
0.17% of portfolio
|
Q4 2024
Reduced 18.06%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
44,208
shares
|
$4.63 Million
2.2% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
43,906
shares
|
$4.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
43,312
shares
|
$4.53 Million
0.02% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Alaska Permanent Capital Management
|
Jan 29, 2025 Q4 2024 |
43,198
shares
|
$4.52 Million
0.36% of portfolio
|
Q4 2024
Added 51.95%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
43,185
shares
|
$4.52 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
43,049
shares
|
$4.51 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
42,883
shares
|
$4.49 Million
0.79% of portfolio
|
Q3 2024
Added 37.53%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
42,538
shares
|
$4.45 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
42,363
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2024
Added 38.18%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
42,144
shares
|
$4.41 Million
2.33% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
42,028
shares
|
$4.4 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
41,802
shares
|
$4.38 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
41,553
shares
|
$4.35 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
41,147
shares
|
$4.31 Million
0.26% of portfolio
|
Q2 2024
Added 15.63%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
40,994
shares
|
$4.29 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
40,468
shares
|
$4.24 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
40,379
shares
|
$4.23 Million
0.18% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
40,026
shares
|
$4.19 Million
0.19% of portfolio
|
Q2 2024
Added 1.75%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
39,979
shares
|
$4.19 Million
0.1% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
39,819
shares
|
$4.17 Million
2.05% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
39,809
shares
|
$4.17 Million
0.49% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
39,701
shares
|
$4.16 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.84%
|