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 |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
39,486
shares
|
$4.13 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
39,371
shares
|
$4.12 Million
2.2% of portfolio
|
Q3 2024
Added 739.29%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 03, 2024 Q3 2024 |
39,237
shares
|
$4.11 Million
3.0% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
39,182
shares
|
$4.1 Million
0.09% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
38,838
shares
|
$4.07 Million
2.64% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
38,774
shares
|
$4.06 Million
0.11% of portfolio
|
Q3 2023
Reduced 1.82%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
38,606
shares
|
$4.04 Million
0.3% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
38,590
shares
|
$4.04 Million
0.05% of portfolio
|
Q4 2023
Added 1.14%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
38,450
shares
|
$4.02 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
38,215
shares
|
$4 Million
0.06% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
38,048
shares
|
$3.98 Million
1.15% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
38,008
shares
|
$3.98 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
37,783
shares
|
$3.96 Million
1.86% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
37,709
shares
|
$3.95 Million
0.13% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
37,563
shares
|
$3.93 Million
2.27% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
37,532
shares
|
$3.93 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
37,381
shares
|
$3.91 Million
1.92% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
37,220
shares
|
$3.9 Million
2.12% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
37,179
shares
|
$3.89 Million
2.42% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
37,134
shares
|
$3.89 Million
1.49% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
36,778
shares
|
$3.85 Million
2.25% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
36,685
shares
|
$3.84 Million
0.05% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
36,492
shares
|
$3.82 Million
0.82% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
36,355
shares
|
$3.81 Million
0.29% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
36,250
shares
|
$3.79 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.15%
|