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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
36,136
shares
|
$3.78 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Oct 21, 2024 Q3 2024 |
35,982
shares
|
$3.77 Million
3.24% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
35,731
shares
|
$3.74 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
35,648
shares
|
$3.73 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
35,335
shares
|
$3.7 Million
0.0% of portfolio
|
Q3 2024
Added 226.93%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
35,126
shares
|
$3.68 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
35,000
shares
|
$3.66 Million
1.72% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
34,932
shares
|
$3.66 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,917
shares
|
$3.66 Million
0.17% of portfolio
|
Q3 2024
Added 831.37%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
34,857
shares
|
$3.65 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
34,853
shares
|
$3.65 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
34,712
shares
|
$3.63 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
34,567
shares
|
$3.62 Million
0.41% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
34,373
shares
|
$3.6 Million
0.35% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
34,323
shares
|
$3.59 Million
0.64% of portfolio
|
Q3 2024
Added 96.65%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
34,255
shares
|
$3.59 Million
0.51% of portfolio
|
Q1 2023
Added 0.47%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
34,244
shares
|
$3.58 Million
1.89% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,082
shares
|
$3.57 Million
1.9% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
34,037
shares
|
$3.56 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
34,024
shares
|
$3.56 Million
1.68% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
33,856
shares
|
$3.54 Million
0.81% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
33,500
shares
|
$3.51 Million
0.45% of portfolio
|
Q1 2021
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
33,369
shares
|
$3.49 Million
0.13% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
33,330
shares
|
$3.49 Million
0.04% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
33,191
shares
|
$3.47 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.72%
|