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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
33,168
shares
|
$3.47 Million
0.27% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
32,931
shares
|
$3.45 Million
0.11% of portfolio
|
Q1 2024
Reduced 15.58%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
32,882
shares
|
$3.44 Million
2.89% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
32,811
shares
|
$3.43 Million
0.98% of portfolio
|
Q4 2024
Added 30.08%
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
32,670
shares
|
$3.42 Million
0.77% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
32,640
shares
|
$3.42 Million
2.51% of portfolio
|
Q3 2022
Reduced 0.22%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
32,524
shares
|
$3.4 Million
3.31% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
32,445
shares
|
$3.4 Million
2.22% of portfolio
|
Q3 2024
Added 101.22%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
32,241
shares
|
$3.37 Million
0.98% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,209
shares
|
$3.37 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.52%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
32,154
shares
|
$3.37 Million
0.08% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
31,991
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
31,985
shares
|
$3.35 Million
2.86% of portfolio
|
Q4 2024
Added 46.96%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
31,973
shares
|
$3.35 Million
2.12% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
31,920
shares
|
$3.34 Million
1.1% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
31,707
shares
|
$3.32 Million
0.26% of portfolio
|
Q3 2024
Added 35.08%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
31,700
shares
|
$3.32 Million
1.71% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
31,528
shares
|
$3.3 Million
0.27% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
31,453
shares
|
$3.29 Million
1.62% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
31,415
shares
|
$3.29 Million
0.06% of portfolio
|
Q3 2024
Added 30.71%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
31,372
shares
|
$3.28 Million
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
31,266
shares
|
$3.27 Million
0.19% of portfolio
|
Q2 2024
Reduced 31.89%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
31,104
shares
|
$3.26 Million
1.25% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
31,102
shares
|
$3.26 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
30,984
shares
|
$3.24 Million
0.39% of portfolio
|
Q2 2024
Reduced 25.09%
|