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 |
|---|---|---|---|---|---|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
30,911
shares
|
$3.24 Million
1.28% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
30,845
shares
|
$3.23 Million
0.65% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
30,815
shares
|
$3.23 Million
1.62% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
30,758
shares
|
$3.22 Million
0.21% of portfolio
|
Q4 2022
Reduced 32.26%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
30,710
shares
|
$3.21 Million
0.14% of portfolio
|
Q3 2024
Added 267.08%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
30,559
shares
|
$3.2 Million
1.76% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
30,368
shares
|
$3.18 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
30,299
shares
|
$3.17 Million
0.21% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
30,206
shares
|
$3.16 Million
1.46% of portfolio
|
Q3 2024
Added 53.62%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
30,199
shares
|
$3.16 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
30,146
shares
|
$3.16 Million
0.35% of portfolio
|
Q4 2024
Reduced 36.11%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
30,053
shares
|
$3.15 Million
0.22% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
29,455
shares
|
$3.08 Million
1.2% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
29,438
shares
|
$3.08 Million
0.69% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
29,434
shares
|
$3.08 Million
0.56% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
28,951
shares
|
$3.03 Million
0.49% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
28,931
shares
|
$3.03 Million
1.38% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
28,906
shares
|
$3.03 Million
0.16% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
28,860
shares
|
$3.02 Million
0.11% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
28,612
shares
|
$3 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
28,571
shares
|
$2.99 Million
0.06% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
28,434
shares
|
$2.98 Million
0.1% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
28,241
shares
|
$2.96 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
28,132
shares
|
$2.94 Million
0.99% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
28,131
shares
|
$2.94 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.24%
|