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 |
|---|---|---|---|---|---|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
28,124
shares
|
$2.94 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
28,037
shares
|
$2.93 Million
0.21% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
28,027
shares
|
$2.93 Million
0.94% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
28,022
shares
|
$2.93 Million
0.06% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
27,939
shares
|
$2.92 Million
1.11% of portfolio
|
Q4 2024
Added 93.36%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
27,924
shares
|
$2.92 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
27,921
shares
|
$2.92 Million
2.18% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
27,880
shares
|
$2.92 Million
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
27,474
shares
|
$2.88 Million
1.28% of portfolio
|
Q4 2024
Added 26.22%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
27,282
shares
|
$2.86 Million
1.81% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
27,280
shares
|
$2.86 Million
0.74% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
27,172
shares
|
$2.84 Million
0.32% of portfolio
|
Q3 2023
Added 4.62%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
26,825
shares
|
$2.81 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
26,705
shares
|
$2.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
26,572
shares
|
$2.78 Million
0.21% of portfolio
|
Q4 2024
Reduced 27.98%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
26,546
shares
|
$2.78 Million
0.87% of portfolio
|
Q4 2024
Reduced 33.9%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
26,510
shares
|
$2.78 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
26,485
shares
|
$2.77 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
26,237
shares
|
$2.75 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
26,221
shares
|
$2.74 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
26,155
shares
|
$2.74 Million
0.55% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
26,064
shares
|
$2.73 Million
0.17% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
26,039
shares
|
$2.73 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
26,018
shares
|
$2.72 Million
0.61% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
26,010
shares
|
$2.72 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.81%
|