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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
23,074
shares
|
$2.42 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
23,072
shares
|
$2.42 Million
0.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
22,726
shares
|
$2.38 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
22,722
shares
|
$2.38 Million
0.07% of portfolio
|
Q4 2022
Reduced 5.6%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
22,703
shares
|
$2.38 Million
0.73% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
22,534
shares
|
$2.36 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
22,533
shares
|
$2.36 Million
1.16% of portfolio
|
Q4 2024
Reduced 31.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
22,527
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2024
Added 50.95%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
22,474
shares
|
$2.35 Million
0.15% of portfolio
|
Q1 2024
Added 24.41%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
22,464
shares
|
$2.35 Million
0.17% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
22,272
shares
|
$2.33 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
22,203
shares
|
$2.32 Million
0.75% of portfolio
|
Q4 2024
Added 26.51%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
22,039
shares
|
$2.31 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
21,959
shares
|
$2.3 Million
0.36% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
21,832
shares
|
$2.29 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
21,827
shares
|
$2.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,612
shares
|
$2.26 Million
0.12% of portfolio
|
Q4 2023
Added 9.44%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21,492
shares
|
$2.25 Million
0.11% of portfolio
|
Q4 2022
Added 159.0%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
21,458
shares
|
$2.25 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
21,453
shares
|
$2.25 Million
0.06% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
21,442
shares
|
$2.24 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
21,364
shares
|
$2.24 Million
1.31% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
21,359
shares
|
$2.24 Million
1.35% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
21,355
shares
|
$2.24 Million
1.37% of portfolio
|
Q2 2022
Added 10.04%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
21,328
shares
|
$2.23 Million
0.17% of portfolio
|
Q3 2024
Reduced 21.68%
|