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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
21,278
shares
|
$2.23 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
21,259
shares
|
$2.23 Million
0.99% of portfolio
|
Q3 2024
Added 104.83%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
21,254
shares
|
$2.22 Million
0.81% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
21,187
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.67%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
21,074
shares
|
$2.21 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
21,038
shares
|
$2.2 Million
0.66% of portfolio
|
Q3 2024
Added 34.34%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
20,982
shares
|
$2.2 Million
1.14% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
20,947
shares
|
$2.19 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
20,907
shares
|
$2.19 Million
0.6% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
20,805
shares
|
$2.18 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
20,637
shares
|
$2.16 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
20,610
shares
|
$2.16 Million
0.57% of portfolio
|
Q1 2022
Reduced 99.84%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
20,513
shares
|
$2.15 Million
0.22% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
20,492
shares
|
$2.15 Million
0.82% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
20,437
shares
|
$2.14 Million
0.74% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
20,420
shares
|
$2.14 Million
1.28% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
20,365
shares
|
$2.13 Million
0.49% of portfolio
|
Q4 2024
Reduced 19.32%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
20,332
shares
|
$2.13 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
20,329
shares
|
$2.13 Million
0.69% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
20,200
shares
|
$2.11 Million
0.3% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
20,040
shares
|
$2.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
20,028
shares
|
$2.1 Million
0.07% of portfolio
|
Q2 2024
Reduced 5.63%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
19,913
shares
|
$2.08 Million
0.61% of portfolio
|
Q4 2024
Added 19.07%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
19,905
shares
|
$2.08 Million
0.97% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
19,894
shares
|
$2.08 Million
1.46% of portfolio
|
Q3 2024
Reduced 6.2%
|