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 |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
19,856
shares
|
$2.08 Million
0.6% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
19,825
shares
|
$2.08 Million
0.24% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
19,742
shares
|
$2.07 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
19,717
shares
|
$2.06 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
19,506
shares
|
$2.04 Million
1.57% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
19,440
shares
|
$2.03 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
19,325
shares
|
$2.02 Million
1.11% of portfolio
|
Q4 2024
Reduced 48.51%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
19,255
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
19,211
shares
|
$2.01 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
19,091
shares
|
$2 Million
0.86% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
19,042
shares
|
$1.99 Million
0.54% of portfolio
|
Q3 2024
Added 17.8%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
19,023
shares
|
$1.99 Million
0.7% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
18,966
shares
|
$1.99 Million
0.4% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
18,956
shares
|
$1.98 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
18,930
shares
|
$1.98 Million
1.76% of portfolio
|
Q4 2022
Reduced 2.91%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
18,916
shares
|
$1.98 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
18,901
shares
|
$1.98 Million
0.17% of portfolio
|
Q3 2024
Added 295.25%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
18,853
shares
|
$1.97 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
18,756
shares
|
$1.96 Million
0.16% of portfolio
|
Q4 2024
Reduced 98.82%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
18,725
shares
|
$1.96 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
18,590
shares
|
$1.95 Million
0.37% of portfolio
|
Q4 2022
Added 1.53%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
18,425
shares
|
$1.93 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
18,311
shares
|
$1.92 Million
1.27% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
18,252
shares
|
$1.91 Million
0.97% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
18,250
shares
|
$1.91 Million
0.23% of portfolio
|
Q3 2024
Added 4.85%
|