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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15,790
shares
|
$1.65 Million
0.32% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
15,785
shares
|
$1.65 Million
1.17% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
15,716
shares
|
$1.65 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
15,714
shares
|
$1.64 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
15,699
shares
|
$1.64 Million
0.07% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
15,618
shares
|
$1.63 Million
0.17% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
15,586
shares
|
$1.63 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
15,552
shares
|
$1.63 Million
0.16% of portfolio
|
Q1 2022
New holding
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
15,538
shares
|
$1.63 Million
0.38% of portfolio
|
Q2 2022
Reduced 1.3%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
15,449
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
15,396
shares
|
$1.61 Million
1.02% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
15,382
shares
|
$1.61 Million
0.48% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
15,308
shares
|
$1.6 Million
0.6% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
15,304
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.17%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
15,274
shares
|
$1.6 Million
0.8% of portfolio
|
Q4 2023
Reduced 5.27%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
14,969
shares
|
$1.57 Million
0.26% of portfolio
|
Q2 2024
Reduced 74.68%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
14,967
shares
|
$1.57 Million
0.09% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
14,949
shares
|
$1.56 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
14,932
shares
|
$1.56 Million
0.03% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
14,930
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 45.82%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
14,870
shares
|
$1.56 Million
0.88% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
14,850
shares
|
$1.55 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
14,806
shares
|
$1.55 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
14,739
shares
|
$1.54 Million
0.45% of portfolio
|
Q1 2023
Reduced 32.24%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,678
shares
|
$1.54 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.39%
|