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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
12,782
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
12,741
shares
|
$1.33 Million
0.67% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
12,740
shares
|
$1.33 Million
0.31% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,738
shares
|
$1.33 Million
0.11% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
12,738
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Added 34.11%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
12,690
shares
|
$1.33 Million
0.22% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
12,604
shares
|
$1.32 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
12,538
shares
|
$1.31 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,509
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2022
Added 27.79%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
12,495
shares
|
$1.31 Million
0.46% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
12,404
shares
|
$1.3 Million
0.12% of portfolio
|
Q4 2024
Added 31.01%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
12,315
shares
|
$1.29 Million
0.2% of portfolio
|
Q1 2023
Added 3.33%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
12,294
shares
|
$1.29 Million
0.81% of portfolio
|
Q4 2024
Added 62.15%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
12,216
shares
|
$1.28 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
12,184
shares
|
$1.28 Million
0.61% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
12,147
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
12,130
shares
|
$1.27 Million
0.23% of portfolio
|
Q4 2023
Reduced 2.05%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
12,077
shares
|
$1.26 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 01, 2024 Q3 2024 |
11,964
shares
|
$1.25 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
11,956
shares
|
$1.25 Million
0.32% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
11,918
shares
|
$1.25 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
11,907
shares
|
$1.25 Million
0.62% of portfolio
|
Q4 2023
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
11,852
shares
|
$1.24 Million
0.37% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
11,851
shares
|
$1.24 Million
0.06% of portfolio
|
Q4 2024
Added 74.46%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
11,845
shares
|
$1.24 Million
0.2% of portfolio
|
Q4 2024
Added 6.58%
|