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 |
|---|---|---|---|---|---|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
11,826
shares
|
$1.24 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
11,799
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
11,796
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
11,783
shares
|
$1.23 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
11,767
shares
|
$1.23 Million
0.88% of portfolio
|
Q2 2021
Added 2.32%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
11,639
shares
|
$1.22 Million
1.07% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
11,608
shares
|
$1.22 Million
0.22% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,600
shares
|
$1.21 Million
0.05% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
11,555
shares
|
$1.21 Million
0.66% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
11,553
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Added 258.9%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
11,542
shares
|
$1.21 Million
0.14% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
11,509
shares
|
$1.2 Million
0.56% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
11,481
shares
|
$1.2 Million
0.41% of portfolio
|
Q3 2024
Reduced 12.55%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
11,468
shares
|
$1.2 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
11,420
shares
|
$1.2 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
11,396
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
11,355
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,354
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2022
Reduced 1.19%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
11,268
shares
|
$1.18 Million
0.2% of portfolio
|
Q2 2023
Reduced 2.68%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
11,208
shares
|
$1.17 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
11,204
shares
|
$1.17 Million
0.99% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
11,184
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
11,113
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2024
Added 111.23%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
11,090
shares
|
$1.16 Million
0.15% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
11,075
shares
|
$1.16 Million
0.35% of portfolio
|
Q1 2023
Reduced 30.56%
|