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 |
---|---|---|---|---|---|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
8,456
shares
|
$885,174
0.22% of portfolio
|
Q4 2024
New holding
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
8,439
shares
|
$883,394
0.25% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
8,416
shares
|
$880,986
0.06% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
8,410
shares
|
$880,358
0.04% of portfolio
|
Q3 2024
Added 1.82%
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
8,316
shares
|
$870,518
0.31% of portfolio
|
Q3 2024
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
8,263
shares
|
$864,970
0.36% of portfolio
|
Q3 2024
Added 16.45%
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
8,255
shares
|
$864,133
0.79% of portfolio
|
Q3 2022
Reduced 5.87%
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,249
shares
|
$863,505
0.17% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
8,245
shares
|
$863,086
0.05% of portfolio
|
Q3 2024
Reduced 69.37%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
8,214
shares
|
$859,841
0.0% of portfolio
|
Q3 2024
Reduced 17.13%
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
8,205
shares
|
$858,899
0.02% of portfolio
|
Q3 2024
New holding
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,192
shares
|
$857,538
0.0% of portfolio
|
Q3 2024
Added 9.1%
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,190
shares
|
$857,329
0.12% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
8,180
shares
|
$856,282
0.32% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
8,171
shares
|
$855,340
0.15% of portfolio
|
Q4 2024
Reduced 18.59%
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
8,166
shares
|
$854,816
0.34% of portfolio
|
Q3 2024
New holding
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
8,164
shares
|
$854,607
0.3% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
8,103
shares
|
$848,222
0.12% of portfolio
|
Q4 2024
Added 0.02%
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,101
shares
|
$848,012
0.61% of portfolio
|
Q3 2024
Added 2.07%
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
8,100
shares
|
$847,908
0.14% of portfolio
|
Q4 2024
New holding
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,091
shares
|
$846,965
0.02% of portfolio
|
Q3 2024
New holding
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,055
shares
|
$843,197
0.14% of portfolio
|
Q4 2024
Reduced 48.87%
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,049
shares
|
$842,569
0.08% of portfolio
|
Q3 2022
Added 69.63%
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
8,042
shares
|
$841,836
0.17% of portfolio
|
Q3 2024
Added 49.93%
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
8,034
shares
|
$840,999
0.05% of portfolio
|
Q2 2024
Reduced 2.39%
|