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 |
|---|---|---|---|---|---|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
8,016
shares
|
$839,114
0.28% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,008
shares
|
$838,277
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$837,440
0.01% of portfolio
|
Q4 2021
Reduced 4.76%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,000
shares
|
$837,440
0.27% of portfolio
|
Q1 2024
Reduced 14.89%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
7,973
shares
|
$834,613
0.67% of portfolio
|
Q3 2024
Reduced 63.8%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
7,935
shares
|
$830,635
0.02% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
7,934
shares
|
$830,531
0.27% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
7,916
shares
|
$828,646
0.16% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
7,852
shares
|
$821,947
0.13% of portfolio
|
Q2 2022
Added 84.67%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
7,849
shares
|
$821,633
0.03% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
7,814
shares
|
$817,969
0.2% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
7,814
shares
|
$817,969
0.32% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
7,779
shares
|
$814,305
0.25% of portfolio
|
Q3 2024
Added 161.66%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
7,771
shares
|
$813,468
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
7,764
shares
|
$812,735
0.05% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
7,718
shares
|
$807,920
0.05% of portfolio
|
Q4 2024
Added 91.13%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
7,689
shares
|
$804,884
0.01% of portfolio
|
Q2 2024
Added 17.59%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
7,676
shares
|
$803,523
0.3% of portfolio
|
Q4 2024
Reduced 15.96%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
7,629
shares
|
$798,603
0.66% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
7,610
shares
|
$796,614
0.38% of portfolio
|
Q3 2023
Reduced 6.85%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,606
shares
|
$796,196
0.1% of portfolio
|
Q1 2023
Reduced 7.55%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
7,597
shares
|
$795,253
0.32% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
7,588
shares
|
$794,311
0.39% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,564
shares
|
$791,799
0.14% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
7,554
shares
|
$790,752
0.22% of portfolio
|
Q3 2024
Reduced 29.26%
|