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 |
|---|---|---|---|---|---|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
7,534
shares
|
$788,659
0.57% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
7,518
shares
|
$786,984
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,507
shares
|
$785,832
0.05% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
7,461
shares
|
$781,017
0.33% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
7,456
shares
|
$780,494
0.03% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
7,455
shares
|
$780,389
0.09% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2025 Q4 2024 |
7,377
shares
|
$772,224
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
7,372
shares
|
$771,700
0.12% of portfolio
|
Q2 2024
Reduced 17.59%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
7,368
shares
|
$771,282
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
7,356
shares
|
$770,026
0.06% of portfolio
|
Q2 2022
Added 1.18%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
7,330
shares
|
$767,304
0.14% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
7,324
shares
|
$766,676
0.12% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
7,318
shares
|
$766,048
0.41% of portfolio
|
Q1 2024
Reduced 7.17%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
7,300
shares
|
$764,164
0.05% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
7,296
shares
|
$763,745
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
7,287
shares
|
$762,803
0.39% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
7,279
shares
|
$761,965
0.03% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
7,272
shares
|
$761,232
0.18% of portfolio
|
Q1 2022
Added 1.0%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
7,270
shares
|
$761,023
0.2% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
7,245
shares
|
$758,406
0.21% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
7,227
shares
|
$756,522
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
7,220
shares
|
$755,789
0.08% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
7,211
shares
|
$754,847
0.0% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,211
shares
|
$754,847
0.0% of portfolio
|
Q3 2024
Reduced 88.69%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
7,200
shares
|
$753,696
0.34% of portfolio
|
Q1 2024
Reduced 5.82%
|