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 1,922 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 $43.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
7,330
shares
|
$774,634
0.14% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
7,324
shares
|
$774,000
0.12% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
7,318
shares
|
$773,366
0.41% of portfolio
|
Q1 2024
Reduced 7.17%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
7,300
shares
|
$771,464
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
|
$771,041
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
7,287
shares
|
$770,090
0.39% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
7,279
shares
|
$769,244
0.03% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
7,272
shares
|
$768,504
0.18% of portfolio
|
Q1 2022
Added 1.0%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
7,270
shares
|
$768,293
0.2% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
7,245
shares
|
$765,651
0.21% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
7,227
shares
|
$763,749
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
7,211
shares
|
$762,058
0.0% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,211
shares
|
$762,058
0.0% of portfolio
|
Q3 2024
Reduced 88.69%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
7,200
shares
|
$760,896
0.34% of portfolio
|
Q1 2024
Reduced 5.82%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
7,199
shares
|
$760,790
0.05% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
7,163
shares
|
$756,985
0.36% of portfolio
|
Q4 2022
Reduced 0.58%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
7,150
shares
|
$755,612
0.09% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
7,141
shares
|
$754,660
0.28% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
7,135
shares
|
$754,026
0.22% of portfolio
|
Q1 2022
Reduced 0.03%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
7,096
shares
|
$749,905
0.25% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
7,087
shares
|
$748,954
0.05% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
7,037
shares
|
$743,670
0.09% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
7,005
shares
|
$740,288
0.02% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
7,000
shares
|
$739,760
0.17% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
6,968
shares
|
$736,378
0.1% of portfolio
|
Q2 2024
Reduced 6.52%
|