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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,364
shares
|
$666,183
0.05% of portfolio
|
Q2 2022
Reduced 0.16%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
6,364
shares
|
$666,183
0.25% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
6,355
shares
|
$665,241
0.15% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,338
shares
|
$663,461
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,321
shares
|
$661,682
0.12% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
6,315
shares
|
$661,054
0.12% of portfolio
|
Q3 2024
Reduced 30.52%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
6,302
shares
|
$659,693
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
6,300
shares
|
$659,484
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
6,297
shares
|
$659,169
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,291
shares
|
$658,541
0.12% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
6,285
shares
|
$657,913
0.21% of portfolio
|
Q4 2024
Added 29.94%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,256
shares
|
$654,878
0.08% of portfolio
|
Q1 2023
Reduced 48.22%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
6,241
shares
|
$653,307
0.07% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
6,237
shares
|
$652,889
0.25% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
6,234
shares
|
$652,575
0.15% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
6,214
shares
|
$650,481
0.01% of portfolio
|
Q4 2024
Added 15.78%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
6,186
shares
|
$647,550
0.17% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
6,179
shares
|
$646,817
0.21% of portfolio
|
Q3 2024
Added 30.91%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,153
shares
|
$644,096
0.07% of portfolio
|
Q1 2024
Reduced 8.0%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
6,133
shares
|
$642,002
0.01% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
6,118
shares
|
$640,432
0.01% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
6,113
shares
|
$639,908
0.2% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
6,058
shares
|
$634,151
0.04% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
6,023
shares
|
$630,487
0.12% of portfolio
|
Q2 2024
Reduced 42.63%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
6,020
shares
|
$630,173
0.06% of portfolio
|
Q1 2024
Reduced 0.77%
|