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 2,010 institutions that hold shares in the stock, with a total of 428 Million shares, which have been reported (via 13F filing form) to have a value of $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
452,941
shares
|
$42.7 Million
5.84% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
451,256
shares
|
$42.5 Million
1.06% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
445,001
shares
|
$41.9 Million
0.6% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
442,562
shares
|
$41.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.9%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
425,892
shares
|
$40.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 98.89%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
424,013
shares
|
$40 Million
1.03% of portfolio
|
Q4 2023
Added 2.51%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
423,817
shares
|
$39.9 Million
2.04% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
414,700
shares
|
$39.1 Million
0.21% of portfolio
|
Q4 2024
Added 148.17%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
404,076
shares
|
$38.1 Million
0.84% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
392,972
shares
|
$37 Million
15.2% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
388,155
shares
|
$36.6 Million
5.72% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
387,945
shares
|
$36.6 Million
3.3% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
378,309
shares
|
$35.7 Million
0.61% of portfolio
|
Q3 2022
Added 52.06%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
372,700
shares
|
$35.1 Million
0.64% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
371,664
shares
|
$35 Million
20.18% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
370,180
shares
|
$34.9 Million
0.02% of portfolio
|
Q4 2024
Added 60.07%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
368,690
shares
|
$34.7 Million
0.59% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
367,564
shares
|
$34.6 Million
15.22% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
363,952
shares
|
$34.3 Million
28.69% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
361,139
shares
|
$34 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
359,219
shares
|
$33.9 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
353,421
shares
|
$33.3 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
351,248
shares
|
$33.1 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
347,100
shares
|
$32.7 Million
2.57% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
346,205
shares
|
$32.6 Million
4.98% of portfolio
|
Q4 2024
Added 1.77%
|