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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
5,782
shares
|
$611,041
0.04% of portfolio
|
Q3 2023
Reduced 15.95%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
5,774
shares
|
$610,196
0.11% of portfolio
|
Q1 2024
Reduced 9.41%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
5,771
shares
|
$609,879
0.16% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,764
shares
|
$609,139
0.03% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
5,729
shares
|
$605,440
0.1% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
5,723
shares
|
$604,806
0.09% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
5,716
shares
|
$604,066
0.19% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,707
shares
|
$603,115
0.06% of portfolio
|
Q3 2024
Added 81.58%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,706
shares
|
$603,010
0.05% of portfolio
|
Q4 2023
Added 6.61%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
5,663
shares
|
$598,465
0.04% of portfolio
|
Q3 2024
Added 15.41%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
5,647
shares
|
$596,774
0.05% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
5,642
shares
|
$596,246
0.19% of portfolio
|
Q4 2024
Added 28.55%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
5,641
shares
|
$596,140
0.29% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
5,638
shares
|
$595,823
0.29% of portfolio
|
Q4 2024
Reduced 43.51%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
5,627
shares
|
$594,661
0.2% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,617
shares
|
$593,604
0.07% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
5,608
shares
|
$592,653
0.01% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
5,566
shares
|
$588,214
0.07% of portfolio
|
Q2 2023
Reduced 7.23%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
5,562
shares
|
$587,792
0.05% of portfolio
|
Q3 2023
Added 4.71%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
5,536
shares
|
$585,044
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
5,534
shares
|
$584,833
0.02% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
5,524
shares
|
$583,776
0.05% of portfolio
|
Q4 2021
Reduced 33.88%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
5,501
shares
|
$581,345
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
5,497
shares
|
$580,922
0.08% of portfolio
|
Q4 2024
Reduced 93.44%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,465
shares
|
$577,541
0.02% of portfolio
|
Q3 2024
Added 0.85%
|