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 1,891 institutions that hold shares in the stock, with a total of 417 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 |
|---|---|---|---|---|---|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,252
shares
|
$548,728
0.06% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
5,240
shares
|
$547,475
0.14% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
5,234
shares
|
$546,848
0.29% of portfolio
|
Q3 2024
Reduced 14.22%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
5,227
shares
|
$546,116
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
5,225
shares
|
$545,908
0.15% of portfolio
|
Q2 2024
Added 6.44%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,222
shares
|
$545,594
0.04% of portfolio
|
Q2 2024
Added 6.75%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,222
shares
|
$545,594
0.38% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
5,198
shares
|
$543,087
0.22% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
5,184
shares
|
$541,624
0.08% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
5,161
shares
|
$539,221
0.06% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
5,109
shares
|
$533,788
0.08% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
5,096
shares
|
$532,430
0.07% of portfolio
|
Q2 2024
Added 82.52%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,076
shares
|
$530,340
0.03% of portfolio
|
Q3 2024
Added 101.99%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
5,072
shares
|
$529,922
0.18% of portfolio
|
Q3 2024
Reduced 49.09%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
5,063
shares
|
$528,982
0.07% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,046
shares
|
$527,206
0.04% of portfolio
|
Q1 2023
Reduced 30.04%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
5,034
shares
|
$525,952
0.14% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
5,028
shares
|
$525,325
0.05% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,017
shares
|
$524,176
0.05% of portfolio
|
Q2 2023
Added 4.15%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
5,014
shares
|
$523,862
0.12% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
5,010
shares
|
$523,444
0.22% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
5,006
shares
|
$523,026
0.22% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
5,005
shares
|
$522,922
0.13% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
5,004
shares
|
$522,817
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$522,400
0.02% of portfolio
|
Q3 2024
New holding
|