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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
4,996
shares
|
$521,982
0.03% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,990
shares
|
$521,355
0.02% of portfolio
|
Q3 2024
Reduced 44.43%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,957
shares
|
$517,907
0.04% of portfolio
|
Q2 2024
Reduced 28.24%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
4,952
shares
|
$517,384
0.07% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,942
shares
|
$516,340
0.04% of portfolio
|
Q1 2024
Added 17.81%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
4,939
shares
|
$516,026
0.07% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,936
shares
|
$515,713
0.0% of portfolio
|
Q3 2023
Reduced 41.76%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
4,930
shares
|
$515,086
0.21% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
4,906
shares
|
$512,578
0.04% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
4,905
shares
|
$512,474
0.28% of portfolio
|
Q1 2024
Added 0.72%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
4,872
shares
|
$509,026
0.05% of portfolio
|
Q2 2023
Added 20.06%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
4,867
shares
|
$508,504
0.19% of portfolio
|
Q3 2024
Added 95.54%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
4,829
shares
|
$504,533
0.07% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,803
shares
|
$501,817
0.27% of portfolio
|
Q3 2023
Reduced 29.27%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
4,796
shares
|
$501,086
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
4,764
shares
|
$497,742
0.22% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
4,761
shares
|
$497,429
0.04% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
4,752
shares
|
$496,488
0.12% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,739
shares
|
$495,130
0.12% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
4,734
shares
|
$494,608
0.03% of portfolio
|
Q3 2024
Reduced 40.08%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
4,732
shares
|
$494,399
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,731
shares
|
$494,294
0.23% of portfolio
|
Q2 2023
Added 40.01%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
4,716
shares
|
$492,727
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
4,710
shares
|
$492,100
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
4,692
shares
|
$490,220
0.08% of portfolio
|
Q3 2024
Reduced 37.08%
|