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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
4,689
shares
|
$489,906
0.03% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
4,682
shares
|
$489,175
0.1% of portfolio
|
Q4 2024
Added 23.73%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,681
shares
|
$489,070
0.04% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
4,676
shares
|
$488,548
0.18% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
4,670
shares
|
$487,921
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
4,669
shares
|
$487,817
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
4,648
shares
|
$485,623
0.07% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
4,635
shares
|
$484,264
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
4,618
shares
|
$482,488
0.2% of portfolio
|
Q2 2022
Added 0.35%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Nov 25, 2024 Q3 2024 |
4,601
shares
|
$480,712
1.94% of portfolio
|
Q3 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
4,600
shares
|
$480,608
0.05% of portfolio
|
Q2 2023
Reduced 3.12%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,587
shares
|
$479,249
0.04% of portfolio
|
Q2 2024
Reduced 20.3%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,577
shares
|
$478,204
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
4,558
shares
|
$476,219
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
4,555
shares
|
$475,906
0.02% of portfolio
|
Q3 2024
Reduced 80.99%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
4,548
shares
|
$475,175
0.27% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,532
shares
|
$473,503
0.26% of portfolio
|
Q2 2023
Reduced 6.11%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
4,532
shares
|
$473,503
0.13% of portfolio
|
Q4 2020
Reduced 26.74%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
4,527
shares
|
$472,980
0.18% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
4,523
shares
|
$472,563
0.04% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
4,521
shares
|
$472,354
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
4,516
shares
|
$471,831
0.16% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
4,500
shares
|
$470,160
0.02% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
4,497
shares
|
$469,846
0.08% of portfolio
|
Q4 2024
Reduced 17.91%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
4,473
shares
|
$467,339
0.03% of portfolio
|
Q3 2024
Reduced 7.26%
|