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 1,999 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 $44.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
5,076
shares
|
$525,010
0.18% of portfolio
|
Q4 2024
Reduced 43.13%
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
5,072
shares
|
$524,596
0.19% of portfolio
|
Q3 2024
Reduced 49.09%
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
5,063
shares
|
$523,666
0.07% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,046
shares
|
$521,907
0.04% of portfolio
|
Q1 2023
Reduced 30.04%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
5,034
shares
|
$520,666
0.14% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
5,028
shares
|
$520,046
0.05% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,017
shares
|
$518,908
0.05% of portfolio
|
Q2 2023
Added 4.15%
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
5,014
shares
|
$518,598
0.16% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
5,010
shares
|
$518,184
0.03% of portfolio
|
Q4 2024
Added 0.28%
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
5,006
shares
|
$517,770
0.22% of portfolio
|
Q1 2023
Added 0.24%
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
5,005
shares
|
$517,667
0.13% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
5,004
shares
|
$517,563
0.02% of portfolio
|
Q4 2023
New holding
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
5,000
shares
|
$517,150
0.02% of portfolio
|
Q3 2024
New holding
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
4,991
shares
|
$516,219
0.06% of portfolio
|
Q4 2024
Added 15.91%
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
4,952
shares
|
$512,185
0.07% of portfolio
|
Q4 2024
Added 0.28%
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,942
shares
|
$511,151
0.04% of portfolio
|
Q1 2024
Added 17.81%
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
4,939
shares
|
$510,840
0.07% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
4,936
shares
|
$510,530
0.0% of portfolio
|
Q3 2023
Reduced 41.76%
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
4,915
shares
|
$508,358
0.21% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
4,906
shares
|
$507,427
0.04% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
4,905
shares
|
$507,324
0.28% of portfolio
|
Q1 2024
Added 0.72%
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
4,891
shares
|
$505,876
0.44% of portfolio
|
Q4 2024
Reduced 32.32%
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
4,872
shares
|
$503,910
0.05% of portfolio
|
Q2 2023
Added 20.06%
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
4,829
shares
|
$499,463
0.07% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,803
shares
|
$496,774
0.27% of portfolio
|
Q3 2023
Reduced 29.27%
|