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 |
|---|---|---|---|---|---|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
4,000
shares
|
$417,920
0.24% of portfolio
|
Q1 2023
Reduced 1.48%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
4,000
shares
|
$417,920
0.12% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,996
shares
|
$417,502
0.09% of portfolio
|
Q3 2024
Reduced 24.79%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
3,995
shares
|
$417,397
0.05% of portfolio
|
Q2 2024
Added 9.57%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,972
shares
|
$414,994
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
3,970
shares
|
$414,785
0.08% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
3,964
shares
|
$414,158
0.14% of portfolio
|
Q1 2023
Reduced 5.95%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
3,955
shares
|
$413,218
0.27% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
3,933
shares
|
$410,919
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
3,924
shares
|
$409,979
0.05% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
3,913
shares
|
$408,830
0.11% of portfolio
|
Q4 2024
Reduced 57.19%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,910
shares
|
$408,516
0.03% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
3,901
shares
|
$407,576
0.01% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
3,889
shares
|
$406,322
0.11% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,846
shares
|
$401,830
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
3,835
shares
|
$400,680
0.12% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
3,835
shares
|
$400,680
0.14% of portfolio
|
Q2 2024
Reduced 9.34%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
3,833
shares
|
$400,471
0.13% of portfolio
|
Q2 2022
Reduced 24.07%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
3,831
shares
|
$400,262
0.07% of portfolio
|
Q3 2024
Reduced 35.4%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
3,829
shares
|
$400,053
0.05% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
3,814
shares
|
$398,486
0.35% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,810
shares
|
$398,068
0.06% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
3,805
shares
|
$397,546
0.03% of portfolio
|
Q3 2024
Added 51.96%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
3,804
shares
|
$397,441
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,802
shares
|
$397,232
0.02% of portfolio
|
Q2 2024
Reduced 11.95%
|