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 $45.7 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 |
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
4,372
shares
|
$466,448
0.06% of portfolio
|
Q3 2023
New holding
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
4,355
shares
|
$464,634
0.16% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
4,344
shares
|
$463,461
0.19% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,319
shares
|
$460,794
0.05% of portfolio
|
Q1 2022
Reduced 1.53%
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
4,307
shares
|
$459,513
0.04% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,303
shares
|
$459,087
0.02% of portfolio
|
Q3 2022
Added 0.02%
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,296
shares
|
$458,340
0.17% of portfolio
|
Q4 2024
New holding
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
4,287
shares
|
$457,380
0.33% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
4,277
shares
|
$456,313
0.07% of portfolio
|
Q3 2021
New holding
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
4,229
shares
|
$451,192
0.07% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
4,223
shares
|
$450,551
0.39% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,222
shares
|
$450,445
0.16% of portfolio
|
Q3 2024
Reduced 26.34%
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
4,215
shares
|
$449,698
0.22% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
4,208
shares
|
$448,951
0.18% of portfolio
|
Q4 2024
Added 16.08%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,204
shares
|
$448,524
0.05% of portfolio
|
Q2 2024
Added 50.3%
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
4,203
shares
|
$448,418
0.07% of portfolio
|
Q4 2024
Added 1.23%
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
4,195
shares
|
$447,564
0.21% of portfolio
|
Q4 2024
Added 0.02%
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
4,193
shares
|
$447,351
0.22% of portfolio
|
Q4 2024
New holding
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,191
shares
|
$447,137
0.03% of portfolio
|
Q4 2024
New holding
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
4,163
shares
|
$444,150
0.14% of portfolio
|
Q4 2024
Reduced 87.12%
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
4,154
shares
|
$443,190
0.13% of portfolio
|
Q3 2024
Reduced 21.78%
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
4,140
shares
|
$441,696
0.16% of portfolio
|
Q4 2024
New holding
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
4,137
shares
|
$441,376
0.13% of portfolio
|
Q4 2024
Added 84.52%
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
4,135
shares
|
$441,163
0.16% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
4,133
shares
|
$440,949
0.2% of portfolio
|
Q4 2024
Reduced 2.8%
|