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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
3,541
shares
|
$369,963
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
3,525
shares
|
$368,292
0.04% of portfolio
|
Q2 2023
Reduced 15.02%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
3,525
shares
|
$368,292
0.24% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
3,523
shares
|
$368,083
0.1% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,514
shares
|
$367,142
0.03% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
3,509
shares
|
$366,620
0.01% of portfolio
|
Q4 2024
Added 67.17%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,507
shares
|
$366,411
0.03% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
3,501
shares
|
$365,784
0.01% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,500
shares
|
$365,680
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,493
shares
|
$364,948
0.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
3,492
shares
|
$364,844
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
3,486
shares
|
$364,217
0.1% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,485
shares
|
$364,112
0.0% of portfolio
|
Q4 2023
Reduced 12.81%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,465
shares
|
$362,023
0.05% of portfolio
|
Q3 2024
Reduced 23.09%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
3,465
shares
|
$362,023
0.07% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
3,465
shares
|
$362,023
0.24% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,460
shares
|
$361,500
0.17% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,456
shares
|
$361,082
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
3,436
shares
|
$358,993
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
3,434
shares
|
$358,784
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
3,428
shares
|
$358,157
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
3,426
shares
|
$357,948
0.07% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
3,426
shares
|
$357,948
0.19% of portfolio
|
Q4 2024
Reduced 26.75%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
3,417
shares
|
$357,008
0.06% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,416
shares
|
$356,903
0.06% of portfolio
|
Q2 2024
Reduced 0.44%
|