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 1,908 institutions that hold shares in the stock, with a total of 416 Million shares, which have been reported (via 13F filing form) to have a value of $43.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
329,914
shares
|
$34.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
328,918
shares
|
$34.3 Million
0.59% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
327,891
shares
|
$34.2 Million
3.56% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
325,519
shares
|
$33.9 Million
11.67% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
324,612
shares
|
$33.8 Million
6.24% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
323,946
shares
|
$33.8 Million
6.17% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
318,562
shares
|
$33.2 Million
0.33% of portfolio
|
Q3 2023
Reduced 3.26%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
313,562
shares
|
$32.7 Million
6.29% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
311,849
shares
|
$32.5 Million
0.13% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
306,896
shares
|
$32 Million
0.84% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
305,162
shares
|
$31.8 Million
6.87% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
301,176
shares
|
$31.4 Million
1.02% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
300,179
shares
|
$31.3 Million
1.26% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
298,791
shares
|
$31.1 Million
6.88% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
295,480
shares
|
$30.8 Million
0.13% of portfolio
|
Q2 2023
Reduced 97.99%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
294,589
shares
|
$30.7 Million
2.09% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
292,050
shares
|
$30.4 Million
0.7% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
291,649
shares
|
$30.4 Million
0.43% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
288,723
shares
|
$30.1 Million
4.5% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
284,595
shares
|
$29.7 Million
0.04% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
283,704
shares
|
$29.6 Million
5.31% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
283,557
shares
|
$29.5 Million
4.09% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
283,430
shares
|
$29.5 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
282,751
shares
|
$29.5 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
282,193
shares
|
$29.4 Million
0.91% of portfolio
|
Q3 2024
Added 1.18%
|