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 |
|---|---|---|---|---|---|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
3,012
shares
|
$314,693
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
3,009
shares
|
$314,380
0.12% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
3,006
shares
|
$314,066
0.01% of portfolio
|
Q2 2024
Reduced 15.49%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
3,001
shares
|
$313,544
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
3,000
shares
|
$313,440
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,993
shares
|
$312,708
0.16% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,986
shares
|
$311,977
0.07% of portfolio
|
Q3 2024
Reduced 33.44%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,985
shares
|
$311,872
0.07% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,981
shares
|
$311,454
0.06% of portfolio
|
Q1 2024
Added 3.01%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,959
shares
|
$309,156
0.11% of portfolio
|
Q3 2024
Reduced 47.05%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
2,956
shares
|
$308,842
0.19% of portfolio
|
Q4 2024
Added 391.85%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
2,955
shares
|
$308,738
0.1% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
2,952
shares
|
$308,424
0.07% of portfolio
|
Q3 2024
Added 22.8%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
2,950
shares
|
$308,216
0.03% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
2,947
shares
|
$307,902
0.06% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
2,938
shares
|
$306,962
0.0% of portfolio
|
Q4 2024
Added 16.49%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
2,930
shares
|
$306,126
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
2,929
shares
|
$306,021
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,921
shares
|
$305,186
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
2,909
shares
|
$303,932
0.06% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
2,903
shares
|
$303,305
0.12% of portfolio
|
Q2 2024
Reduced 18.91%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
2,890
shares
|
$301,947
0.06% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
2,880
shares
|
$300,902
0.05% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,852
shares
|
$297,976
0.11% of portfolio
|
Q4 2024
Reduced 10.74%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
2,848
shares
|
$297,559
0.15% of portfolio
|
Q3 2024
Reduced 38.87%
|