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 2,010 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 $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,040
shares
|
$286,489
0.03% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
3,033
shares
|
$285,829
0.07% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,022
shares
|
$284,793
0.1% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
3,021
shares
|
$284,699
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,015
shares
|
$284,133
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
3,009
shares
|
$283,568
0.12% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
3,006
shares
|
$283,285
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
|
$282,814
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
3,000
shares
|
$282,720
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,993
shares
|
$282,060
0.16% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,981
shares
|
$280,929
0.06% of portfolio
|
Q1 2024
Added 3.01%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,977
shares
|
$280,552
0.07% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
2,973
shares
|
$280,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
2,962
shares
|
$279,138
0.14% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
2,956
shares
|
$278,573
0.19% of portfolio
|
Q4 2024
Added 391.85%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
2,955
shares
|
$278,479
0.1% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
2,952
shares
|
$278,196
0.08% of portfolio
|
Q3 2024
Added 22.8%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
2,950
shares
|
$278,008
0.03% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
2,938
shares
|
$276,877
0.0% of portfolio
|
Q4 2024
Added 16.49%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
2,931
shares
|
$276,217
0.04% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
2,930
shares
|
$276,123
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
2,909
shares
|
$274,144
0.06% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
2,903
shares
|
$273,578
0.12% of portfolio
|
Q2 2024
Reduced 18.91%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
2,890
shares
|
$272,353
0.06% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
2,883
shares
|
$271,693
0.06% of portfolio
|
Q4 2024
Reduced 20.18%
|