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 |
|---|---|---|---|---|---|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
2,880
shares
|
$271,411
0.05% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,852
shares
|
$268,772
0.11% of portfolio
|
Q4 2024
Reduced 10.74%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
2,843
shares
|
$267,924
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
2,840
shares
|
$267,641
0.11% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
2,834
shares
|
$267,076
0.05% of portfolio
|
Q4 2024
Reduced 48.93%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
2,784
shares
|
$262,364
0.04% of portfolio
|
Q4 2024
Reduced 49.46%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,781
shares
|
$262,081
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
2,779
shares
|
$261,892
0.07% of portfolio
|
Q2 2024
Reduced 21.85%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
2,779
shares
|
$261,892
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
2,754
shares
|
$259,536
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
2,747
shares
|
$258,877
0.07% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
2,744
shares
|
$258,594
0.15% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
2,743
shares
|
$258,500
0.02% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,735
shares
|
$257,746
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
2,718
shares
|
$256,144
0.05% of portfolio
|
Q4 2024
Reduced 15.54%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
2,716
shares
|
$255,955
0.02% of portfolio
|
Q2 2024
Reduced 58.05%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Feb 11, 2025 Q4 2024 |
2,713
shares
|
$255,673
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,702
shares
|
$254,636
0.12% of portfolio
|
Q2 2022
Reduced 82.21%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
2,700
shares
|
$254,448
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
2,695
shares
|
$253,976
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
2,685
shares
|
$253,034
0.14% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,682
shares
|
$252,751
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
2,672
shares
|
$251,809
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
2,664
shares
|
$251,055
0.03% of portfolio
|
Q1 2024
Reduced 3.97%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
2,657
shares
|
$250,395
0.02% of portfolio
|
Q4 2024
Reduced 2.32%
|