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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
283,430
shares
|
$26.7 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
281,842
shares
|
$26.6 Million
3.26% of portfolio
|
Q4 2024
Added 56.04%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
280,000
shares
|
$26.4 Million
0.52% of portfolio
|
Q4 2024
Added 90.78%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
278,245
shares
|
$26.2 Million
3.16% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
277,321
shares
|
$26.1 Million
1.02% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
269,768
shares
|
$25.4 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
269,232
shares
|
$25.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
268,682
shares
|
$25.3 Million
0.31% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
267,686
shares
|
$25.2 Million
4.02% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
263,331
shares
|
$24.8 Million
11.14% of portfolio
|
Q1 2024
Added 4.15%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
263,232
shares
|
$24.8 Million
3.74% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
262,877
shares
|
$24.8 Million
0.9% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
261,264
shares
|
$24.6 Million
6.84% of portfolio
|
Q4 2024
Reduced 16.68%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
260,992
shares
|
$24.6 Million
12.63% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
260,285
shares
|
$24.5 Million
0.74% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
258,709
shares
|
$24.4 Million
11.92% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
258,053
shares
|
$24.3 Million
1.45% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
258,050
shares
|
$24.3 Million
5.46% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
251,396
shares
|
$23.7 Million
0.5% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
249,960
shares
|
$23.6 Million
4.14% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
248,760
shares
|
$23.4 Million
2.63% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
248,279
shares
|
$23.4 Million
8.23% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
247,977
shares
|
$23.4 Million
1.23% of portfolio
|
Q4 2023
Added 12.86%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
247,374
shares
|
$23.3 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
245,504
shares
|
$23.1 Million
1.55% of portfolio
|
Q4 2024
Added 17.05%
|