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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,555
shares
|
$162,373
0.04% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,536
shares
|
$160,389
0.05% of portfolio
|
Q4 2023
Reduced 20.04%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
1,530
shares
|
$159,762
0.04% of portfolio
|
Q4 2023
Reduced 14.04%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,524
shares
|
$159,136
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,509
shares
|
$157,569
0.01% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,448
shares
|
$151,200
0.06% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,427
shares
|
$149,007
0.04% of portfolio
|
Q4 2023
Reduced 6.55%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
1,418
shares
|
$148,067
0.07% of portfolio
|
Q4 2024
Added 2575.47%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,336
shares
|
$139,505
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
1,335
shares
|
$139,400
0.05% of portfolio
|
Q3 2024
Added 19.62%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
1,326
shares
|
$138,460
0.04% of portfolio
|
Q1 2023
Reduced 19.15%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,318
shares
|
$137,625
0.02% of portfolio
|
Q4 2024
Added 61.92%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
1,316
shares
|
$137,416
0.07% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,308
shares
|
$136,581
0.05% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
1,300
shares
|
$135,746
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
1,280
shares
|
$133,657
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,274
shares
|
$133,031
0.09% of portfolio
|
Q4 2024
Added 23.69%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,247
shares
|
$130,211
0.04% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,195
shares
|
$124,781
0.03% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,180
shares
|
$123,215
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,168
shares
|
$121,962
0.03% of portfolio
|
Q3 2024
Reduced 43.11%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
1,162
shares
|
$121,336
0.08% of portfolio
|
Q3 2024
Added 96.28%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
1,153
shares
|
$120,396
0.03% of portfolio
|
Q3 2024
Reduced 18.75%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
1,152
shares
|
$120,291
0.03% of portfolio
|
Q3 2024
Reduced 46.62%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
1,076
shares
|
$112,355
0.03% of portfolio
|
Q4 2022
New holding
|