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 1,876 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 $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
728
shares
|
$77,357
0.03% of portfolio
|
Q3 2024
Reduced 42.99%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
726
shares
|
$77,144
0.02% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
720
shares
|
$76,507
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
716
shares
|
$76,082
0.04% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
713
shares
|
$75,763
0.01% of portfolio
|
Q4 2024
Reduced 48.22%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
703
shares
|
$74,700
0.03% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
700
shares
|
$74,382
0.02% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
691
shares
|
$73,425
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
669
shares
|
$71,087
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
668
shares
|
$70,981
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
645
shares
|
$68,537
0.01% of portfolio
|
Q3 2024
Added 338.78%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
643
shares
|
$68,325
0.02% of portfolio
|
Q4 2023
Added 1361.36%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
642
shares
|
$68,218
0.05% of portfolio
|
Q3 2024
Reduced 91.36%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
640
shares
|
$68,006
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
635
shares
|
$67,475
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
627
shares
|
$66,625
0.02% of portfolio
|
Q4 2023
Reduced 21.63%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
612
shares
|
$65,031
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
604
shares
|
$64,181
0.0% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
600
shares
|
$63,756
0.02% of portfolio
|
Q2 2023
Reduced 51.42%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
592
shares
|
$62,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
579
shares
|
$61,524
0.04% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
577
shares
|
$61,312
0.03% of portfolio
|
Q3 2024
Added 31.14%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
550
shares
|
$58,443
0.01% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
550
shares
|
$58,443
0.02% of portfolio
|
Q1 2024
Added 5.97%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
550
shares
|
$58,443
0.01% of portfolio
|
Q4 2024
Added 0.18%
|