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 |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
537
shares
|
$57,061
0.02% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
533
shares
|
$56,636
0.01% of portfolio
|
Q2 2024
Reduced 36.62%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
496
shares
|
$52,704
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
484
shares
|
$51,429
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
481
shares
|
$51,111
0.01% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
480
shares
|
$51,004
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
472
shares
|
$50,154
0.02% of portfolio
|
Q2 2023
Reduced 35.16%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
470
shares
|
$49,942
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
460
shares
|
$48,879
0.03% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
460
shares
|
$48,879
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
460
shares
|
$48,879
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
455
shares
|
$48,348
0.01% of portfolio
|
Q3 2024
Reduced 38.1%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
452
shares
|
$48,029
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
445
shares
|
$47,285
0.01% of portfolio
|
Q2 2024
Reduced 90.37%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
444
shares
|
$47,179
0.0% of portfolio
|
Q2 2022
Reduced 14.45%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
396
shares
|
$42,078
0.0% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
390
shares
|
$41,441
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
390
shares
|
$41,441
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
380
shares
|
$40,378
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
360
shares
|
$38,253
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
349
shares
|
$37,084
0.0% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
337
shares
|
$35,809
0.02% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
334
shares
|
$35,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
328
shares
|
$34,853
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
324
shares
|
$34,428
0.01% of portfolio
|
Q1 2023
Reduced 98.43%
|