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 |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
308
shares
|
$32,728
0.01% of portfolio
|
Q4 2024
Reduced 43.8%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
306
shares
|
$32,515
0.01% of portfolio
|
Q4 2021
Reduced 8.38%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
304
shares
|
$32,303
0.03% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
270
shares
|
$28,690
0.01% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
265
shares
|
$28,158
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
257
shares
|
$27,308
0.0% of portfolio
|
Q3 2024
Reduced 93.37%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
250
shares
|
$26,565
0.02% of portfolio
|
Q3 2024
Reduced 82.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
237
shares
|
$25,183
0.0% of portfolio
|
Q4 2024
Added 88.1%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
236
shares
|
$25,077
0.0% of portfolio
|
Q4 2024
Reduced 29.76%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
234
shares
|
$24,864
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
231
shares
|
$24,546
0.02% of portfolio
|
Q4 2024
Reduced 43.93%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
223
shares
|
$23,695
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
220
shares
|
$23,377
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
219
shares
|
$23,270
0.01% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
214
shares
|
$22,739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
201
shares
|
$21,358
0.02% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
200
shares
|
$21,252
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
200
shares
|
$21,252
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
193
shares
|
$20,508
0.0% of portfolio
|
Q2 2024
Reduced 35.67%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
190
shares
|
$20,189
0.01% of portfolio
|
Q4 2024
Reduced 99.58%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
189
shares
|
$20,083
0.0% of portfolio
|
Q1 2024
Reduced 30.77%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
178
shares
|
$18,914
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
175
shares
|
$18,595
0.0% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
171
shares
|
$18,170
0.0% of portfolio
|
Q4 2024
Reduced 63.77%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
170
shares
|
$18,064
0.01% of portfolio
|
Q3 2024
Reduced 53.93%
|