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 |
|---|---|---|---|---|---|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
241,195
shares
|
$25.1 Million
12.07% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
241,113
shares
|
$25.1 Million
1.16% of portfolio
|
Q4 2024
Added 15.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
240,965
shares
|
$25.1 Million
0.87% of portfolio
|
Q3 2024
Added 23.3%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
240,433
shares
|
$25.1 Million
2.04% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
237,794
shares
|
$24.8 Million
3.65% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
237,778
shares
|
$24.8 Million
4.0% of portfolio
|
Q3 2024
Reduced 74.23%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
237,739
shares
|
$24.8 Million
5.78% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
235,900
shares
|
$24.6 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
234,684
shares
|
$24.5 Million
3.12% of portfolio
|
Q3 2024
Reduced 32.8%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
231,942
shares
|
$24.2 Million
2.9% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
231,257
shares
|
$24.1 Million
0.01% of portfolio
|
Q3 2024
Added 88.94%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
228,146
shares
|
$23.8 Million
0.62% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
227,718
shares
|
$23.7 Million
0.44% of portfolio
|
Q2 2024
Added 19.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
223,222
shares
|
$23.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
220,672
shares
|
$23 Million
0.85% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
219,805
shares
|
$22.9 Million
0.29% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
219,582
shares
|
$22.9 Million
3.83% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
219,060
shares
|
$22.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
213,087
shares
|
$22.2 Million
1.02% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
211,039
shares
|
$22 Million
0.45% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
208,705
shares
|
$21.7 Million
1.21% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
208,261
shares
|
$21.7 Million
0.18% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
206,680
shares
|
$21.5 Million
8.15% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
203,899
shares
|
$21.2 Million
0.66% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
203,305
shares
|
$21.2 Million
0.35% of portfolio
|
Q4 2024
Reduced 11.01%
|