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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
199,822
shares
|
$20.8 Million
0.33% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
194,612
shares
|
$20.3 Million
5.52% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Feb 03, 2025 Q4 2024 |
194,214
shares
|
$20.2 Million
8.17% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
193,836
shares
|
$20.2 Million
1.13% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
193,723
shares
|
$20.2 Million
5.6% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
193,505
shares
|
$20.2 Million
7.61% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
193,450
shares
|
$20.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
191,758
shares
|
$20 Million
1.56% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
188,368
shares
|
$19.6 Million
1.71% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
186,924
shares
|
$19.5 Million
0.73% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
186,815
shares
|
$19.5 Million
0.36% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
186,334
shares
|
$19.4 Million
7.17% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
183,514
shares
|
$19.1 Million
1.9% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
183,279
shares
|
$19.1 Million
0.67% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
182,778
shares
|
$19 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
182,373
shares
|
$19 Million
0.34% of portfolio
|
Q3 2024
Added 76.36%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
182,107
shares
|
$19 Million
3.94% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
180,521
shares
|
$18.8 Million
0.67% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
180,516
shares
|
$18.8 Million
0.18% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
180,371
shares
|
$18.8 Million
1.33% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
179,597
shares
|
$18.7 Million
0.62% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
178,442
shares
|
$18.6 Million
3.21% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
177,548
shares
|
$18.5 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
176,592
shares
|
$18.4 Million
0.19% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
175,713
shares
|
$18.3 Million
1.0% of portfolio
|
Q3 2023
Added 16.22%
|