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 2,012 institutions that hold shares in the stock, with a total of 429 Million shares, which have been reported (via 13F filing form) to have a value of $40.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
160,175
shares
|
$15.2 Million
0.16% of portfolio
|
Q4 2024
Reduced 42.02%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
157,852
shares
|
$15 Million
2.98% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
156,332
shares
|
$14.8 Million
5.34% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
155,923
shares
|
$14.8 Million
1.34% of portfolio
|
Q4 2024
Reduced 18.82%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
155,335
shares
|
$14.7 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
154,767
shares
|
$14.7 Million
5.67% of portfolio
|
Q4 2024
Added 148.76%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
154,450
shares
|
$14.7 Million
1.98% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
154,144
shares
|
$14.6 Million
2.27% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
153,268
shares
|
$14.5 Million
5.9% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Mar 06, 2025 Q4 2024 |
153,141
shares
|
$14.5 Million
10.11% of portfolio
|
Q4 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
152,714
shares
|
$14.5 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
152,262
shares
|
$14.4 Million
0.15% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
151,432
shares
|
$14.4 Million
0.36% of portfolio
|
Q4 2024
Added 22.51%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
150,821
shares
|
$14.3 Million
0.79% of portfolio
|
Q3 2023
Added 14.68%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Feb 13, 2025 Q4 2024 |
150,691
shares
|
$14.3 Million
14.11% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
149,670
shares
|
$14.2 Million
1.22% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
148,921
shares
|
$14.1 Million
5.1% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
147,662
shares
|
$14 Million
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
145,413
shares
|
$13.8 Million
6.01% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
144,827
shares
|
$13.7 Million
1.18% of portfolio
|
Q2 2023
Reduced 3.57%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
144,802
shares
|
$13.7 Million
4.22% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
144,572
shares
|
$13.7 Million
7.8% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
144,433
shares
|
$13.7 Million
0.5% of portfolio
|
Q4 2024
Reduced 36.69%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
144,242
shares
|
$13.7 Million
0.04% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
143,457
shares
|
$13.6 Million
2.12% of portfolio
|
Q4 2024
Reduced 5.42%
|