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 |
|---|---|---|---|---|---|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
143,162
shares
|
$13.6 Million
3.49% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
141,418
shares
|
$13.4 Million
0.43% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
141,307
shares
|
$13.4 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
139,683
shares
|
$13.3 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Feb 24, 2025 Q4 2024 |
139,298
shares
|
$13.2 Million
13.63% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
139,077
shares
|
$13.2 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
138,563
shares
|
$13.1 Million
0.03% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
137,698
shares
|
$13.1 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
136,874
shares
|
$13 Million
4.29% of portfolio
|
Q4 2024
Added 6812.83%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
136,550
shares
|
$13 Million
0.48% of portfolio
|
Q4 2024
Reduced 23.97%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
136,061
shares
|
$12.9 Million
5.73% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
135,920
shares
|
$12.9 Million
0.14% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
134,418
shares
|
$12.8 Million
1.1% of portfolio
|
Q3 2023
Reduced 1.4%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
134,157
shares
|
$12.7 Million
3.14% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
133,772
shares
|
$12.7 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
133,491
shares
|
$12.7 Million
1.04% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
132,025
shares
|
$12.5 Million
3.84% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
131,426
shares
|
$12.5 Million
2.0% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
130,375
shares
|
$12.4 Million
1.14% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
129,448
shares
|
$12.3 Million
1.96% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
129,011
shares
|
$12.2 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
128,159
shares
|
$12.2 Million
2.55% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
128,125
shares
|
$12.2 Million
0.61% of portfolio
|
Q4 2024
Added 23.1%
|
|
|
Florin Court Capital LLP
|
Feb 03, 2025 Q4 2024 |
127,900
shares
|
$12.1 Million
14.11% of portfolio
|
Q4 2024
Added 132.55%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
127,781
shares
|
$12.1 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.92%
|