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 |
|---|---|---|---|---|---|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
127,161
shares
|
$12.1 Million
9.18% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
127,028
shares
|
$12.1 Million
5.33% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
126,244
shares
|
$12 Million
5.41% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
125,007
shares
|
$11.9 Million
0.53% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
124,941
shares
|
$11.9 Million
4.44% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
124,243
shares
|
$11.8 Million
7.91% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
123,791
shares
|
$11.7 Million
0.31% of portfolio
|
Q4 2024
Added 27.4%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
123,634
shares
|
$11.7 Million
0.97% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
123,035
shares
|
$11.7 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
122,088
shares
|
$11.6 Million
2.47% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
121,229
shares
|
$11.5 Million
0.03% of portfolio
|
Q4 2024
Added 20.11%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
121,134
shares
|
$11.5 Million
1.08% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
119,764
shares
|
$11.4 Million
2.64% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
119,416
shares
|
$11.3 Million
2.58% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
119,377
shares
|
$11.3 Million
0.85% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
118,630
shares
|
$11.3 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
117,970
shares
|
$11.2 Million
3.95% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
117,881
shares
|
$11.2 Million
0.92% of portfolio
|
Q3 2023
Added 216.42%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
117,292
shares
|
$11.1 Million
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
117,152
shares
|
$11.1 Million
0.38% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
116,245
shares
|
$11 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
115,605
shares
|
$11 Million
5.66% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
115,313
shares
|
$10.9 Million
10.26% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
113,923
shares
|
$10.8 Million
1.81% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
113,752
shares
|
$10.8 Million
8.21% of portfolio
|
Q4 2024
Added 1.05%
|