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 |
|---|---|---|---|---|---|
|
Ascent Capital Management, LLC
Bend, OR |
Feb 10, 2025 Q4 2024 |
113,469
shares
|
$10.8 Million
11.78% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
112,723
shares
|
$10.7 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
112,123
shares
|
$10.6 Million
0.56% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
111,725
shares
|
$10.6 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
111,168
shares
|
$10.5 Million
0.77% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
111,132
shares
|
$10.5 Million
6.48% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
110,316
shares
|
$10.5 Million
3.52% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Mar 03, 2025 Q4 2024 |
109,816
shares
|
$10.4 Million
8.11% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
109,750
shares
|
$10.4 Million
8.3% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
109,693
shares
|
$10.4 Million
3.22% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
108,866
shares
|
$10.3 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
107,790
shares
|
$10.2 Million
0.91% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
107,768
shares
|
$10.2 Million
2.27% of portfolio
|
Q4 2024
Added 79.99%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
107,064
shares
|
$10.2 Million
1.82% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
106,951
shares
|
$10.1 Million
0.27% of portfolio
|
Q3 2022
Reduced 10.5%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
106,102
shares
|
$10.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
105,951
shares
|
$10.1 Million
1.47% of portfolio
|
Q4 2024
Added 95.07%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
105,948
shares
|
$10.1 Million
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
105,948
shares
|
$10.1 Million
7.75% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
104,980
shares
|
$9.96 Million
0.27% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
104,577
shares
|
$9.92 Million
0.34% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
104,255
shares
|
$9.89 Million
2.34% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
103,141
shares
|
$9.79 Million
0.98% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
101,621
shares
|
$9.64 Million
4.23% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
101,570
shares
|
$9.64 Million
2.68% of portfolio
|
Q4 2024
Reduced 10.44%
|