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 2,015 institutions that hold shares in the stock, with a total of 425 Million shares, which have been reported (via 13F filing form) to have a value of $39.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
56,000
shares
|
$5.18 Million
0.52% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
55,873
shares
|
$5.17 Million
1.13% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
55,832
shares
|
$5.17 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
55,503
shares
|
$5.14 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
55,462
shares
|
$5.13 Million
1.19% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
55,248
shares
|
$5.11 Million
1.61% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
55,221
shares
|
$5.11 Million
3.02% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
55,013
shares
|
$5.09 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
54,889
shares
|
$5.08 Million
3.53% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
54,809
shares
|
$5.07 Million
4.22% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
54,660
shares
|
$5.06 Million
2.31% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
54,535
shares
|
$5.05 Million
0.32% of portfolio
|
Q4 2024
Added 26.28%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
54,392
shares
|
$5.03 Million
2.86% of portfolio
|
Q4 2024
Reduced 22.38%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
54,167
shares
|
$5.01 Million
0.13% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
54,081
shares
|
$5.01 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Mar 25, 2025 Q4 2024 |
54,072
shares
|
$5 Million
9.16% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
53,902
shares
|
$4.99 Million
0.3% of portfolio
|
Q4 2024
Added 30.06%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
53,708
shares
|
$4.97 Million
2.71% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
53,606
shares
|
$4.96 Million
1.53% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
53,585
shares
|
$4.96 Million
0.03% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
53,126
shares
|
$4.92 Million
2.28% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
52,998
shares
|
$4.9 Million
0.01% of portfolio
|
Q4 2024
Added 49.99%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
52,992
shares
|
$4.9 Million
4.98% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
52,657
shares
|
$4.87 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
52,434
shares
|
$4.85 Million
1.36% of portfolio
|
Q4 2024
Reduced 2.72%
|