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 2,017 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $38.8 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 |
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
43,906
shares
|
$4 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
43,312
shares
|
$3.94 Million
0.02% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Alaska Permanent Capital Management
|
Jan 29, 2025 Q4 2024 |
43,198
shares
|
$3.93 Million
0.36% of portfolio
|
Q4 2024
Added 51.95%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
42,538
shares
|
$3.87 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
42,425
shares
|
$3.86 Million
3.03% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
41,553
shares
|
$3.78 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
41,428
shares
|
$3.77 Million
0.1% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Apr 11, 2025 Q4 2024 |
40,929
shares
|
$3.72 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
40,861
shares
|
$3.72 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Feb 13, 2025 Q4 2024 |
40,651
shares
|
$3.7 Million
3.22% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
40,585
shares
|
$3.69 Million
0.14% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
40,247
shares
|
$3.66 Million
2.23% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
40,229
shares
|
$3.66 Million
0.2% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
39,411
shares
|
$3.59 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
39,304
shares
|
$3.58 Million
0.14% of portfolio
|
Q4 2024
Added 262.05%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
39,175
shares
|
$3.56 Million
0.29% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
39,149
shares
|
$3.56 Million
2.07% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
38,838
shares
|
$3.53 Million
2.64% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
38,774
shares
|
$3.53 Million
0.11% of portfolio
|
Q3 2023
Reduced 1.82%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
38,731
shares
|
$3.52 Million
0.29% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
38,638
shares
|
$3.52 Million
1.13% of portfolio
|
Q1 2025
Added 45.55%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
38,606
shares
|
$3.51 Million
0.3% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
38,590
shares
|
$3.51 Million
0.05% of portfolio
|
Q4 2023
Added 1.14%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
38,450
shares
|
$3.5 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
38,440
shares
|
$3.5 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.44%
|