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 2,023 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 $40.6 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 |
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
609,721
shares
|
$57.7 Million
3.73% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
606,701
shares
|
$57.4 Million
0.11% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
605,841
shares
|
$57.3 Million
0.17% of portfolio
|
Q4 2024
Added 16.14%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
601,141
shares
|
$56.9 Million
6.86% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
582,426
shares
|
$55.1 Million
3.56% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
581,149
shares
|
$55 Million
11.67% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
581,067
shares
|
$55 Million
0.3% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
578,215
shares
|
$54.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
576,393
shares
|
$54.6 Million
0.06% of portfolio
|
Q4 2024
Added 13.82%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
573,684
shares
|
$54.3 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
565,639
shares
|
$53.5 Million
1.18% of portfolio
|
Q4 2024
Added 17.19%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
552,859
shares
|
$52.3 Million
14.17% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
551,761
shares
|
$52.2 Million
13.97% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
543,298
shares
|
$51.4 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
542,892
shares
|
$51.4 Million
15.42% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
529,449
shares
|
$50.1 Million
0.45% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
527,255
shares
|
$49.9 Million
1.78% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
524,211
shares
|
$49.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 98.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
522,677
shares
|
$49.5 Million
3.59% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
513,282
shares
|
$48.6 Million
0.29% of portfolio
|
Q1 2025
Added 184.34%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
508,118
shares
|
$48.1 Million
5.04% of portfolio
|
Q1 2024
Added 10.98%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
501,058
shares
|
$47.4 Million
9.25% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
494,233
shares
|
$46.8 Million
0.57% of portfolio
|
Q1 2025
Reduced 10.6%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
478,525
shares
|
$45.3 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
465,413
shares
|
$44.1 Million
1.26% of portfolio
|
Q1 2023
Added 5.92%
|