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 |
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
463,565
shares
|
$43.9 Million
0.59% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
453,014
shares
|
$42.9 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
450,352
shares
|
$42.6 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
440,540
shares
|
$41.7 Million
5.28% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
424,013
shares
|
$40.1 Million
1.03% of portfolio
|
Q4 2023
Added 2.51%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
423,817
shares
|
$40.1 Million
2.04% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
416,632
shares
|
$39.4 Million
1.28% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
416,496
shares
|
$39.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
393,379
shares
|
$37.2 Million
13.79% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
387,945
shares
|
$36.7 Million
3.3% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
378,309
shares
|
$35.8 Million
0.61% of portfolio
|
Q3 2022
Added 52.06%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
373,809
shares
|
$35.4 Million
14.27% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
371,664
shares
|
$35.2 Million
20.18% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
370,180
shares
|
$35 Million
0.02% of portfolio
|
Q4 2024
Added 60.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
368,731
shares
|
$34.9 Million
0.88% of portfolio
|
Q1 2025
Added 32.96%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
368,690
shares
|
$34.9 Million
0.59% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
363,967
shares
|
$34.4 Million
0.91% of portfolio
|
Q1 2025
Reduced 38.09%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
362,022
shares
|
$34.3 Million
3.72% of portfolio
|
Q1 2025
Added 28.45%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
360,180
shares
|
$34.1 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
359,219
shares
|
$34 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
359,205
shares
|
$34 Million
26.12% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
357,201
shares
|
$33.8 Million
5.11% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
351,248
shares
|
$33.2 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
347,346
shares
|
$32.9 Million
0.58% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
347,100
shares
|
$32.9 Million
2.57% of portfolio
|
Q4 2024
Reduced 2.76%
|