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 1,930 institutions that hold shares in the stock, with a total of 420 Million shares, which have been reported (via 13F filing form) to have a value of $44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,824
shares
|
$400,564
0.19% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
3,814
shares
|
$399,516
0.35% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,810
shares
|
$399,097
0.06% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
3,805
shares
|
$398,573
0.03% of portfolio
|
Q3 2024
Added 51.96%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
3,804
shares
|
$398,469
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,802
shares
|
$398,259
0.02% of portfolio
|
Q2 2024
Reduced 11.95%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
3,752
shares
|
$393,022
0.06% of portfolio
|
Q4 2024
Reduced 35.48%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
3,750
shares
|
$392,812
0.09% of portfolio
|
Q2 2022
Reduced 6.25%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2024 Q3 2024 |
3,734
shares
|
$391,136
0.4% of portfolio
|
Q3 2024
Added 18.65%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
3,727
shares
|
$390,403
0.25% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,725
shares
|
$390,193
0.02% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
3,719
shares
|
$389,565
0.03% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
3,710
shares
|
$388,622
0.07% of portfolio
|
Q4 2024
Added 33.98%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
3,703
shares
|
$387,889
0.07% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
3,671
shares
|
$384,537
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,636
shares
|
$380,871
0.13% of portfolio
|
Q1 2024
Reduced 11.1%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,628
shares
|
$380,033
0.04% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
3,625
shares
|
$379,718
0.16% of portfolio
|
Q3 2024
Reduced 41.03%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
3,619
shares
|
$379,090
0.05% of portfolio
|
Q4 2022
Reduced 7.4%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
3,619
shares
|
$379,090
0.06% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,617
shares
|
$378,880
0.06% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
3,612
shares
|
$378,357
0.07% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
3,604
shares
|
$377,519
0.11% of portfolio
|
Q4 2024
Reduced 54.72%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,595
shares
|
$376,576
0.02% of portfolio
|
Q3 2023
Added 1.52%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
3,586
shares
|
$375,633
0.04% of portfolio
|
Q4 2024
New holding
|