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 |
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
346,998
shares
|
$32.8 Million
0.02% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
345,221
shares
|
$32.7 Million
11.91% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
343,167
shares
|
$32.5 Million
0.35% of portfolio
|
Q1 2025
Added 93.1%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
338,943
shares
|
$32.1 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
338,443
shares
|
$32 Million
7.0% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
336,715
shares
|
$31.9 Million
0.76% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
332,186
shares
|
$31.4 Million
0.15% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
331,991
shares
|
$31.4 Million
4.78% of portfolio
|
Q4 2024
Added 41.46%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
328,518
shares
|
$31.1 Million
5.76% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
326,401
shares
|
$30.9 Million
4.63% of portfolio
|
Q1 2025
Added 21.93%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
322,954
shares
|
$30.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
319,665
shares
|
$30.3 Million
1.26% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
318,562
shares
|
$30.2 Million
0.33% of portfolio
|
Q3 2023
Reduced 3.26%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
315,234
shares
|
$29.8 Million
3.28% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
315,156
shares
|
$29.8 Million
6.05% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
315,050
shares
|
$29.8 Million
5.7% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
296,330
shares
|
$28 Million
9.46% of portfolio
|
Q1 2025
Added 74.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
295,480
shares
|
$28 Million
0.13% of portfolio
|
Q2 2023
Reduced 97.99%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
291,475
shares
|
$27.6 Million
1.69% of portfolio
|
Q1 2025
Added 39.66%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
290,340
shares
|
$27.5 Million
3.16% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
290,330
shares
|
$27.5 Million
6.52% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
289,135
shares
|
$27.4 Million
6.5% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
288,914
shares
|
$27.3 Million
5.1% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
288,723
shares
|
$27.3 Million
4.5% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
288,282
shares
|
$27.3 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.15%
|