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 |
|---|---|---|---|---|---|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
3,586
shares
|
$375,633
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
3,577
shares
|
$374,690
0.2% of portfolio
|
Q4 2024
Reduced 39.06%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,558
shares
|
$372,700
0.04% of portfolio
|
Q3 2024
Reduced 33.38%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
3,553
shares
|
$372,176
0.05% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
3,541
shares
|
$370,919
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
3,525
shares
|
$369,243
0.04% of portfolio
|
Q2 2023
Reduced 15.02%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
3,525
shares
|
$369,243
0.24% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
3,523
shares
|
$369,034
0.1% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
3,521
shares
|
$368,824
0.11% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,514
shares
|
$368,091
0.03% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
3,509
shares
|
$367,567
0.01% of portfolio
|
Q4 2024
Added 67.17%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
3,507
shares
|
$367,358
0.03% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
3,501
shares
|
$366,729
0.01% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,500
shares
|
$366,625
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,493
shares
|
$365,891
0.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
3,492
shares
|
$365,787
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
3,491
shares
|
$365,682
0.06% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
3,486
shares
|
$365,158
0.1% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,485
shares
|
$365,053
0.0% of portfolio
|
Q4 2023
Reduced 12.81%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
3,465
shares
|
$362,958
0.07% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
3,465
shares
|
$362,958
0.24% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,460
shares
|
$362,435
0.17% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,456
shares
|
$362,016
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
3,436
shares
|
$359,921
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
3,434
shares
|
$359,711
0.44% of portfolio
|
Q4 2024
New holding
|