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 |
|---|---|---|---|---|---|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
3,368
shares
|
$352,798
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
3,361
shares
|
$352,064
0.04% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,352
shares
|
$351,122
0.02% of portfolio
|
Q3 2023
Reduced 4.06%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
3,352
shares
|
$351,122
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
3,342
shares
|
$350,074
0.08% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
3,306
shares
|
$346,303
0.13% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
3,305
shares
|
$346,198
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
3,295
shares
|
$345,151
0.24% of portfolio
|
Q3 2024
Reduced 27.5%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
3,288
shares
|
$344,418
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,282
shares
|
$343,789
0.1% of portfolio
|
Q4 2024
Added 21.02%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
3,280
shares
|
$343,580
0.01% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
3,273
shares
|
$342,846
0.1% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
3,271
shares
|
$342,637
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
3,270
shares
|
$342,532
0.02% of portfolio
|
Q2 2024
Added 24.81%
|
|
|
Jag Capital Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,267
shares
|
$342,218
0.05% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
3,264
shares
|
$341,904
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,251
shares
|
$340,542
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
3,247
shares
|
$340,123
0.04% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
3,242
shares
|
$339,599
0.14% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
3,241
shares
|
$339,494
0.02% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
3,241
shares
|
$339,494
0.05% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
3,221
shares
|
$337,399
0.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
3,202
shares
|
$335,409
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
3,200
shares
|
$335,200
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
3,196
shares
|
$334,781
0.05% of portfolio
|
Q4 2022
Reduced 39.65%
|