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 |
|---|---|---|---|---|---|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,196
shares
|
$334,781
0.0% of portfolio
|
Q3 2024
Added 25.14%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
3,186
shares
|
$333,733
0.12% of portfolio
|
Q4 2022
Reduced 0.03%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
3,182
shares
|
$333,314
0.14% of portfolio
|
Q4 2024
Reduced 93.61%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
3,169
shares
|
$331,952
0.13% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,165
shares
|
$331,533
0.01% of portfolio
|
Q3 2024
Added 12852.1%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
3,158
shares
|
$330,800
0.07% of portfolio
|
Q1 2024
Reduced 3.95%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
3,152
shares
|
$330,172
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
3,147
shares
|
$329,648
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
3,120
shares
|
$326,820
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
3,118
shares
|
$326,610
0.13% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,118
shares
|
$326,610
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
3,106
shares
|
$325,353
0.15% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
3,102
shares
|
$324,934
0.16% of portfolio
|
Q1 2024
Added 4.09%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
3,100
shares
|
$324,725
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
3,099
shares
|
$324,620
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
3,095
shares
|
$324,201
0.25% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
3,091
shares
|
$323,782
0.15% of portfolio
|
Q4 2024
Reduced 15.94%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
3,081
shares
|
$322,734
0.21% of portfolio
|
Q4 2024
Added 36.21%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
3,062
shares
|
$320,744
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
3,062
shares
|
$320,744
0.08% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
3,052
shares
|
$319,697
0.26% of portfolio
|
Q4 2024
Reduced 47.94%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
3,044
shares
|
$318,859
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,040
shares
|
$318,440
0.03% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,022
shares
|
$316,554
0.1% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
3,021
shares
|
$316,449
0.03% of portfolio
|
Q2 2023
New holding
|