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 1,908 institutions that hold shares in the stock, with a total of 416 Million shares, which have been reported (via 13F filing form) to have a value of $43.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,428
shares
|
$252,973
0.04% of portfolio
|
Q4 2024
Added 21.52%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
2,427
shares
|
$252,869
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
2,420
shares
|
$252,139
0.11% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
2,420
shares
|
$252,139
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
2,412
shares
|
$251,306
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,411
shares
|
$251,202
0.17% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
2,409
shares
|
$250,993
0.03% of portfolio
|
Q4 2023
Added 3112.0%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
2,406
shares
|
$250,681
0.02% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
2,406
shares
|
$250,681
0.06% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
2,406
shares
|
$250,681
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
2,400
shares
|
$250,056
0.01% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
2,400
shares
|
$250,056
0.13% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,395
shares
|
$249,535
0.1% of portfolio
|
Q4 2024
Reduced 26.44%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
2,390
shares
|
$249,014
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
2,387
shares
|
$248,701
0.06% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
2,376
shares
|
$247,555
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
2,369
shares
|
$246,826
0.17% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,360
shares
|
$245,888
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
2,344
shares
|
$244,221
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,342
shares
|
$244,012
0.04% of portfolio
|
Q4 2022
Reduced 10.78%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,339
shares
|
$243,700
0.03% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
2,322
shares
|
$241,929
0.22% of portfolio
|
Q4 2024
Reduced 12.18%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
2,320
shares
|
$241,720
0.07% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
2,316
shares
|
$241,304
0.09% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
2,311
shares
|
$240,783
0.02% of portfolio
|
Q4 2024
New holding
|