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 1,900 institutions that hold shares in the stock, with a total of 417 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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,245
shares
|
$233,906
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
2,242
shares
|
$233,593
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,240
shares
|
$233,385
0.06% of portfolio
|
Q3 2024
Added 20.11%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,239
shares
|
$233,281
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
2,234
shares
|
$232,760
0.09% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
2,229
shares
|
$232,239
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
2,223
shares
|
$231,614
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,220
shares
|
$231,301
0.15% of portfolio
|
Q1 2023
Added 175.78%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
2,203
shares
|
$229,530
0.14% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
2,197
shares
|
$228,905
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,194
shares
|
$228,592
0.03% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
2,188
shares
|
$227,967
0.06% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,182
shares
|
$227,342
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,177
shares
|
$226,821
0.03% of portfolio
|
Q2 2023
Added 2.11%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,176
shares
|
$226,717
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
2,173
shares
|
$226,404
0.04% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
2,169
shares
|
$225,988
0.08% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
2,165
shares
|
$225,571
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,163
shares
|
$225,362
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
2,160
shares
|
$225,050
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
2,153
shares
|
$224,321
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
2,150
shares
|
$224,008
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,148
shares
|
$223,800
0.03% of portfolio
|
Q3 2024
Added 17.51%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,143
shares
|
$223,279
0.06% of portfolio
|
Q2 2023
Reduced 26.66%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
2,142
shares
|
$223,174
0.02% of portfolio
|
Q2 2024
Reduced 1.83%
|