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 1,872 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 $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,247
shares
|
$132,506
0.04% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,195
shares
|
$126,980
0.03% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,180
shares
|
$125,386
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,168
shares
|
$124,111
0.03% of portfolio
|
Q3 2024
Reduced 43.11%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
1,162
shares
|
$123,474
0.08% of portfolio
|
Q3 2024
Added 96.28%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,153
shares
|
$122,517
0.03% of portfolio
|
Q3 2024
Reduced 18.75%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
1,152
shares
|
$122,411
0.03% of portfolio
|
Q3 2024
Reduced 46.62%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
1,076
shares
|
$114,335
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,060
shares
|
$112,635
0.05% of portfolio
|
Q3 2024
Reduced 55.16%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
1,032
shares
|
$109,660
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,007
shares
|
$107,003
0.01% of portfolio
|
Q1 2024
Added 0.7%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
999
shares
|
$106,153
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
966
shares
|
$102,647
0.02% of portfolio
|
Q2 2024
Reduced 10.31%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
960
shares
|
$102,009
0.01% of portfolio
|
Q3 2022
Added 1500.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
960
shares
|
$102,009
0.01% of portfolio
|
Q3 2022
Added 45.45%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
952
shares
|
$101,159
0.03% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
950
shares
|
$100,947
0.03% of portfolio
|
Q1 2024
Reduced 13.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
942
shares
|
$100,096
0.01% of portfolio
|
Q4 2024
Added 125.9%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
935
shares
|
$99,353
0.02% of portfolio
|
Q3 2024
Added 126.39%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
926
shares
|
$98,396
0.05% of portfolio
|
Q3 2022
Reduced 13.94%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
920
shares
|
$97,759
0.01% of portfolio
|
Q3 2023
Reduced 12.05%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
890
shares
|
$94,571
0.03% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
877
shares
|
$93,190
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
875
shares
|
$92,977
0.01% of portfolio
|
Q2 2024
Reduced 10.44%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
874
shares
|
$92,871
0.0% of portfolio
|
Q3 2024
Reduced 33.89%
|