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 2,023 institutions that hold shares in the stock, with a total of 429 Million shares, which have been reported (via 13F filing form) to have a value of $40.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
287,355
shares
|
$27.2 Million
0.94% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
281,113
shares
|
$26.6 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
279,488
shares
|
$26.5 Million
0.3% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
279,409
shares
|
$26.4 Million
0.73% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
278,245
shares
|
$26.3 Million
3.16% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
275,010
shares
|
$26 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
274,456
shares
|
$26 Million
0.64% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
271,328
shares
|
$25.7 Million
12.71% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
269,768
shares
|
$25.5 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
269,275
shares
|
$25.5 Million
1.86% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
269,232
shares
|
$25.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
267,656
shares
|
$25.3 Million
1.0% of portfolio
|
Q1 2025
Added 253.38%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
263,715
shares
|
$25 Million
5.11% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
263,432
shares
|
$24.9 Million
4.1% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
263,331
shares
|
$24.9 Million
11.14% of portfolio
|
Q1 2024
Added 4.15%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
263,232
shares
|
$24.9 Million
3.74% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
261,829
shares
|
$24.8 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
259,781
shares
|
$24.6 Million
12.59% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
May 09, 2025 Q1 2025 |
258,582
shares
|
$24.5 Million
11.89% of portfolio
|
Q1 2025
Added 3909.64%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
257,609
shares
|
$24.4 Million
0.66% of portfolio
|
Q1 2025
Reduced 19.9%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
253,869
shares
|
$24 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
251,396
shares
|
$23.8 Million
0.5% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
250,312
shares
|
$23.7 Million
0.2% of portfolio
|
Q1 2025
Added 43.45%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
249,274
shares
|
$23.6 Million
7.95% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
247,977
shares
|
$23.5 Million
1.23% of portfolio
|
Q4 2023
Added 12.86%
|