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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,318
shares
|
$137,322
0.02% of portfolio
|
Q4 2024
Added 61.92%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
1,316
shares
|
$137,114
0.07% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,308
shares
|
$136,280
0.05% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
1,300
shares
|
$135,447
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
1,280
shares
|
$133,363
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,274
shares
|
$132,738
0.09% of portfolio
|
Q4 2024
Added 23.69%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,247
shares
|
$129,924
0.04% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,195
shares
|
$124,507
0.03% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,180
shares
|
$122,944
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,168
shares
|
$121,693
0.03% of portfolio
|
Q3 2024
Reduced 43.11%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
1,162
shares
|
$121,068
0.08% of portfolio
|
Q3 2024
Added 96.28%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
1,153
shares
|
$120,131
0.03% of portfolio
|
Q3 2024
Reduced 18.75%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
1,152
shares
|
$120,026
0.03% of portfolio
|
Q3 2024
Reduced 46.62%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
1,076
shares
|
$112,108
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,060
shares
|
$110,441
0.05% of portfolio
|
Q3 2024
Reduced 55.16%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
1,043
shares
|
$108,670
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
1,032
shares
|
$107,524
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,007
shares
|
$104,919
0.01% of portfolio
|
Q1 2024
Added 0.7%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
999
shares
|
$104,085
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
961
shares
|
$100,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
960
shares
|
$100,022
0.01% of portfolio
|
Q3 2022
Added 1500.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
960
shares
|
$100,022
0.01% of portfolio
|
Q3 2022
Added 45.45%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
952
shares
|
$99,188
0.03% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
950
shares
|
$98,980
0.03% of portfolio
|
Q1 2024
Reduced 13.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
942
shares
|
$98,146
0.01% of portfolio
|
Q4 2024
Added 125.9%
|