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 2,010 institutions that hold shares in the stock, with a total of 428 Million shares, which have been reported (via 13F filing form) to have a value of $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
178
shares
|
$16,774
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
175
shares
|
$16,492
0.0% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
171
shares
|
$16,115
0.0% of portfolio
|
Q4 2024
Reduced 63.77%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
170
shares
|
$16,020
0.01% of portfolio
|
Q3 2024
Reduced 53.93%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
165
shares
|
$15,549
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
163
shares
|
$15,361
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
155
shares
|
$14,607
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
154
shares
|
$14,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
150
shares
|
$14,136
0.01% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
149
shares
|
$14,041
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
149
shares
|
$14,041
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
145
shares
|
$13,664
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
128
shares
|
$12,062
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
123
shares
|
$11,591
0.0% of portfolio
|
Q1 2023
Added 0.82%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
121
shares
|
$11,403
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
112
shares
|
$10,554
0.0% of portfolio
|
Q4 2024
Reduced 82.64%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
112
shares
|
$10,554
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
106
shares
|
$9,989
0.0% of portfolio
|
Q1 2023
Reduced 53.91%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$9,424
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
100
shares
|
$9,424
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
88
shares
|
$8,293
0.0% of portfolio
|
Q1 2024
Reduced 71.97%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
88
shares
|
$8,293
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
87
shares
|
$8,198
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
83
shares
|
$7,821
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
82
shares
|
$7,727
0.0% of portfolio
|
Q3 2024
New holding
|