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 |
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
214,830
shares
|
$20.3 Million
1.45% of portfolio
|
Q1 2025
Added 26.87%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
214,153
shares
|
$20.3 Million
0.42% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
211,180
shares
|
$20 Million
2.34% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
210,987
shares
|
$20 Million
7.57% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
210,897
shares
|
$20 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
210,340
shares
|
$19.9 Million
0.32% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
209,294
shares
|
$19.8 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
208,261
shares
|
$19.7 Million
0.18% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
205,988
shares
|
$19.5 Million
0.63% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
205,905
shares
|
$19.5 Million
18.02% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
204,495
shares
|
$19.4 Million
14.53% of portfolio
|
Q1 2025
Added 273.1%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
204,453
shares
|
$19.4 Million
7.34% of portfolio
|
Q1 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
200,448
shares
|
$19 Million
7.01% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Sei Investments CO
Oaks, PA |
May 13, 2025 Q1 2025 |
197,356
shares
|
$18.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
197,193
shares
|
$18.7 Million
5.81% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
195,807
shares
|
$18.5 Million
4.82% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
195,712
shares
|
$18.5 Million
1.62% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
194,961
shares
|
$18.5 Million
3.44% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
193,957
shares
|
$18.4 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
193,434
shares
|
$18.3 Million
0.45% of portfolio
|
Q1 2025
Added 38.48%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
193,221
shares
|
$18.3 Million
2.25% of portfolio
|
Q1 2025
Reduced 16.69%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
189,965
shares
|
$18 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
188,525
shares
|
$17.8 Million
0.72% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
187,389
shares
|
$17.7 Million
0.76% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
186,334
shares
|
$17.6 Million
7.17% of portfolio
|
Q2 2022
Added 0.52%
|