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iShares S&P 500 Growth ETF (IVW) Institutional Ownership

iShares S&P 500 Growth ETF logo
$92.85 +0.30 (+0.33%)
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Institutional Ownership Changes (13F Filings) for iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Number of
Institutional Buyers
(last 12 months)
1119
Total
Institutional Inflows
(last 12 months)
$8.62B
Number of
Institutional Sellers
(last 12 months)
877
Total
Institutional Outflows
(last 12 months)
$2.88B
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IVW Institutional Buying and Selling by Quarter

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iShares S&P 500 Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/27/2025Milestone Asset Management Group LLC8,230$836K0.7%N/A0.001%
3/25/2025Higgins & Schmidt Wealth Strategies LLC75,299$7.65M4.8%-8.3%0.014%
3/24/2025Fulcrum Equity Management7,822$794K0.8%-1.9%0.001%
3/24/2025Mascagni Wealth Management Inc.3,725$378K0.3%N/A0.001%
3/19/2025M1 Capital Management LLC191,233$19.42M10.5%N/A0.035%
3/19/2025Chancellor Financial Group WB LP8,281$841K0.7%N/A0.001%
3/18/2025Objective Capital Management LLC23,057$2.34M1.6%-41.9%0.004%
3/17/2025 Wealth Enhancement Advisory Services LLC596,523$60.57M0.1%+10.9%0.108%
3/12/2025 Centaurus Financial Inc.83,926$8.52M0.5%+26.5%0.015%
3/11/2025 Lighthouse Financial LLC23,106$2.35M1.9%N/A0.004%
3/11/2025 Anchor Pointe Wealth Management LLC23,334$2.39M3.1%N/A0.004%
3/10/2025 Old North State Trust LLC4,015$408K0.3%-6.3%0.001%
3/6/2025 Copia Wealth Management300$30K0.0%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC1,100$111K0.0%N/A0.000%
3/6/2025 Kilter Group LLC153,141$15.55M10.1%N/A0.027%
3/5/2025 Financial Insights Inc.3,822$388K0.1%-8.0%0.001%
3/5/2025 Probity Advisors Inc.499,710$50.74M9.8%-0.8%0.090%
3/4/2025 Dogwood Wealth Management LLC763$77K0.0%-98.2%0.000%
3/4/2025 Buska Wealth Management LLC7,779$790K0.3%+25.8%0.001%
3/3/2025 American Investment Services Inc.23,211$2.36M0.4%+24.0%0.004%
3/3/2025 Cim LLC6,455$655K0.1%-7.4%0.001%
3/3/2025 Forthright Family Wealth Advisory LLC109,816$11.15M7.2%-12.3%0.020%
2/28/2025 BridgePort Financial Solutions LLC35,345$3.51M1.6%N/A0.006%
2/28/2025 Park Square Financial Group LLC512$52K0.0%N/A0.000%
2/28/2025 Brooklyn FI LLC2,847$290K0.0%N/A0.001%
2/27/2025 Pinnacle Wealth Planning Services Inc.6,631$673K0.1%+91.4%0.001%
2/26/2025 Capital A Wealth Management LLC32,255$3.28M5.4%N/A0.006%
2/26/2025 Virtue Capital Management LLC7,060$717K0.1%N/A0.001%
2/25/2025 Heck Capital Advisors LLC88,326$8.97M0.5%N/A0.016%
2/25/2025 B. Riley Wealth Advisors Inc.144,433$14.66M0.5%-36.7%0.026%
2/25/2025 Armis Advisers LLC28,462$2.89M0.4%N/A0.005%
2/25/2025 Integrated Advisors Network LLC38,302$3.89M0.2%+24.7%0.007%
2/24/2025 Instrumental Wealth LLC139,298$14.41M13.6%+0.5%0.025%
2/24/2025 Great Valley Advisor Group Inc.123,791$12.57M0.3%+27.4%0.022%
2/24/2025 Ameriflex Group Inc.806$84K0.0%N/A0.000%
2/24/2025 United Advisor Group LLC4,360$443K0.1%+9.1%0.001%
2/22/2025 American Trust10,766$1.09M0.1%+182.9%0.002%
2/21/2025 Ascent Group LLC182,568$18.54M1.4%+1.2%0.033%
2/21/2025 Aurdan Capital Management LLC3,530$358K0.1%N/A0.001%
2/20/2025 Forum Financial Management LP21,818$2.22M0.0%-1.0%0.004%
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2/20/2025 Michels Family Financial LLC2,395$243K0.2%N/A0.000%
2/19/2025 Three Cord True Wealth Management LLC3,609$366K0.3%N/A0.001%
2/19/2025 Warm Springs Advisors Inc.3,736$379K0.4%N/A0.001%
2/19/2025 Formidable Asset Management LLC4,488$456K0.1%-3.4%0.001%
2/19/2025 Richmond Investment Services LLC2,335$237K0.1%N/A0.000%
2/19/2025 Columbia River Financial Group LLC14,922$1.52M1.0%N/A0.003%
2/19/2025 Invst LLC238,615$24.23M2.9%-2.3%0.043%
2/19/2025 Parr Mcknight Wealth Management Group LLC3,315$337K0.0%N/A0.001%
2/19/2025 WCG Wealth Advisors LLC119,377$12.12M0.8%+0.6%0.021%
2/18/2025 Pacific Point Advisors LLC9,200$961K0.6%N/A0.002%
2/18/2025 Wick Capital Partners LLC6,427$653K0.2%+37.6%0.001%
2/18/2025 Western Wealth Management LLC18,388$1.87M0.6%-92.5%0.003%
2/18/2025 Investment Management Corp VA ADV17,326$1.76M1.6%N/A0.003%
2/18/2025 Helium Advisors LLC18,157$1.84M1.5%N/A0.003%
2/18/2025 Sunbelt Securities Inc.180,826$18.52M1.6%-1.5%0.032%
2/18/2025 Breed s Hill Capital LLC7,027$713K0.4%N/A0.001%
2/18/2025 Pettinga Financial Advisors LLC287,750$29.22M6.6%-3.7%0.055%
2/18/2025 Retirement Planning Group LLC74,178$7.53M0.4%-1.7%0.014%
2/18/2025 Navalign LLC3,660$372K0.1%+5.0%0.001%
2/18/2025 Connecticut Wealth Management LLC423,817$43.03M2.0%-3.8%0.081%
2/18/2025 JT Stratford LLC35,651$3.62M0.6%+2.1%0.007%
2/18/2025 Pinkerton Retirement Specialists LLC388,155$39.41M5.7%-2.8%0.074%
2/18/2025 Pinnacle Financial Group LLC IL21,414$2.17M0.9%+0.8%0.004%
2/18/2025 49 Wealth Management LLC7,256$737K0.1%-33.3%0.001%
2/18/2025 JDM Financial Group LLC996$101K0.1%-23.4%0.000%
2/18/2025 Novem Group2,190$222K0.0%N/A0.000%
2/18/2025 Focus Partners Advisor Solutions LLC31,803$3.23M0.1%+11.3%0.006%
2/18/2025 First Heartland Consultants Inc.164,432$16.70M1.6%-41.6%0.031%
2/18/2025 Continuum Advisory LLC6,405$650K0.1%-1.6%0.001%
2/18/2025 Mpwm Advisory Solutions LLC1,092$111K0.1%N/A0.000%
2/18/2025 Talisman Wealth Advisors LLC4,096$416K0.4%+87.7%0.001%
2/18/2025 Principal Street Partners LLC348,343$35.37M7.0%+20.6%0.066%
2/18/2025 Lantern Wealth Advisors LLC10,126$1.03M0.7%-1.7%0.002%
2/17/2025 Waverly Advisors LLC368,690$37.43M0.6%+12.1%0.070%
2/17/2025 Willis Johnson & Associates Inc.123,634$12.55M1.0%-5.7%0.024%
2/17/2025 Vident Advisory LLC6,658$676K0.0%+38.8%0.001%
2/17/2025 Waters Parkerson & CO. LLC27,250$2.77M0.1%+70.3%0.005%
2/17/2025 Westwood Holdings Group Inc.3,918$398K0.0%+12.4%0.001%
2/17/2025 St. Clair Advisors LLC50,966$5.18M1.5%N/A0.010%
2/17/2025 Two Sigma Investments LP1,086,331$110.30M0.2%-4.5%0.207%
2/17/2025 TrinityPoint Wealth LLC7,051$716K0.1%+1.5%0.001%
2/17/2025 True Wealth Design LLC501$51K0.0%-20.1%0.000%
2/17/2025 Salus Financial Advisors LLC3,876$394K0.3%N/A0.001%
2/17/2025 Scissortail Wealth Management LLC199,556$20.26M5.2%+24,415.5%0.038%
2/17/2025 Sentinus LLC136,874$13.90M4.1%+6,812.8%0.026%
2/17/2025 Snowden Capital Advisors LLC161,197$16.37M0.5%-3.9%0.031%
2/17/2025 SGL Investment Advisors Inc.39,149$4.11M2.1%-1.7%0.007%
2/17/2025 Shepherd Kaplan Krochuk LLC7,949$807K0.7%-1.9%0.002%
2/17/2025 Royal Bank of Canada3,480,422$353.48M0.1%-0.9%0.664%
2/17/2025 Redwood Investment Management LLC32,503$3.30M0.3%+3.1%0.006%
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2/17/2025 Quadcap Wealth Management LLC5,425$551K0.1%+6.2%0.001%
2/17/2025 Quantinno Capital Management LP61,717$6.27M0.1%-0.3%0.012%
2/17/2025 Pathstone Holdings LLC332,186$33.73M0.1%+6.5%0.063%
2/17/2025 Main Street Group LTD4,208$427K0.2%+16.1%0.001%
2/17/2025 NorthRock Partners LLC66,146$6.72M0.2%+921.6%0.013%
2/17/2025 Northeast Financial Consultants Inc52,657$5.35M0.2%-2.7%0.010%
2/17/2025 Measured Risk Portfolios Inc.604$61K0.1%N/A0.000%
2/17/2025 Millennium Management LLC2,521$256K0.0%-69.3%0.000%
2/17/2025 LifePlan Investment Advisors Inc.24,943$2.53M1.6%+16.8%0.005%
2/17/2025 Investor s Fiduciary Advisor Network LLC20,208$2.05M0.8%N/A0.004%
(Data available from 1/1/2016 forward)

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IVW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVW shares?

During the previous two years, 1,857 institutional investors and hedge funds held shares of iShares S&P 500 Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($4.64B), JPMorgan Chase & Co. ($4.56B), Morgan Stanley ($2.01B), Bank of America Corp DE ($1.88B), LPL Financial LLC ($1.82B), Wells Fargo & Company MN ($1.69B), and Ameriprise Financial Inc. ($809.74M).Learn more on IVW's institutional investors.

Which institutional investors have been buying iShares S&P 500 Growth ETF stock?

Of the 1,540 institutional investors that purchased iShares S&P 500 Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($25.24M), LPL Financial LLC ($9.34M), Envestnet Portfolio Solutions Inc. ($6.37M), CWM LLC ($4.73M), Raymond James Financial Inc. ($4.50M), Park Avenue Securities LLC ($4.24M), and Wealthfront Advisers LLC ($3.45M).

How much institutional buying is happening at iShares S&P 500 Growth ETF?

Institutional investors have bought a total of 148,424,326 shares in the last 24 months. This purchase volume represents approximately $12.54B in transactions.

Which iShares S&P 500 Growth ETF major shareholders have been selling company stock?

Of the 1,155 institutional investors that sold iShares S&P 500 Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($13.05M), Jones Financial Companies Lllp ($7.55M), US Bancorp DE ($2.18M), Osaic Holdings Inc. ($2.11M), Fifth Third Bancorp ($1.71M), International Assets Investment Management LLC ($1.58M), and Smith Anglin Financial LLC ($1.30M).

How much institutional selling is happening at iShares S&P 500 Growth ETF?

Institutional investors have sold a total of 62,800,303 shares in the last 24 months. This volume of shares sold represents approximately $5.15B in transactions.


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This page (NYSEARCA:IVW) was last updated on 3/31/2025 by MarketBeat.com Staff
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