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

iShares S&P 500 Growth ETF logo
$90.39 +2.14 (+2.42%)
Closing price 04/23/2025 04:10 PM Eastern
Extended Trading
$90.24 -0.16 (-0.17%)
As of 04/23/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
1148
Total
Institutional Inflows
(last 12 months)
$8.64B
Number of
Institutional Sellers
(last 12 months)
917
Total
Institutional Outflows
(last 12 months)
$3.08B
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IVW Institutional Buying and Selling by Quarter

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
4/23/2025Western Financial Corp CA3,344$310K0.2%-6.5%0.001%
4/23/2025KPP Advisory Services LLC33,227$3.08M0.6%-1.9%0.006%
4/23/2025Madrona Financial Services LLC33,948$3.15M0.9%-76.6%0.006%
4/23/2025LifeSteps Financial Inc.11,000$1.02M0.8%-6.3%0.002%
4/23/2025Western Wealth Management LLC224,622$20.85M1.4%+0.8%0.041%
4/23/2025Creative Financial Designs Inc. ADV29,114$2.70M0.2%-4.8%0.005%
4/23/2025Sequoia Financial Advisors LLC250,312$23.24M0.2%+43.5%0.046%
4/23/2025Pure Financial Advisors LLC6,545$608K0.0%+2.3%0.001%
4/23/2025SOL Capital Management CO12,634$1.17M0.1%-6.0%0.002%
4/23/2025Lifelong Wealth Advisors Inc.61,675$5.73M2.7%+1.6%0.011%
4/23/2025TSA Wealth Managment LLC149,343$13.86M5.5%+2.7%0.027%
4/23/2025Security National Bank10,832$1.01M0.2%+5.4%0.002%
4/23/2025Perigon Wealth Management LLC104,359$9.69M0.2%-0.6%0.019%
4/23/2025Alpine Bank Wealth Management80,797$7.50M1.2%N/A0.015%
4/23/2025HBK Sorce Advisory LLC24,070$2.23M0.1%+7.5%0.004%
4/23/2025Golden State Wealth Management LLC28,390$2.64M0.2%+117.1%0.005%
4/23/2025Corundum Group Inc.20,500$1.90M0.9%-22.6%0.004%
4/23/2025Aurora Private Wealth Inc.666,366$61.86M1.7%+8,744.8%0.122%
4/23/2025Independent Solutions Wealth Management LLC170,208$15.80M3.5%+2.7%0.031%
4/23/2025Spire Wealth Management205,988$19.12M0.6%+1.0%0.038%
4/23/2025Berkshire Money Management Inc.3,055$284K0.0%-14.8%0.001%
4/23/2025Mattern Capital Management LLC2,520$234K0.0%-9.5%0.000%
4/23/2025Gray Private Wealth LLC36,713$3.41M2.1%-2.3%0.007%
4/23/2025Mattern Wealth Management LLC28,715$2.67M0.6%+1.7%0.005%
4/23/2025Balance Wealth LLC18,466$1.71M1.1%N/A0.003%
4/23/2025Global Assets Advisory LLC6,693$600K0.1%+190.5%0.001%
4/23/2025Koesten Hirschmann & Crabtree INC.4,008$372K0.2%-12.1%0.001%
4/23/2025Archford Capital Strategies LLC10,095$937K0.1%N/A0.002%
4/23/2025TABR Capital Management LLC71,655$6.65M6.9%-37.9%0.013%
4/23/2025International Assets Investment Management LLC20,707$1.92M0.1%+10.4%0.004%
4/23/2025Cornerstone Wealth Group LLC11,454$1.06M0.1%-11.3%0.002%
4/23/2025New Covenant Trust Company N.A.3,801$352K0.4%N/A0.001%
4/23/2025Balboa Wealth Partners26,131$2.43M0.6%+18.0%0.005%
4/23/2025Win Advisors Inc.81,913$7.60M3.9%-3.0%0.015%
4/23/2025Pacific Financial Group Inc.107,520$9.98M8.1%-2.0%0.020%
4/23/2025Community Financial Services Group LLC2,676$248K0.1%-21.9%0.000%
4/23/2025IMG Wealth Management Inc.463$43K0.0%N/A0.000%
4/23/2025LaFleur & Godfrey LLC4,840$449K0.1%-5.0%0.001%
4/23/2025Keystone Financial Services210,987$19.59M7.5%+2.1%0.039%
4/23/2025YHB Investment Advisors Inc.107,910$10.02M0.8%+0.1%0.020%
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4/23/2025Embree Financial Group4,153$385K0.1%+3.1%0.001%
4/23/2025Southern Capital Advisors LLC31,853$2.96M1.6%-14.4%0.006%
4/23/2025Clearview Wealth Advisors LLC25,131$2.33M1.7%-10.0%0.005%
4/23/2025Consolidated Portfolio Review Corp2,483$230K0.0%N/A0.000%
4/23/2025Moneywise Inc.71,508$6.64M3.5%+4.7%0.013%
4/23/2025Professional Financial Advisors LLC2,430$226K0.1%N/A0.000%
4/23/2025FORM Wealth Advisors LLC29,450$2.73M0.4%N/A0.005%
4/23/2025Gallagher Capital Advisors LLC171,514$15.92M12.1%-1.4%0.031%
4/23/2025GHP Investment Advisors Inc.209,294$19.43M0.9%-1.8%0.038%
4/23/2025Narwhal Capital Management56,289$5.23M0.5%+0.5%0.010%
4/23/2025Chapin Davis Inc.13,790$1.28M0.4%-1.9%0.003%
4/23/2025Eagle Strategies LLC15,386$1.43M0.2%+2.8%0.003%
4/23/2025Goelzer Investment Management Inc.61,018$6.20M0.4%-7.5%0.011%
4/23/2025Valmark Advisers Inc.680,388$63.16M1.0%-2.1%0.125%
4/23/2025Oppenheimer Asset Management Inc.7,817$726K0.0%-2.5%0.001%
4/23/2025Oppenheimer & Co. Inc.72,858$6.76M0.1%+1.4%0.013%
4/23/2025Crewe Advisors LLC3,411$317K0.0%-15.0%0.001%
4/23/2025Vantage Point Financial LLC2,944$273K0.1%N/A0.001%
4/23/2025Continuum Advisory LLC6,560$609K0.1%+2.4%0.001%
4/22/2025 Three Cord True Wealth Management LLC2,947$274K0.2%-18.3%0.001%
4/22/2025 JFS Wealth Advisors LLC151,593$14.07M1.0%-5.9%0.028%
4/22/2025 5T Wealth LLC25,069$2.33M1.2%+14.8%0.005%
4/22/2025 M3 Advisory Group LLC2,778$258K0.2%+11.1%0.001%
4/22/2025 Encompass Wealth Advisors LLC373,809$34.70M14.1%+1.7%0.069%
4/22/2025 Rodgers & Associates LTD164,395$15.26M1.9%-3.0%0.030%
4/22/2025 Amarillo National Bank315,050$29.25M5.7%-2.9%0.058%
4/22/2025 Cambridge Investment Research Advisors Inc.1,177,743$109.33M0.4%+14.9%0.216%
4/22/2025 Madison Wealth Partners Inc7,761$720K0.2%+6.4%0.001%
4/22/2025 EWA LLC345,221$32.05M11.9%+4.2%0.063%
4/22/2025 Atticus Wealth Management LLC9,224$856K0.3%-3.8%0.002%
4/22/2025 LVZ Inc.845,630$78.50M10.3%-10.6%0.155%
4/22/2025 Ellis Investment Partners LLC73,661$6.84M1.4%-3.5%0.014%
4/22/2025 Integrity Wealth Solutions LLC3,129$290K0.2%-8.7%0.001%
4/22/2025 Moisand Fitzgerald Tamayo LLC3,689$342K0.0%+3.8%0.001%
4/22/2025 SK Wealth Management LLC12,037$1.03M0.6%+1.8%0.002%
4/22/2025 Crews Bank & Trust2,360$219K0.0%+21.6%0.000%
4/22/2025 Buck Wealth Strategies LLC65,828$6.11M1.1%-38.9%0.012%
4/22/2025 Midwest Financial Group LLC114,955$10.67M6.2%+3.4%0.021%
4/22/2025 Merkkuri Wealth Advisors LLC20,900$1.94M1.7%+7.1%0.004%
4/22/2025 Register Financial Advisors LLC1,031$96K0.0%-27.3%0.000%
4/22/2025 Woodmont Investment Counsel LLC5,249$487K0.0%-2.8%0.001%
4/22/2025 Aspire Private Capital LLC20,733$1.93M0.5%+20.2%0.004%
4/22/2025 Spectrum Planning & Advisory Services Inc.89,509$8.31M6.9%+6.0%0.016%
4/22/2025 World Equity Group Inc.37,774$3.51M1.0%+135.7%0.007%
4/22/2025 ERTS Wealth Advisors LLC6,086$565K0.1%-3.3%0.001%
4/22/2025 Foundation Wealth Management LLC359,205$33.35M26.1%-1.3%0.066%
4/22/2025 Carret Asset Management LLC45,097$4.19M0.5%+0.4%0.008%
4/22/2025 Evanson Asset Management LLC21,462$1.99M0.1%-23.5%0.004%
4/22/2025 Advisor Resource Council58,825$5.46M0.4%N/A0.011%
4/22/2025 Segment Wealth Management LLC5,426$504K0.0%+3.9%0.001%
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4/22/2025 Arrow Investment Advisors LLC49,823$4.63M4.9%-7.9%0.009%
4/21/2025 Avior Wealth Management LLC219,832$20.41M0.8%-0.4%0.040%
4/21/2025 ORG Partners LLC5,821$544K0.1%+15.0%0.001%
4/21/2025 True Link Financial Advisors LLC24,178$2.24M0.2%N/A0.004%
4/21/2025 OLD Second National Bank of Aurora5,801$539K0.1%-9.8%0.001%
4/21/2025 Siligmueller & Norvid Wealth Advisors LLC12,004$1.11M0.5%-4.2%0.002%
4/21/2025 LongView Wealth Management10,717$995K0.3%+4.6%0.002%
4/21/2025 River Street Advisors LLC5,018$466K0.2%-11.0%0.001%
4/21/2025 Blue Trust Inc.219,371$20.36M0.3%-0.2%0.040%
4/21/2025 Matthew Goff Investment Advisor LLC30,918$2.87M0.5%+5.0%0.006%
(Data available from 1/1/2016 forward)

IVW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVW shares?

During the previous two years, 1,874 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 1,557 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 ($4.36M), 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 151,891,630 shares in the last 24 months. This purchase volume represents approximately $12.91B in transactions.

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

Of the 1,183 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 ($1.74M), International Assets Investment Management LLC ($1.57M), and Envestnet Portfolio Solutions Inc. ($1.52M).

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

Institutional investors have sold a total of 63,999,598 shares in the last 24 months. This volume of shares sold represents approximately $5.30B in transactions.


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This page (NYSEARCA:IVW) was last updated on 4/24/2025 by MarketBeat.com Staff
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