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

iShares S&P 500 Growth ETF logo
$101.17 +1.83 (+1.84%)
Closing price 02/28/2025 04:10 PM Eastern
Extended Trading
$99.58 -1.59 (-1.57%)
As of 02/28/2025 07:56 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)
1111
Total
Institutional Inflows
(last 12 months)
$8.57B
Number of
Institutional Sellers
(last 12 months)
874
Total
Institutional Outflows
(last 12 months)
$2.88B
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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
2/28/2025BridgePort Financial Solutions LLC35,345$3.51M1.6%N/A0.006%
2/28/2025Park 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%
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%
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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%
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%
2/17/2025 Janus Henderson Group PLC2,973$302K0.0%N/A0.001%
2/17/2025 Guardian Wealth Advisors LLC NC3,944$400K0.0%+349.7%0.001%
2/17/2025 Gen Wealth Partners Inc79,243$8.05M3.5%-0.1%0.015%
2/17/2025 Global Assets Advisory LLC2,304$234K0.1%-19.1%0.000%
2/17/2025 Focus Partners Wealth919,658$93.41M0.2%+93.7%0.176%
2/17/2025 Fiduciary Trust Co8,965$910K0.0%+3.5%0.002%
2/17/2025 Family Management Corp4,750$482K0.1%N/A0.001%
2/17/2025 Fullcircle Wealth LLC30,083$3.20M1.3%+6.9%0.006%
2/17/2025 Clark Capital Management Group Inc.11,626$1.18M0.0%+18.3%0.002%
2/17/2025 Clarity Asset Management Inc.15,030$1.53M1.0%-2.4%0.003%
2/17/2025 Deutsche Bank AG13,579$1.38M0.0%-0.7%0.003%
2/17/2025 Dimension Capital Management LLC6,490$659K0.1%-34.7%0.001%
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2/17/2025 Dunhill Financial LLC2,962$301K0.1%+5.8%0.001%
2/17/2025 EPG Wealth Management LLC98,121$9.96M2.6%-8.9%0.019%
2/17/2025 EP Wealth Advisors LLC116,245$11.80M0.1%-6.0%0.022%
2/17/2025 Colonial Trust Co SC2,218$225K0.0%-5.3%0.000%
2/17/2025 CoreCap Advisors LLC128,125$13.01M0.6%+23.1%0.024%
2/17/2025 Covenant Partners LLC1,733$176K0.1%-31.7%0.000%
2/17/2025 Cresset Asset Management LLC192,428$19.54M0.1%-13.8%0.037%
2/17/2025 Cambridge Investment Research Advisors Inc.1,025,189$104.09M0.3%+3.0%0.196%
2/17/2025 Capital Advantage Inc.46,185$4.69M0.9%+7.7%0.009%
2/17/2025 Cetera Investment Advisers3,212,404$326.16M0.7%+1.1%0.613%
(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, 1,846 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 1,532 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 147,944,955 shares in the last 24 months. This purchase volume represents approximately $12.49B in transactions.

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

Of the 1,151 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 62,793,053 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 3/1/2025 by MarketBeat.com Staff
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