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

iShares S&P 500 Growth ETF logo
$101.43 -0.76 (-0.74%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$100.99 -0.44 (-0.43%)
As of 05/23/2025 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.

Institutional Ownership Changes (13F Filings) for iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Number of
Institutional Buyers
(last 12 months)
1204
Total
Institutional Inflows
(last 12 months)
$9.09B
Number of
Institutional Sellers
(last 12 months)
989
Total
Institutional Outflows
(last 12 months)
$3.37B
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IVW Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025 Rollins Financial Advisors LLC58,110$5.39M0.9%-9.7%0.011%
5/22/2025 Kilter Group LLC159,753$14.83M9.7%+4.3%0.029%
5/21/2025 Indiana Trust & Investment Management Co1,453$135K0.0%+11.1%0.000%
5/21/2025 McAdam LLC2,545$236K0.0%-52.9%0.000%
5/21/2025 Geneos Wealth Management Inc.93,356$8.67M0.3%+0.7%0.017%
5/20/2025 Fortis Capital Advisors LLC11,420$1.06M0.2%-37.5%0.002%
5/20/2025 Belpointe Asset Management LLC60,669$5.63M0.3%-40.1%0.011%
5/20/2025 Focus Partners Wealth927,442$86.10M0.2%+0.8%0.170%
5/20/2025 Flaharty Asset Management LLC284$26K0.0%N/A0.000%
5/20/2025 Integrity Alliance LLC.368,984$34.25M1.4%+58.7%0.068%
5/20/2025 Glenview Trust co30,493$2.83M0.1%-4.8%0.006%
5/19/2025 Client 1ST Advisory Group LLC30,307$2.81M1.1%+8.5%0.006%
5/19/2025 SCS Capital Management LLC572,153$53.11M0.7%+1.2%0.105%
5/16/2025 Semmax Financial Advisors Inc.13,974$1.36M0.4%+4.2%0.003%
5/16/2025 Northeast Financial Consultants Inc54,210$5.03M0.2%+2.9%0.010%
5/16/2025 Faithward Advisors LLC37,505$3.48M0.6%+12.3%0.007%
5/16/2025 Ascent Group LLC806,123$74.83M3.2%+341.5%0.148%
5/16/2025 United Services Automobile Association94,332$8.74M0.3%+100.0%0.017%
5/16/2025 Arete Wealth Advisors LLC32,460$3.01M0.2%+12.5%0.006%
5/16/2025 Signature Estate & Investment Advisors LLC74,580$6.92M0.2%-0.7%0.014%
5/16/2025 Ashton Thomas Private Wealth LLC139,647$12.96M0.5%-17.3%0.026%
5/16/2025 Goldman Sachs Group Inc.6,639,595$616.35M0.1%+4.4%1.216%
5/16/2025 Kestra Investment Management LLC6,392$593K0.0%+66.8%0.001%
5/16/2025 Cape Investment Advisory Inc.4,851$450K0.2%+6.3%0.001%
5/16/2025 Jones Financial Companies Lllp3,844,353$354.68M0.3%-34.7%0.704%
5/16/2025 Raab & Moskowitz Asset Management LLC3,909$363K0.1%-17.7%0.001%
5/16/2025 Pinnacle Family Advisors LLC37,230$3.46M1.9%+0.7%0.007%
5/16/2025 NewEdge Advisors LLC2,006,853$186.30M1.1%+8.0%0.368%
5/16/2025 Integrated Wealth Concepts LLC525,426$48.78M0.6%-8.4%0.096%
5/16/2025 Hancock Whitney Corp98,528$9.15M0.3%-5.8%0.018%
5/16/2025 Clark Capital Management Group Inc.4,996$464K0.0%-57.0%0.001%
5/16/2025 Concorde Asset Management LLC40,449$3.74M2.0%+0.5%0.007%
5/16/2025 Copperleaf Capital LLC51,191$4.75M2.8%+2.5%0.009%
5/16/2025 Curi RMB Capital LLC5,321$494K0.0%-90.3%0.001%
5/16/2025 AQR Capital Management LLC67,130$6.23M0.0%+26.7%0.012%
5/16/2025 AlTi Global Inc.67,403$6.26M0.2%-0.2%0.012%
5/16/2025 Amundi7,468$693K0.0%-45.5%0.001%
5/16/2025 Ancora Advisors LLC84,492$7.84M0.2%+12.4%0.015%
5/16/2025 Aprio Wealth Management LLC17,306$1.61M0.2%+72.6%0.003%
5/15/2025 Family Office Research LLC4,784$444K0.2%-19.8%0.001%
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5/15/2025 EP Wealth Advisors LLC115,584$10.73M0.1%-0.6%0.021%
5/15/2025 Capital Investment Counsel LLC3,536$328K0.1%-5.8%0.001%
5/15/2025 Focus Partners Advisor Solutions LLC27,465$2.55M0.0%-13.6%0.005%
5/15/2025 One Wealth Capital Management LLC73,988$6.87M3.7%-2.3%0.014%
5/15/2025 Flputnam Investment Management Co.17,565$1.63M0.0%+10.3%0.003%
5/15/2025 Royal Bank of Canada3,198,273$296.98M0.1%-8.1%0.586%
5/15/2025 Graham Capital Management L.P.44,310$4.11M0.1%N/A0.008%
5/15/2025 Betterment LLC10,244$951K0.0%+5.6%0.002%
5/15/2025 MAI Capital Management1,052,213$97.68M0.7%-12.6%0.193%
5/15/2025 Calton & Associates Inc.13,175$1.22M0.3%+27.9%0.002%
5/15/2025 Brasada Capital Management LP9,979$926K0.2%-11.4%0.002%
5/15/2025 Connecticut Wealth Management LLC395,037$36.67M1.9%-6.8%0.072%
5/15/2025 Baird Financial Group Inc.907,341$84.23M0.2%-0.8%0.166%
5/15/2025 Pinnacle Wealth Planning Services Inc.3,277$304K0.0%-50.6%0.001%
5/15/2025 Evergreen Capital Management LLC88,834$8.25M0.3%-34.9%0.016%
5/15/2025 The Manufacturers Life Insurance Company 397,932$36.94M0.0%+1,083.4%0.073%
5/15/2025 Vermillion & White Wealth Management Group LLC642$60K0.0%-73.4%0.000%
5/15/2025 Gerber Kawasaki Wealth & Investment Management10,043$932K0.0%N/A0.002%
5/15/2025 Oarsman Capital Inc.3,047$283K0.1%-14.8%0.001%
5/15/2025 Cape ANN Savings Bank2,476$230K0.1%+4.2%0.000%
5/15/2025 Clarity Asset Management Inc.14,047$1.30M0.8%-6.5%0.003%
5/14/2025 Truvestments Capital LLC3,366$312K0.1%+40.1%0.001%
5/14/2025 Wealth Preservation Advisors LLC4,493$417K0.3%N/A0.001%
5/14/2025 Triad Wealth Partners LLC184,005$17.08M5.3%+18.9%0.034%
5/14/2025 CreativeOne Wealth LLC490,839$45.57M1.4%-6.9%0.090%
5/14/2025 Ieq Capital LLC261,313$24.26M0.2%+71.6%0.048%
5/14/2025 Redwood Investment Management LLC33,647$3.12M0.3%+3.5%0.006%
5/14/2025 Per Stirling Capital Management LLC.228,379$21.20M3.0%-31.2%0.042%
5/14/2025 Nicolet Bankshares Inc.121,671$11.30M2.3%-0.3%0.022%
5/14/2025 PKS Advisory Services LLC70,972$6.57M1.9%-1.3%0.013%
5/14/2025 WCG Wealth Advisors LLC114,142$10.60M0.8%-4.4%0.021%
5/14/2025 Talisman Wealth Advisors LLC5,671$526K0.5%+38.5%0.001%
5/14/2025 Full Sail Capital LLC4,087$379K0.0%+71.0%0.001%
5/14/2025 Comerica Bank984,972$91.44M0.4%-0.4%0.180%
5/14/2025 Freedom Investment Management Inc.11,492$1.07M0.1%+106.9%0.002%
5/14/2025 Synovus Financial Corp30,735$2.85M0.0%-9.5%0.006%
5/14/2025 Cadence Bank28,405$2.64M0.2%-0.6%0.005%
5/14/2025 Smartleaf Asset Management LLC6,754$625K0.1%+2,004.0%0.001%
5/14/2025 Northwestern Mutual Wealth Management Co.1,659,880$154.09M0.1%+0.3%0.304%
5/14/2025 Haverford Trust Co35,298$3.28M0.0%-1.0%0.006%
5/14/2025 Sax Wealth Advisors LLC7,431$690K0.0%+28.3%0.001%
5/14/2025 Van Hulzen Asset Management LLC6,913$642K0.1%-5.2%0.001%
5/14/2025 Leslie Global Wealth LLC9,106$845K0.4%-7.0%0.002%
5/14/2025 Strategies Wealth Advisors LLC24,348$2.26M0.3%-1.5%0.004%
5/14/2025 Kestra Advisory Services LLC634,418$58.89M0.3%-3.6%0.116%
5/14/2025 Broadview Financial Management LLC105,502$9.79M7.3%-0.4%0.019%
5/14/2025 OFC Financial Planning LLC12,364$1.15M1.3%-1.9%0.002%
5/14/2025 Wescott Financial Advisory Group LLC81,787$7.59M0.8%+4.1%0.015%
5/14/2025 Compound Planning Inc.13,612$1.26M0.1%+14.9%0.002%
5/14/2025 Barnes Wealth Management Group Inc58,145$5.40M3.5%+4.8%0.011%
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5/14/2025 Ameriprise Financial Inc.7,952,160$738.22M0.2%-0.3%1.457%
5/14/2025 Guidance Point Advisors LLC198,665$18.44M5.3%+0.7%0.036%
5/14/2025 CW Advisors LLC44,827$4.20M0.1%+265.7%0.008%
5/14/2025 Summit Financial LLC15,583$1.45M0.0%+39.0%0.003%
5/14/2025 Tiemann Investment Advisors LLC12,381$1.15M0.5%-8.9%0.002%
5/14/2025 PGIM Custom Harvest LLC26,476$2.46M0.1%+17.6%0.005%
5/14/2025 TFB Advisors LLC6,725$624K0.2%-20.3%0.001%
5/14/2025 Dorsey & Whitney Trust CO LLC40,860$3.79M0.2%-24.4%0.007%
5/14/2025 GDS Wealth Management7,005$650K0.1%+4.2%0.001%
5/14/2025 Asset Management Group Inc.45,561$4.23M0.8%-2.7%0.008%
(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, 1,909 institutional investors and hedge funds held shares of iShares S&P 500 Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($4.46B), JPMorgan Chase & Co. ($4.07B), Morgan Stanley ($2.01B), Bank of America Corp DE ($1.88B), LPL Financial LLC ($1.76B), Wells Fargo & Company MN ($1.69B), and Ameriprise Financial Inc. ($738.22M).Learn more on IVW's institutional investors.

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

Of the 1,590 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. ($26.35M), LPL Financial LLC ($10.29M), 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 156,915,759 shares in the last 24 months. This purchase volume represents approximately $13.60B in transactions.

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

Of the 1,223 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: Jones Financial Companies Lllp ($9.60M), JPMorgan Chase & Co. ($8.12M), US Bancorp DE ($2.23M), Osaic Holdings Inc. ($2.11M), International Assets Investment Management LLC ($1.57M), Envestnet Portfolio Solutions Inc. ($1.52M), and Smith Anglin Financial LLC ($1.34M).

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

Institutional investors have sold a total of 59,833,932 shares in the last 24 months. This volume of shares sold represents approximately $5.24B in transactions.



This page (NYSEARCA:IVW) was last updated on 5/24/2025 by MarketBeat.com Staff
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