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

iShares S&P 500 Growth ETF logo
$97.56 +1.78 (+1.86%)
Closing price 05/2/2025 04:10 PM Eastern
Extended Trading
$98.66 +1.11 (+1.13%)
As of 05/2/2025 07:13 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)
1164
Total
Institutional Inflows
(last 12 months)
$8.86B
Number of
Institutional Sellers
(last 12 months)
934
Total
Institutional Outflows
(last 12 months)
$3.14B
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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
5/2/2025 Patton Albertson Miller Group LLC114,896$10.67M1.6%+8.4%0.021%
5/2/2025 Independent Wealth Network Inc.3,428$318K0.1%+43.1%0.001%
5/2/2025 Midwest Heritage Bank FSB2,934$272K0.1%-5.1%0.001%
5/2/2025 Sachetta LLC5,036$468K0.2%-19.3%0.001%
5/2/2025 Acas LLC63,221$6.06M4.6%-4.3%0.012%
5/2/2025 Kingsview Wealth Management LLC27,606$2.56M0.0%-1.5%0.005%
5/2/2025 Montis Financial LLC3,741$347K0.1%-9.6%0.001%
5/2/2025 Bailard Inc.22,987$2.13M0.1%-8.0%0.004%
5/2/2025 Graypoint LLC231,288$21.47M1.3%-5.8%0.042%
5/2/2025 Dynasty Wealth Management LLC223,034$20.70M0.3%+27.3%0.041%
5/2/2025 Ascent Wealth Partners LLC59,915$5.56M0.7%+2.2%0.011%
5/2/2025 Verdence Capital Advisors LLC5,194$482K0.0%-4.2%0.001%
5/2/2025 Mayflower Financial Advisors LLC117,079$10.87M1.7%+2.8%0.021%
5/2/2025 SWP Financial LLC36,653$3.40M2.1%-0.3%0.007%
5/2/2025 Theory Financial LLC47,851$4.44M1.9%+2.7%0.009%
5/2/2025 Wealthgarden F.S. LLC37,522$3.48M3.3%-0.9%0.007%
5/2/2025 Shared Vision Wealth Group LLC60,614$5.63M3.1%-2.5%0.011%
5/2/2025 LMG Wealth Partners LLC338,443$31.42M7.0%-0.9%0.062%
5/2/2025 Summit X LLC10,804$1.00M0.2%-2.9%0.002%
5/2/2025 Mechanics Financial Corp290$27K0.0%N/A0.000%
5/2/2025 Welch & Forbes LLC7,689$714K0.0%-15.6%0.001%
5/2/2025 Pettinga Financial Advisors LLC290,330$26.95M6.3%+0.9%0.053%
5/2/2025 Cullen Frost Bankers Inc.189,965$17.63M0.2%-1.6%0.035%
5/2/2025 Guardian Wealth Advisors LLC66,795$6.20M4.0%-25.8%0.012%
5/2/2025 Private Wealth Management Group LLC9,764$906K0.3%-4.9%0.002%
5/2/2025 Capital A Wealth Management LLC9,641$895K0.9%-70.1%0.002%
5/2/2025 Bryn Mawr Capital Management LLC51,260$4.76M0.3%-4.9%0.009%
5/2/2025 Schrum Private Wealth Management LLC2,932$272K0.2%-3.9%0.001%
5/2/2025 PAX Financial Group LLC194,961$18.10M3.2%+5.7%0.036%
5/2/2025 Pinkerton Retirement Specialists LLC1,135,349$105.39M13.7%+192.5%0.208%
5/2/2025 Whittier Trust Co. of Nevada Inc.15,167$1.41M0.0%+298.7%0.003%
5/2/2025 Melfa Wealth Management Inc.2,775$258K0.2%-21.3%0.001%
5/2/2025 Droms Strauss Advisors Inc. MO ADV249,274$23.14M7.9%+0.4%0.046%
5/2/2025 First Command Advisory Services Inc.18,247$1.69M0.0%-2.4%0.003%
5/2/2025 BluePointe Capital Management LLC26,462$2.46M0.9%+262.7%0.005%
5/2/2025 Trail Ridge Investment Advisors LLC4,133$384K0.2%+8.1%0.001%
5/2/2025 Apollon Wealth Management LLC239,673$22.25M0.5%+58.3%0.044%
5/2/2025 Arcadia Investment Advisors LLC12,808$1.19M0.7%-1.6%0.002%
5/2/2025 Sigma Planning Corp416,632$38.68M1.2%-11.4%0.076%
5/2/2025 Transcendent Capital Group LLC52,839$4.91M2.8%-2.9%0.010%
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5/2/2025 Evergreen Private Wealth LLC7,229$671K0.3%-4.6%0.001%
5/2/2025 Signaturefd LLC15,666$1.45M0.0%+1.7%0.003%
5/2/2025 Edgestream Partners L.P.3,339$310K0.0%N/A0.001%
5/1/2025 Turtle Creek Wealth Advisors LLC27,170$2.52M0.4%-7.7%0.005%
5/1/2025 Florida Financial Advisors LLC10,555$980K0.4%-6.9%0.002%
5/1/2025 Bleakley Financial Group LLC63,945$5.94M0.2%-2.5%0.012%
5/1/2025 Marks Group Wealth Management Inc20,682$1.92M0.2%+0.8%0.004%
5/1/2025 Cahaba Wealth Management Inc.61,166$5.68M0.5%-1.6%0.011%
5/1/2025 ADG Wealth Management Group LLC205,905$19.11M18.4%-1.3%0.038%
5/1/2025 CWM LLC5,374,210$498.89M2.0%-0.1%0.986%
5/1/2025 Pittenger & Anderson Inc.965$90K0.0%-40.2%0.000%
5/1/2025 Stephens Inc. AR40,846$3.79M0.1%-1.7%0.007%
5/1/2025 Schechter Investment Advisors LLC24,088$2.24M0.2%+2.9%0.004%
5/1/2025 Curtis Advisory Group LLC5,179$481K0.1%-76.0%0.001%
5/1/2025 Family Firm Inc.48,527$4.51M1.0%-4.7%0.009%
5/1/2025 B & T Capital Management DBA Alpha Capital Management2,822$262K0.0%+11.9%0.001%
5/1/2025 IFC Advisors LLC3,524$327K0.1%-5.7%0.001%
5/1/2025 Quest 10 Wealth Builders Inc.2,105$195K0.2%+6.3%0.000%
5/1/2025 MA Private Wealth328,518$30.50M5.7%+1.4%0.060%
5/1/2025 Lane & Associates LLC24,255$2.25M1.2%-1.6%0.004%
5/1/2025 Fulcrum Equity Management7,706$715K0.8%-1.5%0.001%
5/1/2025 Fifth Third Securities Inc.142,108$13.19M1.1%+9.0%0.026%
5/1/2025 Gateway Wealth Partners LLC50,214$4.66M1.0%+4.7%0.009%
5/1/2025 SteelPeak Wealth LLC319,665$29.67M1.2%+6.5%0.059%
5/1/2025 Fonville Wealth Management LLC25,455$2.36M0.7%-9.2%0.005%
5/1/2025 WESPAC Advisors LLC14,610$1.36M1.1%-29.2%0.003%
5/1/2025 Croban30,061$2.79M2.6%N/A0.006%
5/1/2025 Fidelis Capital Partners LLC7,635$719K0.1%-1.8%0.001%
4/30/2025 Processus Wealth & Capital Management LLC12,851$1.19M1.0%+5.2%0.002%
4/30/2025 Christopher J. Hasenberg Inc452$42K0.0%N/A0.000%
4/30/2025 Sharkey Howes & Javer326,401$30.30M4.3%+21.9%0.060%
4/30/2025 Cerity Partners LLC322,954$29.98M0.1%-3.1%0.059%
4/30/2025 Peoples Bank OH99,509$9.24M6.1%+1.9%0.018%
4/30/2025 Round Rock Advisors LLC30,998$2.88M0.5%+0.5%0.006%
4/30/2025 Allworth Financial LP543,298$50.42M0.3%-1.4%0.100%
4/30/2025 Parr Mcknight Wealth Management Group LLC2,457$228K0.0%-25.9%0.000%
4/30/2025 Rogco LP31,066$2.88M1.2%+0.5%0.006%
4/30/2025 Forthright Family Wealth Advisory LLC112,208$10.42M6.9%+2.2%0.021%
4/30/2025 Ascent Capital Management LLC116,096$10.78M10.9%+2.3%0.021%
4/30/2025 Quotient Wealth Partners LLC51,447$4.78M0.2%-0.6%0.009%
4/30/2025 Bridges Investment Management Inc.46,753$4.34M0.1%-0.8%0.009%
4/30/2025 Moloney Securities Asset Management LLC35,182$3.27M0.4%-65.1%0.006%
4/30/2025 Axxcess Wealth Management LLC16,546$1.54M0.0%+2.6%0.003%
4/30/2025 Rehmann Capital Advisory Group1,082,461$100.49M6.3%+0.5%0.199%
4/30/2025 Cornerstone Planning Group LLC2,483$224K0.1%+59.7%0.000%
4/30/2025 Dogwood Wealth Management LLC529$49K0.0%-30.7%0.000%
4/30/2025 Principal Securities Inc.336,715$34.19M0.8%+0.1%0.062%
4/30/2025 First National Bank & Trust Co. of Newtown7,409$688K0.1%-23.0%0.001%
4/30/2025 Greenleaf Trust338,943$31.46M0.3%-4.1%0.062%
4/30/2025 Peterson Wealth Advisors LLC57,972$5.38M1.0%+2.6%0.011%
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4/30/2025 Silverlake Wealth Management LLC2,730$253K0.1%+4.5%0.001%
4/30/2025 Trek Financial LLC184,530$17.13M1.2%+23.3%0.034%
4/30/2025 OMNI 360 Wealth Inc.22,788$2.12M1.2%+0.8%0.004%
4/30/2025 Partners in Financial Planning3,590$333K0.1%-6.5%0.001%
4/30/2025 Valeo Financial Advisors LLC32,342$3.00M0.1%+0.6%0.006%
4/30/2025 SilverOak Wealth Management LLC581,149$53.95M11.7%+0.6%0.107%
4/30/2025 LTG Capital LLC11,239$1.04M1.0%-3.4%0.002%
4/30/2025 M&T Bank Corp4,509,559$418.62M1.5%-2.6%0.828%
4/30/2025 49 Wealth Management LLC6,934$644K0.1%-4.4%0.001%
4/30/2025 Stratos Wealth Partners LTD.288,282$26.76M0.4%-1.2%0.053%
(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, 1,881 institutional investors and hedge funds held shares of iShares S&P 500 Growth ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($4.56B), Envestnet Asset Management Inc. ($4.46B), 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 1,568 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. ($27.59M), 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 156,412,201 shares in the last 24 months. This purchase volume represents approximately $13.35B in transactions.

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

Of the 1,197 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), 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 62,477,756 shares in the last 24 months. This volume of shares sold represents approximately $5.25B in transactions.


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This page (NYSEARCA:IVW) was last updated on 5/4/2025 by MarketBeat.com Staff
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