Institutional Ownership Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW). We have compiled data on the 2,137 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $50.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
184,520
shares
|
$22.1 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
182,819
shares
|
$21.9 Million
7.3% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
180,858
shares
|
$21.7 Million
1.86% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
180,308
shares
|
$21.6 Million
1.59% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
179,795
shares
|
$21.5 Million
6.68% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
179,732
shares
|
$21.5 Million
4.16% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
178,398
shares
|
$21.4 Million
0.62% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
177,494
shares
|
$21.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
177,269
shares
|
$21.2 Million
5.61% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
176,348
shares
|
$21.1 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
176,037
shares
|
$21.1 Million
0.17% of portfolio
|
Q2 2025
Reduced 21.53%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
175,713
shares
|
$21 Million
1.0% of portfolio
|
Q3 2023
Added 16.22%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
175,530
shares
|
$21 Million
3.76% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
175,092
shares
|
$21 Million
4.8% of portfolio
|
Q4 2023
Reduced 12.08%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
174,486
shares
|
$20.9 Million
6.93% of portfolio
|
Q3 2025
Added 22.61%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Oct 29, 2025 Q3 2025 |
172,386
shares
|
$20.6 Million
8.38% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
169,656
shares
|
$20.3 Million
1.66% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
169,491
shares
|
$20.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
169,413
shares
|
$20.3 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
166,133
shares
|
$19.9 Million
7.2% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
164,750
shares
|
$19.7 Million
2.65% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
164,364
shares
|
$19.7 Million
0.71% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
164,057
shares
|
$19.6 Million
0.17% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Laird Norton Trust Company, LLC
|
Aug 14, 2025 Q2 2025 |
163,647
shares
|
$19.6 Million
2.48% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
162,283
shares
|
$19.4 Million
3.49% of portfolio
|
Q3 2025
Reduced 5.09%
|