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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
160,919
shares
|
$19.3 Million
1.51% of portfolio
|
Q2 2025
Reduced 25.09%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
160,286
shares
|
$19.2 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
158,908
shares
|
$19 Million
1.3% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
158,497
shares
|
$19 Million
0.93% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
156,332
shares
|
$18.7 Million
5.34% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
156,068
shares
|
$18.7 Million
2.13% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
155,923
shares
|
$18.7 Million
1.6% of portfolio
|
Q4 2024
Reduced 18.82%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
154,458
shares
|
$18.5 Million
6.39% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
154,292
shares
|
$18.5 Million
3.5% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
153,251
shares
|
$18.4 Million
2.27% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
152,562
shares
|
$18.3 Million
0.21% of portfolio
|
Q3 2025
Reduced 19.61%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
152,306
shares
|
$18.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 41.72%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
152,294
shares
|
$18.2 Million
0.11% of portfolio
|
Q2 2025
Added 22.23%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
151,750
shares
|
$18.2 Million
1.48% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
151,746
shares
|
$18.2 Million
1.84% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
150,929
shares
|
$18.1 Million
8.38% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
150,916
shares
|
$18.1 Million
2.81% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
150,821
shares
|
$18.1 Million
0.79% of portfolio
|
Q3 2023
Added 14.68%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
149,419
shares
|
$17.9 Million
0.04% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
148,921
shares
|
$17.8 Million
5.1% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
148,854
shares
|
$17.8 Million
7.55% of portfolio
|
Q2 2025
Added 346.07%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Jul 25, 2025 Q2 2025 |
148,112
shares
|
$17.7 Million
13.9% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
148,099
shares
|
$17.7 Million
5.84% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
147,983
shares
|
$17.7 Million
7.41% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
147,662
shares
|
$17.7 Million
0.42% of portfolio
|
Q4 2023
New holding
|