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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
144,827
shares
|
$17.3 Million
1.18% of portfolio
|
Q2 2023
Reduced 3.57%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
144,551
shares
|
$17.3 Million
1.02% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
144,290
shares
|
$17.3 Million
2.08% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
143,948
shares
|
$17.2 Million
2.12% of portfolio
|
Q2 2025
Added 25.29%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
143,746
shares
|
$17.2 Million
2.05% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
143,071
shares
|
$17.1 Million
0.65% of portfolio
|
Q3 2025
Reduced 17.38%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
142,028
shares
|
$17 Million
7.55% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
141,445
shares
|
$16.9 Million
0.48% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
141,169
shares
|
$16.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
139,624
shares
|
$16.7 Million
7.87% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
139,461
shares
|
$16.7 Million
0.27% of portfolio
|
Q2 2025
Reduced 45.2%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
139,077
shares
|
$16.7 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
137,853
shares
|
$16.5 Million
0.41% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
136,317
shares
|
$16.3 Million
1.16% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
134,418
shares
|
$16.1 Million
1.1% of portfolio
|
Q3 2023
Reduced 1.4%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
133,975
shares
|
$16 Million
2.59% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
133,856
shares
|
$16 Million
2.91% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
130,769
shares
|
$15.7 Million
1.98% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
130,213
shares
|
$15.6 Million
1.11% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
129,376
shares
|
$15.5 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
128,222
shares
|
$15.4 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
127,909
shares
|
$15.3 Million
0.55% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
127,678
shares
|
$15.3 Million
1.46% of portfolio
|
Q2 2025
Reduced 64.73%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
127,522
shares
|
$15.3 Million
3.8% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
125,732
shares
|
$15.1 Million
0.94% of portfolio
|
Q2 2025
Added 5.84%
|