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 2,148 institutions that hold shares in the stock, with a total of 425 Million shares, which have been reported (via 13F filing form) to have a value of $52.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
112,685
shares
|
$13.9 Million
5.24% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
112,123
shares
|
$13.8 Million
0.56% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
110,500
shares
|
$13.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 34.15%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
109,551
shares
|
$13.5 Million
0.4% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
109,021
shares
|
$13.4 Million
7.14% of portfolio
|
Q3 2025
Added 38.68%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
108,898
shares
|
$13.4 Million
3.34% of portfolio
|
Q3 2025
Added 31.45%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
108,806
shares
|
$13.4 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
108,150
shares
|
$13.3 Million
0.97% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
107,514
shares
|
$13.2 Million
3.74% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
106,951
shares
|
$13.2 Million
0.27% of portfolio
|
Q3 2022
Reduced 10.5%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
106,937
shares
|
$13.2 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
106,542
shares
|
$13.1 Million
0.3% of portfolio
|
Q3 2025
Added 764.58%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
104,572
shares
|
$12.9 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
103,932
shares
|
$12.8 Million
6.71% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
103,618
shares
|
$12.8 Million
0.05% of portfolio
|
Q2 2025
Added 30.58%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
103,496
shares
|
$12.7 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
101,214
shares
|
$12.5 Million
0.22% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
101,059
shares
|
$12.4 Million
7.38% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
100,707
shares
|
$12.4 Million
0.03% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
100,205
shares
|
$12.3 Million
1.63% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
99,621
shares
|
$12.3 Million
0.21% of portfolio
|
Q3 2025
Added 27.38%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
99,572
shares
|
$12.3 Million
8.59% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
99,006
shares
|
$12.2 Million
0.24% of portfolio
|
Q2 2020
Added 15.55%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
98,737
shares
|
$12.2 Million
7.07% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
97,815
shares
|
$12 Million
1.02% of portfolio
|
Q3 2025
Reduced 3.53%
|