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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
97,539
shares
|
$12 Million
0.82% of portfolio
|
Q3 2025
Added 40.54%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
97,390
shares
|
$12 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
97,332
shares
|
$12 Million
8.37% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
96,678
shares
|
$11.9 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
96,647
shares
|
$11.9 Million
3.89% of portfolio
|
Q2 2025
Reduced 35.29%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
96,438
shares
|
$11.9 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
96,274
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.45%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
96,034
shares
|
$11.8 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
95,304
shares
|
$11.7 Million
3.19% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
94,967
shares
|
$11.7 Million
4.23% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
94,128
shares
|
$11.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Oct 23, 2025 Q3 2025 |
94,045
shares
|
$11.6 Million
6.99% of portfolio
|
Q3 2025
Reduced 12.1%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
93,460
shares
|
$11.5 Million
1.96% of portfolio
|
Q2 2025
Reduced 19.01%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
93,001
shares
|
$11.5 Million
2.56% of portfolio
|
Q1 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
92,864
shares
|
$11.4 Million
0.33% of portfolio
|
Q2 2025
Reduced 34.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
92,691
shares
|
$11.4 Million
0.01% of portfolio
|
Q2 2025
Added 38.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
92,584
shares
|
$11.4 Million
0.28% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
91,564
shares
|
$11.3 Million
8.72% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
91,395
shares
|
$11.3 Million
0.19% of portfolio
|
Q4 2023
Added 9.84%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
91,317
shares
|
$11.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
91,198
shares
|
$11.2 Million
0.14% of portfolio
|
Q3 2025
Added 22.88%
|
|
|
Florin Court Capital LLP
|
Nov 03, 2025 Q3 2025 |
91,100
shares
|
$11.2 Million
8.86% of portfolio
|
Q3 2025
Added 24.11%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
90,782
shares
|
$11.2 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
90,651
shares
|
$11.2 Million
0.23% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
90,280
shares
|
$11.1 Million
5.45% of portfolio
|
Q2 2025
Added 903.89%
|