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 |
|---|---|---|---|---|---|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
90,280
shares
|
$10.8 Million
5.45% of portfolio
|
Q2 2025
Added 903.89%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
89,431
shares
|
$10.7 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
88,939
shares
|
$10.7 Million
2.04% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
88,637
shares
|
$10.6 Million
6.61% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
88,328
shares
|
$10.6 Million
0.98% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
88,096
shares
|
$10.6 Million
4.26% of portfolio
|
Q2 2025
Reduced 62.97%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
87,279
shares
|
$10.5 Million
0.97% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
86,899
shares
|
$10.4 Million
2.02% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
86,278
shares
|
$10.3 Million
2.54% of portfolio
|
Q4 2023
Reduced 1.22%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
85,692
shares
|
$10.3 Million
2.29% of portfolio
|
Q4 2022
Added 29.12%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
85,127
shares
|
$10.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
84,642
shares
|
$10.1 Million
0.07% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
84,287
shares
|
$10.1 Million
1.0% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
83,883
shares
|
$10 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
82,959
shares
|
$9.94 Million
2.82% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
82,707
shares
|
$9.9 Million
4.67% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
82,411
shares
|
$9.87 Million
0.15% of portfolio
|
Q2 2025
Reduced 40.28%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
82,311
shares
|
$9.86 Million
8.65% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
82,176
shares
|
$9.84 Million
0.25% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
81,234
shares
|
$9.73 Million
0.63% of portfolio
|
Q2 2025
Reduced 37.89%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
81,153
shares
|
$9.72 Million
3.36% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
81,079
shares
|
$9.71 Million
1.23% of portfolio
|
Q3 2025
Reduced 50.29%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
80,835
shares
|
$9.68 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
80,794
shares
|
$9.68 Million
1.41% of portfolio
|
Q2 2025
Added 22.74%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
80,475
shares
|
$9.64 Million
1.37% of portfolio
|
Q3 2025
Added 0.07%
|