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 |
|---|---|---|---|---|---|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
80,874
shares
|
$9.96 Million
8.19% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
80,835
shares
|
$9.96 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
80,475
shares
|
$9.91 Million
1.37% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
79,900
shares
|
$9.84 Million
0.72% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
79,438
shares
|
$9.78 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
79,198
shares
|
$9.75 Million
3.82% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
78,998
shares
|
$9.73 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
78,336
shares
|
$9.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.01%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
74,770
shares
|
$9.21 Million
0.32% of portfolio
|
Q3 2025
Reduced 13.37%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
74,755
shares
|
$9.21 Million
4.7% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
74,562
shares
|
$9.18 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
74,321
shares
|
$9.15 Million
4.43% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
74,032
shares
|
$9.12 Million
1.69% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
73,568
shares
|
$9.06 Million
0.58% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,531
shares
|
$8.93 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
72,498
shares
|
$8.93 Million
4.18% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
71,899
shares
|
$8.86 Million
3.16% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
71,549
shares
|
$8.81 Million
0.78% of portfolio
|
Q3 2025
Added 445.14%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
71,395
shares
|
$8.79 Million
0.37% of portfolio
|
Q2 2025
Reduced 37.05%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
71,295
shares
|
$8.78 Million
2.95% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
71,147
shares
|
$8.76 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
71,021
shares
|
$8.75 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
70,972
shares
|
$8.74 Million
1.8% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
70,838
shares
|
$8.73 Million
2.64% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 03, 2025 Q3 2025 |
70,435
shares
|
$8.68 Million
3.37% of portfolio
|
Q3 2025
New holding
|