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 2,152 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 |
|---|---|---|---|---|---|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
70,264
shares
|
$8.65 Million
4.28% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
70,173
shares
|
$8.64 Million
2.98% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
69,858
shares
|
$8.6 Million
0.66% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
69,831
shares
|
$8.6 Million
2.9% of portfolio
|
Q1 2023
Added 1.09%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
69,695
shares
|
$8.58 Million
2.16% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
69,525
shares
|
$8.56 Million
1.65% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
68,171
shares
|
$8.4 Million
5.64% of portfolio
|
Q2 2025
Reduced 23.84%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
68,151
shares
|
$8.39 Million
3.52% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
67,613
shares
|
$8.33 Million
0.12% of portfolio
|
Q1 2023
Added 0.58%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
67,490
shares
|
$8.31 Million
0.66% of portfolio
|
Q2 2025
Reduced 16.07%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
66,539
shares
|
$8.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
66,514
shares
|
$8.19 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
66,447
shares
|
$8.18 Million
0.99% of portfolio
|
Q4 2022
Reduced 0.73%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
66,291
shares
|
$8.17 Million
4.06% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
66,262
shares
|
$8.16 Million
3.81% of portfolio
|
Q2 2025
Reduced 26.04%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
65,517
shares
|
$8.07 Million
0.18% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
65,460
shares
|
$8.06 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
65,122
shares
|
$8.02 Million
4.12% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
65,043
shares
|
$8.01 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
64,945
shares
|
$8 Million
0.14% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
64,681
shares
|
$7.97 Million
2.67% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
64,460
shares
|
$7.94 Million
1.32% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Nov 06, 2025 Q3 2025 |
64,231
shares
|
$7.91 Million
5.99% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
63,928
shares
|
$7.87 Million
3.35% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
63,892
shares
|
$7.87 Million
0.37% of portfolio
|
Q2 2025
Added 7.21%
|