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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
63,499
shares
|
$7.82 Million
0.38% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
63,162
shares
|
$7.78 Million
2.63% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
62,896
shares
|
$7.75 Million
0.66% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
62,457
shares
|
$7.69 Million
0.32% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
62,125
shares
|
$7.65 Million
0.9% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
61,690
shares
|
$7.6 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
61,680
shares
|
$7.6 Million
5.3% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
61,259
shares
|
$7.55 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
61,204
shares
|
$7.54 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
59,774
shares
|
$7.36 Million
1.77% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
59,648
shares
|
$7.35 Million
2.14% of portfolio
|
Q3 2025
Added 98.65%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
59,338
shares
|
$7.31 Million
1.46% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
59,238
shares
|
$7.3 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
59,127
shares
|
$7.28 Million
1.19% of portfolio
|
Q3 2025
Added 95.78%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
59,117
shares
|
$7.28 Million
0.45% of portfolio
|
Q3 2025
Reduced 48.04%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
58,867
shares
|
$7.25 Million
3.83% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
58,767
shares
|
$7.24 Million
0.84% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
58,673
shares
|
$7.23 Million
3.17% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
58,266
shares
|
$7.18 Million
3.04% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
57,678
shares
|
$7.1 Million
2.07% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
57,475
shares
|
$7.08 Million
3.86% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
57,151
shares
|
$7.04 Million
1.64% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
57,130
shares
|
$7.04 Million
0.12% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
56,976
shares
|
$7.02 Million
0.14% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
56,945
shares
|
$7.01 Million
1.64% of portfolio
|
Q3 2025
Added 0.59%
|