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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
2,786,865
shares
|
$334 Million
2.15% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,759,719
shares
|
$331 Million
0.23% of portfolio
|
Q2 2025
Reduced 38.63%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,409,948
shares
|
$289 Million
2.0% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,214,388
shares
|
$265 Million
0.29% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,159,492
shares
|
$259 Million
0.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
2,151,752
shares
|
$258 Million
0.62% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,065,099
shares
|
$247 Million
0.43% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
1,905,256
shares
|
$228 Million
15.99% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,875,636
shares
|
$225 Million
0.27% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,829,233
shares
|
$219 Million
3.43% of portfolio
|
Q2 2025
Added 13.19%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,708,995
shares
|
$205 Million
0.18% of portfolio
|
Q2 2025
Added 329.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,659,911
shares
|
$199 Million
1.0% of portfolio
|
Q2 2025
Reduced 17.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,656,326
shares
|
$198 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,602,948
shares
|
$192 Million
1.19% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
1,590,498
shares
|
$190 Million
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,420,998
shares
|
$170 Million
0.94% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,350,593
shares
|
$162 Million
0.19% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,267,831
shares
|
$152 Million
0.28% of portfolio
|
Q2 2025
Added 84.75%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,263,378
shares
|
$151 Million
1.69% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
1,204,563
shares
|
$144 Million
6.91% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,189,481
shares
|
$142 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
1,137,915
shares
|
$136 Million
6.92% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,128,060
shares
|
$135 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,107,429
shares
|
$133 Million
5.09% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
1,098,355
shares
|
$132 Million
1.0% of portfolio
|
Q2 2025
Reduced 10.57%
|